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Cascade Investment Advisors’s Yelp YELP Stock Holding History

Cascade Investment Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
46,965
+5,865
+14% +$146K 0.63% 77
2026
Q1 		$1.02M Sell
41,100
-3,400
-8% -$86.1K 0.6% 77
2025
Q4 		$1.35M Sell
44,500
-2,005
-4% -$61.8K 0.8% 61
2025
Q3 		$1.45M Buy
+46,505
New +$1.52M 0.88% 49

Other funds holding YELP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cascade Investment Advisors's YELP Position: Q2 2026 in Review

Cascade Investment Advisors increased its Yelp (YELP) stake by 14% in Q2 2026, buying an estimated $146K and bringing the position to 46,965 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #77.

Cascade Investment Advisors first reported a position in YELP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2025. 48 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • Cascade Investment Advisors held 46,965 shares of Yelp worth $1.15M as of Q2 2026.
  • Cascade Investment Advisors bought 5,865 Yelp shares in Q2 2026, an estimated $146K.
  • Yelp made up 0.63% of Cascade Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Cascade Investment Advisors first reported a position in Yelp in Q3 2025 and has held it in 4 quarters since.
  • Cascade Investment Advisors's Yelp position peaked at $1.45M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.