Creative Planning’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.94M | Buy |
361,294
+286,488
| +383% | +$7.25M | 0.01% | 767 |
|
|
2025
Q4 | $2.27M | Buy |
74,806
+37,334
| +100% | +$1.15M | ﹤0.01% | 1628 |
|
|
2025
Q3 | $1.17M | Sell |
37,472
-3,002
| -7% | -$98.4K | ﹤0.01% | 1968 |
|
|
2025
Q2 | $1.39M | Buy |
40,474
+10,736
| +36% | +$388K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $1.1M | Buy |
29,738
+4,713
| +19% | +$177K | ﹤0.01% | 1644 |
|
|
2024
Q4 | $968K | Buy |
25,025
+5,894
| +31% | +$215K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $671K | Buy |
19,131
+12,008
| +169% | +$420K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $263K | Sell |
7,123
-4,951
| -41% | -$190K | ﹤0.01% | 2470 |
|
|
2024
Q1 | $476K | Buy |
12,074
+1,867
| +18% | +$77.4K | ﹤0.01% | 1890 |
|
|
2023
Q4 | $483K | Buy |
10,207
+2,273
| +29% | +$100K | ﹤0.01% | 1735 |
|
|
2023
Q3 | $330K | Buy |
7,934
+1,429
| +22% | +$60.1K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $237K | Buy |
+6,505
| New | +$210K | ﹤0.01% | 2094 |
|
|
2022
Q4 | – | Sell |
-7,392
| Closed | -$251K | – | 2626 |
|
|
2022
Q3 | $251K | Buy |
+7,392
| New | +$245K | ﹤0.01% | 1763 |
|
|
2021
Q2 | – | Sell |
-5,522
| Closed | -$215K | – | 2626 |
|
|
2021
Q1 | $215K | Buy |
+5,522
| New | +$201K | ﹤0.01% | 2047 |
|
|
2019
Q2 | – | Sell |
-8,468
| Closed | -$292K | – | 2141 |
|
|
2019
Q1 | $292K | Sell |
8,468
-236
| -3% | -$8.53K | ﹤0.01% | 1341 |
|
|
2018
Q4 | $305K | Sell |
8,704
-1,239
| -12% | -$47.3K | ﹤0.01% | 1224 |
|
|
2018
Q3 | $489K | Sell |
9,943
-331
| -3% | -$14.5K | ﹤0.01% | 1089 |
|
|
2018
Q2 | $403K | Buy |
10,274
+1,144
| +13% | +$49.5K | ﹤0.01% | 1190 |
|
|
2018
Q1 | $381K | Sell |
9,130
-5,540
| -38% | -$241K | ﹤0.01% | 1219 |
|
|
2017
Q4 | $616K | Sell |
14,670
-213
| -1% | -$9.47K | ﹤0.01% | 959 |
|
|
2017
Q3 | $644K | Buy |
14,883
+1,361
| +10% | +$52.5K | ﹤0.01% | 923 |
|
|
2017
Q2 | $406K | Buy |
13,522
+5,795
| +75% | +$181K | ﹤0.01% | 1125 |
|
|
2017
Q1 | $253K | Buy |
7,727
+58
| +0.8% | +$2.15K | ﹤0.01% | 1357 |
|
|
2016
Q4 | $292K | Buy |
7,669
+1,835
| +31% | +$67.8K | ﹤0.01% | 1206 |
|
|
2016
Q3 | $243K | Sell |
5,834
-2,195
| -27% | -$76.9K | ﹤0.01% | 1298 |
|
|
2016
Q2 | $244K | Buy |
8,029
+219
| +3% | +$5.33K | ﹤0.01% | 1158 |
|
|
2016
Q1 | $155K | Buy |
7,810
+2,044
| +35% | +$41.8K | ﹤0.01% | 1354 |
|
|
2015
Q4 | $166K | Sell |
5,766
-19,060
| -77% | -$501K | ﹤0.01% | 1318 |
|
|
2015
Q3 | $538K | Buy |
+24,826
| New | +$689K | ﹤0.01% | 714 |
|
|
2015
Q2 | – | Sell |
-4,096
| Closed | -$194K | – | 3074 |
|
|
2015
Q1 | $194K | Buy |
4,096
+25
| +0.6% | +$1.24K | ﹤0.01% | 1202 |
|
|
2014
Q4 | $223K | Buy |
4,071
+1,246
| +44% | +$73.6K | ﹤0.01% | 1073 |
|
|
2014
Q3 | $193K | Sell |
2,825
-720
| -20% | -$53.7K | ﹤0.01% | 1075 |
|
|
2014
Q2 | $272K | Sell |
3,545
-3,617
| -51% | -$235K | ﹤0.01% | 884 |
|
|
2014
Q1 | $551K | Buy |
7,162
+1,162
| +19% | +$98.2K | 0.01% | 581 |
|
|
2013
Q4 | $414K | Buy |
6,000
+2,300
| +62% | +$152K | 0.01% | 574 |
|
|
2013
Q3 | $245K | Buy |
3,700
+3,400
| +1,133% | +$174K | ﹤0.01% | 682 |
|
|
2013
Q2 | $10K | Buy |
+300
| New | +$8.61K | ﹤0.01% | 2288 |
|
Other funds holding YELP
VPM
VCM
Creative Planning's YELP Position: Q1 2026 in Review
Creative Planning increased its Yelp (YELP) stake by 383% in Q1 2026, buying an estimated $7.25M and bringing the position to 361,294 shares worth $8.94M. The position accounts for 0.01% of the portfolio, ranked #767.
Creative Planning first reported a position in YELP in Q2 2013 and has held it in 37 quarters since. 307 funds tracked by Wall St. Rank hold YELP as of Q1 2026.
- Creative Planning held 361,294 shares of Yelp worth $8.94M as of Q1 2026.
- Creative Planning bought 286,488 Yelp shares in Q1 2026, an estimated $7.25M.
- Yelp made up 0.01% of Creative Planning's portfolio in Q1 2026, its #767 holding.
- Creative Planning first reported a position in Yelp in Q2 2013 and has held it in 37 quarters since.
- 307 funds tracked by Wall St. Rank held Yelp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.