Creative Planning’s Yelp YELP Stock Holding History

Creative Planning’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
2019 Q2	–	Sell	-100	Closed	-$1K	–	2140
2019 Q1	$1K	Buy	+100	New	+$3.62K	﹤0.01%	1974
2018 Q3	–	Sell	-300	Closed	-$1K	–	2183
2018 Q2	$1K	Hold	300	–	–	﹤0.01%	2035
2018 Q1	$2K	Buy	+300	New	+$13.1K	﹤0.01%	1997
2017 Q3	–	Sell	-1,000	Closed	-$4K	–	3763
2017 Q2	$4K	Buy	1,000 +700	+233%	+$21.8K	﹤0.01%	4120
2017 Q1	$1K	Buy	+300	New	+$11.1K	﹤0.01%	4517
2016 Q4	–	Sell	-1,000	Closed	-$17K	–	4875
2016 Q3	$17K	Hold	1,000	–	–	﹤0.01%	3176
2016 Q2	$8K	Buy	+1,000	New	+$24.3K	﹤0.01%	3408
2014 Q2	–	Sell	-6,000	Closed	-$78K	–	3985
2014 Q1	$78K	Buy	+6,000	New	+$507K	﹤0.01%	1542

Other funds holding YELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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.