CI
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CX Institutional’s Yelp YELP Stock Holding History

CX Institutional’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
Q3 		$4.03M Buy
+217,734
New +$5.12M 0.11% 186
2026
Q1 		– Sell
-60
Closed -$2K – 1674
2025
Q4 		$2K Sell
60
-484
-89% -$14.9K ﹤0.01% 1407
2025
Q3 		$17K Sell
544
-137,774
-100% -$4.52M ﹤0.01% 1127
2025
Q2 		$4.74M Buy
138,318
+65,704
+90% +$2.37M 0.17% 140
2025
Q1 		$2.69M Buy
+72,614
New +$2.73M 0.1% 162

Other funds holding YELP

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's YELP Position: Q3 2026 in Review

CX Institutional opened a new position in Yelp (YELP) in Q3 2026: 217,734 shares worth $4.03M. The stake represents 0.11% of the portfolio and ranks #186 among its holdings. This is a return to the name: CX Institutional previously reported a position in YELP as recently as Q4 2025.

CX Institutional first reported a position in YELP in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.74M in Q2 2025. 7 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • CX Institutional held 217,734 shares of Yelp worth $4.03M as of Q3 2026.
  • Yelp was a new CX Institutional position in Q3 2026.
  • Yelp made up 0.11% of CX Institutional's portfolio in Q3 2026, its #186 holding.
  • CX Institutional first reported a position in Yelp in Q1 2025 and has held it in 5 quarters since.
  • CX Institutional's Yelp position peaked at $4.74M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.