Dorsey Asset Management’s Yelp YELP Stock Holding History

Dorsey Asset Management’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
2018 Q1	–	Sell	-436,934	Closed	-$18.3M	–	11
2017 Q4	$18.3M	Buy	436,934 +20,060	+5%	+$892K	6.61%	9
2017 Q3	$18.1M	Sell	416,874 -319,126	-43%	-$12.3M	7.83%	8
2017 Q2	$22.1M	Buy	+736,000	New	+$23M	10.37%	3

Other funds holding YELP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Dorsey Asset Management's YELP Position: Q1 2018 in Review

Dorsey Asset Management sold out of Yelp (YELP) in Q1 2018, closing a stake of 436,934 shares — an estimated $18.3M sold.

Dorsey Asset Management first reported a position in YELP in Q2 2017 and held it in 3 quarters. The position peaked at $22.1M in Q2 2017. 206 funds tracked by Wall St. Rank hold YELP as of Q1 2018.

Dorsey Asset Management reported no remaining Yelp position as of Q1 2018 after selling out during the quarter.
Dorsey Asset Management sold 436,934 Yelp shares in Q1 2018, an estimated $18.3M.
Dorsey Asset Management first reported a position in Yelp in Q2 2017 and held it in 3 quarters.
Dorsey Asset Management's Yelp position peaked at $22.1M in Q2 2017.
206 funds tracked by Wall St. Rank held Yelp as of Q1 2018.

Based on Dorsey Asset Management's 13F filing for Q1 2018, filed 15 May 2018.