Eminence Capital’s Yelp YELP Stock Holding History

Eminence Capital’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
2015 Q3	–	Sell	-3,000,000	Closed	-$129M	–	65
2015 Q2	$129M	Buy	+3,000,000	New	+$139M	1.84%	24

Other funds holding YELP

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

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

PGP

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

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

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

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

SQN Investors Menlo Park, California $12.8M AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SEP

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Eminence Capital's YELP Position: Q3 2018 in Review

Eminence Capital sold out of Yelp (YELP) in Q3 2018, closing a stake of 2,649,684 shares — an estimated $104M sold.

Eminence Capital first reported a position in YELP in Q2 2015 and held it in 7 quarters. The position peaked at $110M in Q1 2018. 234 funds tracked by Wall St. Rank hold YELP as of Q3 2018.

Eminence Capital reported no remaining Yelp position as of Q3 2018 after selling out during the quarter.
Eminence Capital sold 2,649,684 Yelp shares in Q3 2018, an estimated $104M.
Eminence Capital first reported a position in Yelp in Q2 2015 and held it in 7 quarters.
Eminence Capital's Yelp position peaked at $110M in Q1 2018.
234 funds tracked by Wall St. Rank held Yelp as of Q3 2018.

Based on Eminence Capital's 13F filing for Q3 2018, filed 14 Nov 2018.