Evergreen Capital Management’s Yelp YELP Stock Holding History

Evergreen Capital 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
2026 Q2	–	Sell	-33,023	Closed	-$817K	–	1682
2026 Q1	$817K	Buy	33,023 +228	+0.7%	+$5.77K	0.02%	558
2025 Q4	$997K	Buy	+32,795	New	+$1.01M	0.02%	470
2025 Q2	–	Sell	-6,297	Closed	-$233K	–	1271
2025 Q1	$233K	Buy	6,297 +290	+5%	+$10.9K	0.01%	903
2024 Q4	$232K	Sell	6,007 -378	-6%	-$13.8K	0.01%	883
2024 Q3	$224K	Buy	+6,385	New	+$223K	0.01%	867
2024 Q1	–	Sell	-4,307	Closed	-$204K	–	930
2023 Q4	$204K	Buy	+4,307	New	+$190K	0.01%	771
2023 Q2	–	Sell	-88,114	Closed	-$2.71M	–	841
2023 Q1	$2.71M	Sell	88,114 -186	-0.2%	-$5.59K	0.12%	187
2022 Q4	$2.41M	Buy	+88,300	New	+$2.8M	0.11%	200

Other funds holding YELP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Evergreen Capital Management's YELP Position: Q2 2026 in Review

Evergreen Capital Management sold out of Yelp (YELP) in Q2 2026, closing a stake of 33,023 shares — an estimated $817K sold.

Evergreen Capital Management first reported a position in YELP in Q4 2022 and held it in 8 quarters. The position peaked at $2.71M in Q1 2023. 291 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

Evergreen Capital Management reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 33,023 Yelp shares in Q2 2026, an estimated $817K.
Evergreen Capital Management first reported a position in Yelp in Q4 2022 and held it in 8 quarters.
Evergreen Capital Management's Yelp position peaked at $2.71M in Q1 2023.
291 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.