Herald Investment Management’s Yelp YELP Stock Holding History

Herald Investment 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
2025 Q1	–	Sell	-80,000	Closed	-$3.1M	–	100
2024 Q4	$3.1M	Hold	80,000	–	–	0.51%	50
2024 Q3	$2.81M	Hold	80,000	–	–	0.48%	51
2024 Q2	$2.96M	Hold	80,000	–	–	0.48%	50
2024 Q1	$3.15M	Hold	80,000	–	–	0.51%	49
2023 Q4	$3.79M	Hold	80,000	–	–	0.72%	37
2023 Q3	$3.33M	Hold	80,000	–	–	0.71%	40
2023 Q2	$2.91M	Hold	80,000	–	–	0.57%	49
2023 Q1	$2.46M	Hold	80,000	–	–	0.55%	53
2022 Q4	$2.19M	Hold	80,000	–	–	0.54%	57
2022 Q3	$2.71M	Hold	80,000	–	–	0.67%	47
2022 Q2	$2.22M	Hold	80,000	–	–	0.52%	64
2022 Q1	$2.73M	Hold	80,000	–	–	0.5%	61
2021 Q4	$2.9M	Hold	80,000	–	–	0.47%	63
2021 Q3	$2.98M	Hold	80,000	–	–	0.49%	63
2021 Q2	$3.2M	Hold	80,000	–	–	0.52%	57
2021 Q1	$3.12M	Hold	80,000	–	–	0.54%	59
2020 Q4	$2.61M	Hold	80,000	–	–	0.47%	59
2020 Q3	$1.61M	Hold	80,000	–	–	0.35%	72
2020 Q2	$1.85M	Sell	80,000 -10,000	-11%	-$218K	0.43%	61
2020 Q1	$1.62M	Hold	90,000	–	–	0.49%	49
2019 Q4	$3.13M	Hold	90,000	–	–	0.8%	38
2019 Q3	$3.13M	Hold	90,000	–	–	0.93%	32
2019 Q2	$3.08M	Hold	90,000	–	–	0.86%	32
2019 Q1	$3.1M	Hold	90,000	–	–	0.79%	33
2018 Q4	$3.15M	Hold	90,000	–	–	1.01%	27
2018 Q3	$4.43M	Hold	90,000	–	–	1.13%	26
2018 Q2	$3.53M	Hold	90,000	–	–	0.98%	32
2018 Q1	$3.76M	Hold	90,000	–	–	1.12%	25
2017 Q4	$3.77M	Hold	90,000	–	–	1.18%	25
2017 Q3	$3.9M	Hold	90,000	–	–	1.26%	25
2017 Q2	$2.7M	Hold	90,000	–	–	0.93%	34
2017 Q1	$2.95M	Hold	90,000	–	–	1.08%	28
2016 Q4	$3.43M	Hold	90,000	–	–	1.48%	21
2016 Q3	$3.75M	Hold	90,000	–	–	1.39%	25
2016 Q2	$2.73M	Hold	90,000	–	–	1.14%	31
2016 Q1	$1.79M	Hold	90,000	–	–	0.76%	42
2015 Q4	$2.59M	Hold	90,000	–	–	1.08%	34
2015 Q3	$1.95M	Buy	+90,000	New	+$2.5M	0.86%	36
2015 Q1	$4.26M	Hold	90,000	–	–	1.54%	21
2014 Q4	$4.92M	Hold	90,000	–	–	1.91%	21
2014 Q3	$5.4M	Hold	90,000	–	–	2.16%	12
2014 Q2	$6.9M	Hold	90,000	–	–	2.74%	10
2014 Q1	$6.88M	Sell	90,000 -40,000	-31%	-$3.38M	2.72%	10
2013 Q4	$8.96M	Hold	130,000	–	–	3.58%	6
2013 Q3	$8.47M	Hold	130,000	–	–	3.68%	5
2013 Q2	$4.52M	Buy	+130,000	New	+$3.73M	2.11%	17

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Herald Investment Management's YELP Position: Q1 2025 in Review

Herald Investment Management sold out of Yelp (YELP) in Q1 2025, closing a stake of 80,000 shares — an estimated $3.1M sold.

Herald Investment Management first reported a position in YELP in Q2 2013 and held it in 46 quarters. The position peaked at $8.96M in Q4 2013. 319 funds tracked by Wall St. Rank hold YELP as of Q1 2025.

Herald Investment Management reported no remaining Yelp position as of Q1 2025 after selling out during the quarter.
Herald Investment Management sold 80,000 Yelp shares in Q1 2025, an estimated $3.1M.
Herald Investment Management first reported a position in Yelp in Q2 2013 and held it in 46 quarters.
Herald Investment Management's Yelp position peaked at $8.96M in Q4 2013.
319 funds tracked by Wall St. Rank held Yelp as of Q1 2025.

Based on Herald Investment Management's 13F filing for Q1 2025, filed 12 May 2025.