IA
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IFP Advisors’s Yelp YELP Stock Holding History

IFP Advisors’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
Q4 		– Sell
-1,000
Closed -$49K – 3902
2018
Q3 		$49K Buy
+1,000
New +$43.7K ﹤0.01% 1913

Other funds holding YELP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors's YELP Position: Q2 2026 in Review

IFP Advisors reduced its Yelp (YELP) stake by 4.9% in Q2 2026, selling an estimated $349 and leaving 271 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

IFP Advisors first reported a position in YELP in Q4 2015 and has held it in 26 quarters since. The position peaked at $68K in Q3 2016. 51 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • IFP Advisors held 271 shares of Yelp worth $6.64K as of Q2 2026.
  • IFP Advisors sold 14 Yelp shares in Q2 2026, an estimated $349.
  • Yelp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3615 holding.
  • IFP Advisors first reported a position in Yelp in Q4 2015 and has held it in 26 quarters since.
  • IFP Advisors's Yelp position peaked at $68K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.