Lido Advisors’s Yelp YELP Stock Holding History

Lido 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
2026 Q2	$210K	Buy	+8,576	New	+$214K	﹤0.01%	1942
2025 Q2	–	Sell	-5,766	Closed	-$214K	–	1769
2025 Q1	$214K	Sell	5,766 -208	-3%	-$7.82K	﹤0.01%	1358
2024 Q4	$231K	Buy	+5,974	New	+$218K	﹤0.01%	1321
2023 Q3	–	Sell	-10,601	Closed	-$386K	–	1328
2023 Q2	$386K	Sell	10,601 -4,480	-30%	-$145K	﹤0.01%	823
2023 Q1	$463K	Buy	+15,081	New	+$454K	﹤0.01%	703
2018 Q3	–	Sell	-8,596	Closed	-$336K	–	478
2018 Q2	$336K	Hold	8,596	–	–	0.04%	281
2018 Q1	$358K	Buy	+8,596	New	+$374K	0.05%	254

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 $123B AUM 45.23% 1-Year Est. Return

Lido Advisors's YELP Position: Q2 2026 in Review

Lido Advisors opened a new position in Yelp (YELP) in Q2 2026: 8,576 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings. This is a return to the name: Lido Advisors previously reported a position in YELP as recently as Q1 2025.

Lido Advisors first reported a position in YELP in Q1 2018 and has held it in 7 quarters since. The position peaked at $463K in Q1 2023. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

Lido Advisors held 8,576 shares of Yelp worth $210K as of Q2 2026.
Yelp was a new Lido Advisors position in Q2 2026.
Yelp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1942 holding.
Lido Advisors first reported a position in Yelp in Q1 2018 and has held it in 7 quarters since.
Lido Advisors's Yelp position peaked at $463K in Q1 2023.
294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.