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
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 $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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lido Advisors's YELP Position: Q2 2025 in Review

Lido Advisors sold out of Yelp (YELP) in Q2 2025, closing a stake of 5,766 shares — an estimated $214K sold.

Lido Advisors first reported a position in YELP in Q1 2018 and held it in 6 quarters. The position peaked at $463K in Q1 2023. 333 funds tracked by Wall St. Rank hold YELP as of Q2 2025.

Lido Advisors reported no remaining Yelp position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 5,766 Yelp shares in Q2 2025, an estimated $214K.
Lido Advisors first reported a position in Yelp in Q1 2018 and held it in 6 quarters.
Lido Advisors's Yelp position peaked at $463K in Q1 2023.
333 funds tracked by Wall St. Rank held Yelp as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.