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Meritage Portfolio Management’s Yelp YELP Stock Holding History

Meritage Portfolio 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
Q4 		$251K Sell
8,247
-2,418
-23% -$74.6K 0.02% 285
2025
Q3 		$333K Sell
10,665
-5,722
-35% -$188K 0.02% 264
2025
Q2 		$562K Buy
16,387
+672
+4% +$24.3K 0.04% 235
2025
Q1 		$582K Sell
15,715
-670
-4% -$25.2K 0.04% 227
2024
Q4 		$634K Buy
16,385
+1,812
+12% +$66.1K 0.04% 232
2024
Q3 		$511K Buy
14,573
+1,253
+9% +$43.8K 0.03% 251
2024
Q2 		$492K Sell
13,320
-10
-0.1% -$383 0.03% 239
2024
Q1 		$525K Sell
13,330
-791
-6% -$32.8K 0.03% 242
2023
Q4 		$668K Buy
14,121
+308
+2% +$13.6K 0.04% 227
2023
Q3 		$574K Sell
13,813
-467
-3% -$19.6K 0.04% 227
2023
Q2 		$520K Buy
14,280
+5,534
+63% +$179K 0.04% 240
2023
Q1 		$269K Buy
+8,746
New +$263K 0.02% 272
2022
Q2 		– Sell
-8,546
Closed -$292K – 354
2022
Q1 		$292K Buy
8,546
+834
+11% +$28.6K 0.02% 276
2021
Q4 		$279K Buy
7,712
+552
+8% +$20.7K 0.02% 275
2021
Q3 		$267K Buy
7,160
+447
+7% +$16.9K 0.02% 257
2021
Q2 		$268K Buy
6,713
+1,068
+19% +$42.4K 0.02% 263
2021
Q1 		$220K Buy
+5,645
New +$205K 0.01% 263

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Meritage Portfolio Management's YELP Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Yelp (YELP) stake by 23% in Q4 2025, selling an estimated $74.6K and leaving 8,247 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #285.

Meritage Portfolio Management first reported a position in YELP in Q1 2021 and has held it in 17 quarters since. The position peaked at $668K in Q4 2023. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

  • Meritage Portfolio Management held 8,247 shares of Yelp worth $251K as of Q4 2025.
  • Meritage Portfolio Management sold 2,418 Yelp shares in Q4 2025, an estimated $74.6K.
  • Yelp made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #285 holding.
  • Meritage Portfolio Management first reported a position in Yelp in Q1 2021 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Yelp position peaked at $668K in Q4 2023.
  • 316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.