NewSquare Capital’s Yelp YELP Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-202	Closed	-$6.92K	–	1268
2025 Q2	$6.92K	Sell	202 -47	-19%	-$1.7K	﹤0.01%	736
2025 Q1	$9.22K	Buy	+249	New	+$9.37K	﹤0.01%	569

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

NewSquare Capital's YELP Position: Q3 2025 in Review

NewSquare Capital sold out of Yelp (YELP) in Q3 2025, closing a stake of 202 shares — an estimated $6.92K sold.

NewSquare Capital first reported a position in YELP in Q1 2025 and held it in 2 quarters. The position peaked at $9.22K in Q1 2025. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

NewSquare Capital reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 202 Yelp shares in Q3 2025, an estimated $6.92K.
NewSquare Capital first reported a position in Yelp in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Yelp position peaked at $9.22K in Q1 2025.
310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.