Root Financial Partners
YELP icon

Root Financial Partners’s Yelp YELP Stock Holding History

Root Financial Partners’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
Q3 		$370 Buy
+20
New +$470 ﹤0.01% 3340
2026
Q2 		– Sell
-114
Closed -$2.82K – 3241
2026
Q1 		$2.82K Buy
114
+6
+6% +$152 ﹤0.01% 2175
2025
Q4 		$3.28K Sell
108
-49
-31% -$1.51K ﹤0.01% 1881
2025
Q3 		$4.9K Buy
+157
New +$5.15K ﹤0.01% 1735

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American Century Companies
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Vanguard Capital Management
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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's YELP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Yelp (YELP) in Q3 2026: 20 shares worth $370. The stake represents ﹤0.01% of the portfolio and ranks #3340 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in YELP as recently as Q1 2026.

Root Financial Partners first reported a position in YELP in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.9K in Q3 2025. 211 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • Root Financial Partners held 20 shares of Yelp worth $370 as of Q3 2026.
  • Yelp was a new Root Financial Partners position in Q3 2026.
  • Yelp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3340 holding.
  • Root Financial Partners first reported a position in Yelp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Yelp position peaked at $4.9K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.