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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
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

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Root Financial Partners's YELP Position: Q1 2026 in Review

Root Financial Partners increased its Yelp (YELP) stake by 5.6% in Q1 2026, buying an estimated $152 and bringing the position to 114 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Root Financial Partners first reported a position in YELP in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.9K in Q3 2025. 308 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • Root Financial Partners held 114 shares of Yelp worth $2.82K as of Q1 2026.
  • Root Financial Partners bought 6 Yelp shares in Q1 2026, an estimated $152.
  • Yelp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2175 holding.
  • Root Financial Partners first reported a position in Yelp in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Yelp position peaked at $4.9K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.