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SGL Investment Advisors’s Yelp YELP Stock Holding History

SGL Investment 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
2026
Q2 		$4.11M Buy
167,319
+554
+0.3% +$13.8K 1.42% 28
2026
Q1 		$4.22M Buy
166,765
+79,667
+91% +$2.02M 1.58% 25
2025
Q4 		$2.09M Buy
87,098
+6,748
+8% +$208K 0.84% 38
2025
Q3 		$2.66M Buy
+80,350
New +$2.63M 1.11% 33

Other funds holding YELP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

SGL Investment Advisors's YELP Position: Q2 2026 in Review

SGL Investment Advisors increased its Yelp (YELP) stake by 0.33% in Q2 2026, buying an estimated $13.8K and bringing the position to 167,319 shares worth $4.11M. The position accounts for 1.42% of the portfolio, ranked #28.

SGL Investment Advisors first reported a position in YELP in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.22M in Q1 2026. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • SGL Investment Advisors held 167,319 shares of Yelp worth $4.11M as of Q2 2026.
  • SGL Investment Advisors bought 554 Yelp shares in Q2 2026, an estimated $13.8K.
  • Yelp made up 1.42% of SGL Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • SGL Investment Advisors first reported a position in Yelp in Q3 2025 and has held it in 4 quarters since.
  • SGL Investment Advisors's Yelp position peaked at $4.22M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.