Summit Global Investments’s Yelp YELP Stock Holding History

Summit Global Investments’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	–	Sell	-30,280	Closed	-$749K	–	563
2026 Q1	$749K	Sell	30,280 -7,516	-20%	-$190K	0.04%	253
2025 Q4	$1.15M	Sell	37,796 -184	-0.5%	-$5.67K	0.07%	173
2025 Q3	$1.19M	Buy	+37,980	New	+$1.24M	0.07%	165
2024 Q3	–	Sell	-17,074	Closed	-$631K	–	597
2024 Q2	$631K	Buy	17,074 +3,583	+27%	+$137K	0.04%	304
2024 Q1	$532K	Sell	13,491 -985	-7%	-$40.8K	0.04%	319
2023 Q4	$685K	Buy	+14,476	New	+$639K	0.04%	290
2018 Q4	–	Sell	-16,600	Closed	-$817K	–	312
2018 Q3	$817K	Buy	16,600 +500	+3%	+$21.8K	0.11%	166
2018 Q2	$631K	Buy	16,100 +3,300	+26%	+$143K	0.1%	224
2018 Q1	$534K	Buy	+12,800	New	+$557K	0.09%	214

Other funds holding YELP

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Summit Global Investments's YELP Position: Q2 2026 in Review

Summit Global Investments sold out of Yelp (YELP) in Q2 2026, closing a stake of 30,280 shares — an estimated $749K sold.

Summit Global Investments first reported a position in YELP in Q1 2018 and held it in 9 quarters. The position peaked at $1.19M in Q3 2025. 75 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

Summit Global Investments reported no remaining Yelp position as of Q2 2026 after selling out during the quarter.
Summit Global Investments sold 30,280 Yelp shares in Q2 2026, an estimated $749K.
Summit Global Investments first reported a position in Yelp in Q1 2018 and held it in 9 quarters.
Summit Global Investments's Yelp position peaked at $1.19M in Q3 2025.
75 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.