WinCap Financial’s Yelp YELP Stock Holding History

WinCap Financial’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	-14,160	Closed	-$485K	–	92
2025 Q2	$485K	Sell	14,160 -1,895	-12%	-$68.5K	0.39%	64
2025 Q1	$595K	Buy	16,055 +989	+7%	+$37.2K	0.56%	56
2024 Q4	$583K	Buy	+15,066	New	+$550K	0.59%	59

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

WinCap Financial's YELP Position: Q3 2025 in Review

WinCap Financial sold out of Yelp (YELP) in Q3 2025, closing a stake of 14,160 shares — an estimated $485K sold.

WinCap Financial first reported a position in YELP in Q4 2024 and held it in 3 quarters. The position peaked at $595K in Q1 2025. 310 funds tracked by Wall St. Rank hold YELP as of Q3 2025.

WinCap Financial reported no remaining Yelp position as of Q3 2025 after selling out during the quarter.
WinCap Financial sold 14,160 Yelp shares in Q3 2025, an estimated $485K.
WinCap Financial first reported a position in Yelp in Q4 2024 and held it in 3 quarters.
WinCap Financial's Yelp position peaked at $595K in Q1 2025.
310 funds tracked by Wall St. Rank held Yelp as of Q3 2025.

Based on WinCap Financial's 13F filing for Q3 2025, filed 7 Nov 2025.