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307 hedge funds and large institutions have $1.51B invested in Yelp in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 92 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 92

4.34% more ownership

Funds ownership: 98.38%102.72% (+4.3%)

0% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 63

1% less call options, than puts

Call options by funds: $7.57M | Put options by funds: $7.69M

3% less funds holding

Funds holding: 315307 (-8)

18% less capital invested

Capital invested by funds: $1.84B → $1.51B (-$324M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
307
Holders Change
-8
Holders Change %
-2.54%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
63
Increased
122
Reduced
92
Closed
63
Calls
$7.57M
Puts
$7.69M
Net Calls
-$114K
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$246M +$6.92M +273,356 +3%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$123M +$126M +4,979,045 New
LSV Asset Management
3
LSV Asset Management
Illinois
$70M +$3.76M +148,603 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.4M +$11.6M +457,261 +21%
VCM
5
Vanguard Capital Management
Pennsylvania
$64.4M +$65.9M +2,603,354 New
State Street
6
State Street
Massachusetts
$59.2M +$1.43M +56,613 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$54.6M -$775K -30,613 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$45.3M +$2.31M +91,131 +5%
American Century Companies
9
American Century Companies
Missouri
$37M +$12M +473,087 +46%
Allianz Asset Management
10
Allianz Asset Management
Germany
$36.5M +$7.83M +309,056 +27%
Morgan Stanley
11
Morgan Stanley
New York
$29.1M +$8.13M +321,022 +38%
JAM
12
Jupiter Asset Management
United Kingdom
$29.1M +$7.39M +291,946 +33%
Charles Schwab
13
Charles Schwab
California
$26.9M +$2.2M +86,992 +9%
Goldman Sachs
14
Goldman Sachs
New York
$22.6M +$2.42M +95,447 +12%
NAMI
15
Nomura Asset Management International
Pennsylvania
$21.5M -$1.28M -50,470 -5%
OPFM
16
Optimus Prime Fund Management
Cayman Islands
$21M
Renaissance Technologies
17
Renaissance Technologies
New York
$20.9M -$10.1K -400 -0%
AQR Capital Management
18
AQR Capital Management
Connecticut
$19.5M +$10.2M +403,925 +105%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$19.5M +$3.41M +134,732 +21%
UBS Group
20
UBS Group
Switzerland
$19.2M -$2.57M -101,674 -12%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$17.4M +$2.08M +82,323 +13%
Man Group
22
Man Group
United Kingdom
$16.7M +$1.42M +56,093 +9%
Northern Trust
23
Northern Trust
Illinois
$15.4M +$537K +21,197 +4%
OAM
24
OP Asset Management
$14.8M +$14.9M +588,454 +6,117%
Bank of America
25
Bank of America
North Carolina
$13.9M +$6.05M +238,993 +74%

YELP Hedge Fund Activity: Q1 2026 in Review

307 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2026, worth a combined $1.51B — down 18% from $1.84B a quarter earlier.

Fund positioning in YELP was balanced in Q1 2026: 63 funds opened new positions, 63 closed out, 122 added to existing stakes and 92 trimmed.

The largest buyer was OP Asset Management, adding an estimated $14.9M. The largest seller was Arrowstreet Capital, cutting an estimated $40.5M.

  • 307 institutional investors held Yelp (YELP) as of Q1 2026, down from 315 in Q4 2025.
  • Funds reported $1.51B of Yelp stock for Q1 2026, down 18% quarter-over-quarter.
  • 63 funds opened new Yelp positions in Q1 2026 and 63 closed out, a net change of 0 holders.
  • The largest Yelp buyer in Q1 2026 was OP Asset Management, an estimated $14.9M added.
  • The largest Yelp seller in Q1 2026 was Arrowstreet Capital, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2026.