§ MEDIA
USD · MediaYELP
YELP INC
USDSector · MediaBeta · 0.48
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
146 increased/new, 119 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 10.4 | P/B | 2.63 |
| EPS (TTM) | 2.25 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.0M | 0.0% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | n/a | n/a |
| Dimensional Fund Advisors | 2.7M | 0.0% | +21% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | n/a | n/a |
| State Street | 2.4M | 0.0% | +2% |
| Geode Capital Management | 1.8M | 0.0% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for YELP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.4% · 208 holders
PASSIVE / INDEX23.8% · 11 holders
QUALITY / COMPOUNDER15.0% · 20 holders
DEALER / BANK13.4% · 31 holders
SYSTEMATIC / QUANT3.8% · 10 holders
INCOME / DEFENSIVE2.3% · 24 holders
TACTICAL / MACRO1.2% · 4 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for YELP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention YELP yet.