undamentalytics Newsletter

Yelp Inc: which funds bought and sold

Institutions that bought and sold Yelp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 129 institutions that filed 13F reports for both quarters added to or opened positions in Yelp, and 175 cut or closed them. Together they sold a net 1.4M shares, −2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 707K shares (+4.7%); index fund managers were net sellers of 1.6M shares (−6.7%). 38 opened a new position and 55 sold out entirely.

Bought, Q2 2026 129 institutions, 38 of them new holders Sold, Q2 2026 175 institutions, 55 of them sold out
Net change, all compared −1.4M shares (−2.4%)
Net change, active managers +707K shares (+4.7%), 23 bought, 22 sold

Buyers versus sellers

institutions compared, 340
Active managers and hedge funds 23 bought · 22 sold · +707K
Index fund managers 2 bought · 9 sold · −1.6M
Other institutions 104 bought · 144 sold · −545K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +706K +551.3% 834K $20.4M
FMR LLC Active manager +554K +79.0% 1.3M $30.8M
Dimensional Fund Advisors LP +454K +16.9% 3.1M $76.9M
American Century Companies Inc Active manager +362K +24.2% 1.9M $45.6M
Nuveen, LLC +280K +204.8% 416K $10.2M
Citadel Advisors LLC Hedge fund +259K New position 259K $6.4M
Wells Fargo & Company +219K +609.2% 255K $6.3M
Man Group PLC Hedge fund +140K +20.7% 815K $20M
Odyssean, LLC +129K New position 129K $3.2M
Assenagon Asset Management S.A. +123K +75.4% 285K $7M
Prelude Capital Management, LLC +111K New position 111K $2.7M
Bank Of America Corp +109K +19.4% 672K $16.5M
Mackenzie Financial Corp +105K +421.1% 130K $3.2M
Vestcor Inc +100K +100.4% 200K $4.9M
First Trust Advisors LP +95K +86.2% 205K $5M
Marshall Wace, LLP Hedge fund +93K +67.2% 231K $5.7M
Edgestream Partners, L.P. Hedge fund +88K +56.4% 244K $6M
Royal Bank Of Canada +83K +23.2% 442K $10.8M
Goldman Sachs Group Inc +78K +8.6% 991K $24.3M
Susquehanna International Group, LLP +77K +99.7% 154K $3.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Portfolio Management LLC Index funds −814K −16.4% 4.2M $102M
Nomura Asset Management International Inc. −814K −93.6% 55K $1.4M
OP Asset Management Ltd −493K −82.5% 105K $2.6M
AQR Capital Management LLC Hedge fund −358K −45.4% 431K $10.6M
River Road Asset Management, LLC Active manager −318K Sold out 0 —
Blackrock, Inc. Index funds −304K −3.0% 9.7M $237M
Vanguard Capital Management LLC Index funds −240K −9.2% 2.4M $57.9M
Point72 Asset Management, L.P. Hedge fund −237K −53.9% 203K $5M
Arrowstreet Capital, Limited Partnership Hedge fund −213K Sold out 0 —
Xtx Topco Ltd −188K −86.5% 29K $720,324
Hillsdale Investment Management Inc. −188K Sold out 0 —
Ceera Investments, LLC −163K Sold out 0 —
UBS Group AG −155K −20.0% 619K $15.2M
State Street Corp Index funds −129K −5.4% 2.3M $55.5M
Federated Hermes, Inc. Active manager −124K −98.8% 1,471 $36,069
Voloridge Investment Management, LLC Hedge fund −116K −38.2% 188K $4.6M
Winton Group Ltd Hedge fund −109K Sold out 0 —
HRT Financial LP −107K Sold out 0 —
Bridgewater Associates, LP Hedge fund −91K Sold out 0 —
Mitsubishi Ufj Trust & Banking Corp −81K −53.9% 69K $1.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 259K $6.4M
Odyssean, LLC 129K $3.2M
Prelude Capital Management, LLC 111K $2.7M
Jump Financial, LLC 66K $1.6M
Campbell & Co Investment Adviser LLC 62K $1.5M
Natixis 61K $1.5M
Caxton Associates LLPHedge fund 49K $1.2M
Connor, Clark & Lunn Investment Management Ltd. 36K $892,748
Allstate Corp 36K $881,715
Diametric Capital, LP 33K $799,082

Sold out

largest by value
InstitutionSharesValue March 31, 2026
River Road Asset Management, LLCActive manager 318K $7.9M
Arrowstreet Capital, Limited PartnershipHedge fund 213K $5.3M
Hillsdale Investment Management Inc. 188K $4.6M
Ceera Investments, LLC 163K $4M
Winton Group LtdHedge fund 109K $2.7M
HRT Financial LP 107K $2.7M
Bridgewater Associates, LPHedge fund 91K $2.3M
Insight Advisors, Llc/ Pa 56K $1.4M
Raymond James Financial Inc 56K $1.4M
Varcov Co. 42K $1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
290
Ten largest holders
53.1%
of 13F-reported shares
Index fund managers
37.6%
of 13F-reported shares
Active managers and hedge funds
26.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 22 5 7 +707K +4.7%
Index fund managers 2 9 0 1 −1.6M −6.7%
Other institutions 104 144 33 47 −545K −2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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