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YELP Holdings Changes image
This page summarizes the YELP holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether YELP is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing YELP Share Count
DekaBank Deutsche Girozentrale 3,258 17,080 +13,822 +424.25%
CWM LLC 551 1,526 +975 +176.95%
Hexagon Capital Partners LLC 119 290 +171 +143.70%
Zurcher Kantonalbank Zurich Cantonalbank 21,387 43,832 +22,445 +104.95%
Wealthstar Advisors LLC 6,437 9,062 +2,625 +40.78%
SYSTM Wealth Solutions LLC 1,521 2,036 +515 +33.86%
River Road Asset Management LLC 1,343,743 1,674,487 +330,744 +24.61%
Raymond James & Associates 104,563 130,015 +25,452 +24.34%
Assenagon Asset Management S.A. 463,505 512,586 +49,081 +10.59%
Robeco Institutional Asset Management B.V. 54,705 59,996 +5,291 +9.67%
New York State Teachers Retirement System 45,381 49,753 +4,372 +9.63%
One Wealth Advisors LLC 6,186 6,500 +314 +5.08%
Principal Financial Group Inc. 382,600 396,096 +13,496 +3.53%
Benjamin F. Edwards & Company Inc. 495 502 +7 +1.41%
13F Filers Reporting New Positions In YELP
New Mexico Educational Retirement Board 0 14,600 +14,600 +100%
UMB Bank N A MO 0 26 +26 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 13 +13 +100%
Concord Wealth Partners 0 450 +450 +100%
13F Filers With Unchanged Share Count
Albion Financial Group UT 150 150 UNCH 0.00%
Farmers & Merchants Investments Inc. 51 51 UNCH 0.00%
Private Trust Co. NA 100 100 UNCH 0.00%
North Star Investment Management Corp. 4,000 4,000 UNCH 0.00%
Grove Bank & Trust 523 523 UNCH 0.00%
Global Retirement Partners LLC 90 90 UNCH 0.00%
Fortitude Family Office LLC 47 47 UNCH 0.00%
Wetzel Investment Advisors Inc. 83 83 UNCH 0.00%
Private Wealth Management Group LLC 79 79 UNCH 0.00%
13F Filers Decreasing YELP Share Count
Los Angeles Capital Management & Equity Research Inc. 65,955 12,110 -53,845 -81.64%
Allspring Global Investments Holdings LLC 12,112 3,827 -8,285 -68.40%
Amalgamated Bank 29,453 21,360 -8,093 -27.48%
Bank of New Hampshire 3,465 2,548 -917 -26.46%
SJS Investment Consulting Inc. 14 11 -3 -21.43%
JFS Wealth Advisors LLC 44 35 -9 -20.45%
Exchange Traded Concepts LLC 810 659 -151 -18.64%
GAMMA Investing LLC 332 274 -58 -17.47%
Sumitomo Mitsui Trust Holdings Inc. 10,367 8,867 -1,500 -14.47%
Natixis Advisors L.P. 15,532 13,531 -2,001 -12.88%
Yousif Capital Management LLC 35,240 30,854 -4,386 -12.45%
Allworth Financial LP 342 311 -31 -9.06%
Summit Global Investments 14,476 13,491 -985 -6.80%
Bank of New York Mellon Corp 601,088 560,885 -40,203 -6.69%
Fifth Third Bancorp 195 183 -12 -6.15%
Meritage Portfolio Management 14,121 13,330 -791 -5.60%
Newbridge Financial Services Group Inc. 5,350 5,200 -150 -2.80%
Lindbrook Capital LLC 321 313 -8 -2.49%
Louisiana State Employees Retirement System 34,300 33,900 -400 -1.17%
Massmutual Trust Co. FSB ADV 295 292 -3 -1.02%
Versant Capital Management Inc 206 204 -2 -0.97%
State of Alaska Department of Revenue 42,116 41,713 -403 -0.96%
Maryland State Retirement & Pension System 24,886 24,674 -212 -0.85%
13F Filers Exiting YELP
Arlington Trust Co LLC 39 0 -39 -100.00%
International Assets Investment Management LLC 1,231 0 -1,231 -100.00%
USA Financial Portformulas Corp 1,539 0 -1,539 -100.00%
Diversified Trust Co 12,320 0 -12,320 -100.00%
AdvisorNet Financial Inc 16 0 -16 -100.00%
M&R Capital Management Inc. 54 0 -54 -100.00%
Valley National Advisers Inc. 29 0 -29 -100.00%
First Hawaiian Bank 7,426 0 -7,426 -100.00%

See Summary: Institutional Holders of YELP
See Details: Top 10 Hedge Funds Holding YELP
Also See: YELP Insider Buying

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