Yelp Inc.
US ˙ NYSE ˙ US9858171054

SecurityYELP / Yelp Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,176,903 shares
Latest Disclosed Value $ 29,116,593
Morgan Stanley reports 37.51% increase in ownership of YELP / Yelp Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,176,903 shares of Yelp Inc. (US:YELP) valued at $29,116,580 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 855,881 shares of Yelp Inc.. This represents a change in shares of 37.51% during the quarter. The current value of the position is $27,362,995 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F YELP CL A 985817105 1,176,903 321,022 37.51 29,117 11.94 0.0018
2026-05-27 2025-12-31 13F/A-1 YELP CL A 985817105 855,881 -82,056 -8.75 26,010 -11.12 0.0016
2026-02-13 2025-12-31 13F YELP CL A 985817105 855,881 -82,056 26,010 0.0016
2026-05-27 2025-09-30 13F/A-1 YELP CL A 985817105 937,937 7,593 0.82 29,264 -8.21 0.0018
2025-11-14 2025-09-30 13F YELP CL A 985817105 937,937 7,593 29,264 0.0018
2025-08-15 2025-06-30 13F YELP CL A 985817105 930,344 121,404 15.01 31,883 6.43 0.0021
2025-05-15 2025-03-31 13F YELP CL A 985817105 808,940 -176,731 -17.93 29,955 -21.47 0.0021
2025-05-15 2024-12-31 13F/A-1 YELP CL A 985817105 985,671 -2,874 -0.29 38,146 10.00 0.0027
2025-02-14 2024-12-31 13F YELP CL A 985817105 985,671 -2,874 38,146 0.0027
2025-05-14 2024-09-30 13F/A-2 YELP CL A 985817105 988,545 129,728 15.11 34,678 9.28 0.0025
2025-02-14 2024-09-30 13F/A-1 YELP CL A 985817105 988,545 129,728 34,678 0.0025
2024-11-14 2024-09-30 13F YELP CL A 985817105 988,545 129,728 34,678 0.0003
2025-05-14 2024-06-30 13F/A-2 YELP CL A 985817105 858,817 71,458 9.08 31,733 2.30 0.0025
2024-10-17 2024-06-30 13F/A-1 YELP CL A 985817105 858,817 71,458 31,733 0.0025
2024-08-14 2024-06-30 13F YELP CL A 985817105 858,817 71,458 31,733 0.0025
2024-10-17 2024-03-31 13F/A-2 YELP CL A 985817105 787,359 -211,145 -21.15 31,022 -34.37 0.0025
2024-08-16 2024-03-31 13F/A-1 YELP CL A 985817105 787,359 -211,145 31,022 0.0025
2024-05-15 2024-03-31 13F YELP CL A 985817105 787,359 -211,145 31,022 0.0025
2024-08-16 2023-12-31 13F/A-1 YELP CL A 985817105 998,504 44,373 4.65 47,269 19.12 0.0042
2024-02-13 2023-12-31 13F YELP CL A 985817105 998,504 44,373 47,269 0.0042
2023-11-15 2023-09-30 13F YELP CL A 985817105 954,131 227,338 31.28 39,682 49.96 0.0040
2023-08-14 2023-06-30 13F YELP CL A 985817105 726,793 77,526 11.94 26,463 32.76 0.0026
2023-05-15 2023-03-31 13F YELP CL A 985817105 649,267 -90,043 -12.18 19,932 -1.39 0.0021
2023-02-14 2022-12-31 13F YELP CL A 985817105 739,310 191,452 34.95 20,213 8.80 0.0023
2022-11-14 2022-09-30 13F YELP CL A 985817105 547,858 15,456 2.90 18,577 25.65 0.0025
2022-10-27 2022-06-30 13F/A-1 YELP CL A 985817105 532,402 183,060 52.40 14,785 24.08 0.0019
2022-08-15 2022-06-30 13F YELP CL A 985817105 532,402 183,060 14,785 0.0019
2022-10-27 2022-03-31 13F/A-1 YELP CL A 985817105 349,342 41,359 13.43 11,916 6.76 0.0016
2022-05-13 2022-03-31 13F YELP CL A 985817105 349,342 41,359 11,916 0.0016
2022-02-14 2021-12-31 13F YELP CL A 985817105 307,983 38,985 14.49 11,161 11.42 0.0014
2021-11-15 2021-09-30 13F YELP CL A 985817105 268,998 -861,359 -76.20 10,017 -77.82 0.0013
2021-08-23 2021-06-30 13F/A-1 YELP CL A 985817105 1,130,357 1,067,679 1,703.44 45,170 1,747.44 0.0060
2021-08-16 2021-06-30 13F YELP CL A 985817105 1,130,357 1,067,679 45,170 0.0012
2021-05-17 2021-03-31 13F YELP CL A 985817105 62,678 -74,903 -54.44 2,445 -45.61 0.0004
2021-02-16 2020-12-31 13F YELP CL A 985817105 137,581 -3,257 -2.31 4,495 58.83 0.0007
2020-11-13 2020-09-30 13F YELP CL A 985817105 140,838 -241,681 -63.18 2,830 -68.02 0.0005
2020-08-14 2020-06-30 13F YELP CL A 985817105 382,519 -330,724 -46.37 8,848 -31.19 0.0020
2020-05-26 2020-03-31 13F/A-1 YELP CL A 985817105 713,243 300,350 72.74 12,859 -10.57 0.0035
2020-05-15 2020-03-31 13F YELP CL A 985817105 713,243 300,350 12,859 987.8393
2020-02-14 2019-12-31 13F YELP CL A 985817105 412,893 365,441 770.13 14,379 772.51 0.0033
2019-11-14 2019-09-30 13F YELP CL A 985817105 47,452 -38,797 -44.98 1,648 -44.10 0.0004
2019-08-14 2019-06-30 13F YELP CL A 985817105 86,249 -287,691 -76.94 2,948 -77.15 0.0008
2019-05-15 2019-03-31 13F YELP CL A 985817105 373,940 -1,247,160 -76.93 12,901 -77.26 0.0037
2019-02-14 2018-12-31 13F YELP CL A 985817105 1,621,100 715,841 79.08 56,721 27.35 0.0170
2019-04-23 2018-09-30 13F/A-2 YELP CL A 985817105 905,259 -91,906 -9.22 44,540 14.01 0.0111
2018-11-20 2018-09-30 13F/A-1 YELP CL A 985817105 905,259 0 44,540 0.0111
2018-11-14 2018-09-30 13F YELP CL A 985817105 905,259 -91,906 44,540
2019-04-23 2018-06-30 13F/A-1 YELP CL A 985817105 997,165 -21,568 -2.12 39,068 -8.14 0.0106
2018-08-14 2018-06-30 13F YELP CL A 985817105 997,165 -21,568 39,068
2019-04-23 2018-03-31 13F/A-1 YELP CL A 985817105 1,018,733 547,785 116.32 42,531 115.23 0.0118
2018-05-14 2018-03-31 13F YELP CL A 985817105 1,018,733 547,785 42,531
2019-04-23 2017-12-31 13F/A-1 YELP CL A 985817105 470,948 -637,163 -57.50 19,761 -58.81 0.0054
2018-02-14 2017-12-31 13F YELP CL A 985817105 470,948 -637,163 19,761
2017-11-14 2017-09-30 13F YELP CL A 985817105 1,108,111 -753,957 -40.49 47,981 -14.17 0.0144
2017-08-11 2017-06-30 13F YELP CL A 985817105 1,862,068 381,306 25.75 55,900 15.27 0.0169
2017-05-22 2017-03-31 13F/A-1 YELP CL A 985817105 1,480,762 789,901 114.34 48,495 84.10 0.0149
2017-05-12 2017-03-31 13F YELP CL A 985817105 1,480,762 48,495
2017-02-22 2016-12-31 13F/A-1 YELP CL A 985817105 690,861 -432,056 -38.48 26,342 -43.74 0.0086
2017-02-13 2016-12-31 13F YELP CL A 985817105 690,861 26,342
2016-11-10 2016-09-30 13F YELP CL A 985817105 1,122,917 -130,110 -10.38 46,826 23.09 0.0160
2016-08-12 2016-06-30 13F YELP CL A 985817105 1,253,027 -219,538 -14.91 38,042 29.95 0.0137
2016-05-12 2016-03-31 13F YELP CL A 985817105 1,472,565 -279,897 -15.97 29,275 -42.00 0.0113
2016-02-09 2015-12-31 13F YELP CL A 985817105 1,752,462 259,575 17.39 50,471 56.09 0.0183
2016-02-08 2015-09-30 13F/A-1 YELP CL A 985817105 1,492,887 -487,649 -24.62 32,335 -62.06 0.0119
2015-11-09 2015-09-30 13F YELP CL A 985817105 1,492,887 32,335
2015-08-12 2015-06-30 13F YELP CL A 985817105 1,980,536 69,195 3.62 85,222 -5.83 0.0295
2015-05-14 2015-03-31 13F YELP CL A 985817105 1,911,341 540,569 39.44 90,502 20.63 0.0333
2015-02-13 2014-12-31 13F YELP CL A 985817105 1,370,772 1,147,513 513.98 75,023 392.34 0.0274
2014-12-16 2014-09-30 13F/A-1 YELP CL A 985817105 223,259 -249,215 -52.75 15,238 -58.08 0.0059
2014-11-14 2014-09-30 13F YELP CL A 985817105 223,259 15,238
2014-05-13 2014-03-31 13F YELP CL A 985817105 472,474 -276,143 -36.89 36,348 -29.58 0.0152
2014-02-13 2013-12-31 13F YELP CL A 985817105 748,617 -226,617 -23.24 51,618 -20.02 0.0220
2013-11-13 2013-09-30 13F YELP COM 985817105 975,234 80,446 8.99 64,542 107.44 0.0305
2013-08-08 2013-06-30 13F YELP COM 985817105 894,788 894,788 31,113 0.0157
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.