Yelp Inc.
US ˙ NYSE ˙ US9858171054

SecurityYELP / Yelp Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership276,715 shares
Latest Disclosed Value $ 8,409,407
Sei Investments Co reports 1.42% decrease in ownership of YELP / Yelp Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 276,715 shares of Yelp Inc. (US:YELP) valued at $8,409,369 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 280,710 shares of Yelp Inc.. This represents a change in shares of -1.42% during the quarter. The current value of the position is $6,093,264 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)
2026-02-13 2025-12-31 13F YELP CL A 985817105 276,715 -3,995 -1.42 8,409 -3.98 0.0083
2025-11-13 2025-09-30 13F YELP CL A 985817105 280,710 -6,116 -2.13 8,758 -10.90 0.0094
2025-08-14 2025-06-30 13F YELP CL A 985817105 286,826 3,968 1.40 9,830 -6.16 0.0114
2025-05-14 2025-03-31 13F/A-1 YELP CL A 985817105 282,858 941 0.33 10,474 -4.00 0.0135
2025-05-13 2025-03-31 13F YELP CL A 985817105 280,965 -952 10,744 0.0117
2025-02-11 2024-12-31 13F YELP CL A 985817105 281,917 46,847 19.93 10,910 32.31 0.0140
2024-11-12 2024-09-30 13F YELP CL A 985817105 235,070 13,782 6.23 8,247 0.86 0.0107
2024-08-13 2024-06-30 13F YELP CL A 985817105 221,288 1,889 0.86 8,177 -5.41 0.0116
2024-05-07 2024-03-31 13F YELP CL A 985817105 219,399 -34,381 -13.55 8,644 -28.04 0.0127
2024-02-14 2023-12-31 13F YELP CL A 985817105 253,780 9,418 3.85 12,014 18.21 0.0193
2023-11-14 2023-09-30 13F YELP CL A 985817105 244,362 7,523 3.18 10,163 17.85 0.0183
2023-08-11 2023-06-30 13F YELP CL A 985817105 236,839 30,578 14.82 8,623 36.18 0.0150
2023-05-12 2023-03-31 13F YELP CL A 985817105 206,261 37,653 22.33 6,332 37.38 0.0118
2023-02-10 2022-12-31 13F YELP CL A 985817105 168,608 52,696 45.46 4,610 17.25 0.0102
2022-11-14 2022-09-30 13F YELP CL A 985817105 115,912 -870 -0.74 3,931 21.10 0.0088
2022-08-15 2022-06-30 13F YELP CL A 985817105 116,782 5,856 5.28 3,246 -14.96 0.0070
2022-05-13 2022-03-31 13F YELP CL A 985817105 110,926 9,949 9.85 3,817 4.26 0.0077
2022-02-14 2021-12-31 13F YELP CL A 985817105 100,977 4,919 5.12 3,661 2.32 0.0069
2021-11-12 2021-09-30 13F YELP CL A 985817105 96,058 59,430 162.25 3,578 144.57 0.0075
2021-08-06 2021-06-30 13F YELP CL A 985817105 36,628 31,234 579.05 1,463 610.19 0.0032
2021-05-12 2021-03-31 13F YELP CL A 985817105 5,394 5,394 206 0.0005
2020-12-04 2020-09-30 13F/A-1 YELP CL A 985817105 0 -33,518 -100.00 0 -100.00
2020-08-17 2020-06-30 13F/A-1 YELP CL A 985817105 33,518 -199,972 -85.64 775 -81.33 0.0024
2020-08-11 2020-06-30 13F YELP CL A 985817105 230,781 -2,709 7,646 20,740.1820
2020-05-14 2020-03-31 13F YELP CL A 985817105 233,490 -28,219 -10.78 4,150 -54.52 0.0152
2020-02-06 2019-12-31 13F YELP CL A 985817105 261,709 31,704 13.78 9,125 14.16 0.0272
2019-11-12 2019-09-30 13F YELP CL A 985817105 230,005 33,597 17.11 7,993 19.05 0.0204
2019-08-14 2019-06-30 13F YELP CL A 985817105 196,408 -336,462 -63.14 6,714 -63.48 0.0219
2019-05-15 2019-03-31 13F YELP CL A 985817105 532,870 164,361 44.60 18,384 1.40 0.0617
2019-02-13 2018-12-31 13F YELP CL A 985817105 368,509 0 0.00 18,131 0.00 0.0646
2018-11-08 2018-09-30 13F YELP CL A 985817105 368,509 -3,211 -0.86 18,131 24.49 0.0657
2018-08-03 2018-06-30 13F YELP CL A 985817105 371,720 1,924 0.52 14,564 -5.67 0.0495
2018-05-11 2018-03-31 13F YELP CL A 985817105 369,796 -110,801 -23.05 15,439 -23.44 0.0592
2018-02-08 2017-12-31 13F YELP CL A 985817105 480,597 -8,236 -1.68 20,166 -4.72 0.0700
2017-11-06 2017-09-30 13F YELP CL A 985817105 488,833 5,274 1.09 21,166 45.81 0.0752
2017-07-31 2017-06-30 13F YELP CL A 985817105 483,559 -58,145 -10.73 14,516 -18.18 0.0579
2017-05-05 2017-03-31 13F YELP CL A 985817105 541,704 143,191 35.93 17,741 16.76 0.0777
2017-02-02 2016-12-31 13F YELP CL A 985817105 398,513 21,053 5.58 15,195 -3.46 0.0736
2016-11-04 2016-09-30 13F YELP CL A 985817105 377,460 15,561 4.30 15,740 43.26 0.0800
2016-08-11 2016-06-30 13F YELP CL A 985817105 361,899 136,262 60.39 10,987 144.92 0.0659
2016-05-10 2016-03-31 13F/A-1 YELP CL A 985817105 225,637 -3,708 -1.62 4,486 -32.08 0.0279
2016-02-03 2015-12-31 13F YELP CL A 985817105 229,345 141,086 159.85 6,605 245.63 0.0403
2015-11-02 2015-09-30 13F/A-1 YELP CL A 985817105 88,259 -15,217 -14.71 1,911 -57.09 0.0175
2015-10-30 2015-09-30 13F YELP CL A 985817105 88,259 1,912
2015-08-07 2015-06-30 13F/A-1 YELP CL A 985817105 103,476 -41,579 -28.66 4,453 -35.18 0.0403
2015-08-04 2015-06-30 13F YELP CL A 985817105 103,476 -41,579 4,453 0.0403
2015-05-14 2015-03-31 13F/A-1 YELP CL A 985817105 145,055 -8,147 -5.32 6,870 -18.06 0.0597
2015-05-01 2015-03-31 13F YANDEX NOTE 1.125%12/1 985817105 145,055 6,870
2015-02-10 2014-12-31 13F YELP CL A 985817105 153,202 153,202 8,384 0.0741
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.