Yelp Inc. (YELP): A Bull Case Theory
We came across a bullish thesis on Yelp Inc. on Valueinvestorsclub.com by surf1680. In this article, we will summarize the bulls’ thesis on YELP.
Yelp Inc (YELP)
Market is closed
Sector: Services-Personal Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,976,150 | $61,655,880 | +9% | 0.04% |
| 2. | Renaissance Technologies Jim Simons | 972,400 | $30,338,880 | +4% | 0.04% |
| 3. | GLG Partners Noam Gottesman | 733,111 | $22,873,063 | -2% | 0.04% |
| 4. | Goodnow Investment Group Edward Goodnow | 709,750 | $22,144,200 | -6% | 2.12% |
| 5. | Bridgewater Associates Ray Dalio | 355,923 | $11,104,798 | +19% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.15 | 7,360 | $199,855.65 | 82,108 | 2015-07-31 | Filing | |
| $15.73 | 4,000 | $62,939.20 | 4,000 | 2012-06-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.10 | 20,325 | $611,845.51 | 195,880 | 2025-12-05 | Filing | |
| $30.00 | 15,000 | $450,000.00 | 31,435 | 2025-12-03 | Filing | |
| $30.00 | 1,000 | $30,000.00 | 75,878 | 2025-12-03 | Filing | |
| $28.85 | 195 | $5,625.75 | 122,880 | 2025-12-02 | Filing | |
| $28.62 | 1,200 | $34,344.00 | 193,279 | 2025-12-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,551,606 | $298,010,108 | 0.01% | |
| 2. | 8,402,348 | $262,153,257 | 0% | |
| 3. | 2,357,125 | $73,542,300 | 0% | |
| 4. | 2,003,115 | $65,670,000 | 0.08% | |
| 5. | 2,070,236 | $64,592,052 | 0.01% |
News See All
Yelp Inc. (NYSE:YELP) Q3 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q3 2025 Yelp Inc. Earnings Conference Call.
Evercore ISI Reduces PT on Yelp Inc. (YELP) to $37, Maintains ‘In Line’ Rating
On August 11, 2025, Evercore ISI reduced its price target on Yelp Inc. (NYSE:YELP) from $44 to $37, maintaining an ‘In Line’ rating.
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Yelp Inc. (NYSE:YELP) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Second Quarter 2025 Yelp Inc.
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Yelp Inc. (NYSE:YELP) Q1 2025 Earnings Call Transcript
Operator: Hello and welcome to Yelp's First Quarter 2025 Earnings call. All lines have been placed on mute to prevent any background noise.
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Yelp Inc. (NYSE:YELP) Q4 2024 Earnings Call Transcript
Jeremy Stoppelman: Welcome everyone. Yelp Inc. delivered record net revenue and strong profitability in 2024 as we executed against our product-led strategy.