What is Yelp's (YELP) Economic Moat, and is it Widening or Narrowing?
Yelp Inc. (NYSE:YELP) closed at $17.59 on Monday, more than 40% lower than a year ago. The company is worth about $954 million and trades at under nine times earnings.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 844,234 | $20,700,618 | 0.03% | |
| 2. | Millennium Management Israel Englander | 833,704 | $20,442,422 | +552% | 0.01% |
| 3. | GLG Partners Noam Gottesman | 815,311 | $19,991,426 | +21% | 0.03% |
| 4. | AQR Capital Management Cliff Asness | 431,203 | $10,573,088 | -46% | 0% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 261,097 | $6,402,098 | -18% | 0.01% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.21 | 500 | $9,605.00 | 99,536 | 2026-11-02 | Filing | |
| $20.00 | 7,500 | $150,000.00 | 165,466 | 2026-10-21 | Filing | |
| $20.00 | 7,500 | $150,000.00 | 172,966 | 2026-10-15 | Filing | |
| $18.60 | 500 | $9,300.00 | 100,036 | 2026-10-01 | Filing | |
| $23.40 | 3,829 | $89,598.60 | 54,124 | 2026-08-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,358,262 | $62,126,280 | 0.01% | |
| 2. | 1,384,448 | $25,617,140 | 0% | |
| 3. | 722,856 | $13,372,841 | 0.02% | |
| 4. | 483,821 | $8,950,689 | 0.77% | |
| 5. | 390,975 | $7,233,039 | 0% |