The increase from 4.94% to 6.81% is consistent with passive index fund rebalancing. No activist campaign or control intent is indicated. Monitor for any future conversion to a 13D filing, which would signal a shift in intent.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G reporting a 6.81% passive stake in Yelp Inc as of September 30, 2026, up from 4.94% in its prior filing. The increase of approximately 1.87 percentage points reflects routine portfolio rebalancing by a passive index fund manager and does not signal activist intent.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 3,696,852 shares of Yelp Inc common stock as of September 30, 2026.
- The stake represents 6.81% of shares outstanding, up from 4.94% in the prior filing.
- The filing confirms Vanguard remains a passive investor with no intent to influence control.
- Vanguard has sole dispositive power over all 3,696,852 shares and sole voting power over 126,679 shares.
Financial Impact
Stake value approximately $68.1M based on $1B market cap and 6.81% ownership.
Risk Factors
- No material risks identified from this passive stake increase.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001143 |
| Document: 0002100121-26-001143-index.html | 0002100121-26-001143 |
| Document: 0002100121-26-001143.txt | 0002100121-26-001143 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $19.18 | awaiting T+60 | awaiting T+60 | $19.09 (−0.44%) |
Oct 30, 2026 2d ago | SC 13G/A | $19.12 | awaiting T+60 | awaiting T+60 | $19.09 (−0.16%) |
Sep 30, 2026 4w ago | Court Ruling | $18.11 | awaiting T+60 | awaiting T+60 | $19.09 (+5.41%) |
Sep 10, 2026 7w ago | Court Ruling | $21.28 | awaiting T+60 | awaiting T+60 | $19.09 (−10.29%) |
Aug 24, 2026 9w ago | Insider Cluster | $23.70 | awaiting T+60 | awaiting T+60 | $19.09 (−19.45%) |
Jul 6, 2026 16w ago | Insider Cluster | $26.55 $18.50 | ▼ −30.32% | ▼ −32.32% | $19.09 (−28.10%) |
Jun 30, 2026 17w ago | Court Ruling | $26.25 $18.03 | ▼ −31.31% | ▼ −34.75% | $19.09 (−27.28%) |
Jun 9, 2026 20w ago | Insider Cluster | $24.28 $22.15 | ▼ −8.77% | ▼ −15.35% | $19.09 (−21.38%) |
Jun 9, 2026 20w ago | Insider Cluster | $24.28 $22.15 | ▼ −8.77% | ▼ −15.35% | $19.09 (−21.38%) |
Jun 9, 2026 20w ago | Insider Cluster | $24.28 $22.15 | ▼ −8.77% | ▼ −15.35% | $19.09 (−21.38%) |
US Market Status
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