Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 2
14
disclosed supplier and customer ties in SEC filings
sec filingsedgar291
managers reporting a position in thirteen f filings
13fJun 30 '26the bear case· 4
3
funds on file reporting a position in YELP
n-portas of Jun 30 '260.04%
of iShares Russell two thousand ETF's assets the largest fund weight on file
n-portJun 30 '2610 of 25
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−2.17%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 5 '26 report. Not a forecast, not advice.
Of the 6 companies Yelp Inc moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7200, Services-Personal Services, from each company's own filings. Largest first.
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click search advertising and multi-location Ad products, as well as enables businesses to deliver targeted search advertising to local audiences; and business listing page products. The company also offers other services comprising Yelp Reservations that provide online reservations for restaurants, nightlife, and other venues directly from their Yelp business pages; Yelp Waitlist, a subscription-based waitlist management solution that allows consumers to check wait times and join waitlists remotely, as well as businesses to manage seating and server rotation; Yelp Knowledge program that offers business owners local analytics and insights through access to its historical data and other proprietary content; and Yelp Fusion, which offers free and paid access to content and data for consumer-facing enterprise use through publicly available APIs. In addition, it provides content licensing, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. Further, the company offers its products directly through its sales force; indirectly through partners; and online through its website, as well as non-advertising partner arrangements. It has strategic partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. Yelp Inc. was incorporated in 2004 and is headquartered in San Francisco, California.
tall tick = annual report · 1 on record
High 21.14 at 9:00 am ET, low 20.75 at 3:30 pm ET.
Yelp Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Personal Services
YELP (Yelp Inc) has 6 disclosed suppliers and 8 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
293 managers report a position worth $1.5B between them, and 35 of them hold 80% of it.