YELP at a glance
YELP INC (YELP, SEC CIK 1345016) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), YELP INC (YELP) reported revenue of $1.5 billion (up 3.7% from FY2024) and net income of $145.6 million. Diluted EPS was $2.24.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding YELP INC (YELP) shares worth $760.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Amara Carmen on October 1, 2026 of 500 shares at $18.60 per share.
- In the last 90 days, YELP insiders reported 0 open-market purchases ($0) and 5 open-market sales ($435K) on Form 4, a net sale of $435K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +3.7% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$435K
- 13F holders
- 30 funds
- $760.8M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Online local business advertising platform monetizing user activity via pay-for-performance ads and business page upgrades
- New emphasis on growth in Services category, including integration of RepairPal, contributing 2 percentage points to advertising revenue growth
- Strategic shift toward distributed remote workforce for greater flexibility and expanded talent pool across North America and Europe
- Active claimed local business locations up 8% to 8.4 million; Services paying advertising locations grew 2%, while RR&O declined 8% due to economic pressures
- Advertising revenue rose 3% to $1.39B driven by Services category and 9% increase in average CPC despite 3% decline in ad clicks under challenging market conditions
Risk Factors
- Regulatory risk: Uncertain impact of the OBBBA tax law on 2025+ income tax payments, with $53M in uncertain tax positions pending assessment
- Macroeconomic threat: Potential need to draw additional funds under credit facility due to uncertain macroeconomic environment affecting liquidity
- Operational risk: $147.1M off-balance sheet purchase obligations for critical website hosting services, with $92.6M due within 12 months
- Market disruption risk: Stock repurchase program continues with $513.7M available; repurchases may be affected by liquidity and market conditions
- Financial risk: $270M acquisition of Hatch plus $30M in employee retention packages create extended cash outlay commitment over next 2-3 years
Management Discussion & Analysis
- No cash flow, buyback, dividend, or capex information present
- No forward-looking outlook, guidance, or risk discussion available
AI summary of the YELP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $375.5M, up 1% YoY from $370.4M
- Net income $31.7M vs $44.1M; operating margin 11.6% vs 14.4% YoY
- Best segment Other revenue $33.0M, up 98%; worst RR&O revenue $101.5M, down 10%
- Ad clicks fell 5%; average CPC rose 1%; paying advertising locations declined 1% to 510K
- Q3 outlook: slight revenue decline and adjusted EBITDA decrease amid economic challenges and AI investment
Risk Factors
- No Risk Factors section provided; submitted text covers Items 2–6 rather than changes from the 10-K
- Capital-allocation risk: $338.7 million remained available for repurchases as of July 31, 2026
- Regulatory cost risk: Inflation Reduction Act 1% excise tax applies to net share repurchases
- Insider-selling risk: CEO trading plan covers up to approximately 953,600 shares through March 1, 2027
- Insider-selling risk: CFO trading plan covers up to 126,900 shares plus shares vesting through February 26, 2027
AI summary of the YELP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release and shareholder letter furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $376M, up 1% YoY, beating the high end of outlook by $8M amid local-business weakness
- Net income $32M, down from $44M, with margin falling to 8% from 12%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees reelected through 2027 Annual Meeting, with support ranging from 96.9% to 99.7%
- Diane Irvine received the lowest director support at 96.9%, indicating limited but non-material opposition
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results covered quarter ended March 31, 2026
- Press release and shareholder letter furnished as Exhibits 99.1 and 99.2
AI summaries of YELP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for YELP
Don't miss the next YELP filing
- Alerts as it files. A push when YELP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut YELP, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Amara Carmen | Sell | Oct 1, 2026 | 500 | $18.60 |
| Stoppelman Jeremy | F | Oct 1, 2026 | 20,481 | $18.11 |
| Amara Carmen | Sell | Sep 1, 2026 | 500 | $22.14 |
| Levy Alexander Coleman | Sell | Aug 24, 2026 | 3,829 | $23.40 |
| Schwarzbach David A | Sell | Aug 21, 2026 | 8,809 | $23.19 |
| Schwarzbach David A | F | Aug 20, 2026 | 10,013 | $23.60 |
| Stoppelman Jeremy | F | Aug 20, 2026 | 20,479 | $23.60 |
| Nachman Joseph R | F | Aug 20, 2026 | 10,333 | $23.60 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.4B | $1.5B |
| Operating Income | - | $151.0M | $184.5M |
| Net Income | $99.2M | $132.8M | $145.6M |
| Op. Margin | - | 10.7% | 12.6% |
| Net Margin | - | 9.4% | 9.9% |
| Balance Sheet | |||
| Total Assets | $1.0B | $983.6M | $958.5M |
| Equity | - | $744.0M | $710.9M |
| ROE | - | 17.9% | 20.5% |
| Per Share | |||
| EPS | $1.35 | $1.88 | $2.24 |
| Cash Flow | |||
| Operating CF | - | $285.8M | $372.0M |
| CapEx | $26.8M | $37.3M | $48.4M |
Source: XBRL data in YELP INC (YELP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate YELP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $760.8M |
| Q1 2026 | 30 | $755.7M |
| Q4 2025 | 30 | $913.6M |
| Q3 2025 | 31 | $995.8M |
| Q2 2025 | 31 | $1.13B |
| Q1 2025 | 28 | $817.9M |
| Q4 2024 | 24 | $775.5M |
| Q3 2024 | 20 | $338.3M |
- Millennium Management+705.7K (+551%)
- FMR LLC (Fidelity)+554.5K (+79%)
- Dimensional Fund Advisors+454.2K (+17%)
- Wells Fargo & Co+219.4K (+609%)
- Bank of America Corp+109.3K (+19%)
- Vanguard Portfolio Management LLC−814.3K (-16%)
- AQR Capital Management−358.1K (-45%)
- BlackRock−303.9K (-3%)
- Vanguard Capital Management LLC−240.4K (-9%)
- State Street Corp−128.5K (-5%)
- Citadel Advisors LLC+259.5K
- Allstate+36.0K
- Bridgewater Associates LP−91.4K
- Raymond James Financial−55.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
YELP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 14, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - |
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YELP SEC filings: frequently asked questions
Are YELP insiders buying or selling?
In the last 90 days, YELP INC (YELP) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $435,378 by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold YELP stock?
As of June 30, 2026, the largest YELP INC (YELP) holders among the 13F filers tracked by SignalX were BlackRock ($236.8 million), Vanguard Portfolio Management LLC ($102.1 million), Dimensional Fund Advisors ($76.9 million), Vanguard Capital Management LLC ($57.9 million), State Street Corp ($55.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was YELP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), YELP INC (YELP) reported revenue of $1.5 billion (up 3.7% from FY2024) and net income of $145.6 million. Diluted EPS was $2.24. The figures come from the XBRL data in the 10-K.
What are the main risks in YELP's latest 10-K?
In the 10-K filed February 27, 2026, YELP INC (YELP) flagged: Regulatory risk: Uncertain impact of the OBBBA tax law on 2025+ income tax payments, with $53M in uncertain tax positions pending assessment. Macroeconomic threat: Potential need to draw additional funds under credit facility due to uncertain macroeconomic environment affecting liquidity. (AI summary of the Risk Factors section.)
What did YELP report in its latest 8-K?
YELP INC (YELP) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest YELP SEC filings?
YELP INC (YELP) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 5, 2026.
What is YELP's SEC CIK number?
YELP INC (YELP)'s SEC Central Index Key (CIK) is 1345016. EDGAR lists every YELP filing under that number.
Ask anything about YELP
The research agent reads YELP's filings, financials, insider trades and 13F holders, then answers with sources.