Welcome to our dedicated page for YELP SEC filings (Ticker: YELP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Yelp Inc. filings document formal disclosures for its local-business discovery and advertising platform. Form 8-K reports furnish shareholder letters, press releases, financial results, key financial and operational metrics, and amendments to previously furnished metric disclosures.
The company’s regulatory record also covers material agreements and capital-structure matters, including amendments to its revolving credit and guaranty agreement. Proxy materials disclose board and shareholder voting matters, executive compensation, equity awards and pay-versus-performance information, while executive-officer changes appear in current-report filings.
Yelp Inc. reported modest top-line growth but lower profitability for the quarter ended June 30, 2026. Net revenue was $375.5 million, up 1% year over year, while net income fell to $31.7 million from $44.1 million as costs increased.
Advertising revenue declined 3% to $342.5 million, with weakness in Restaurants, Retail & Other categories and lower ad clicks, partly offset by slightly higher average cost-per-click and stable Services advertising. Other revenue nearly doubled to $33.0 million, helped by data licensing, subscription products and the Hatch and RepairPal acquisitions.
Yelp closed the $271.2 million cash acquisition of AI lead-management platform Hatch, adding $55.0 million of intangibles and $220.4 million of goodwill and contributing $8.5 million of Q2 revenue. Cash and cash equivalents decreased to $94.1 million after the acquisition, marketable-security sales and $175.1 million of share repurchases, while $100.0 million was drawn on a $325.0 million revolving credit facility. Management expects macro headwinds and higher AI and marketing investments to drive a slight year-over-year net revenue decline and lower adjusted EBITDA in the third quarter.
LSV Asset Management reported a passive ownership position in Yelp Inc. Class A common stock. As of June 30, 2026, LSV Asset Management beneficially owned 2,777,340 shares of Yelp’s Class A stock, representing 5.05% of the class. The firm reported sole voting power over 1,341,940 shares and sole dispositive power over all 2,777,340 shares, with no shared voting or dispositive power. LSV Asset Management states that its clients, including funds and managed accounts, have the right to receive or direct the receipt of dividends and proceeds from the sale of these securities.
Yelp Inc. reported second-quarter 2026 results with net revenue of $375.5 million, up 1% year over year and $8 million above the high end of its outlook. Advertising revenue declined 3% to $342.5 million, as Restaurants, Retail & Other categories fell 10%, while Services advertising was flat at $241.0 million. Other revenue nearly doubled 98% to a record $33.0 million, driven by the Hatch acquisition, data licensing and food ordering.
Net income was $31.7 million (8% margin), down 28% from a year earlier, with diluted EPS of $0.57. Adjusted EBITDA was $91.4 million, down 9%, for a 24% margin. Ad clicks decreased 5% and total paying advertising locations slipped 1% to 510,000. Yelp generated $75.8 million in operating cash flow and $61.1 million in free cash flow, ending the quarter with $94.1 million in cash and $100 million drawn on its revolving credit facility.
The company highlighted progress in its AI-driven strategy, including Yelp Assistant, the rapid scaling of Yelp Host, and strong growth at Hatch. Yelp repurchased 2.0 million shares for $50 million in the quarter and guided full-year 2026 net revenue to $1.460–$1.470 billion and Adjusted EBITDA to $315–$325 million, while continuing to invest in AI initiatives and other revenue streams.
Yelp Inc. Chief Operating Officer Joseph R. Nachman sold 4,500 shares of common stock on August 3, 2026 at $26.91 per share in an open market or private transaction. The sale was made under a Rule 10b5-1 trading plan adopted on February 19, 2026, and he now directly holds 261,326 shares.
Yelp Inc. insider Joseph Nachman filed a notice of proposed sale of common stock under Form 144. The filing lists up to 4,500 common shares to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated value of $121,095.00. It also reports prior sales during the past three months totaling 13,500 common shares of Yelp common stock, with listed transaction values of $225,000.00 and $112,500.00.
Dimensional Fund Advisors LP reports beneficial ownership of 3,138,146 shares of Yelp Inc. common stock, representing 5.7% of the class. It has sole power to vote 3,073,662 shares and sole power to dispose of 3,138,146 shares, with no shared voting or dispositive power.
The shares are held across investment companies, commingled funds, group trusts, and separate accounts it advises (the “Funds”). Dimensional may be deemed to be the beneficial owner of these shares for Section 13(d) purposes but states that all securities are owned by the Funds and disclaims beneficial ownership. The Funds have the right to receive dividends and sale proceeds, and to Dimensional’s knowledge no individual Fund holds more than 5% of the class.
Yelp Inc. Chief People Officer Carmen Amara reported open-market sales of company stock. On July 1, 2026, she sold 1,500 shares of common stock at $24.95 per share. On July 2, 2026, she sold an additional 23,233 shares at $27.00 per share.
After these transactions, she directly held 105,991 shares of Yelp common stock. The shares were sold under a duly adopted Rule 10b5-1 trading plan that the reporting person adopted on February 19, 2026, indicating the sales were pre-scheduled rather than discretionary.
Yelp Inc.'s Chief Technology Officer Alexander Coleman Levy received an equity grant of 14,762 shares of common stock as a restricted stock unit award. The grant has no cash exercise price and vests in equal quarterly installments over four years from the grant date. Following this award, Levy directly holds 60,430 shares of Yelp common stock, reflecting a compensation-related increase in his equity stake rather than an open-market purchase.
Yelp Inc.’s Chief Technology Officer Alexander Coleman Levy filed an initial ownership report showing 45,668 unvested restricted stock units tied to Yelp common stock. These RSUs vest in equal quarterly installments over four years from grant dates on January 9, 2023, January 16, 2024, January 15, 2025, and January 8, 2026.
Yelp Inc. Chief Operating Officer Joseph R. Nachman reported selling 13,500 shares of common stock in open-market transactions at $25.00 per share. The sales occurred on June 30, 2026 (9,000 shares) and July 1, 2026 (4,500 shares).
The transactions were executed pursuant to a duly adopted Rule 10b5-1 trading plan that he adopted on February 19, 2026, indicating they were pre-scheduled. After these sales, he continues to hold 265,826 shares of Yelp common stock directly, which includes 873 shares purchased through the company’s 2012 Employee Stock Purchase Plan on May 29, 2026.