LSV Asset Management reports 5.05% Yelp (YELP) stake in Schedule 13G filing
Rhea-AI Filing Summary
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.
Positive
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Negative
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Key Figures
Beneficial Ownership: 2,777,340 shares
Percent of Class: 5.05%
Sole Voting Power: 1,341,940 shares
+3 more
6 metrics
Beneficial Ownership
2,777,340 shares
Yelp Class A common stock beneficially owned by LSV Asset Management as of June 30, 2026
Percent of Class
5.05%
Percentage of Yelp Class A common stock reported as beneficially owned
Sole Voting Power
1,341,940 shares
Shares of Yelp Class A stock over which LSV Asset Management has sole voting power
Shared Voting Power
0 shares
Shares of Yelp Class A stock over which LSV Asset Management has shared voting power
Sole Dispositive Power
2,777,340 shares
Shares of Yelp Class A stock over which LSV Asset Management has sole dispositive power
CUSIP
985817105
CUSIP number for Yelp Inc. Class A common stock
Key Terms
Schedule 13G, beneficially owned, sole voting power, dispositive power, +1 more
5 terms
Schedule 13G regulatory
"The disclosure is a Schedule 13G filing for Yelp Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 2,777,340"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 1,341,940"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,777,340"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
managed accounts financial
"The clients of LSV Asset Management, including funds and/or managed accounts"
Managed accounts are collections of investments owned by an individual or institution but run day-to-day by a professional who buys, sells and allocates assets according to an agreed plan. They matter to investors because they provide tailored oversight, active risk control and potential tax efficiency—like hiring a personal chef to manage your diet—while fees and the manager’s skill directly affect returns.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What dispositive power does LSV Asset Management report for its Yelp (YELP) position?
LSV Asset Management reports sole dispositive power over 2,777,340 shares of Yelp Class A common stock. It has no shared dispositive power, meaning it alone can direct the sale or disposition of these shares for its clients.
Who benefits economically from LSV Asset Management’s Yelp (YELP) holdings?
The clients of LSV Asset Management, including funds and managed accounts, have rights to dividends and sale proceeds. LSV indicates these clients may receive or direct the receipt of dividends and sale proceeds from the Yelp shares.
Is LSV Asset Management’s Yelp (YELP) filing a Schedule 13G or 13D?
The disclosure is a Schedule 13G filing for Yelp Inc. This form is typically used for passive beneficial ownership positions rather than activist or control-seeking stakes.