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Stock impact report

According to SEC Filing, Thomas W. Smith Trimmed Yelp Stake as Local Services Advertising Reshapes the Business [Yahoo! Finance]

Yelp Inc. (YELP) 
Last yelp inc. earnings: 2/13 04:05 pm Check Earnings Report
US:NYSE Investor Relations: yelp-ir.com/investor-overview
Company Research Source: Yahoo! Finance
What happened According to an SEC filing dated February 17, 2026, SMITH THOMAS W reduced its position in Yelp (NYSE:YELP) by 96,280 shares during the fourth quarter. At quarter-end, the value of the position declined by $4.09 million, reflecting both the share sale and changes in the stock price. What else to know The fund's remaining stake in Yelp is 0.22% of 13F AUM after the sale. Top holdings after the filing: NASDAQ: CACC: $42.08 million (38.9% of AUM) NYSE: W: $23.81 million (22.0% of AUM) NYSE: BTI: $22.51 million (20.8% of AUM) NASDAQ: WRLD: $10.89 million (10.1% of AUM) NASDAQ: CMPR: $8.62 million (8.0% of AUM) As of February 17, 2026, shares were priced at $20.68, down 45.7% over the past year, underperforming the S&P 500 by 56.53 percentage points. Company Overview Metric Value Revenue (TTM) $1.46 billion Net Income (TTM) $145.60 million Market Capitalization $1.49 billion Price (as of market close 2026-02-17) Company Snapshot Ye Show less Read more
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