SEC 13F Intelligence

Goodnow Investment Group, LLC / YELP

Goodnow Investment Group, LLC’s Yelp Inc Position

Does Goodnow Investment Group, LLC own Yelp Inc (YELP)? Not currently — the last reported position was 637.2K shares worth $19M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q4 2025
Shares
637.2K
% of Portfolio
+1.81%
Quarters Held
29
position exited

Position History YELP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $23MQ3 ’19: $27MQ4 ’19: $27MQ4 ’19Q1 ’20: $16MQ2 ’20: $17MQ3 ’20: $14MQ4 ’20: $20MQ4 ’20Q1 ’21: $23MQ2 ’21: $24MQ3 ’21: $23MQ4 ’21: $23MQ4 ’21Q1 ’22: $21MQ2 ’22: $17MQ3 ’22: $21MQ4 ’22: $16MQ4 ’22Q1 ’23: $19MQ2 ’23: $23MQ3 ’23: $26MQ4 ’23: $30MQ4 ’23Q1 ’24: $26MQ2 ’24: $24MQ3 ’24: $26MQ4 ’24: $29MQ4 ’24Q1 ’25: $28MQ2 ’25: $26MQ3 ’25: $22MQ4 ’25: $19MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025637.2K$19M+1.81%
Q3 2025709.8K$22M+2.12%
Q2 2025750.4K$26M+2.40%
Q1 2025754.5K$28M+3.01%
Q4 2024746.0K$29M+2.84%
Q3 2024752.3K$26M+2.80%
Q2 2024652.0K$24M+2.79%
Q1 2024650.4K$26M+3.08%
Q4 2023641.7K$30M+4.27%
Q3 2023633.7K$26M+4.44%
Q2 2023627.9K$23M+3.29%
Q1 2023622.5K$19M+3.12%
Q4 2022589.7K$16M+2.58%
Q3 2022608.6K$21M+3.47%
Q2 2022608.4K$17M+2.60%
Q1 2022626.4K$21M+2.26%
Q4 2021621.9K$23M+1.91%
Q3 2021627.6K$23M+1.95%
Q2 2021608.1K$24M+2.04%
Q1 2021598.5K$23M+2.13%
Q4 2020598.6K$20M+1.97%
Q3 2020706.7K$14M+1.61%
Q2 2020733.2K$17M+2.02%
Q1 2020878.8K$16M+3.02%
Q4 2019775.8K$27M+3.62%
Q3 2019766.3K$27M+3.78%
Q2 2019673.9K$23M+3.06%
Q1 201950.2K$2M+0.24%
Q4 201850.3K$2M+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodnow Investment Group, LLC’s full portfolio or all institutional holders of YELP.