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Disclosery

CX Institutional: YELP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on YELP, newest first. How the timeline and the estimate are built.

CX Institutional held 217,734 YELP shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 217,734 shares
    Change vs previous 13F +217,734 shares

    0.11% of the 13F portfolio, value $4,028,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -60 shares

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 60 shares
    Change vs previous 13F -484 shares

    <0.01% of the 13F portfolio, value $2,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 544 shares
    Change vs previous 13F -137,774 shares

    <0.01% of the 13F portfolio, value $17,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 138,318 shares
    Change vs previous 13F +65,704 shares

    0.17% of the 13F portfolio, value $4,740,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 72,614 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,689,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).