Historical position

Pat Dorsey’s Yelp Inc (YELP) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2017Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares736.00KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Yelp Inc in Q2 2017. The reported position was increased and reduced across later filings. Verified positive position history runs through Q4 2017. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2018
Sold the entire position−436.93K shares · No shares reported at quarter-end
Q4 2017
Bought 4.8% more+20.06K shares · 436.93K shares reported after the change
Filing context

Quarter-end price $41.96 · Estimated holding basis $30.57

Q3 2017
Sold 43.4% of the position−319.13K shares · 416.87K shares remained
Filing context

Quarter-end price $43.30 · Estimated holding basis $30.02

Q2 2017
New position+736.00K shares · 736.00K shares reported
Filing context

Quarter-end price $30.02 · Estimated holding basis $30.02

Portfolio importance

How important was Yelp Inc in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight6.6%Q4 2017
Last reported rank#9of 10 reported positions
Peak portfolio weight10.4%Q2 2017
Best historical rank#3Q2 2017
At peak importanceQ2 2017
YELP
10.4%
Largest holding
18.7%
Cross-investor discovery

Who else owns Yelp Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Explore Yelp Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$19.632026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.