Position in YOU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$136,202,782
+$65,803,460 QoQ
Shares Held
2,443,976
+68.1% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#11
of 450 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Derivatives in YOU
reported options exposure · as of Jun 30, 2026CallValue
$2,084,302
CallShares
37,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $4,260,305,065 across 110 Software - Application names. YOU ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,135,509 | $557,367,849 | |
| 2 | SHOP |
Shopify Inc.
|
2,394,385 | $273,390,878 | |
| 3 | ESTC |
Elastic N.V.
|
4,787,065 | $272,958,445 | |
| 4 | U |
Unity Software Inc.
|
9,082,560 | $259,579,564 | |
| 5 | ZM |
Zoom Communications, Inc.
|
2,736,806 | $236,213,725 | |
| 6 | SAP |
Sap SE
|
1,450,152 | $223,482,924 | |
| 7 | ROP |
Roper Technologies Inc
|
522,807 | $176,912,660 | |
| 8 | DT |
Dynatrace, Inc.
|
3,906,408 | $171,530,375 |
All Filings in YOU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,202,782 | 2,443,976 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,084,302 | 37,400 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $2,923,964 | 60,400 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $70,399,322 | 1,454,231 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $20,029,626 | 570,970 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $2,585,396 | 73,700 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $1,245,074 | 37,300 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $22,259,286 | 666,845 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,111,922 | 112,101 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $347,000 | 12,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $1,069,046 | 41,260 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,268,981 | 85,172 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,250,698 | 339,490 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,706,421 | 732,572 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,436,778 | 349,637 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,659,176 | 225,626 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,781,838 | 408,710 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,355,464 | 921,686 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,027,932 | 918,148 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,436,620 | 635,677 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,348,976 | 277,733 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,456,220 | 72,811 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $807,313 | 30,034 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||