Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$70,399,322
+$50,369,696 QoQ
Shares Held
1,454,231
+154.7% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99.1060567406416.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8939432593583825.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Derivatives in YOU
reported options exposure · as of Mar 31, 2026CallValue
$2,923,964
CallShares
60,400
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 Mar 31, 2026D. E. Shaw & Co., Inc. holds $5,040,991,059 across 104 Software - Application names. YOU ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
4,256,672 | $728,784,812 | |
| 2 | ROP |
Roper Technologies Inc
|
1,154,318 | $408,466,966 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,474,317 | $363,239,841 | |
| 4 | ALIT |
Alight, Inc. / Delaware
|
25,569,847 | $297,990,996 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
921,690 | $256,110,000 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,185,559 | $240,881,877 | |
| 7 | FICO |
Fair Isaac Corp
|
191,578 | $204,517,177 | |
| 8 | U |
Unity Software Inc.
|
8,018,061 | $175,916,257 |
All Filings in YOU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||