Position in YOU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,063,019
+$5,683,498 QoQ
Shares Held
145,900
+271.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,760,846,317 across 13 Software - Application names. YOU ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
7,269,453 | $760,021,311 | |
| 2 | SHOP |
Shopify Inc.
|
6,306,740 | $748,105,498 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,917,928 | $209,886,561 | |
| 4 | SAP |
Sap SE
|
66,674 | $11,415,255 | |
| 5 | INTU |
Intuit Inc.
|
19,853 | $8,584,040 | |
| 6 | YOU |
Clear Secure, Inc.
This page
|
145,900 | $7,063,019 | |
| 7 | FSLY |
Fastly, Inc.
|
238,518 | $6,931,333 | |
| 8 | PAYC |
Paycom Software, Inc.
|
30,831 | $3,747,199 |
All Filings in YOU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,063,019 | 145,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,379,521 | 39,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $963,713 | 28,871 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||