Position in YOU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,343,709
+$280,690 QoQ
Shares Held
131,773
-9.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#87
of 450 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,124,903,576 across 13 Software - Application names. YOU ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,370,172 | $533,150,676 | |
| 2 | SHOP |
Shopify Inc.
|
4,577,524 | $522,661,690 | |
| 3 | UBER |
Uber Technologies, Inc
|
570,063 | $41,135,746 | |
| 4 | FROG |
JFrog Ltd
|
93,117 | $8,462,472 | |
| 5 | YOU |
Clear Secure, Inc.
This page
|
131,773 | $7,343,709 | |
| 6 | SAP |
Sap SE
|
28,773 | $4,434,207 | |
| 7 | ADEA |
Adeia Inc.
|
52,575 | $1,731,294 | |
| 8 | RNG |
RingCentral, Inc.
|
40,133 | $1,564,384 |
All Filings in YOU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,343,709 | 131,773 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||