Position in YOU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,433,877
+$1,433,877 QoQ
Shares Held
25,729
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#177
of 445 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in YOU
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,243,846
PutShares
25,694
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, 2026LOGAN CAPITAL MANAGEMENT INC holds $19,010,522 across 11 Software - Application names. YOU ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYC |
Paycom Software, Inc.
|
40,951 | $5,146,721 | |
| 2 | ADP |
Automatic Data Processing Inc
|
21,630 | $4,844,038 | |
| 3 | SHOP |
Shopify Inc.
|
31,030 | $3,543,005 | |
| 4 | INTU |
Intuit Inc.
|
5,562 | $1,451,682 | |
| 5 | YOU |
Clear Secure, Inc.
This page
|
25,729 | $1,433,877 | |
| 6 | ADBE |
Adobe Inc.
|
6,805 | $1,395,161 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,000 | $583,260 | |
| 8 | PTC |
Ptc Inc.
|
4,387 | $498,407 |
All Filings in YOU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,877 | 25,729 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,243,846 | 25,694 | Put | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||