Position in YOU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$138,325,717
+$33,704,388 QoQ
Shares Held
2,857,379
-4.2% QoQ
Ownership
2.14%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026FIRST TRUST ADVISORS LP holds $6,073,265,588 across 83 Software - Application names. YOU ranks #17 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,712,868 | $693,081,069 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,497,861 | $507,515,397 | |
| 3 | DDOG |
Datadog, Inc.
|
3,685,562 | $435,080,594 | |
| 4 | ADSK |
Autodesk, Inc.
|
1,098,800 | $263,052,720 | |
| 5 | DT |
Dynatrace, Inc.
|
6,801,507 | $251,519,728 | |
| 6 | PAYX |
Paychex Inc
|
2,344,056 | $215,934,438 | |
| 7 | INTU |
Intuit Inc.
|
492,219 | $212,825,651 | |
| 8 | ROP |
Roper Technologies Inc
|
579,343 | $205,006,313 |
All Filings in YOU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,325,717 | 2,857,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $104,621,329 | 2,982,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,245,009 | 3,063,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $84,050,562 | 3,027,758 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,571,061 | 2,221,963 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,579,280 | 246,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,494,611 | 195,975 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,542,801 | 135,906 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,332,851 | 109,678 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $738,547 | 35,765 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $713,809 | 37,490 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,369,051 | 188,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,684,901 | 179,018 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,343,183 | 158,337 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||