Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,914,572
+$5,531,501 QoQ
Shares Held
432,030
-1.5% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026TWO SIGMA INVESTMENTS, LP holds $5,083,861,541 across 116 Software - Application names. YOU ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
3,129,038 | $760,606,557 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,636,219 | $484,716,696 | |
| 3 | HUBS |
Hubspot Inc
|
1,344,621 | $328,221,986 | |
| 4 | TEAM |
Atlassian Corp
|
4,647,650 | $317,202,112 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,282,237 | $260,524,913 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
21,761,591 | $253,609,581 | |
| 7 | FIG |
Figma, Inc.
|
11,158,349 | $235,887,497 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,747,666 | $212,411,325 |
All Filings in YOU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,914,572 | 432,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,383,071 | 438,514 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,793,788 | 862,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,752,512 | 819,615 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,612,633 | 679,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,032,093 | 301,505 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $499,684 | 15,078 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,822,197 | 150,839 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,313,379 | 390,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,039,500 | 50,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,062,374 | 318,402 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,426,280 | 363,672 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,901,200 | 454,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,603,995 | 313,671 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,175,709 | 226,409 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $2,468,551 | 91,836 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||