Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$128,935,774
+$42,879,729 QoQ
Shares Held
2,663,412
+8.6% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $36,551,633,450 across 182 Software - Application names. YOU ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,225,157 | $4,148,770,056 | |
| 2 | UBER |
Uber Technologies, Inc
|
47,882,508 | $3,444,188,799 | |
| 3 | INTU |
Intuit Inc.
|
6,792,421 | $2,936,906,991 | |
| 4 | ADBE |
Adobe Inc.
|
11,726,888 | $2,850,571,934 | |
| 5 | NOW |
ServiceNow, Inc.
|
24,423,811 | $2,553,509,439 | |
| 6 | ADP |
Automatic Data Processing Inc
|
11,993,206 | $2,436,779,594 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
7,875,471 | $2,188,357,126 | |
| 8 | SHOP |
Shopify Inc.
|
12,910,116 | $1,531,397,959 |
All Filings in YOU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,935,774 | 2,663,412 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $86,056,045 | 2,453,137 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $81,204,126 | 2,432,718 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $70,683,510 | 2,546,236 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $67,273,940 | 2,596,447 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $64,819,514 | 2,433,165 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $77,774,740 | 2,346,854 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $41,267,635 | 2,205,646 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $38,753,706 | 1,821,989 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $36,245,871 | 1,755,248 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $31,655,104 | 1,662,558 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $36,634,457 | 1,581,116 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,602,209 | 1,322,209 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $33,375,644 | 1,216,757 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $25,491,848 | 1,115,129 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,358,460 | 617,923 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,404,325 | 126,649 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,687,606 | 117,552 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,564,924 | 111,204 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||