Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,869,040
-$9,364,354 QoQ
Shares Held
327,805
-54.4% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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)
Derivatives in YOU
reported options exposure · as of Dec 31, 2025CallValue
$368,340
CallShares
10,500
PutValue
$0
PutShares
0
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 Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $3,978,957,339 across 122 Software - Application names. YOU ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
21,765,114 | $289,476,016 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
9,294,096 | $219,805,370 | |
| 3 | HUBS |
Hubspot Inc
|
900,179 | $219,733,693 | |
| 4 | DDOG |
Datadog, Inc.
|
1,843,266 | $217,597,551 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,624,772 | $169,869,912 | |
| 6 | ADP |
Automatic Data Processing Inc
|
689,547 | $140,102,159 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
2,046,619 | $129,878,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
427,458 | $118,777,754 |
All Filings in YOU
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,869,040 | 327,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $368,340 | 10,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $25,233,394 | 719,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,115,732 | 962,125 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $350,490 | 10,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $685,672 | 24,700 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $14,738,089 | 530,911 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,313,048 | 47,300 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $18,237,349 | 703,873 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,197,168 | 84,800 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $686,615 | 26,500 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $22,076,514 | 828,698 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,571,760 | 59,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $471,528 | 17,700 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $3,314,000 | 100,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $9,832,803 | 296,705 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,357,944 | 2,103,578 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,630,483 | 1,346,050 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,205,558 | 1,172,182 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,124,192 | 1,687,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,437,566 | 1,184,185 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,115,729 | 1,150,773 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,492,817 | 1,330,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,230,414 | 884,970 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,005,240 | 850,262 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,906,341 | 517,349 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $806,400 | 30,000 | Call | Sole | 2022-05-16 | |
| 2021-09-30 | $1,123,825 | 27,377 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,597,920 | 289,948 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||