Position in YOU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$28,851,537
-$3,506,079 QoQ
Shares Held
595,983
-35.4% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.13%
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, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. YOU ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
This page
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in YOU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,851,537 | 595,983 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $32,357,616 | 922,395 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,106,319 | 961,843 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,251,817 | 1,161,809 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $30,729,363 | 1,186,004 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $31,935,605 | 1,198,784 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $40,247,071 | 1,214,456 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $21,350,972 | 1,141,153 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $22,790,507 | 1,071,486 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,765,804 | 376,068 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,293,710 | 330,552 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,408,190 | 319,732 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,700,051 | 294,232 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,664,819 | 279,432 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||