Position in YOU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$36,865,376
+$4,659,411 QoQ
Shares Held
761,524
-17.1% QoQ
Ownership
0.570%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Clearbridge Investments, LLC holds $3,274,458,306 across 28 Software - Application names. YOU ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,398,931 | $487,414,799 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,934,824 | $426,891,890 | |
| 3 | INTU |
Intuit Inc.
|
870,442 | $376,361,711 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,501,277 | $366,058,510 | |
| 5 | SHOP |
Shopify Inc.
|
3,041,015 | $360,725,198 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,490,207 | $356,755,555 | |
| 7 | DDOG |
Datadog, Inc.
|
1,567,724 | $185,069,818 | |
| 8 | SNOW |
Snowflake Inc.
|
1,035,355 | $156,152,241 |
All Filings in YOU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,865,376 | 761,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,205,965 | 918,072 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,601,715 | 916,768 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,854,803 | 931,369 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,131,770 | 931,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,811,670 | 931,369 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $37,285,747 | 1,125,098 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,182,724 | 1,345,950 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $28,628,356 | 1,345,950 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,758,859 | 1,441,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $31,187,500 | 1,637,999 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,588,320 | 1,449,647 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $32,786,482 | 1,252,827 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,015,905 | 766,165 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,514,531 | 766,165 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,568,200 | 578,410 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,875,456 | 516,200 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||