Position in YOU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,075,237
+$1,209,861 QoQ
Shares Held
683,209
-10.3% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 450 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $2,845,219,894 across 24 Software - Application names. YOU ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,159,968 | $483,724,833 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,450,497 | $393,307,863 | |
| 3 | SHOP |
Shopify Inc.
|
2,984,845 | $340,809,601 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,166,037 | $314,324,153 | |
| 5 | SNOW |
Snowflake Inc.
|
1,221,293 | $310,819,068 | |
| 6 | DDOG |
Datadog, Inc.
|
1,135,610 | $295,667,419 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,372,170 | $266,777,291 | |
| 8 | FICO |
Fair Isaac Corp
|
84,749 | $101,256,410 |
All Filings in YOU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,075,237 | 683,209 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||