Position in YOU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$28,791,799
+$7,707,492 QoQ
Shares Held
594,749
-1.0% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,384,787,864 across 83 Software - Application names. YOU ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,843,395 | $420,315,402 | |
| 2 | INTU |
Intuit Inc.
|
820,557 | $354,792,435 | |
| 3 | SHOP |
Shopify Inc.
|
2,251,187 | $267,035,801 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,468,956 | $258,129,349 | |
| 5 | PAYX |
Paychex Inc
|
2,774,473 | $255,584,452 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,205,830 | $245,000,539 | |
| 7 | CRM |
Salesforce, Inc.
|
1,186,685 | $221,518,488 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
613,175 | $170,382,937 |
All Filings in YOU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,791,799 | 594,749 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,084,307 | 601,035 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,071,327 | 601,298 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,432,448 | 591,947 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,507,577 | 289,756 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,963,564 | 186,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $698,226 | 21,069 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $355,228 | 18,986 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $466,132 | 21,915 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $550,219 | 26,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $401,115 | 21,067 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $358,188 | 13,687 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $342,189 | 12,475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $263,735 | 11,537 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $209,100 | 10,455 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $543,325 | 20,213 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $486,140 | 15,497 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||