Position in YOU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,559,549
+$2,944,592 QoQ
Shares Held
81,815
+145.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#105
of 449 holders
Holding Since
Dec 2022
4 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, 2026Lisanti Capital Growth, LLC holds $34,685,283 across 8 Software - Application names. YOU ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
80,655 | $7,329,926 | |
| 2 | CVLT |
Commvault Systems Inc
|
49,640 | $7,035,477 | |
| 3 | DAVE |
Dave Inc./DE
|
13,060 | $4,866,025 | |
| 4 | YOU |
Clear Secure, Inc.
This page
|
81,815 | $4,559,549 | |
| 5 | AGYS |
Agilysys Inc
|
37,130 | $3,880,085 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
54,575 | $3,858,998 | |
| 7 | NAVN |
Navan, Inc.
|
120,075 | $2,746,115 | |
| 8 | QNT |
Quantinuum Inc.
|
5,005 | $409,108 |
All Filings in YOU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,559,549 | 81,815 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,614,957 | 33,360 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,926,593 | 54,920 | Shares | Sole | 2026-02-09 | |
| 2022-12-31 | $5,663,334 | 206,465 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||