Position in YOU
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$427,460
+$118,756 QoQ
Shares Held
8,830
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $4,314,695 across 27 Software - Application names. YOU ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
9,292 | $1,102,217 | |
| 2 | CRM |
Salesforce, Inc.
|
4,926 | $919,536 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,696 | $750,953 | |
| 4 | INTU |
Intuit Inc.
|
1,430 | $618,303 | |
| 5 | YOU |
Clear Secure, Inc.
This page
|
8,830 | $427,460 | |
| 6 | ADSK |
Autodesk, Inc.
|
783 | $187,450 | |
| 7 | ADBE |
Adobe Inc.
|
254 | $61,742 | |
| 8 | UBER |
Uber Technologies, Inc
|
797 | $57,328 |
All Filings in YOU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,460 | 8,830 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $308,704 | 8,800 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $293,744 | 8,800 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $244,288 | 8,800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $228,008 | 8,800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $234,432 | 8,800 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $291,632 | 8,800 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $164,648 | 8,800 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $168,033 | 7,900 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $144,550 | 7,000 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||