Position in YOU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,399,608
+$4,771,351 QoQ
Shares Held
318,108
+5.0% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Baird Financial Group, Inc. holds $937,194,246 across 34 Software - Application names. YOU ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,535,270 | $398,151,970 | |
| 2 | ADP |
Automatic Data Processing Inc
|
473,159 | $96,136,444 | |
| 3 | PAYX |
Paychex Inc
|
770,007 | $70,933,043 | |
| 4 | CRM |
Salesforce, Inc.
|
314,328 | $58,675,606 | |
| 5 | INTU |
Intuit Inc.
|
101,990 | $44,098,435 | |
| 6 | NOW |
ServiceNow, Inc.
|
413,802 | $43,262,999 | |
| 7 | IDCC |
InterDigital, Inc.
|
135,902 | $41,042,404 | |
| 8 | ROP |
Roper Technologies Inc
|
59,092 | $20,910,294 |
All Filings in YOU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,399,608 | 318,108 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,628,257 | 302,972 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,349,902 | 310,063 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,750,868 | 315,233 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||