Position in YOU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,985,436
+$265,042 QoQ
Shares Held
35,626
+0.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#157
of 446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,675,891 across 10 Software - Application names. YOU ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
This page
|
35,626 | $1,985,436 | |
| 2 | CRM |
Salesforce, Inc.
|
8,463 | $1,325,813 | |
| 3 | SHOP |
Shopify Inc.
|
11,323 | $1,292,860 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,091 | $803,274 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,034 | $579,733 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,443 | $547,109 | |
| 7 | PAYX |
Paychex Inc
|
5,418 | $532,751 | |
| 8 | MSTR |
Strategy Inc
|
3,153 | $274,090 |
All Filings in YOU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,436 | 35,626 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,720,394 | 35,538 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,261,546 | 35,962 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,230,787 | 36,872 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,065,845 | 38,395 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,001,810 | 38,665 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $897,315 | 33,683 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,146,644 | 34,600 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $839,517 | 44,870 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||