Position in YOU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$440,489
+$60,568 QoQ
Shares Held
7,904
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#262
of 445 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. YOU ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,404 | $1,827,149 | |
| 2 | SHOP |
Shopify Inc.
|
9,476 | $1,081,969 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,068 | $870,826 | |
| 4 | INTU |
Intuit Inc.
|
2,405 | $627,705 | |
| 5 | CRM |
Salesforce, Inc.
|
3,886 | $608,780 | |
| 6 | ADBE |
Adobe Inc.
|
2,750 | $563,805 | |
| 7 | YOU |
Clear Secure, Inc.
This page
|
7,904 | $440,489 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,202 | $428,112 |
All Filings in YOU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,489 | 7,904 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $379,921 | 7,848 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $341,924 | 9,747 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $345,950 | 10,364 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $287,649 | 10,362 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $259,877 | 10,030 | Shares | Defined | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||