Position in YOU
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$9,829,263
+$2,567,002 QoQ
Shares Held
203,042
-1.9% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Vest Financial, LLC holds $241,033,173 across 20 Software - Application names. YOU ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
414,118 | $84,140,494 | |
| 2 | CRM |
Salesforce, Inc.
|
301,139 | $56,213,616 | |
| 3 | ROP |
Roper Technologies Inc
|
132,318 | $46,822,047 | |
| 4 | YOU |
Clear Secure, Inc.
This page
|
203,042 | $9,829,263 | |
| 5 | INTU |
Intuit Inc.
|
19,899 | $8,603,929 | |
| 6 | IDCC |
InterDigital, Inc.
|
25,232 | $7,620,064 | |
| 7 | PAYC |
Paycom Software, Inc.
|
42,373 | $5,150,014 | |
| 8 | PEGA |
Pegasystems Inc
|
106,435 | $4,529,873 |
All Filings in YOU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,829,263 | 203,042 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $7,262,261 | 207,020 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $6,564,744 | 196,667 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,639,806 | 167,140 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,553,560 | 98,555 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||