Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,475,116
New position
Shares Held
836,090
first reported quarter
Ownership
0.626%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Application
Technology · as of Mar 31, 2026No Street GP LP holds $344,926,061 across 7 Software - Application names. YOU ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,750,000 | $125,877,500 | |
| 2 | FICO |
Fair Isaac Corp
|
81,750 | $87,271,395 | |
| 3 | YOU |
Clear Secure, Inc.
This page
|
836,090 | $40,475,116 | |
| 4 | ESTC |
Elastic N.V.
|
600,000 | $29,994,000 | |
| 5 | WDAY |
Workday, Inc.
|
200,000 | $25,984,000 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
405,000 | $25,701,300 | |
| 7 | CRNC |
Cerence Inc.
|
1,525,000 | $9,622,750 |
All Filings in YOU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,475,116 | 836,090 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||