Position in YOU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,907,695
-$567,421 QoQ
Shares Held
716,090
-14.4% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#27
of 449 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026No Street GP LP holds $396,765,157 across 7 Software - Application names. YOU ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,900,000 | $137,104,000 | |
| 2 | FICO |
Fair Isaac Corp
|
81,750 | $97,673,265 | |
| 3 | YOU |
Clear Secure, Inc.
This page
|
716,090 | $39,907,695 | |
| 4 | ESTC |
Elastic N.V.
|
675,000 | $38,488,500 | |
| 5 | U |
Unity Software Inc.
|
1,164,529 | $33,282,238 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
467,352 | $33,046,459 | |
| 7 | CRNC |
Cerence Inc.
|
1,525,000 | $17,263,000 |
All Filings in YOU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,907,695 | 716,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,475,116 | 836,090 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||