Position in YOU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,015,178
+$4,795,557 QoQ
Shares Held
103,598
+1379.8% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 72.70893260487654.ToString("F0")%
Shared 0.ToString("F0")%
None 27.29106739512346.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $48,211,568 across 18 Software - Application names. YOU ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
60,281 | $11,252,653 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
95,065 | $6,423,541 | |
| 3 | ADP |
Automatic Data Processing Inc
|
29,677 | $6,029,772 | |
| 4 | YOU |
Clear Secure, Inc.
This page
|
103,598 | $5,015,178 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,728 | $4,145,856 | |
| 6 | SHOP |
Shopify Inc.
|
28,864 | $3,423,847 | |
| 7 | PAYX |
Paychex Inc
|
29,945 | $2,758,533 | |
| 8 | NOW |
ServiceNow, Inc.
|
22,005 | $2,300,622 |
All Filings in YOU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,015,178 | 103,598 | Shares | Defined | 2026-05-12 | |
| 2021-12-31 | $219,621 | 7,001 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||