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
0.077%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
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. | ||||||