Position in YOU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,173,952
+$24,844 QoQ
Shares Held
21,065
-11.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#195
of 446 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Accurate Wealth Management, LLC holds $7,717,716 across 11 Software - Application names. YOU ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
29,183 | $2,518,784 | |
| 2 | YOU |
Clear Secure, Inc.
This page
|
21,065 | $1,173,952 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,242 | $841,467 | |
| 4 | PAYC |
Paycom Software, Inc.
|
5,035 | $632,798 | |
| 5 | UBER |
Uber Technologies, Inc
|
7,770 | $560,683 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,169 | $485,747 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,617 | $458,375 | |
| 8 | SHOP |
Shopify Inc.
|
3,648 | $416,528 |
All Filings in YOU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,952 | 21,065 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,149,108 | 23,737 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,042,261 | 29,711 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,171,237 | 35,088 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,032,089 | 37,179 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $853,967 | 32,959 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||