Position in YOU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$57,959
+$11,631 QoQ
Shares Held
1,040
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#349
of 445 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $553,885 across 11 Software - Application names. YOU ranks #6 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
637 | $99,792 | |
| 2 | ADP |
Automatic Data Processing Inc
|
388 | $86,892 | |
| 3 | SNOW |
Snowflake Inc.
|
336 | $85,512 | |
| 4 | ADBE |
Adobe Inc.
|
376 | $77,087 | |
| 5 | NOW |
ServiceNow, Inc.
|
703 | $69,793 | |
| 6 | YOU |
Clear Secure, Inc.
This page
|
1,040 | $57,959 | |
| 7 | PAYX |
Paychex Inc
|
380 | $37,365 | |
| 8 | RNG |
RingCentral, Inc.
|
654 | $25,492 |
All Filings in YOU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,959 | 1,040 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $46,328 | 957 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,345 | 751 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $19,126 | 573 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,550 | 308 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,980 | 308 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||