Position in YOU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$35,244,996
+$4,888,135 QoQ
Shares Held
728,052
-15.9% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 90.95600314263267.ToString("F0")%
Shared 0.ToString("F0")%
None 9.04399685736733.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Derivatives in YOU
reported options exposure · as of Jun 30, 2025CallValue
$694,000
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,891,187,247 across 144 Software - Application names. YOU ranks #43 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,724,790 | $2,188,666,545 | |
| 2 | SHOP |
Shopify Inc.
|
11,183,985 | $1,326,644,294 | |
| 3 | UBER |
Uber Technologies, Inc
|
16,333,900 | $1,174,897,422 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,258,842 | $1,068,491,513 | |
| 5 | INTU |
Intuit Inc.
|
1,768,998 | $764,879,352 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,081,771 | $740,399,154 | |
| 7 | ADBE |
Adobe Inc.
|
2,594,715 | $630,723,319 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,530,850 | $605,885,487 |
All Filings in YOU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,244,996 | 728,052 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $30,356,861 | 865,361 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,733,009 | 740,953 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $694,000 | 25,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $16,042,697 | 577,907 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,638,066 | 217,602 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,072,800 | 80,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $4,328,331 | 162,475 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,722,143 | 564,941 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,698,882 | 571,827 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,878,750 | 276,387 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,091,300 | 198,126 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,018,638 | 211,063 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,951,781 | 170,556 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,540,436 | 402,768 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,458,635 | 162,546 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,812,291 | 166,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,150,000 | 457,500 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $11,285,000 | 564,250 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $5,000,000 | 250,000 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $3,026,688 | 112,600 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $9,289,620 | 345,596 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,494,178 | 111,386 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $700,845 | 17,073 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||