Position in YOU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$142,995,374
+$17,070,753 QoQ
Shares Held
2,565,860
-1.4% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 450 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,097,746,953 across 180 Software - Application names. YOU ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in YOU
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,995,374 | 2,565,860 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $125,924,621 | 2,601,211 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $94,605,038 | 2,696,837 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $84,944,185 | 2,544,763 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $71,377,896 | 2,571,250 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $36,486,794 | 1,408,213 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $37,406,418 | 1,404,145 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $52,241,924 | 1,576,401 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $18,308,776 | 978,556 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $26,669,916 | 1,253,875 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $18,226,408 | 882,635 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,462,398 | 1,127,227 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $30,007,556 | 1,295,104 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,375,211 | 1,084,265 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,724,156 | 1,338,832 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,563,841 | 1,249,512 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,100,980 | 1,205,049 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $30,999,385 | 1,153,251 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $35,662,011 | 1,136,819 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,794,065 | 1,115,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,264,600 | 906,615 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||