Position in YOU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,888,490
+$1,251,852 QoQ
Shares Held
100,981
-2.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 83.35825551341341.ToString("F0")%
Shared 16.641744486586585.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,640,705,115 across 34 Software - Application names. YOU ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,882,551 | $911,425,790 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,974,520 | $826,529,868 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,419,138 | $818,541,634 | |
| 4 | SHOP |
Shopify Inc.
|
6,031,360 | $715,439,920 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,408,272 | $460,947,000 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
2,995,337 | $447,982,598 | |
| 7 | INTU |
Intuit Inc.
|
836,654 | $361,752,454 | |
| 8 | SNOW |
Snowflake Inc.
|
1,682,236 | $253,714,829 |
All Filings in YOU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,888,490 | 100,981 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,636,638 | 103,667 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,574,930 | 107,098 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,382,306 | 121,841 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,117,905 | 120,336 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,948,234 | 148,207 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,200,528 | 126,751 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,428,950 | 129,821 | Shares | Sole | 2024-08-09 | |
| 2022-12-31 | $1,709,410 | 62,319 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,394,437 | 60,999 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,231,120 | 61,556 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||