Clear Secure Inc -class A (YOU) — Who Owns This Stock? 13F Breakdown (Q2 2026)

YOU ranks #1320 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

YOU is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

454 institutions disclose a position in YOU, but none treat it as a major bet — even Ashford Capital Management Inc, its most concentrated holder, allocates just 2.9% of its own portfolio to it.

BlackRock has added to its YOU position for two straight quarters, increasing it by $369.4M to reach $886.6M today.

Wellington Management Group LLP has trimmed its YOU position for two straight quarters, cutting it by $60.8M while still holding $31.4M.

YOU is up 2.5% today, and institutions have been net buyers of $660.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

YOU posted net income of $147.9M over the trailing twelve months, and currently trades at a P/E of 29.1.

• Profitable — net income of $147.9M over the trailing twelve months
• Revenue grew 19.8% year over year
• Net income declined year over year, from $176.9M to $147.9M
• Generated $372.5M in positive operating cash flow
• Current ratio of 1.01x — below the conventional 1.5x liquidity buffer
• Liabilities run 6.18x equity — a highly leveraged balance sheet worth noting