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Clear Secure Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 exits max 1.5% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 14
max % 1.5%
tracked value $957M
qoq A 6 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 1.5% Reduce +0.33 pp 2,971,595 $144M hist
Renaissance Technologies LLC 2026 Q1 0.3% Reduce +0.06 pp 3,352,717 $162M hist
Polen Capital Management LLC 2026 Q1 0.1% Add +0.04 pp 145,900 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.03 pp 1,454,231 $70M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 438,514 $15M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 11,507,931 $404M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,245,918 $60M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 526,236 $25M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 327,805 $16M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 236,646 $11M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 169,743 $8M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 58,851 $3M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 840,944 $30M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 16,516 $800 hist
Samantha Mclemore - Patient Capital Management, LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.17 pp 125,000 $4M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 140,149 $5M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 79,162 $3M hist

14 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $613.58M $770.49M $900.78M
Gross profit — — —
Gross margin — — —
Net income $28.11M $169.68M $109.17M
Net margin * 4.6% 22.0% 12.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $770.03M $662.22M $764.61M
Total non-current assets * $274.98M $532.71M $538.78M
Total assets $1.05B $1.19B $1.3B
Total current liabilities $552.05M $643.05M $759.9M
Total non-current liabilities * $123.74M $313.94M $339.11M
Total equity $233.33M $198.35M $177.73M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $225.03M $295.68M $372.45M
Cash from investing -$15.51M $113.78M -$97.1M
Cash from financing -$216.01M -$401.55M -$257.33M
Net change in cash * -$6.48M $7.91M $18.02M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders