YOU Clear Secure Inc.
Information Technology, filed as CLEAR SECURE INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab
In 2026 Q2 Polen Capital Management trimmed Clear Secure, and Henry Ellenbogen sold out.
Who owns this now
Largest portfolio weights among holders, up to 0.1% (Polen Capital Management). Not free-float ownership.
Who owns YOU
Sorted by value, long equity only, as of 2026 Q2. Exits show their last held size.
| History | |||||
|---|---|---|---|---|---|
| Polen Capital Management | Reduce −9.7% | 131,773 | $7.3M | History | |
| Henry Ellenbogen, Durable Capital Partners exited 2026 Q2 Last 2026 Q1 | Exit −1.48% | 2,971,595 | $144M | History |
Insider trades
Open-market buys and sales by YOU's executives, directors and 10% owners in the last 12 months, from their Form 4s
- None no insider bought on the open market
- $1.7M sold by 2 insiders outside a trading plan
- $189M sold by 7 insiders under 10b5-1 plans
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Michael Z Barkin PresidentPlanned sale$515K 11,444 shares at $45.00 50% of stakeTraded Sep 3 Filed Sep 3
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Kyle McLaughlin EVP, AviationPlanned sale$200K 4,499 shares at $44.47 13% of stakeTraded Sep 3 Filed Sep 3
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Dennis W. Liu Chief Accounting OfficerPlanned sale$94K 2,104 shares at $44.47 12% of stakeTraded Sep 3 Filed Sep 3
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Alclear Investments, LLC DirectorPlanned sale$19.8M 323,904 shares at $61.22 100% of stakeTraded Aug 5 Filed Aug 7
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Alclear Investments, LLC DirectorPlanned sale$1.5M 28,603 shares at $53.57 19% of stakeTraded Jul 15 Filed Jul 17
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Alclear Investments, LLC DirectorPlanned sale$6.4M 120,640 shares at $53.40 80% of stakeTraded Jul 14 Filed Jul 16
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Alclear Investments, LLC DirectorPlanned sale$5.4M 100,757 shares at $53.42 66% of stakeTraded Jul 13 Filed Jul 15
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Alclear Investments, LLC DirectorPlanned sale$1.8M 34,309 shares at $53.11 100% of stakeTraded Jun 25 Filed Jun 26
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Alclear Investments, LLC DirectorPlanned sale$11.3M 212,538 shares at $53.20 100% of stakeTraded Jun 23–24 Filed Jun 25
Also filed in the last 12 months, not counted as buying or selling: 40 stock grants, 37 sales back to the company, 26 option exercises, 17 share withholdings for taxes, 8 conversions, 3 other transactions, and 1 gift.
SEC filings
Recent issuer filings from EDGAR, 8 shown.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Income statement
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 |
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.
Further reading
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- How to Read a Financial Report (Tracy & Tracy) View on Amazon
- Financial Statements QuickStudy Laminated Guide View on Amazon