Allen Operations’s Clear Secure YOU Stock Holding History

Allen Operations’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.8M	Sell	367,965 -122,655	-25%	-$4.88M	2.66%	12
2025 Q4	$17.2M	Hold	490,620	–	–	2.15%	14
2025 Q3	$16.4M	Hold	490,620	–	–	1.96%	14
2025 Q2	$13.6M	Hold	490,620	–	–	1.87%	14
2025 Q1	$12.7M	Hold	490,620	–	–	2.09%	14
2024 Q4	$13.1M	Sell	490,620 -163,540	-25%	-$4.94M	2.07%	14
2024 Q3	$21.7M	Sell	654,160 -325,000	-33%	-$8.38M	3.65%	12
2024 Q2	$18.3M	Hold	979,160	–	–	3.59%	12
2024 Q1	$20.8M	Hold	979,160	–	–	3.95%	12
2023 Q4	$20.2M	Hold	979,160	–	–	4.01%	12
2023 Q3	$18.6M	Hold	979,160	–	–	4.12%	12
2023 Q2	$22.7M	Hold	979,160	–	–	5.03%	9
2023 Q1	$25.6M	Hold	979,160	–	–	6.5%	4
2022 Q4	$26.9M	Hold	979,160	–	–	7.18%	4
2022 Q3	$22.4M	Hold	979,160	–	–	5.97%	4
2022 Q2	$19.6M	Hold	979,160	–	–	4.92%	8
2022 Q1	$26.3M	Hold	979,160	–	–	4.64%	9
2021 Q4	$30.7M	Hold	979,160	–	–	4.27%	7
2021 Q3	$40.2M	Hold	979,160	–	–	6.22%	5
2021 Q2	$39.2M	Buy	+979,160	New	+$39.2M	6.72%	5

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allen Operations's YOU Position: Q1 2026 in Review

Allen Operations reduced its Clear Secure (YOU) stake by 25% in Q1 2026, selling an estimated $4.88M and leaving 367,965 shares worth $17.8M. The position accounts for 2.66% of the portfolio, ranked #12.

Allen Operations first reported a position in YOU in Q2 2021 and has held it in 20 quarters since. The position peaked at $40.2M in Q3 2021. 421 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

Allen Operations held 367,965 shares of Clear Secure worth $17.8M as of Q1 2026.
Allen Operations sold 122,655 Clear Secure shares in Q1 2026, an estimated $4.88M.
Clear Secure made up 2.66% of Allen Operations's portfolio in Q1 2026, its #12 holding.
Allen Operations first reported a position in Clear Secure in Q2 2021 and has held it in 20 quarters since.
Allen Operations's Clear Secure position peaked at $40.2M in Q3 2021.
421 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.