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 Q2	$17.8M	Sell	318,965 -49,000	-13%	-$2.68M	2.46%	12
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Operations's YOU Position: Q2 2026 in Review

Allen Operations reduced its Clear Secure (YOU) stake by 13% in Q2 2026, selling an estimated $2.68M and leaving 318,965 shares worth $17.8M. The position accounts for 2.46% of the portfolio, ranked #12.

Allen Operations first reported a position in YOU in Q2 2021 and has held it in 21 quarters since. The position peaked at $40.2M in Q3 2021. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Allen Operations held 318,965 shares of Clear Secure worth $17.8M as of Q2 2026.
Allen Operations sold 49,000 Clear Secure shares in Q2 2026, an estimated $2.68M.
Clear Secure made up 2.46% of Allen Operations's portfolio in Q2 2026, its #12 holding.
Allen Operations first reported a position in Clear Secure in Q2 2021 and has held it in 21 quarters since.
Allen Operations's Clear Secure position peaked at $40.2M in Q3 2021.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Allen Operations's 13F filing for Q2 2026, filed 5 Aug 2026.