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 Q3	$13.4M	Hold	318,965	–	–	1.38%	15
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Allen Operations's YOU Position: Q3 2026 in Review

Allen Operations held its Clear Secure (YOU) position steady in Q3 2026 at 318,965 shares worth $13.4M. The position accounts for 1.38% of the portfolio, ranked #15.

Allen Operations first reported a position in YOU in Q2 2021 and has held it in 22 quarters since. The position peaked at $40.2M in Q3 2021. 171 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Allen Operations held 318,965 shares of Clear Secure worth $13.4M as of Q3 2026.
Allen Operations left its Clear Secure share count unchanged in Q3 2026.
Clear Secure made up 1.38% of Allen Operations's portfolio in Q3 2026, its #15 holding.
Allen Operations first reported a position in Clear Secure in Q2 2021 and has held it in 22 quarters since.
Allen Operations's Clear Secure position peaked at $40.2M in Q3 2021.
171 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.