Balyasny Asset Management’s Clear Secure YOU Stock Holding History

Balyasny Asset Management’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	$8.22M	Sell	169,743 -96,144	-36%	-$3.83M	0.01%	1124
2025 Q4	$9.33M	Buy	265,887 +153,728	+137%	+$5.24M	0.01%	1060
2025 Q3	$3.74M	Sell	112,159 -414,852	-79%	-$13.8M	﹤0.01%	1514
2025 Q2	$14.6M	Buy	527,011 +46,563	+10%	+$1.19M	0.02%	795
2025 Q1	$12.4M	Buy	+480,448	New	+$11.9M	0.02%	795
2024 Q3	–	Sell	-315,368	Closed	-$5.9M	–	3229
2024 Q2	$5.9M	Sell	315,368 -138,610	-31%	-$2.51M	0.01%	1098
2024 Q1	$9.66M	Buy	453,978 +219,505	+94%	+$4.36M	0.02%	942
2023 Q4	$4.84M	Buy	+234,473	New	+$4.56M	0.01%	1122
2023 Q3	–	Sell	-64,875	Closed	-$1.5M	–	2791
2023 Q2	$1.5M	Buy	+64,875	New	+$1.6M	﹤0.01%	1471
2023 Q1	–	Sell	-31,855	Closed	-$874K	–	3228
2022 Q4	$874K	Sell	31,855 -15,533	-33%	-$428K	﹤0.01%	1714
2022 Q3	$1.08M	Buy	+47,388	New	+$1.16M	﹤0.01%	1762
2022 Q2	–	Sell	-84,131	Closed	-$2.26M	–	3258
2022 Q1	$2.26M	Buy	+84,131	New	+$2.09M	0.01%	1303
2021 Q3	–	Sell	-51,000	Closed	-$2.04M	–	2490
2021 Q2	$2.04M	Buy	+51,000	New	+$2.04M	0.01%	1001

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

Balyasny Asset Management's YOU Position: Q1 2026 in Review

Balyasny Asset Management reduced its Clear Secure (YOU) stake by 36% in Q1 2026, selling an estimated $3.83M and leaving 169,743 shares worth $8.22M. The position accounts for 0.01% of the portfolio, ranked #1124.

Balyasny Asset Management first reported a position in YOU in Q2 2021 and has held it in 13 quarters since. The position peaked at $14.6M in Q2 2025. 421 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

Balyasny Asset Management held 169,743 shares of Clear Secure worth $8.22M as of Q1 2026.
Balyasny Asset Management sold 96,144 Clear Secure shares in Q1 2026, an estimated $3.83M.
Clear Secure made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1124 holding.
Balyasny Asset Management first reported a position in Clear Secure in Q2 2021 and has held it in 13 quarters since.
Balyasny Asset Management's Clear Secure position peaked at $14.6M in Q2 2025.
421 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.