Bond Capital Management’s Clear Secure YOU Stock Holding History

Bond Capital 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
2025 Q4	–	Sell	-832,970	Closed	-$27.8M	–	6
2025 Q3	$27.8M	Hold	832,970	–	–	13.46%	3
2025 Q2	$23.1M	Hold	832,970	–	–	10.71%	3
2025 Q1	$21.6M	Hold	832,970	–	–	11.62%	3
2024 Q4	$22.2M	Hold	832,970	–	–	9.54%	3
2024 Q3	$27.6M	Sell	832,970 -832,969	-50%	-$21.5M	13.32%	2
2024 Q2	$31.2M	Hold	1,665,939	–	–	17.33%	2
2024 Q1	$35.4M	Hold	1,665,939	–	–	18.91%	2
2023 Q4	$34.4M	Hold	1,665,939	–	–	21.95%	2
2023 Q3	$31.7M	Hold	1,665,939	–	–	20.12%	3
2023 Q2	$38.6M	Hold	1,665,939	–	–	21.62%	2
2023 Q1	$43.6M	Hold	1,665,939	–	–	23.76%	2
2022 Q4	$45.7M	Hold	1,665,939	–	–	32.16%	2
2022 Q3	$38.1M	Sell	1,665,939 -1,665,940	-50%	-$40.9M	25.83%	2
2022 Q2	$66.6M	Hold	3,331,879	–	–	27.1%	2
2022 Q1	$89.6M	Buy	+3,331,879	New	+$82.6M	22.91%	2

Other funds holding YOU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bond Capital Management's YOU Position: Q4 2025 in Review

Bond Capital Management sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 832,970 shares — an estimated $27.8M sold.

Bond Capital Management first reported a position in YOU in Q1 2022 and held it in 15 quarters. The position peaked at $89.6M in Q1 2022. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

Bond Capital Management reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
Bond Capital Management sold 832,970 Clear Secure shares in Q4 2025, an estimated $27.8M.
Bond Capital Management first reported a position in Clear Secure in Q1 2022 and held it in 15 quarters.
Bond Capital Management's Clear Secure position peaked at $89.6M in Q1 2022.
388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Bond Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.