Capstone Investment Advisors
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Capstone Investment Advisors’s Clear Secure YOU Stock Holding History

Capstone Investment Advisors’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
-13,701
Closed -$457K – 2124
2025
Q3 		$457K Buy
+13,701
New +$454K ﹤0.01% 1439
2024
Q3 		– Sell
-49,210
Closed -$921K – 2251
2024
Q2 		$921K Sell
49,210
-63,583
-56% -$1.15M ﹤0.01% 1022
2024
Q1 		$2.4M Buy
112,793
+70,597
+167% +$1.4M 0.01% 705
2023
Q4 		$871K Buy
+42,196
New +$820K ﹤0.01% 1114
2023
Q3 		– Sell
-16,977
Closed -$393K – 2317
2023
Q2 		$393K Buy
+16,977
New +$420K ﹤0.01% 1264
2021
Q3 		– Sell
-5,000
Closed -$200K – 2084
2021
Q2 		$200K Buy
+5,000
New +$200K ﹤0.01% 1501

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's YOU Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 13,701 shares — an estimated $457K sold.

Capstone Investment Advisors first reported a position in YOU in Q2 2021 and held it in 6 quarters. The position peaked at $2.4M in Q1 2024. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 13,701 Clear Secure shares in Q4 2025, an estimated $457K.
  • Capstone Investment Advisors first reported a position in Clear Secure in Q2 2021 and held it in 6 quarters.
  • Capstone Investment Advisors's Clear Secure position peaked at $2.4M in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.