David Shaw’s Clear Secure YOU Stock Holding History

David Shaw’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	$2.08M	Sell	37,400 -23,000	-38%	-$1.26M	﹤0.01%	3168
2026 Q1	$2.92M	Sell	60,400 -13,300	-18%	-$529K	﹤0.01%	2613
2025 Q4	$2.59M	Buy	73,700 +36,400	+98%	+$1.24M	﹤0.01%	2842
2025 Q3	$1.25M	Buy	37,300 +24,800	+198%	+$822K	﹤0.01%	3321
2025 Q2	$347K	Buy	+12,500	New	+$318K	﹤0.01%	3801

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

David Shaw's YOU Position: Q2 2026 in Review

David Shaw increased its Clear Secure (YOU) stake by 68% in Q2 2026, buying an estimated $54.1M and bringing the position to 2,443,976 shares worth $136M. The position accounts for 0.06% of the portfolio, ranked #323.

David Shaw first reported a position in YOU in Q1 2022 and has held it in 18 quarters since. 449 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

David Shaw held 2,443,976 shares of Clear Secure worth $136M as of Q2 2026.
David Shaw bought 989,745 Clear Secure shares in Q2 2026, an estimated $54.1M.
Clear Secure made up 0.06% of David Shaw's portfolio in Q2 2026, its #323 holding.
David Shaw first reported a position in Clear Secure in Q1 2022 and has held it in 18 quarters since.
449 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.