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Davis Selected Advisers’s Clear Secure YOU Stock Holding History

Davis Selected Advisers’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
Q2 		– Sell
-581,691
Closed -$15.1M – 112
2025
Q1 		$15.1M Buy
581,691
+2,005
+0.3% +$49.9K 0.09% 62
2024
Q4 		$15.4M Sell
579,686
-12,901
-2% -$390K 0.09% 63
2024
Q3 		$19.6M Buy
592,587
+2,823
+0.5% +$72.8K 0.11% 57
2024
Q2 		$11M Buy
589,764
+876
+0.1% +$15.9K 0.06% 58
2024
Q1 		$12.5M Sell
588,888
-60,625
-9% -$1.21M 0.07% 65
2023
Q4 		$13.4M Sell
649,513
-14,472
-2% -$281K 0.08% 70
2023
Q3 		$12.6M Sell
663,985
-9,597
-1% -$213K 0.08% 64
2023
Q2 		$15.6M Sell
673,582
-10,039
-1% -$248K 0.1% 57
2023
Q1 		$17.9M Sell
683,621
-7,929
-1% -$225K 0.12% 55
2022
Q4 		$19M Sell
691,550
-23,229
-3% -$640K 0.13% 51
2022
Q3 		$16.3M Sell
714,779
-27,312
-4% -$670K 0.12% 52
2022
Q2 		$14.8M Sell
742,091
-20,993
-3% -$567K 0.1% 62
2022
Q1 		$20.5M Sell
763,084
-8,918
-1% -$221K 0.1% 57
2021
Q4 		$24.2M Buy
772,002
+268,423
+53% +$9.91M 0.11% 56
2021
Q3 		$20.7M Buy
503,579
+3,579
+0.7% +$167K 0.1% 61
2021
Q2 		$20M Buy
+500,000
New +$20M 0.08% 68

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Davis Selected Advisers's YOU Position: Q2 2025 in Review

Davis Selected Advisers sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 581,691 shares — an estimated $15.1M sold.

Davis Selected Advisers first reported a position in YOU in Q2 2021 and held it in 16 quarters. The position peaked at $24.2M in Q4 2021. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

  • Davis Selected Advisers reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
  • Davis Selected Advisers sold 581,691 Clear Secure shares in Q2 2025, an estimated $15.1M.
  • Davis Selected Advisers first reported a position in Clear Secure in Q2 2021 and held it in 16 quarters.
  • Davis Selected Advisers's Clear Secure position peaked at $24.2M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on Davis Selected Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.