IEQ Capital
YOU icon

IEQ Capital’s Clear Secure YOU Stock Holding History

IEQ Capital’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
Q3 		– Sell
-12,767
Closed -$712K – 2273
2026
Q2 		$712K Sell
12,767
-24,234
-65% -$1.33M ﹤0.01% 1249
2026
Q1 		$1.79M Sell
37,001
-13,587
-27% -$541K 0.01% 809
2025
Q4 		$1.77M Buy
50,588
+31,211
+161% +$1.06M 0.01% 839
2025
Q3 		$647K Buy
19,377
+5,628
+41% +$187K ﹤0.01% 1183
2025
Q2 		$382K Sell
13,749
-12,561
-48% -$320K ﹤0.01% 1285
2025
Q1 		$682K Buy
26,310
+5,827
+28% +$145K 0.01% 865
2024
Q4 		$546K Buy
+20,483
New +$619K 0.01% 818

Other funds holding YOU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

IEQ Capital's YOU Position: Q3 2026 in Review

IEQ Capital sold out of Clear Secure (YOU) in Q3 2026, closing a stake of 12,767 shares — an estimated $712K sold.

IEQ Capital first reported a position in YOU in Q4 2024 and held it in 7 quarters. The position peaked at $1.79M in Q1 2026. 290 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • IEQ Capital reported no remaining Clear Secure position as of Q3 2026 after selling out during the quarter.
  • IEQ Capital sold 12,767 Clear Secure shares in Q3 2026, an estimated $712K.
  • IEQ Capital first reported a position in Clear Secure in Q4 2024 and held it in 7 quarters.
  • IEQ Capital's Clear Secure position peaked at $1.79M in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.