JCM
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Jacobi Capital Management’s Clear Secure YOU Stock Holding History

Jacobi 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
Q3 		– Sell
-114,470
Closed -$3.18M – 614
2025
Q2 		$3.18M Buy
114,470
+584
+0.5% +$14.9K 0.21% 90
2025
Q1 		$2.95M Buy
113,886
+1,703
+2% +$42.4K 0.22% 85
2024
Q4 		$2.99M Buy
+112,183
New +$3.39M 0.22% 91

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Vanguard Group
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DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Jacobi Capital Management's YOU Position: Q3 2025 in Review

Jacobi Capital Management sold out of Clear Secure (YOU) in Q3 2025, closing a stake of 114,470 shares — an estimated $3.18M sold.

Jacobi Capital Management first reported a position in YOU in Q4 2024 and held it in 3 quarters. The position peaked at $3.18M in Q2 2025. 365 funds tracked by Wall St. Rank hold YOU as of Q3 2025.

  • Jacobi Capital Management reported no remaining Clear Secure position as of Q3 2025 after selling out during the quarter.
  • Jacobi Capital Management sold 114,470 Clear Secure shares in Q3 2025, an estimated $3.18M.
  • Jacobi Capital Management first reported a position in Clear Secure in Q4 2024 and held it in 3 quarters.
  • Jacobi Capital Management's Clear Secure position peaked at $3.18M in Q2 2025.
  • 365 funds tracked by Wall St. Rank held Clear Secure as of Q3 2025.

Based on Jacobi Capital Management's 13F filing for Q3 2025, filed 7 Nov 2025.