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John Overdeck’s Clear Secure YOU Stock Holding History

John Overdeck’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 		$9.38M Sell
168,306
-263,724
-61% -$14.4M 0.01% 1566
2026
Q1 		$20.9M Sell
432,030
-6,484
-1% -$258K 0.02% 919
2025
Q4 		$15.4M Sell
438,514
-424,092
-49% -$14.4M 0.02% 860
2025
Q3 		$28.8M Buy
862,606
+42,991
+5% +$1.43M 0.04% 498
2025
Q2 		$22.8M Buy
819,615
+139,853
+21% +$3.56M 0.04% 503
2025
Q1 		$17.6M Buy
679,762
+378,257
+125% +$9.41M 0.04% 543
2024
Q4 		$8.03M Buy
301,505
+286,427
+1,900% +$8.65M 0.02% 855
2024
Q3 		$500K Sell
15,078
-135,761
-90% -$3.5M ﹤0.01% 2476
2024
Q2 		$2.82M Sell
150,839
-240,011
-61% -$4.34M 0.01% 1321
2024
Q1 		$8.31M Buy
390,850
+340,511
+676% +$6.77M 0.02% 728
2023
Q4 		$1.04M Sell
50,339
-268,063
-84% -$5.21M ﹤0.01% 2048
2023
Q3 		$6.06M Sell
318,402
-45,270
-12% -$1M 0.02% 804
2023
Q2 		$8.43M Sell
363,672
-91,093
-20% -$2.25M 0.02% 707
2023
Q1 		$11.9M Buy
454,765
+141,094
+45% +$4.01M 0.03% 529
2022
Q4 		$8.6M Buy
313,671
+87,262
+39% +$2.4M 0.03% 622
2022
Q3 		$5.18M Buy
+226,409
New +$5.55M 0.02% 737
2022
Q2 		– Sell
-91,836
Closed -$2.47M – 2996
2022
Q1 		$2.47M Buy
+91,836
New +$2.28M 0.01% 1251

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's YOU Position: Q2 2026 in Review

John Overdeck reduced its Clear Secure (YOU) stake by 61% in Q2 2026, selling an estimated $14.4M and leaving 168,306 shares worth $9.38M. The position accounts for 0.01% of the portfolio, ranked #1566.

John Overdeck first reported a position in YOU in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.8M in Q3 2025. 449 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • John Overdeck held 168,306 shares of Clear Secure worth $9.38M as of Q2 2026.
  • John Overdeck sold 263,724 Clear Secure shares in Q2 2026, an estimated $14.4M.
  • Clear Secure made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1566 holding.
  • John Overdeck first reported a position in Clear Secure in Q1 2022 and has held it in 17 quarters since.
  • John Overdeck's Clear Secure position peaked at $28.8M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.