Marathon Capital Management’s Clear Secure YOU Stock Holding History

Marathon 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
2026 Q3	–	Sell	-8,000	Closed	-$446K	–	194
2026 Q2	$446K	Sell	8,000 -7,000	-47%	-$383K	0.09%	122
2026 Q1	$726K	Sell	15,000 -1,000	-6%	-$39.8K	0.16%	86
2025 Q4	$561K	Sell	16,000 -1,000	-6%	-$34.1K	0.12%	101
2025 Q3	$567K	Sell	17,000 -2,000	-11%	-$66.3K	0.13%	94
2025 Q2	$527K	Hold	19,000	–	–	0.13%	92
2025 Q1	$492K	Hold	19,000	–	–	0.13%	93
2024 Q4	$506K	Sell	19,000 -2,500	-12%	-$75.5K	0.13%	93
2024 Q3	$713K	Hold	21,500	–	–	0.17%	80
2024 Q2	$402K	Hold	21,500	–	–	0.1%	99
2024 Q1	$457K	Buy	+21,500	New	+$427K	0.11%	99

Other funds holding YOU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Marathon Capital Management's YOU Position: Q3 2026 in Review

Marathon Capital Management sold out of Clear Secure (YOU) in Q3 2026, closing a stake of 8,000 shares — an estimated $446K sold.

Marathon Capital Management first reported a position in YOU in Q1 2024 and held it in 10 quarters. The position peaked at $726K in Q1 2026. 240 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Marathon Capital Management reported no remaining Clear Secure position as of Q3 2026 after selling out during the quarter.
Marathon Capital Management sold 8,000 Clear Secure shares in Q3 2026, an estimated $446K.
Marathon Capital Management first reported a position in Clear Secure in Q1 2024 and held it in 10 quarters.
Marathon Capital Management's Clear Secure position peaked at $726K in Q1 2026.
240 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.