Patient Capital Management’s Clear Secure YOU Stock Holding History

Patient 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 Q1	–	Sell	-125,000	Closed	-$4.38M	–	44
2025 Q4	$4.38M	Hold	125,000	–	–	0.17%	37
2025 Q3	$4.17M	Sell	125,000 -14,700	-11%	-$487K	0.17%	37
2025 Q2	$3.88M	Buy	139,700 +14,700	+12%	+$374K	0.18%	38
2025 Q1	$3.24M	Buy	+125,000	New	+$3.11M	0.17%	36

Other funds holding YOU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patient Capital Management's YOU Position: Q1 2026 in Review

Patient Capital Management sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 125,000 shares — an estimated $4.38M sold.

Patient Capital Management first reported a position in YOU in Q1 2025 and held it in 4 quarters. The position peaked at $4.38M in Q4 2025. 422 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

Patient Capital Management reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
Patient Capital Management sold 125,000 Clear Secure shares in Q1 2026, an estimated $4.38M.
Patient Capital Management first reported a position in Clear Secure in Q1 2025 and held it in 4 quarters.
Patient Capital Management's Clear Secure position peaked at $4.38M in Q4 2025.
422 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.