Polen Capital Management’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.34M Sell
131,773
-14,127
-10% -$772K 0.06% 49
2026
Q1
$7.06M Buy
145,900
+106,575
+271% +$4.24M 0.05% 47
2025
Q4
$1.38M Buy
39,325
+10,454
+36% +$356K 0.01% 108
2025
Q3
$964K Buy
+28,871
New +$957K ﹤0.01% 145

Other funds holding YOU

Polen Capital Management's YOU Position: Q2 2026 in Review

Polen Capital Management reduced its Clear Secure (YOU) stake by 9.7% in Q2 2026, selling an estimated $772K and leaving 131,773 shares worth $7.34M. The position accounts for 0.06% of the portfolio, ranked #49.

Polen Capital Management first reported a position in YOU in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Polen Capital Management held 131,773 shares of Clear Secure worth $7.34M as of Q2 2026.
  • Polen Capital Management sold 14,127 Clear Secure shares in Q2 2026, an estimated $772K.
  • Clear Secure made up 0.06% of Polen Capital Management's portfolio in Q2 2026, its #49 holding.
  • Polen Capital Management first reported a position in Clear Secure in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.