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Stoneridge Investment Partners’s Clear Secure YOU Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-12,834
Closed -$333K – 151
2025
Q1 		$333K Hold
12,834
– – 0.28% 67
2024
Q4 		$342K Buy
+12,834
New +$388K 0.12% 88

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DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Stoneridge Investment Partners's YOU Position: Q2 2025 in Review

Stoneridge Investment Partners sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 12,834 shares — an estimated $333K sold.

Stoneridge Investment Partners first reported a position in YOU in Q4 2024 and held it in 2 quarters. The position peaked at $342K in Q4 2024. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

  • Stoneridge Investment Partners reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 12,834 Clear Secure shares in Q2 2025, an estimated $333K.
  • Stoneridge Investment Partners first reported a position in Clear Secure in Q4 2024 and held it in 2 quarters.
  • Stoneridge Investment Partners's Clear Secure position peaked at $342K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on Stoneridge Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.