Clear Secure (YOU)

• Market cap: $3.62B
• 1 day: -2.46%
• 5 days: 1.35%
• 1 month: 10.06%
• 3 months: 50.24%
• 6 months: 39.82%
• Year to date: 36.35%
• 1 year: 13.13%
• 5 years: -7.83%
• 10 years: -7.83%
• Sector: Technology
• Industry: Software - Application

About: Clear Secure Inc is an identity company making experiences safer and easier digitally and physically. It is involved in the creation of a frictionless travel experience while enhancing security. Its secure identity platform uses biometrics to automate the identity verification process through lanes in airports which helps to make the travel experience safe and easy.

Employees: 4,022

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

211% more call options, than puts

Call options by funds: $48.4M | Put options by funds: $15.5M

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

11% more capital invested

Capital invested by funds: $2.49B [Q1] → $2.77B (+$278M) [Q2]

8.07% more ownership

Funds ownership: 99.94% [Q1] → 108.01% (+8.07%) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 113

1% more funds holding

Funds holding: 320 [Q1] → 323 (+3) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25
• Avg. target: $34
• High target: $45

5 analyst ratings

• positive: 3 60%
• neutral: 1 20%
• negative: 1 20%

DA Davidson Wyatt Swanson	$45	Buy Initiated	16 Sep 2025
Wells Fargo Michael Turrin	$25	Underweight Maintained	6 Aug 2025
Goldman Sachs Benjamin Miller	$37	Buy Maintained	6 Aug 2025
Telsey Advisory Group Dana Telsey	$37	Outperform Maintained	6 Aug 2025
Stifel Mark Kelley	$28	Hold Maintained	29 Jul 2025