YOU is the ticker symbol for Clear Secure, Inc., a publicly traded Technology sector company listed on NYSE. 13F Pro tracks YOU with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is YOU a good stock to buy?

13F Pro's AI ranking engine scores YOU at 72.4/100, ranked #153 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for YOU is available at https://13fpro.ai/company/YOU. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source YOU data?

All Clear Secure, Inc. fundamentals and ownership data come directly from SEC EDGAR. Clear Secure, Inc. files with the SEC under CIK 1856314. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Clear Secure, Inc. YOU

NYSEMid CapTechnology

13F Pro quality score

Rank #153 of 2,925TOP 10%

Why it scores 72 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$277.76M

Quarter to Jun 30

Net income

$50.05M

Quarter to Jun 30

Free cash flow

$188.98M

Quarter to Jun 30

Operating margin

29.9%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$5.42B total

BlackRock, Inc.

$886.62M+5.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

$433.13M+9.2%

VANGUARD CAPITAL MANAGEMENT LLC

$237.27M+6.3%

STATE STREET CORP

$206.19M+8.6%

RENAISSANCE TECHNOLOGIES LLC

$182.61M-2.3%

GEODE CAPITAL MANAGEMENT, LLC

$166.66M+12.3%

GOLDMAN SACHS GROUP INC

$158.14M-0.3%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$149.55M+0.1%

FIRST TRUST ADVISORS LP

$144.26M-9.4%

MORGAN STANLEY

$143.00M-1.4%

D. E. Shaw & Co., Inc.

$136.20M+68.1%

FMR LLC

$131.93M+99.2%

DIMENSIONAL FUND ADVISORS LP

$97.32M+2.0%

Copeland Capital Management, LLC

$93.77M-4.2%

WEDGE CAPITAL MANAGEMENT L L P/NC

$82.54MNew

JPMORGAN CHASE & CO

$73.63M+23.0%

NORTHERN TRUST CORP

$70.02M-2.7%

Invesco Ltd.

$64.12M-3.4%

JUPITER ASSET MANAGEMENT LTD

$61.13M-23.1%

JACOBS LEVY EQUITY MANAGEMENT, INC

$57.90M-10.2%

Nuveen, LLC

$57.22M+9.3%

PRICE T ROWE ASSOCIATES INC /MD/

$57.01M+302.4%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$49.90M+7.8%

Bank of New York Mellon Corp

$47.72M+9.0%

Capital World Investors

$45.82MNew

See all 454 institutional holders →

What's Driving YOU's Business? Latest 10-Q Breakdown

38/38 datapoints verified

AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 27% to $277.8M on 15% Active CLEAR+ Member growth plus price increases, driving operating income up 95% to $83.0M.

Biggest Revenue Drivers

CLEAR+ consumer aviation subscriptions (single reportable segment)$277.8M+27% YoY

Filing: substantially all revenue from CLEAR+ subscriptions; growth from 15% increase in Active CLEAR+ Members and CLEAR+ price increases

Biggest Revenue Drivers

Total revenue: $277.8M+27% YoY

CLEAR+ consumer aviation subscriptions (single reportable segment)$277.8M+27% YoY

Filing: substantially all revenue from CLEAR+ subscriptions; growth from 15% increase in Active CLEAR+ Members and CLEAR+ price increases

Largest Expense Items

General and administrative$65.9M+13% YoY

$3.1M higher employee compensation, mainly equity comp, $2.4M higher credit card fees on higher Total Bookings, $1.5M professional fees

Cost of direct salaries and benefits$48.0M+1% YoY

Higher overhead costs offset by lower employee compensation costs

Cost of revenue share fee$39.3M+26% YoY

$7.1M (34%) increase in per Member fees and $1.0M (9%) increase in fixed airport fees

Research and development$17.8M-3% YoY

$1.4M lower employee compensation and $0.2M lower professional fees, partly offset by $1.2M higher technology costs

Margins: Operating income reached $83.0M, up 95%, as 27% revenue growth outpaced expense growth. Adjusted EBITDA margin expanded to 36.4% from 27.4%; net income margin rose to 26.0% from 17.3%.

Watch Items from the Filing

Total Bookings grew 33% to $295.9M, ahead of 27% revenue growth, on Active CLEAR+ Member growth and price increases; deferred revenue rose to $573.0M.
Accrued partnership liabilities jumped to $315.4M from $163.4M, primarily merchant credit card benefits the company expects to fund in the second half.
Tax receivable agreement liability of $256.7M recorded, with $11.8M payable within twelve months; six-month TRA payments were $14.3M versus $0.3M last year.
Effective tax rate rose to 20.8% from 14.5%, driven by higher pre-tax earnings and increased Clear Secure, Inc. ownership percentage as non-controlling interest fell to 24.21%.
June 2026 Amendment No. 4 cut revolver commitments from $100M to $50M; remaining borrowing capacity is $17.7M net of standby letters of credit, no debt outstanding.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/YOU

Loading ratio trend…

Clear Secure, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$900.8M	$109.2M	20.7%
FY 2024	10-K	$770.5M	$169.7M	16.0%
FY 2023	10-K	$613.6M	$28.1M	3.3%
FY 2022	10-K	$437.4M	$-65.6M	-29.5%
FY 2021	10-K	$254.0M	$-36.1M	-45.3%
FY 2020	10-K	$230.8M	$-9.3M	-8.2%

About Clear Secure, Inc. (YOU): stock profile, AI score and financials

Clear Secure, Inc. (YOU) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores YOU at 72.4/100 on a composite quality score built from its SEC filings, placing it at rank #153 of 2,925 stocks — the top 10% of the AI-ranked universe. YOU scores in the top quartile across free cash flow (95.3), balance sheet strength (86.7), earnings quality (84.4). Shareholder dilution risk is elevated at 26.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Clear Secure, Inc. reports quarterly revenue of $277.8M, net income of $50.0M, an operating margin of 29.9%. Top institutional holders of YOU by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. YOU trades on the NYSE exchange and files with the SEC under CIK 1856314. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate YOU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Clear Secure, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1856314 →

Clear Secure, Inc. YOU

Top Institutional Holders

What's Driving YOU's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

YOU key financials by period

YOU insiders

Congress trading in YOU

About Clear Secure, Inc. (YOU): stock profile, AI score and financials

Clear Secure, Inc. YOU

Top Institutional Holders

What's Driving YOU's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

YOU key financials by period

Companies similar to YOU

YOU insiders

Congress trading in YOU

About Clear Secure, Inc. (YOU): stock profile, AI score and financials