What is the 13F Pro Quality Score for YOU?

13F Pro ranks Clear Secure, Inc. (YOU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View YOU's current score at https://13fpro.ai/company/YOU (free sign-up required for the full ranking).

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.

What sector is YOU in?

Clear Secure, Inc. (YOU) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What are YOU's largest expenses?

Clear Secure, Inc.'s latest 10-Q reports these as the largest expense items: General and administrative ($65.9M, +13% YoY); Cost of direct salaries and benefits ($48.0M, +1% YoY); Cost of revenue share fee ($39.3M, +26% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is YOU research updated on 13F Pro?

YOU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Clear Secure, Inc.(YOU)Stock Analysis

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SEC EDGAR: CIK 1856314 YOU stock profile & AI dashboard →

13F Pro Quality Score

73.1/100

Rank #140 of 2,961 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

81.6/100

Profitability

62.7/100

Balance Sheet

86.9/100

Earnings Quality

85.0/100

Free Cash Flow

95.2/100

Institutional Flow

52.5/100

Revenue Scale

50.0/100

Dilution Risk

26.8/100

Email me the moment this company reports earnings

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Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

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Why YOU Scores 73/100

exact factor attribution · 2026-09-11

YOU's composite is driven by free cash flow and revenue growth, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+6.8 pts

95th pct

Revenue growth

+6.3 pts

82th pct

Capital efficiency

+3.7 pts

87th pct

Earnings quality

+3.5 pts

85th pct

Earnings growth

+1.9 pts

88th pct

Profitability

+1.9 pts

63th pct

Institutional flow

+0.1 pts

53th pct

Scale

+0.0 pts

50th pct

Shareholder dilution

-1.2 pts

27th pct

Latest change (2026-08-05): 74 → 73 · ↓ Revenue growth 82→65

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

YOU Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Clear Secure, Inc. (YOU), a Technology sector company. 13F Pro's AI-powered ranking engine scores YOU at 73.1/100 on a 32-signal composite quality model, placing it at rank #140 of 2,961 stocks — the top 5% of the AI-ranked universe. YOU scores in the top quartile across free cash flow (95.2), balance sheet strength (86.9), earnings quality (85.0). Shareholder dilution risk is elevated at 26.8/100, 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, free cash flow of $189.0M. 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. Clear Secure, Inc.'s 13F Pro composite quality score has ranged between 49 and 75 since 2022, currently 73.1 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.

✦

Fun facts about Clear Secure, Inc.

Quirks, history, and lore behind YOU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
The company operates on a subscription and transaction fee model, with revenue in the hundreds of millions annually — most of it tied to how many people walk through a gate.
3
The History
Founded in the mid-2000s, it originally deployed its identity-verification technology in U.S. airports before expanding into stadiums, arenas, and beyond.
4
The Secret
The core product is a dedicated security lane that lets pre-enrolled members skip the standard queue using biometric identity verification — fingerprints or iris scans.
5
The Lore
You've probably seen the kiosks at TSA checkpoints and major sports venues — the company partners with the MLB, NFL, and dozens of airports to make lines disappear for paying members.
6
The Giveaway
It's the company behind those blue-and-white biometric kiosks at airport security — enroll once, scan your eyes or fingerprints, and breeze past the line for about $189 a year.

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

✓ 38/38 datapoints verified

AI-extracted from Clear Secure, Inc.'s 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 →Share on X

Revenue

Q2 2026

$277.8M

Net Income

Q2 2026

$50.0M

Free Cash Flow

Q2 2026

$189.0M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+16.9% YoY

$900.8MFY 2025

FY22 $437.4MFY23 $613.6MFY24 $770.5MFY25 $900.8M

Net Income

-35.7% YoY

$109.2MFY 2025

FY22 $-65.6MFY23 $28.1MFY24 $169.7MFY25 $109.2M

Operating Income

+51.4% YoY

$186.5MFY 2025

FY22 $-129.1MFY23 $20.1MFY24 $123.2MFY25 $186.5M

Total Assets

+9.1% YoY

$1.30BFY 2025

FY22 $1.04BFY23 $1.05BFY24 $1.19BFY25 $1.30B

Op. Cash Flow

+26.0% YoY

$372.5MFY 2025

FY22 $168.3MFY23 $225.0MFY24 $295.7MFY25 $372.5M

Free Cash Flow

+21.0% YoY

$343.1MFY 2025

FY22 $136.9MFY23 $199.5MFY24 $283.7MFY25 $343.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$900.8M +16.9%	$770.5M +25.6%	$613.6M +40.3%	$437.4M +72.2%	$254.0M +10.0%	$230.8M
Net Income	$109.2M -35.7%	$169.7M +503.7%	$28.1M +142.9%	$-65.6M -81.7%	$-36.1M	—
Operating Income	$186.5M +51.4%	$123.2M +511.7%	$20.1M +115.6%	$-129.1M -12.3%	$-114.9M -507.2%	$-18.9M
Total Assets	$1.30B +9.1%	$1.19B +14.3%	$1.05B +0.7%	$1.04B +27.7%	$812.8M +249.9%	$232.3M
Operating Cash Flow	$372.5M +26.0%	$295.7M +31.4%	$225.0M +33.7%	$168.3M +141.5%	$69.7M +665.0%	$-12.3M
Free Cash Flow	$343.1M +21.0%	$283.7M +42.2%	$199.5M +45.7%	$136.9M +229.5%	$41.6M +244.1%	$-28.8M

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Available Research

13F Pro tracks comprehensive data for Clear Secure, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of YOU

BlackRock, Inc.
$886.6M15,909,242 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$433.1M7,772,024 sh
VANGUARD CAPITAL MANAGEMENT LLC
$237.3M4,257,501 sh
STATE STREET CORP
$206.2M3,699,884 sh
RENAISSANCE TECHNOLOGIES LLC
$182.6M3,276,617 sh
GEODE CAPITAL MANAGEMENT, LLC
$166.7M2,990,057 sh
GOLDMAN SACHS GROUP INC
$158.1M2,837,559 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$149.6M2,683,493 sh
FIRST TRUST ADVISORS LP
$144.3M2,588,606 sh
MORGAN STANLEY
$143.0M2,565,860 sh

Fund	Value	Shares
BlackRock, Inc.	$886.6M	15,909,242
VANGUARD PORTFOLIO MANAGEMENT LLC	$433.1M	7,772,024
VANGUARD CAPITAL MANAGEMENT LLC	$237.3M	4,257,501
STATE STREET CORP	$206.2M	3,699,884
RENAISSANCE TECHNOLOGIES LLC	$182.6M	3,276,617
GEODE CAPITAL MANAGEMENT, LLC	$166.7M	2,990,057
GOLDMAN SACHS GROUP INC	$158.1M	2,837,559
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$149.6M	2,683,493
FIRST TRUST ADVISORS LP	$144.3M	2,588,606
MORGAN STANLEY	$143.0M	2,565,860

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Is YOU a good stock to buy?

13F Pro's AI-powered analysis of Clear Secure, Inc. (YOU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for YOU are available on the YOU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. YOU is classified as a mid company.

Which hedge funds own YOU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling YOU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Clear Secure, Inc.'s investment landscape.