YOU
Clear Secure, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 6 Clear Secure reported Q1 2026 revenue of $253.0M (+19.7% YoY) and GA…
- A May 7 DA Davidson downgrades
- S Jul 15 2 insiders sell $1.5M at $53.57
- S Aug 5 2 insiders sell $39.7M at $61.22
- R Aug 5 Clear Secure reported Q2 2026 revenue of $277.8M (+26.6% YoY) and GA…
- R Aug 5 CLEAR reported Q2 2026 revenue of $277.8M (+26.6% YoY) and GAAP EPS…
- S Sep 3 3 insiders sell $808.6K at $44.81
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $42.0M.
- InstitutionsBULLISH
Q2 2026: 41 added (2 new), 18 trimmed or exited. Largest new: Capital World Investors $45.8M, Danske Bank A/S $11.7M.
- AnalystsBULLISH
7 of 10 rate it Buy or better. Median target $60.50 (+33%).
- Short sellersSTEADY
Short interest −0.3% to 12.69M shares. 5.1 days to cover, ≈9.4% of shares.
- TrendUPTREND
6% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | $136.2M |
| FMR LLC | ADD | $131.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $57.0M |
| Capital World Investors | NEW | $45.8M |
| Allianz Asset Management GmbH | ADD | $32.2M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | $31.4M |
| MACKENZIE FINANCIAL CORP | DOUBLED | $27.8M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | $25.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
10 analystsPrice is inside the target range. Median implies +33%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 11, 2026 | DA Davidson MAINTAIN | Neutral |
| Jul 28, 2026 | DA Davidson MAINTAIN | Neutral |
| May 7, 2026 | Wells Fargo MAINTAIN | Underweight |
| May 7, 2026 | DA Davidson DOWNGRADE | Neutral |
| May 6, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Hollister Kathryn A Director | EXERCISE | 284 sh |
| Sep 3, 2026 | Barkin Michael Z President | SELL | $515.0K |
| Sep 3, 2026 | McLaughlin Kyle EVP, Aviation | SELL | $200.1K |
| Sep 3, 2026 | Liu Dennis W. Chief Accounting Officer | SELL | $93.6K |
| Sep 1, 2026 | McLaughlin Kyle EVP, Aviation | EXERCISE | 9,192 sh |
| Sep 1, 2026 | McLaughlin Kyle EVP, Aviation | TAX W/H | $201.7K |
| Sep 1, 2026 | Liu Dennis W. Chief Accounting Officer | EXERCISE | 10,969 sh |
| Sep 1, 2026 | Liu Dennis W. Chief Accounting Officer | TAX W/H | $169.9K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
25 filings · 6 bullish · 4 bearish · 1 mixed · 14 neutral- BULLISH INST-CLUSTEROct 21, 2026
Three asset managers accumulated $79.5M net in Clear Secure (YOU) during Q3 2026, led by a $78.8M…
The cluster is a strong directional signal but is based on stale Q3 data and may have been unwound. Monitor next filing for any insider buying or earnings for confirmation of the thesis.
- NEUTRAL PRESS-RELEASEOct 21, 2026
CLEAR announced it will report its Q3 2026 results on November 4, 2026.
- NEUTRAL 8-KSep 16, 2026
Clear Secure, Inc. disclosed the departure of President and Board member Michael Barkin, who will…
Monitor for the appointment of a new President and EVP of Aviation to assess continuity of leadership. The departures appear orderly, but the loss of two senior executives in quick succession…
- NEUTRAL CLUSTERSep 3, 2026
President Michael Barkin and EVP Kyle McLaughlin executed open-market sales totaling $715K on…
The sales are routine post-vesting liquidity events with no informational content. Monitor the next 10-Q for any fundamental deterioration, but this cluster alone does not warrant action.
All YOU filing & press-release reports (25)
- INST-CLUSTER reportOct 21, 2026
- PRESS-RELEASE reportOct 21, 2026
- 8-K reportSep 16, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 7, 2026
- 8-K reportAug 5, 2026
- PRESS-RELEASE reportAug 5, 2026
- 3 reportJul 30, 2026
- CLUSTER reportJul 17, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 25, 2026
- 8-K reportJun 23, 2026
- INST-CLUSTER reportJun 12, 2026
- 144 reportMay 28, 2026
- 8-K reportMay 6, 2026
- CLUSTER reportMar 3, 2026
- CLUSTER reportFeb 25, 2026
- CLUSTER reportFeb 25, 2026
- CLUSTER reportFeb 25, 2026
- 8-K reportFeb 25, 2026