Which superinvestors hold Clear Secure Inc -Class A (YOU)?

Per the latest SEC 13F filings, 2 superinvestors hold Clear Secure Inc -Class A (YOU): Henry Ellenbogen, Polen Capital. Combined value held is about $150.9M, with Henry Ellenbogen the largest holder.

Clear Secure Inc -Class A

Held by 2 superinvestors (YOU).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Valuation

Valuation · two methods

Earnings Power & Asset Floor

Two intrinsic-value methods and a tangible asset floor — deterministic, not price forecasts or recommendations.

This issuer has a multi-share-class structure; a blended per-share count is not available from the current data source, so a per-share floor is not computed here.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

2 superinvestors hold it · $150.9M combined

This quarter1 added1 trimmed2 exited

Largest holder Henry Ellenbogen

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

Investor	Value	Shares	Weight (prev→now)
Henry Ellenbogen	$143.9M	2,971,595	1.1% → 1.5% ▼
Polen Capital	$7.1M	145,900	0.0% → 0.0% ▲

Henry Ellenbogen
Value$143.9MWeight (prev→now)1.1% → 1.5% ▼
Polen Capital
Value$7.1MWeight (prev→now)0.0% → 0.0% ▲

Exited this quarter (2)

Lee Ainslie Samantha McLemore

Ownership overview

Clear Secure Inc -Class A (YOU) is held by 2 of the superinvestors tracked on Compounder, with a combined $150.9M in reported 13F value. The largest position belongs to Henry Ellenbogen, where it makes up 1.5% of the portfolio.

Other notable holders by value include Polen Capital (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in YOU, 1 added to existing ones, 1 trimmed, and 2 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 8 quarters: 3 → 2.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker: YOU
Total value held: $150.9M
Largest holder: Henry Ellenbogen
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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