Clear Secure (YOU) reported second-quarter 2026 revenue of $277.8 million, up 26.6% year over year, and net income of $72.3 million. Earnings per common share were $0.50 basic and $0.49 diluted.
The company said Total CLEAR Members reached 43.5 million as of June 30, 2026, while Active CLEAR+ Members grew to 8.3 million. CLEAR also issued third-quarter revenue guidance of $284 million to $287 million and raised full-year 2026 free cash flow guidance to at least $480 million.
- Operating income was $83.0 million, representing a 29.9% operating income margin.
- Total Bookings were $295.9 million, up 32.8% year over year.
- Net cash provided by operating activities was $201.2 million, and free cash flow was $189.0 million.
- The board declared a quarterly cash dividend of $0.15 per share, payable Sept. 24, 2026, to Class A shareholders of record as of Sept. 10, 2026.
- CLEAR reported 62 CLEAR+ airports, 280 retail locations with TSA PreCheck Enrollment Provided by CLEAR, and eGates across 50 airports.
$YOU Insider Trading Activity
$YOU insiders have traded $YOU stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $YOU stock by insiders over the last 6 months:
- BECKER CARYN SEIDMAN (Chief Executive Officer) has made 0 purchases and 17 sales selling 1,000,000 shares for an estimated $51,058,058.
- INVESTMENTS, LLC ALCLEAR has made 0 purchases and 17 sales selling 1,000,000 shares for an estimated $51,058,058.
- MICHAEL Z BARKIN (President) has made 0 purchases and 3 sales selling 41,491 shares for an estimated $2,093,975.
- ADAM WIENER has made 0 purchases and 3 sales selling 33,000 shares for an estimated $1,525,280.
- LYNN HAALAND (GC & Chief Privacy Officer) has made 0 purchases and 3 sales selling 26,597 shares for an estimated $1,223,862.
- KYLE MCLAUGHLIN (EVP, Aviation) sold 8,000 shares for an estimated $449,600
- DENNIS W. LIU (Chief Accounting Officer) sold 7,950 shares for an estimated $386,131
- JONATHAN SCHLEGEL (Chief Security Officer) sold 4,412 shares for an estimated $260,396
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$YOU Hedge Fund Activity
We have seen 226 institutional investors add shares of $YOU stock to their portfolio, and 169 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WEDGE CAPITAL MANAGEMENT L L P/NC added 1,481,104 shares (+inf%) to their portfolio in Q2 2026, for an estimated $82,541,925
- CITADEL ADVISORS LLC added 1,204,689 shares (+2921.9%) to their portfolio in Q1 2026, for an estimated $58,318,994
- WELLINGTON MANAGEMENT GROUP LLP removed 985,896 shares (-37.5%) from their portfolio in Q1 2026, for an estimated $47,727,225
- GOLDMAN SACHS GROUP INC added 673,615 shares (+31.0%) to their portfolio in Q1 2026, for an estimated $32,609,702
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 573,319 shares (-63.1%) from their portfolio in Q1 2026, for an estimated $27,754,372
- UBS GROUP AG added 553,056 shares (+232.6%) to their portfolio in Q1 2026, for an estimated $26,773,440
- JUPITER ASSET MANAGEMENT LTD added 548,028 shares (+62.3%) to their portfolio in Q1 2026, for an estimated $26,530,035
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
