David M. Polen
Polen Capital Management
Polen Capital Management Clear Secure Inc stake
total: 588
Polen Capital Management YOU trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 131,773 Clear Secure Inc (YOU) shares with a market value of roughly $7.34M accounting for 0.06% of the overall portfolio. To date, the estimated cost basis is nearly $44.48 for "buy" trades and estimated average "sell" price is $55.73. Polen Capital Management first purchased YOU in 2025 Q3, initially acquiring 28,871 shares. Since the initial investment in Clear Secure Inc (YOU), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management buy Clear Secure Inc (YOU)?
Polen Capital Management first invested in Clear Secure Inc (YOU) in 2025 Q3 at the reported quarter-end price of $33.38 per share.
What's the cost basis of Polen Capital Management's YOU stake?
The estimated cost basis for Clear Secure Inc (YOU) stake is around $44.48 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $44.48
- Weighted AVG sell price:
- $55.73
Polen Capital Management's historical trades in Clear Secure Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.06%
|
131,773
|
$55.73
|
$7,343,709
|
-9.68% (-14,127)
|
-0.01%
|
|
2026 Q1
|
0.05%
|
145,900
|
$48.41
|
$7,063,019
|
+271.01% (+106,575)
|
+0.04%
|
|
2025 Q4
|
0.01%
|
39,325
|
$35.08
|
$1,379,521
|
+36.21% (+10,454)
|
+0%
|
|
2025 Q3
|
0.00%
|
28,871
|
$33.38
|
$963,714
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.