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CLEAR SECURE INC YOU

Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States. It provides secure identity platform, a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end.

Company profile

Business mix

  • It provides secure identity platform, a multi-layered infrastructure consisting of front-end, including enrollment, verification, and linking, as well as back-end.
  • The company also offers CLEAR Plus, a consumer aviation subscription service, which enables access to predictable entry lanes in airport security checkpoints, as well as access to broader network.
  • In addition, it provides RESERVE powered by CLEAR to reservation spot for airport locations; Home to Gate, a feature to help travelers plan and time their trip to the airport.
  • The company has a strategic collaboration with Samsung Electronics America, Inc. for the development of Samsung ID with CLEAR, a digital ID solution that allows users to add a US passport to Samsung Wallet and verify their identity.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 1.5% $143.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $218.8M Estimated from net reduced shares
Net share change / base shares -60.3% -4,518,756 / 7,490,351
Durable Capital Partners Henry Ellenbogen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -15.0% 13F value change +$4.6M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -45.6% 13F value change -$91.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -14.2% 13F value change +$22.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,490,351 Last 3 periods -4,518,756 (-60.3%) Total shares 2,971,595 Value $143.9M

Recent mentions

No public mentions.