Campbell Newman Asset Management 13F: Exits YOU Stake

Campbell Newman Asset Management closed out its position in Clear Secure, Inc. YOU, selling its entire stake of 41,488 shares. The exit was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. Because the fund sold all of its shares, it no longer holds any stake in the software platform.

YOU Clear Secure, Inc.

$45.62 ▲ +34.53% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Campbell Newman Asset Management's Clear Secure Position

The firm completely liquidated its holdings during the period, parting ways with all 41,488 shares it previously owned. This brought the fund's ending share count to zero, marking a complete exit from the stock.

Other Institutional Activity in Clear Secure

Other major investment firms adjusted their positions in the software provider around the same time. Renaissance Technologies, LLC lowered its holdings by 76,107 shares, ending with 3,276,617 shares worth about $149,479,264. Arrowstreet Capital, Limited Partnership grew its position by 2,681 shares to hold 2,683,493 shares valued at about $122,420,947. First Trust Advisors LP trimmed its stake by 268,890 shares, finishing the period with 2,588,606 shares worth about $118,092,202.

Clear Secure, Inc. Stock Up 0.4%

Clear Secure shares closed at $45.62 on October 22, 2026, and recently traded around $45.63. The stock sits about 6.6% above its 50-day moving average of $42.81, but remains roughly 3.6% below its 200-day moving average of $47.34. The company's shares trade well below their 52-week peak of $69.07 while holding well above the 52-week low of $30.23. The consensus mean price target from analysts stands at $58.17.

Recent Earnings

Clear Secure reported trailing twelve month revenue of $1,000,704,000 alongside basic earnings of $1.49 per share. The company generated a net profit margin of 14.8% and a return on equity of 119.2%. Its next quarterly financial update is scheduled for November 4, 2026.

Dividend

The company pays an annual dividend rate of $0.58 per share, which translates to a dividend yield of 1.27%. This payout uses 36.9% of the company's earnings.

Insider Buying and Selling at Clear Secure, Inc.

Company insiders completed several transactions prior to the filing. Chief Executive Officer Becker Caryn Seidman disposed of 323,904 shares valued at $19,822,094 on August 5, 2026. President Michael Z Barkin sold 11,444 shares at an average price of $45.00 on September 3, 2026, for a total of $514,980. Other officers also trimmed shares on September 3, 2026, with Dennis W. Liu selling 2,104 shares and Kyle Mclaughlin selling 4,499 shares.

Analysts Set New Price Targets

DA Davidson maintained its neutral rating on the stock while adjusting its price target from $60.00 to $55.00 on July 28, 2026, and later lowered it to $45.00 on September 11, 2026. Overall, the stock carries a consensus buy recommendation from six analysts.

About Clear Secure

Clear Secure, Inc. runs a secure identity platform across the United States. Its technology uses multi-layered front-end enrollment, verification, and linking tools alongside back-end infrastructure to confirm user identities. This identity verification network helps members move quickly through security lines at airports and venues.

Bottom Line

Investors are keeping an eye on the company's upcoming earnings report on November 4, 2026, to gauge ongoing revenue growth and platform adoption. Institutional and insider moves during the period show varied portfolio adjustments as the stock trades below its 200-day moving average.