Copeland Capital Management, LLC YOU CLEAR SECURE INC COM CL A

Ownership history in Copeland Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported CLEAR SECURE INC COM CL A (YOU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.89% in 2026 Q1. The latest visible filing shows YOU at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YOU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copeland Capital Management, LLC's position in CLEAR SECURE INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

YOU was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Copeland Capital Management, LLC held YOU — position size vs. price
% of Fund (quarterly)    YOU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,755,852 -481,174 -21.5% 1.89% $85.0M 2026-05-06 $60.94
2025 Q4 REDUCED 5.1% +39.1% 2,237,026 -119,642 -5.1% 1.75% $78.5M 2026-01-29 $32.67
2025 Q3 REDUCED 2,356,668 -117,662 -4.8% 1.64% $78.7M 2025-10-17 $30.93
2025 Q2 ADDED 2,474,330 +497,871 +25.2% 1.41% $68.7M 2025-07-21 $29.11
2025 Q1 ADDED 1,976,459 +823,166 +71.4% 1.03% $51.2M 2025-04-24 $25.26
2024 Q4 INITIATED 1,153,293 0.57% $30.7M 2025-01-24 $23.36

FAQ About Copeland Capital Management, LLC and YOU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copeland Capital Management, LLC reported owning YOU?

Copeland Capital Management, LLC reported YOU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported YOU position in Copeland Capital Management, LLC's portfolio?

The largest reported portfolio weight for YOU was 1.89% in 2026 Q1.

What is the latest reported YOU position on this page?

The most recent filing on this page is 2026 Q1, when Copeland Capital Management, LLC reported 1,755,852 shares, equal to 1.89% of portfolio, with an estimated market value of $85.0M.

What does the chart on this YOU ownership page compare?

The chart compares Copeland Capital Management, LLC's quarterly YOU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Copeland Capital Management, LLC time their YOU position?

Based on 13F filing dates vs. subsequent YOU price moves, Copeland Capital Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on YOU relative to SPY over the holding period was +80.7%.

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