CLFD — CLEARFIELD INC
As of Q2 2026, 27 SEC-registered investment managers reported holding CLFD (CLEARFIELD INC) in their latest 13F filings, with a combined reported value of $126.27M across 3.19M shares. That is +8.5% by share count (+250.28K shares) versus the previous quarter, while reported value moved +62.9%. Ownership is concentrated: the five largest holders account for 61.0% of reported value and the top ten for 82.4%.
Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 9 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CLFD is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 957.42K | $38.10M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 947.98K | $27.63M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 302.04K | $12.02M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 256.99K | $10.23M | 0.08% | Hold |
| D. E. Shaw & Co history | Q2 2026 | 227.72K | $9.06M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 190.32K | $7.57M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 164.46K | $6.37M | 0.00% | New |
| Millennium Management history | Q2 2026 | 142.43K | $5.67M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 139.13K | $5.54M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 125.74K | $5.00M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 112.40K | $4.47M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 99.39K | $3.95M | 0.00% | Add |
| Lazard Asset Management history | Q2 2026 | 82.68K | $3.29M | 0.01% | New |
| Bank of America Corp history | Q2 2026 | 79.28K | $3.15M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 72.89K | $2.90M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 45.80K | $1.82M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 36.55K | $1.45M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 36.45K | $1.45M | 0.00% | Reduce |
| First Eagle Investment Management history | Q1 2023 | 30.94K | $1.44M | 0.00% | New |
| Principal Global Investors history | Q2 2026 | 35.23K | $1.40M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 164.46K sh · $6.37M
- Lazard Asset Management 82.68K sh · $3.29M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.05M | 1.04M | 1.03M | 965.69K | 946.56K | 927.05K | 897.87K | 957.42K |
| Geode Capital Management | 199.19K | 199.40K | 206.53K | 206.83K | 205.57K | 213.49K | 247.24K | 262.24K | 268.74K | 285.00K | 286.94K | 291.78K | 286.21K | 283.77K | 289.32K | 280.08K | 283.16K | 278.87K | 285.84K | 302.04K |
| Royce & Associates | 85.20K | 65.50K | 162.80K | 178.20K | 177.50K | 144.71K | 140.01K | 257.60K | 393.54K | 327.94K | 399.61K | 496.28K | 464.35K | 478.81K | 485.01K | 468.14K | 419.80K | 379.91K | 256.99K | 256.99K |
| D. E. Shaw & Co | — | — | — | — | 120.40K | 72.20K | 40.50K | 11.40K | 10.00K | 106.90K | 89.90K | 50.11K | 47.08K | 58.46K | 110.24K | 129.82K | 134.73K | 135.38K | 140.97K | 227.72K |
| Citadel Advisors | 25.92K | 83.20K | 122.11K | 57.11K | 308.41K | 196.99K | 227.06K | 145.02K | 177.65K | 157.24K | 306.11K | 214.62K | 93.28K | 120.24K | 222.21K | 342.60K | 169.46K | 118.55K | 313.74K | 190.32K |
| JPMorgan Chase & Co | 4.23K | 30.31K | 10.36K | 28.08K | 15.59K | 19.81K | 10.41K | 33.39K | 85.10K | 50.27K | 48.80K | 42.21K | 41.08K | 44.25K | 249.85K | 247.15K | 220.04K | 248.27K | — | 164.46K |
| Millennium Management | 4.55K | 43.97K | 5.47K | 4.49K | 17.47K | 28.04K | 301.98K | 6.02K | 104.72K | 145.84K | 213.71K | 66.12K | — | 24.67K | — | 18.76K | 38.20K | 41.83K | 47.93K | 142.43K |
| Goldman Sachs Group | 69.16K | 90.14K | 61.10K | 55.07K | 89.47K | 89.81K | 65.17K | 63.30K | 47.02K | 195.05K | 80.74K | 238.62K | 79.86K | 102.63K | 73.19K | 49.03K | 73.80K | 68.05K | 75.68K | 139.13K |
| Northern Trust Corp | 118.94K | 125.23K | 118.67K | 119.02K | 125.72K | 128.11K | 137.09K | 141.87K | 144.57K | 132.98K | 128.71K | 120.57K | 115.20K | 125.68K | 122.86K | 107.60K | 125.72K | 118.69K | 121.95K | 125.74K |
| Marshall Wace | — | — | — | — | 2.27K | 315.76K | 389.08K | 417.39K | 259.58K | 170.00K | 185.01K | 182.28K | 154.50K | 174.77K | 187.68K | 170.92K | 162.79K | 152.68K | 141.66K | 112.40K |
| Charles Schwab Investment Management | 28.26K | 29.56K | 30.34K | 30.00K | 83.49K | 85.73K | 94.77K | 97.78K | 104.61K | 99.68K | 100.47K | 98.69K | 97.63K | 91.53K | 95.83K | 94.39K | 95.93K | 96.85K | 93.72K | 99.39K |
| Lazard Asset Management | 1.77K | 2.09K | 2.08K | 2.11K | 18.97K | 18.34K | — | — | — | — | — | — | — | — | — | — | — | — | — | 82.68K |
| Bank of America Corp | 2.87K | 7.66K | 4.50K | 19.93K | 4.75K | 14.11K | 35.22K | 3.13K | 3.95K | 9.12K | 28.97K | 25.77K | 55.26K | 19.36K | 30.87K | 52.88K | 25.59K | 103.36K | 115.16K | 79.28K |
| Morgan Stanley | 33.86K | 33.76K | 39.20K | 48.31K | 123.57K | 87.92K | 165.60K | 133.31K | 150.46K | 131.96K | 81.28K | 121.48K | 118.70K | 111.93K | 84.34K | 96.77K | 72.33K | 52.76K | 41.43K | 72.89K |
| Renaissance Technologies | 381.36K | 296.46K | 240.86K | 209.16K | 146.76K | 84.66K | 20.87K | — | — | — | — | — | — | 42.30K | 56.00K | 51.20K | 63.57K | 101.70K | 136.70K | 45.80K |
| BNY Mellon | 40.52K | 60.92K | 72.87K | 58.62K | 114.94K | 108.51K | 102.52K | 101.56K | 102.38K | 68.54K | 54.67K | 61.20K | 50.12K | 37.62K | 37.34K | 36.11K | 37.14K | 34.07K | 33.90K | 36.55K |
| UBS Group AG | 1.66K | 13.51K | 21.70K | 20.22K | 33.98K | 26.16K | 33.49K | 31.27K | 27.96K | 34.73K | 62.39K | 54.84K | 66.87K | 81.42K | 96.41K | 106.91K | 93.64K | 105.85K | 70.39K | 36.45K |
| Principal Global Investors | 23.86K | 9.55K | 6.41K | 11.46K | 74.50K | 85.30K | 82.02K | 72.19K | 69.39K | — | — | — | — | — | — | — | 23.25K | 34.26K | 32.82K | 35.23K |
| Invesco Ltd | 50.29K | 101.36K | 78.54K | 71.78K | 90.06K | 78.92K | 83.08K | 63.40K | 66.00K | — | 20.99K | 22.02K | 14.78K | 15.15K | 24.32K | 26.02K | 27.16K | 29.59K | 29.13K | 23.87K |
| Arrowstreet Capital | 82.67K | 61.22K | — | 9.40K | — | — | — | — | — | — | — | 15.57K | — | — | — | 5.39K | 49.82K | 71.38K | 70.34K | 14.09K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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