CLFD
Clearfield, Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +11.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | +2 | 4.70M | $186.83M | +6 | −4 |
| Q1 2026 | 58 | +1 | 4.88M | $129.23M | +4 | −3 |
| Q4 2025 | 57 | -1 | 5.09M | $148.34M | — | −1 |
| Q3 2025 | 16 | 0 | 3.63M | $124.88M | — | — |
| Q2 2025 | 13 | +1 | 3.16M | $137.08M | +2 | −1 |
| Q1 2025 | 9 | 0 | 1.14M | $34.02M | +1 | −1 |
| Q4 2024 | 9 | +3 | 985.91K | $30.57M | +3 | — |
| Q3 2024 | 5 | -2 | 574.81K | $22.40M | — | −2 |
| Q2 2024 | 7 | — | 729.59K | $28.14M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 307.44K | — | $9.53M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 283.77K | -0.8% | $8.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 283.77K | -0.8% | $8.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Marshall Wace ✦ | 174.77K | +13.1% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Marshall Wace ✦ | 174.77K | +13.1% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 76.44K | +63.0% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 76.44K | +63.0% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 58.46K | +24.2% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 42.30K | New | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 24.67K | New | $764,894 | 0.0% | New | 1 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 9.30K | New | $288,300 | 0.0% | New | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 8.76K | -78.2% | $272,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.31M | 0.0% |
| Millennium Management | $764,894 | 0.0% |
| Point72 Asset Management | $288,300 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 7.99M shares, $206.29M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.