CLFD
Clearfield, Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +3.6% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 | BlackRock ✦ (passive) | 965.69K | — | $41.92M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | The Vanguard Group ✦ (passive) | 935.87K | — | $40.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Citadel Advisors ✦ | 312.90K | +78.0% | $13.58M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 280.08K | -3.2% | $12.16M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 266.75K | -11.5% | $11.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Marshall Wace ✦ | 170.92K | -8.9% | $7.42M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | D. E. Shaw & Co. ✦ | 129.82K | +17.8% | $5.64M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Renaissance Technologies ✦ | 51.20K | -8.6% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 18.76K | New | $814,198 | 0.0% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 9.33K | +3.4% | $406,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 9.26K | +16.0% | $402,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 5.39K | New | $234,023 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 1.66K | — | $72,203 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $814,198 | 0.0% |
| Arrowstreet Capital | $234,023 | 0.0% |
Exited
| Point72 Asset Management | $209,496 | was 0.0% |
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.