CLEARFIELD INC CLFD
COM · Common Stock · CUSIP 18482P103 · ISIN US18482P1030
Company in Minneapolis, United States
- SectorTechnology
- IndustryTelephone & Telegraph Apparatus
- HeadquartersBrooklyn Park, MN
- Founded2008
- Websiteclearfieldconnection.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($361.5k this quarter). Holder counts are more reliable. Shares outstanding: 13.6m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $39.75. Options: 7 managers hold calls ($10.1m notional), 6 hold puts ($2.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 189 |
| Q4 2022 | 221 |
| Q1 2023 | 174 |
| Q2 2023 | 150 |
| Q3 2023 | 138 |
| Q4 2023 | 139 |
| Q1 2024 | 139 |
| Q2 2024 | 132 |
| Q3 2024 | 135 |
| Q4 2024 | 145 |
| Q1 2025 | 130 |
| Q2 2025 | 129 |
| Q3 2025 | 129 |
| Q4 2025 | 125 |
| Q1 2026 | 126 |
| Q2 2026 | 126 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 59 | 59 |
| Q4 2024 | 60 | 67 |
| Q1 2025 | 53 | 69 |
| Q2 2025 | 62 | 65 |
| Q3 2025 | 66 | 57 |
| Q4 2025 | 51 | 66 |
| Q1 2026 | 54 | 58 |
| Q2 2026 | 53 | 65 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $0 | 0.00 |
| Q4 2025 | $1.7m | $408.1k | 0.24 |
| Q1 2026 | $1.4m | $1.4m | 0.96 |
| Q2 2026 | $10.1m | $2.0m | 0.20 |
Biggest buyers
| AIGH Capital Management LLC | New | +1.0m |
| Divisadero Street Capital Management, LP | New | +130.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +94.5k |
| D. E. Shaw & Co., Inc. | Added | +86.8k |
| LAZARD ASSET MANAGEMENT LLC | New | +82.7k |
| ACK Asset Management LLC | Added | +75.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +74.4k |
| GOLDMAN SACHS GROUP INC | Added | +63.4k |
| BlackRock, Inc. | Added | +59.6k |
| STATE STREET CORP | Added | +41.0k |
Biggest sellers
| MAIRS & POWER INC | Reduced | -346.5k |
| CITADEL ADVISORS LLC | Reduced | -121.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -90.9k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -83.4k |
| Ancora Advisors LLC | Reduced | -70.8k |
| Trexquant Investment LP | Reduced | -70.5k |
| JPMORGAN CHASE & CO | Reduced | -66.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -56.2k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold out | -53.8k |
| Drum Hill Capital, LLC | Sold out | -51.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $5.2m131.8k shares |
| CITADEL ADVISORS LLC | Added | $1.5m38.1k shares |
| IMC-Chicago, LLC | Added | $939.0k23.6k shares |
| GROUP ONE TRADING LLC | Added | $935.1k23.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $839.6k21.1k shares |
| PEAK6 LLC | New | $346.2k8.7k shares |
| SIMPLEX TRADING, LLC | Added | $266.6k6.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $807.7k20.3k shares |
| IMC-Chicago, LLC | New | $421.8k10.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $334.2k8.4k shares |
| JANE STREET GROUP, LLC | New | $318.3k8.0k shares |
| GROUP ONE TRADING LLC | New | $95.5k2.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $51.7k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ROTH RONALD G 13G · passive investor +0.3 pts · filed 2026-02-13 | 10.5% |
| HIRSCHMAN ORIN 13G · institution +1.6 pts · filed 2026-10-19 | 9.0% |
| MAIRS & POWER INC 13G · institution new · filed 2025-05-15 | 6.0% |
| ACK Asset Management LLC 13G · institution +0.2 pts · filed 2026-04-15 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $155.0k | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.8m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $300.6k | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $115.0k | — |
| Q2 2026 | 0 | — | 3 | $968.1k | $790.8k |
| Q3 2026 | 0 | — | 1 | $71.2k | $71.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-01 | Beranek Cheryl Chief Executive Officer, director | Sold plan | $71.2k1.8k shares |
| 2026-06-09 | Khemakhem Anis Chief Commercial Officer | Sold | $67.2k1.7k shares |
| 2026-06-01 | Beranek Cheryl Chief Executive Officer, director | Sold plan | $351.9k7.5k shares |
| 2026-05-27 | Beranek Cheryl Chief Executive Officer, director | Sold plan | $125.0k2.5k shares |
| 2026-05-11 | Beranek Cheryl Chief Executive Officer, director | Sold plan | $112.6k2.5k shares |
| 2026-05-11 | Jones Walter Louis JR Director | Sold | $110.1k2.4k shares |
| 2026-05-08 | Beranek Cheryl Chief Executive Officer, director | Sold plan | $201.4k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AIGH Capital Management LLC 3.63% of their portfolio | 1.0m $40.1m | New |
| BlackRock, Inc. 0.00% of their portfolio | 957.4k $38.1m | Added +59.6k |
| ACK Asset Management LLC 3.76% of their portfolio | 810.2k $32.2m | Added +75.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 481.8k $19.2m | Reduced -28.0k |
| MAIRS & POWER INC 0.14% of their portfolio | 385.3k $15.3m | Reduced -346.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 371.2k $14.8m | Added +15.5k |
| STATE STREET CORP 0.00% of their portfolio | 363.2k $14.5m | Added +41.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 357.1k $14.2m | Added +3.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 302.0k $12.0m | Added +16.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.55% of their portfolio | 277.6k $11.0m | Reduced -12.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 262.1k $10.4m | Reduced -20.2k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 257.0k $10.2m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 227.7k $9.1m | Added +86.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 173.1k $6.9m | Added +11.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 164.5k $6.4m | Reduced -66.7k |
| Dana Investment Advisors, Inc. 0.17% of their portfolio | 161.6k $6.4m | Reduced -17.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 142.4k $5.7m | Added +94.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 139.1k $5.5m | Added +63.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 131.9k $5.2m | Reduced -121.0k |
| Divisadero Street Capital Management, LP 0.12% of their portfolio | 130.8k $5.2m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 125.7k $5.0m | Added +3.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 112.4k $4.5m | Reduced -29.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 99.4k $4.0m | Added +5.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 82.7k $3.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 79.3k $3.2m | Reduced -35.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 75.3k $3.0m | Added +255 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 74.4k $3.0m | New |
| MORGAN STANLEY 0.00% of their portfolio | 72.9k $2.9m | Added +31.5k |
| Wealth Group Ltd 0.36% of their portfolio | 47.0k $1.9m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 45.8k $1.8m | Reduced -90.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 43.5k $1.7m | Reduced -27.9k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 42.0k $1.7m | Unchanged |
| Ancora Advisors LLC 0.03% of their portfolio | 41.2k $1.6m | Reduced -70.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 36.5k $1.5m | Added +2.6k |
| UBS Group AG 0.00% of their portfolio | 36.5k $1.5m | Reduced -33.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.0k $1.4m | Added +19.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 35.9k $1.4m | Added +20.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 35.2k $1.4m | Added +2.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.5k $1.4m | Reduced -2.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 25.6k $1.0m | Reduced -12.9k |
| Invesco Ltd. 0.00% of their portfolio | 23.9k $949.9k | Reduced -5.3k |
| Nuveen, LLC 0.00% of their portfolio | 23.6k $937.7k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 20.8k $829.3k | Reduced -19.1k |
| Trexquant Investment LP 0.01% of their portfolio | 20.5k $814.5k | Reduced -70.5k |
| Informed Momentum Co LLC 0.07% of their portfolio | 20.4k $812.0k | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 20.3k $808.9k | Added +6.0k |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 19.4k $772.8k | Reduced -4.4k |
| BARCLAYS PLC 0.00% of their portfolio | 17.4k $692.2k | Reduced -29.5k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 14.3k $567.8k | Added +1.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 14.1k $560.7k | Reduced -56.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.0k $556.0k | Added +1.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 13.8k $365.4k | Reduced -1.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 12.8k $508.4k | New |
| High Note Wealth, LLC 0.08% of their portfolio | 12.4k $492.4k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.0k $439.5k | Added +665 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 9.9k $394.2k | Reduced -813 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.8k $388.6k | Added +5.3k |
| LPL Financial LLC 0.00% of their portfolio | 9.8k $388.3k | Added +2.2k |
| Linden Thomas Advisory Services, LLC 0.03% of their portfolio | 9.6k $382.5k | Reduced -85 |
| AXQ CAPITAL, LP 0.04% of their portfolio | 8.9k $354.6k | New |
| Dorsey & Whitney Trust CO LLC 0.02% of their portfolio | 8.5k $339.4k | Reduced -4.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 8.4k $334.2k | New |
| Creative Planning 0.00% of their portfolio | 8.3k $332.1k | Reduced -5.5k |
| PEAK6 LLC 0.01% of their portfolio | 8.2k $327.6k | New |
| CenterBook Partners LP 0.02% of their portfolio | 8.1k $320.9k | New |
| PACK Private Wealth, LLC 0.12% of their portfolio | 7.5k $298.4k | New |
| BARD ASSOCIATES INC 0.07% of their portfolio | 7.4k $293.0k | Reduced -159 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.4k $292.6k | Unchanged |
| K2 PRINCIPAL FUND, L.P. 0.03% of their portfolio | 7.3k $291.3k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 7.3k $289.4k | Reduced -18.9k |
| Aquatic Capital Management LLC 0.01% of their portfolio | 6.8k $271.0k | Added +6.4k |
| CITIGROUP INC 0.00% of their portfolio | 6.8k $270.2k | Added +4.8k |
| Mariner, LLC 0.00% of their portfolio | 6.8k $269.8k | New |
| Lotus Technology Management, LP 0.29% of their portfolio | 5.9k $235.6k | New |
| IMC-Chicago, LLC 0.00% of their portfolio | 5.4k $216.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.3k $210.6k | Reduced -174 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.1k $203.3k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.5k $177.5k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.7k $149.1k | Unchanged |
| FMR LLC 0.00% of their portfolio | 2.7k $108.8k | Reduced -50 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.6k $105.0k | Reduced -73 |
| State of Wyoming 0.01% of their portfolio | 2.4k $96.3k | Reduced -2.2k |
| Legal & General Group Plc 0.00% of their portfolio | 2.2k $88.7k | Added +1.2k |
| Cetera Trust Company, N.A 0.04% of their portfolio | 2.0k $79.6k | Reduced -1.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.6k $65.3k | Reduced -861 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.4k $55.6k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 961 $38.2k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 768 $30.6k | Reduced -1.4k |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 651 $25.9k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 626 $24.0k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 556 $22.1k | Unchanged |
| Quantbot Technologies LP 0.00% of their portfolio | 508 $20.2k | New |
| Lodestone Wealth Management LLC 0.00% of their portfolio | 354 $14.1k | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 301 $12.0k | Unchanged |
| SHP Wealth Management 0.00% of their portfolio | 300 $11.9k | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 262 $10.4k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 232 $9.2k | Reduced -16 |
| Birchwood Financial Partners, Inc. 0.01% of their portfolio | 200 $8.0k | Unchanged |
| Evelyn Partners Group Ltd 0.00% of their portfolio | 194 $7.7k | First filing |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 170 $6.8k | Reduced -18 |