Clearfield, Inc. - Common Stock, $0.01 par value (CLFD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
CLFD on Nasdaq
Shares outstanding
14,133,582
Price per share
$29.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,764,688
Total reported value
$301,375,556
% of total 13F portfolios
0%
Share change
+415,069
Value change
+$13,364,352
Number of holders
127
Price from insider filings
$29.15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Clearfield, Inc. - Common Stock, $0.01 par value (CLFD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ROTH RONALD G 10% $37,012,776 1,443,556 ROTH RONALD G 31 Dec 2024
MAIRS & POWER INC 6% $21,851,818 852,255 Mairs and Power, Inc. 31 Mar 2025
ACK Asset Management LLC 4.9% -2.8% $17,619,808 -$840,992 687,200 -4.6% ACK Asset Management LLC 31 Mar 2025

As of 30 Sep 2025, 127 institutional investors reported holding 8,764,688 shares of Clearfield, Inc. - Common Stock, $0.01 par value (CLFD). This represents 62% of the company’s total 14,133,582 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Clearfield, Inc. - Common Stock, $0.01 par value (CLFD) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.7% 946,564 -2% 0% $32,542,871
VANGUARD GROUP INC 6.7% 940,004 +0.44% 0% $32,317,338
MAIRS & POWER INC 5.2% 730,793 -4.1% 0.24% $25,124,663
ACK Asset Management LLC 4.4% 625,200 0% 2.7% $21,494,376
COOPER CREEK PARTNERS MANAGEMENT LLC 3.4% 479,741 +1706% 0.62% $16,493,000
ROYCE & ASSOCIATES LP 3% 419,799 -10% 0.14% $14,432,690
DIMENSIONAL FUND ADVISORS LP 2.4% 345,833 +2.5% 0% $11,888,817
STATE STREET CORP 2% 288,488 +8.2% 0% $9,918,217
GEODE CAPITAL MANAGEMENT, LLC 2% 283,162 +1.1% 0% $9,737,075
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.9% 262,610 +48% 0.52% $9,028,532
ROYAL BANK OF CANADA 1.6% 224,056 -16% 0% $7,703,000
JPMORGAN CHASE & CO 1.6% 220,042 -11% 0% $7,565,044
Ancora Advisors LLC 1.3% 179,640 +445% 0.12% $6,176,023
MARSHALL WACE, LLP 1.2% 162,787 -4.8% 0.01% $5,596,616
Russell Investments Group, Ltd. 1.1% 156,014 +286% 0.01% $5,363,765
Select Equity Group, L.P. 1.1% 154,271 -9.7% 0.02% $5,303,837
D. E. Shaw & Co., Inc. 0.95% 134,731 +3.8% 0% $4,632,052
Dana Investment Advisors, Inc. 0.92% 129,828 +16% 0.13% $4,463,487
NORTHERN TRUST CORP 0.89% 125,719 +17% 0% $4,322,219
CITADEL ADVISORS LLC 0.82% 115,663 -63% 0% $3,976,494
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.68% 95,929 +1.6% 0% $3,298,039
Divisadero Street Capital Management, LP 0.67% 94,588 +96% 0.15% $3,251,935
UBS Group AG 0.66% 93,644 -12% 0% $3,219,480
Trexquant Investment LP 0.63% 88,866 +48% 0.03% $3,055,213
ACADIAN ASSET MANAGEMENT LLC 0.63% 88,769 0.01% $3,050,000

Institutional Holders of Clearfield, Inc. - Common Stock, $0.01 par value (CLFD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 101,347 $3,043,339 -$400,709 $29.15 8
2025 Q3 8,764,688 $301,375,556 +$13,364,352 $34.38 127
2025 Q2 8,320,785 $361,263,729 +$4,080,364 $43.41 125
2025 Q1 8,378,565 $249,014,980 -$5,503,544 $29.72 126
2024 Q4 8,538,212 $264,726,266 -$23,701,617 $31.00 139
2024 Q3 8,971,342 $349,452,455 -$10,445,382 $38.96 133
2024 Q2 9,226,932 $355,890,024 -$3,914,544 $38.56 133
2024 Q1 9,461,481 $291,636,785 -$11,932,704 $30.84 140
2023 Q4 44,354 $1,289,814 +$1,033,422 $29.08 1
2023 Q3 9,957,657 $285,211,572 -$16,996,327 $28.66 133
2023 Q2 10,179,927 $481,691,752 +$45,246,155 $47.35 144
2023 Q1 9,153,434 $426,199,217 -$112,627,894 $46.58 167
2022 Q4 9,574,129 $900,930,666 +$114,794,584 $94.14 214
2022 Q3 8,218,334 $860,196,213 +$175,947,832 $104.64 180
2022 Q2 6,618,630 $410,015,445 +$28,578,917 $61.95 131
2022 Q1 6,196,041 $404,028,294 +$24,867,116 $65.22 127
2021 Q4 5,726,741 $483,389,252 +$12,466,437 $84.42 125
2021 Q3 5,645,623 $249,268,390 +$12,423,508 $44.15 101
2021 Q2 5,380,590 $203,161,410 +$17,832,103 $37.45 96
2021 Q1 4,920,281 $148,272,746 +$1,706,945 $30.13 86
2020 Q4 4,210,698 $104,086,273 +$16,935,219 $24.72 64
2020 Q3 4,622,869 $93,245,630 +$8,674,368 $20.17 56
2020 Q2 3,540,790 $49,425,159 +$977,132 $13.96 48
2020 Q1 3,485,900 $41,308,214 -$490,926 $11.85 46
2019 Q4 4,061,576 $56,616,830 +$1,785,534 $13.94 46
2019 Q3 3,978,437 $47,141,863 -$1,134,100 $11.85 43
2019 Q2 4,050,467 $53,663,755 +$1,606,052 $13.25 45
2019 Q1 3,949,305 $58,054,015 +$737,208 $14.70 41
2018 Q4 3,910,682 $38,787,300 -$114,644 $9.92 40
2018 Q3 3,946,471 $53,077,030 -$302,034 $13.45 42
2018 Q2 3,977,211 $43,948,298 -$4,157,661 $11.05 45
2018 Q1 4,299,074 $55,458,082 -$202,712 $12.90 41
2017 Q4 4,318,568 $52,896,853 +$2,131,731 $12.25 44
2017 Q3 4,005,639 $54,466,301 +$2,870,945 $13.60 40
2017 Q2 3,812,659 $50,322,296 -$57,136 $13.20 42
2017 Q1 3,772,373 $62,061,197 +$11,526,478 $16.46 44
2016 Q4 3,798,905 $78,631,408 +$3,081,835 $20.70 52
2016 Q3 3,655,809 $68,727,030 +$90,217 $18.80 54
2016 Q2 3,651,726 $65,330,463 -$1,232,040 $17.89 56
2016 Q1 3,731,700 $59,967,000 +$931,444 $16.07 48
2015 Q4 3,633,004 $48,718,899 -$32,903 $13.41 51
2015 Q3 3,674,582 $49,345,615 +$4,282,580 $13.43 55
2015 Q2 3,216,712 $51,177,073 +$6,956,935 $15.91 53
2015 Q1 2,903,828 $42,878,053 -$1,361,103 $14.82 47
2014 Q4 3,008,189 $37,018,263 -$2,186,506 $12.31 43
2014 Q3 3,182,789 $40,514,704 -$8,888,043 $12.73 48
2014 Q2 3,678,501 $61,757,237 -$1,531,149 $16.79 63
2014 Q1 3,559,286 $82,100,000 +$24,170,703 $23.09 57