Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Clearfield, Inc.

CIK 0000796505CLFD· quarter ending 2026-06-30

Shares outstanding

13,583,955

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

8,743,970

64.4% of shares outstanding

Holders

125

-1 vs 2026-03-31 · 20 new, 21 exited

Value

$347.6M

shares +6.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CLFD · NASDAQ	13,583,955	8,743,970	64.4%	125	18482P103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	18482P103	COM	125	8,743,970	13,583,955	64.4%	$347.6M	4 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (125 of 125 · 18482P103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	AIGH Capital Management LLC	1,008,469	7.42%	$40.1M	NEW
2	BlackRock, Inc.	957,424	7.05%	$38.1M	+59,556 (+6.6%)
3	ACK Asset Management LLC	810,200	5.96%	$32.2M	+75,000 (+10.2%)
4	VANGUARD CAPITAL MANAGEMENT LLC	481,816	3.55%	$19.2M	-28,020 (-5.5%)
5	MAIRS & POWER INC	385,257	2.84%	$15.3M	-346,476 (-47.4%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	371,245	2.73%	$14.8M	+15,492 (+4.4%)
7	STATE STREET CORP	363,209	2.67%	$14.5M	+40,964 (+12.7%)
8	DIMENSIONAL FUND ADVISORS LP	357,104	2.63%	$14.2M	+3,618 (+1.0%)
9	GEODE CAPITAL MANAGEMENT, LLC	302,039	2.22%	$12.0M	+16,198 (+5.7%)
10	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	277,610	2.04%	$11.0M	-12,000 (-4.1%)
11	ROYAL BANK OF CANADA	262,147	1.93%	$10.4M	-20,203 (-7.2%)
12	ROYCE & ASSOCIATES LP	256,990	1.89%	$10.2M	—
13	D. E. Shaw & Co., Inc.	227,722	1.68%	$9.1M	+86,750 (+61.5%)
14	ACADIAN ASSET MANAGEMENT LLC	173,069	1.27%	$6.9M	+11,134 (+6.9%)
15	JPMORGAN CHASE & CO	164,458	1.21%	$6.4M	-66,731 (-28.9%)
16	Dana Investment Advisors, Inc.	161,550	1.19%	$6.4M	-17,812 (-9.9%)
17	MILLENNIUM MANAGEMENT LLC	142,431	1.05%	$5.7M	+94,498 (+197.1%)
18	GOLDMAN SACHS GROUP INC	139,129	1.02%	$5.5M	+63,449 (+83.8%)
19	CITADEL ADVISORS LLC	131,916	0.97%	$5.2M	-121,020 (-47.8%)
20	Divisadero Street Capital Management, LP	130,783	0.96%	$5.2M	NEW
21	NORTHERN TRUST CORP	125,744	0.93%	$5.0M	+3,794 (+3.1%)
22	MARSHALL WACE, LLP	112,403	0.83%	$4.5M	-29,256 (-20.7%)
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	99,389	0.73%	$4.0M	+5,672 (+6.1%)
24	LAZARD ASSET MANAGEMENT LLC	82,680	0.61%	$3.3M	NEW
25	BANK OF AMERICA CORP /DE/	79,275	0.58%	$3.2M	-35,881 (-31.2%)
26	VANGUARD FIDUCIARY TRUST CO	75,275	0.55%	$3.0M	+255 (+0.3%)
27	JACOBS LEVY EQUITY MANAGEMENT, INC	74,391	0.55%	$3.0M	NEW
28	MORGAN STANLEY	72,894	0.54%	$2.9M	+31,466 (+76.0%)
29	Wealth Group Ltd	47,000	0.35%	$1.9M	—
30	RENAISSANCE TECHNOLOGIES LLC	45,795	0.34%	$1.8M	-90,905 (-66.5%)
31	Russell Investments Group, Ltd.	43,503	0.32%	$1.7M	-27,887 (-39.1%)
32	CREDIT AGRICOLE S A	42,000	0.31%	$1.7M	—
33	Ancora Advisors LLC	41,192	0.30%	$1.6M	-70,845 (-63.2%)
34	Bank of New York Mellon Corp	36,547	0.27%	$1.5M	+2,648 (+7.8%)
35	UBS Group AG	36,450	0.27%	$1.5M	-33,936 (-48.2%)
36	RHUMBLINE ADVISERS	35,970	0.26%	$1.4M	+19,462 (+117.9%)
37	LOS ANGELES CAPITAL MANAGEMENT LLC	35,872	0.26%	$1.4M	+20,870 (+139.1%)
38	PRINCIPAL FINANCIAL GROUP INC	35,235	0.26%	$1.4M	+2,411 (+7.3%)
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,485	0.25%	$1.4M	-2,001 (-5.5%)
40	AMERICAN CENTURY COMPANIES INC	25,608	0.19%	$1.0M	-12,941 (-33.6%)
41	Invesco Ltd.	23,873	0.18%	$950K	-5,257 (-18.0%)
42	Nuveen, LLC	23,566	0.17%	$938K	—
43	Qube Research & Technologies Ltd	20,841	0.15%	$829K	-19,102 (-47.8%)
44	Trexquant Investment LP	20,469	0.15%	$814K	-70,487 (-77.5%)
45	Informed Momentum Co LLC	20,407	0.15%	$812K	NEW
46	Connor, Clark & Lunn Investment Management Ltd.	20,328	0.15%	$809K	+5,963 (+41.5%)
47	Campbell & CO Investment Adviser LLC	19,421	0.14%	$773K	-4,434 (-18.6%)
48	BARCLAYS PLC	17,397	0.13%	$692K	-29,498 (-62.9%)
49	Sequoia Financial Advisors, LLC	14,270	0.11%	$568K	+1,837 (+14.8%)
50	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	14,091	0.10%	$561K	-56,248 (-80.0%)
51	PRICE T ROWE ASSOCIATES INC /MD/	13,963	0.10%	$556K	+1,321 (+10.4%)
52	ALLIANCEBERNSTEIN L.P.	13,803	0.10%	$365K	-1,171 (-7.8%)
53	SEI INVESTMENTS CO	12,776	0.09%	$508K	NEW
54	High Note Wealth, LLC	12,375	0.09%	$492K	—
55	DEUTSCHE BANK AG\	11,046	0.08%	$440K	+665 (+6.4%)
56	RAYMOND JAMES FINANCIAL INC	9,906	0.07%	$394K	-813 (-7.6%)
57	WELLS FARGO & COMPANY/MN	9,767	0.07%	$389K	+5,263 (+116.9%)
58	LPL Financial LLC	9,758	0.07%	$388K	+2,168 (+28.6%)
59	Linden Thomas Advisory Services, LLC	9,612	0.07%	$382K	-85 (-0.9%)
60	AXQ CAPITAL, LP	8,913	0.07%	$355K	NEW
61	Dorsey & Whitney Trust CO LLC	8,530	0.06%	$339K	-4,710 (-35.6%)
62	Quantinno Capital Management LP	8,398	0.06%	$334K	NEW
63	Creative Planning	8,347	0.06%	$332K	-5,455 (-39.5%)
64	PEAK6 LLC	8,232	0.06%	$328K	NEW
65	CenterBook Partners LP	8,064	0.06%	$321K	NEW
66	PACK Private Wealth, LLC	7,500	0.06%	$298K	NEW
67	BARD ASSOCIATES INC	7,364	0.05%	$293K	-159 (-2.1%)
68	MetLife Investment Management, LLC	7,353	0.05%	$293K	—
69	K2 PRINCIPAL FUND, L.P.	7,320	0.05%	$291K	NEW
70	ExodusPoint Capital Management, LP	7,274	0.05%	$289K	-18,884 (-72.2%)
71	Aquatic Capital Management LLC	6,810	0.05%	$271K	+6,359 (+1410.0%)
72	CITIGROUP INC	6,791	0.05%	$270K	+4,847 (+249.3%)
73	Mariner, LLC	6,779	0.05%	$270K	NEW
74	Lotus Technology Management, LP	5,921	0.04%	$236K	NEW
75	IMC-Chicago, LLC	5,448	0.04%	$217K	NEW
76	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	5,293	0.04%	$211K	-174 (-3.2%)
77	NEW YORK STATE COMMON RETIREMENT FUND	5,109	0.04%	$203K	—
78	Vanguard Global Advisers, LLC	4,462	0.03%	$178K	—
79	Police & Firemen's Retirement System of New Jersey	3,746	0.03%	$149K	—
80	FMR LLC	2,734	0.02%	$109K	-50 (-1.8%)
81	OSAIC HOLDINGS, INC.	2,640	0.02%	$105K	-73 (-2.7%)
82	State of Wyoming	2,420	0.02%	$96K	-2,162 (-47.2%)
83	Legal & General Group Plc	2,228	0.02%	$89K	+1,173 (+111.2%)
84	Cetera Trust Company, N.A	2,000	0.01%	$80K	-1,750 (-46.7%)
85	BNP PARIBAS FINANCIAL MARKETS	1,642	0.01%	$65K	-861 (-34.4%)
86	JONES FINANCIAL COMPANIES LLLP	1,440	0.01%	$56K	—
87	Ameritas Investment Partners, Inc.	961	0.01%	$38K	—
88	Tower Research Capital LLC (TRC)	768	0.01%	$31K	-1,362 (-63.9%)
89	Pinnacle Wealth Planning Services, Inc.	651	0.00%	$26K	—
90	State of Alaska, Department of Revenue	626	0.00%	$24K	—
91	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	556	0.00%	$22K	—
92	Quantbot Technologies LP	508	0.00%	$20K	NEW
93	Lodestone Wealth Management LLC	354	0.00%	$14K	NEW
94	HUNTINGTON NATIONAL BANK	301	0.00%	$12K	—
95	SHP Wealth Management	300	0.00%	$12K	—
96	Caitong International Asset Management Co., Ltd	262	0.00%	$10K	NEW
97	Sterling Capital Management LLC	232	0.00%	$9K	-16 (-6.5%)
98	Birchwood Financial Partners, Inc.	200	0.00%	$8K	—
99	Evelyn Partners Group Ltd	194	0.00%	$8K	NEW
100	NISA INVESTMENT ADVISORS, LLC	170	0.00%	$7K	-18 (-9.6%)
101	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	158	0.00%	$6K	-464 (-74.6%)
102	JNBA Financial Advisors	150	0.00%	$6K	—
103	FIFTH THIRD BANCORP	142	0.00%	$6K	-23 (-13.9%)
104	BARROW HANLEY MEWHINNEY & STRAUSS LLC	132	0.00%	$5K	—
105	GAMMA Investing LLC	114	0.00%	$5K	-22 (-16.2%)
106	Ares Financial Consulting, LLC	113	0.00%	$4K	—
107	PNC Financial Services Group, Inc.	49	0.00%	$2K	-1,616 (-97.1%)
108	Farther Finance Advisors, LLC	39	0.00%	$2K	+2 (+5.4%)
109	Smartleaf Asset Management LLC	34	0.00%	$1K	—
110	Arax Advisory Partners	33	0.00%	$1K	-38 (-53.5%)
111	SBI Securities Co., Ltd.	30	0.00%	$1K	+9 (+42.9%)
112	Larson Financial Group LLC	28	0.00%	$1K	-9 (-24.3%)
113	SJS Investment Consulting Inc.	26	0.00%	$1K	NEW
114	US BANCORP \DE\	25	0.00%	$995	-840 (-97.1%)
115	FEDERATED HERMES, INC.	24	0.00%	$955	-14 (-36.8%)
116	Allworth Financial LP	23	0.00%	$916	+14 (+155.6%)
117	Covestor Ltd	17	0.00%	$1K	+8 (+88.9%)
118	Versant Capital Management, Inc	13	0.00%	$517	-128 (-90.8%)
119	ROTHSCHILD INVESTMENT LLC	11	0.00%	$438	+1 (+10.0%)
120	NewEdge Advisors, LLC	10	0.00%	$398	—
121	Optiver Holding B.V.	5	0.00%	$199	-109 (-95.6%)
122	EverSource Wealth Advisors, LLC	4	0.00%	$160	+1 (+33.3%)
123	GHP Investment Advisors, Inc.	2	0.00%	$80	—
124	Kilter Group LLC	1	0.00%	$40	—
125	Aventura Private Wealth, LLC	1	0.00%	$40	—

Exited since 2026-03-31 (21 filers; largest 21 shown)

TUDOR INVESTMENT CORP ET AL	−83,421
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−53,823
Drum Hill Capital, LLC	−51,276
XTX Topco Ltd	−21,468
HRT FINANCIAL LP	−21,341
Nierenberg Investment Management Company, LLC	−16,510
EntryPoint Capital, LLC	−15,447
MANGROVE PARTNERS IM, LLC	−15,187
Quadrature Capital Ltd	−11,387
NANO CAP NEW MILLENNIUM GROWTH FUND L P	−10,500
CAXTON ASSOCIATES LLP	−9,538
CWM, LLC	−684
QUADRANT CAPITAL GROUP LLC	−371
SIMPLEX TRADING, LLC	−350
Vermillion Wealth Management, Inc.	−200
Evelyn Partners Investment Management Services Ltd	−194
BAYBAN	−28
Root Financial Partners, LLC	−10
True Wealth Design, LLC	−7
Parkside Financial Bank & Trust	−1
MAI Capital Management	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
AIGH Capital Management LLC	SCHEDULE 13G	2026-07-27	2026-06-30	1,008,469	7.4%
Orin Hirschman	SCHEDULE 13G	2026-07-27	2026-06-30	1,008,469	7.4%
ACK Asset Management LLC	SCHEDULE 13G	2026-04-15	2026-02-20	710,200	5.1%
John Reilly	SCHEDULE 13G	2026-04-15	2026-02-20	710,200	5.1%
Richard Meisenberg	SCHEDULE 13G	2026-04-15	2026-02-20	710,200	5.1%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Ronald G. Roth	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,456,024	10.5%
Mairs and Power, Inc.	SCHEDULE 13G	2025-05-15	2025-03-31	852,255	6.03%
ROTH RONALD G	SCHEDULE 13G/A	2025-02-12	2024-12-31	1,443,556	10.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.