$CLFD

$30.64 +$1.79 (6.2%) Close

$CLFD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.6M shares outstanding

Who owns CLFD?

By type of holder

Institutions 63.8% Insiders 32.0% Everyone else 4.2%

Concentration Top 10 holders own 63.5%

Roth Ronald G 25.0% · AIGH Capital Management LLC 7.4%

Institutional ownership

63.8%

+4.1 pts vs last qtr

Institutional holders

123

-2 vs last qtr

Net shares bought

+563.0K

by institutions in Q2 2026

New / sold out

20 / 22

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

AIGH Capital Management LLC NEW +1.0M
Divisadero Street Capital Management, LP NEW +130.8K

Biggest sellers in Q2 2026

Mairs & Power Inc −346.5K
Citadel Advisors LLC −121.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.03M

7 notices from 3 people

Shares covered

23.7K

0.17% of the company

Arranged in advance

83%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Beranek Cheryl Officer 10b5-1 $856K
Jones Walter Louis JR Director $109K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+2.4%

+0.26% a year

Each share's claim on the business

−2.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$56.2M vs $24.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years8% 1–3 years22% Under 1 year20%

Quarterly turnover

21.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CLFD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AC AIGH Capital Management LLC	1.0M	7.42%	NEW	Q2 '26	2.5%
Shares held by quarter Peak holding1.0M (Q2'26) Change over 8 quarters+1.0M Share of the company7.420% AIGH Capital Management LLC's full portfolio →
B BlackRock, Inc.	957.4K	7.05%	+59.6K (+6.6%)	≤2021	0.0%
Shares held by quarter Peak holding1.0M (Q3'24) Change over 8 quarters−91.6K Share of the company7.050% BlackRock, Inc.'s full portfolio →

AIGH Capital Management LLC

1.0M

% of company

7.42%

Change vs last qtr

NEW

Held since

Q2 '26

BlackRock, Inc.

957.4K

% of company

7.05%

Change vs last qtr

+59.6K (+6.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Clearfield Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CLFD on Form N-PORT; together they hold 24.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VI Vanguard Information Technology Index Fund Vanguard World Fund	$14M	295.5K	2.18%	0.01%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$13.6M	342.4K	2.52%	0.00%	June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$14M

% of company

2.18%

% of the fund

0.01%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$13.6M

% of company

2.52%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Clearfield Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RR Roth Ronald G Insider	3.4M	25.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company25.000% Roth Ronald G's insider activity →
PC Podzimek Cheri B Insider	493.0K	3.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.630% Podzimek Cheri B's insider activity →

Roth Ronald G

Insider

3.4M

% of company

25.00%

Change vs last qtr

—

Held since

—

Podzimek Cheri B

Insider

493.0K

% of company

3.63%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Clearfield Inc.

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