Clearfield, Inc.: which funds bought and sold

Institutions that bought and sold Clearfield shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 53 institutions that filed 13F reports for both quarters added to or opened positions in Clearfield, and 64 cut or closed them. Together they added a net 598K shares, +7.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 506K shares (−22.0%); index fund managers were net buyers of 133K shares (+5.0%). 21 opened a new position and 18 sold out entirely.

Bought, Q2 2026 53 institutions, 21 of them new holders Sold, Q2 2026 64 institutions, 18 of them sold out

Net change, all compared +598K shares (+7.4%)

Net change, active managers −506K shares (−22.0%), 9 bought, 16 sold

Buyers versus sellers

institutions compared, 142

53 bought 25 64 sold

Active managers and hedge funds 9 bought · 16 sold · −506K

Index fund managers 8 bought · 1 sold · +133K

Other institutions 36 bought · 47 sold · +971K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Aigh Capital Management LLC	+1.0M New position	1.0M	$40.1M
Divisadero Street Capital Management, LP	+131K New position	131K	$5.2M
Millennium Management LLC Hedge fund	+94K +197.1%	142K	$5.7M
D. E. Shaw & Co., Inc. Hedge fund	+87K +61.5%	228K	$9.1M
Lazard Asset Management LLC Active manager	+83K New position	83K	$3.3M
Ack Asset Management LLC	+75K +10.2%	810K	$32.2M
Jacobs Levy Equity Management, Inc Active manager	+74K New position	74K	$3M
Goldman Sachs Group Inc	+63K +83.8%	139K	$5.5M
Blackrock, Inc. Index funds	+60K +6.6%	957K	$38.1M
State Street Corp Index funds	+41K +12.7%	363K	$14.5M
Morgan Stanley	+31K +76.0%	73K	$2.9M
Los Angeles Capital Management LLC Active manager	+21K +139.1%	36K	$1.4M
Informed Momentum Co LLC	+20K New position	20K	$811,995
Rhumbline Advisers Index funds	+19K +117.9%	36K	$1.4M
Geode Capital Management, LLC Index funds	+16K +5.7%	302K	$12M
Vanguard Portfolio Management LLC Index funds	+15K +4.4%	371K	$14.8M
Sei Investments Co	+13K New position	13K	$508,379
Acadian Asset Management LLC Active manager	+11K +6.9%	173K	$6.9M
Axq Capital, LP	+8,913 New position	8,913	$354,648
Quantinno Capital Management LP	+8,398 New position	8,398	$334,156

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+94K +197.1%	142K	$5.7M
D. E. Shaw & Co., Inc. Hedge fund	+87K +61.5%	228K	$9.1M
Lazard Asset Management LLC Active manager	+83K New position	83K	$3.3M
Jacobs Levy Equity Management, Inc Active manager	+74K New position	74K	$3M
Los Angeles Capital Management LLC Active manager	+21K +139.1%	36K	$1.4M
Acadian Asset Management LLC Active manager	+11K +6.9%	173K	$6.9M
Centerbook Partners LP Hedge fund	+8,064 New position	8,064	$320,867
Price T Rowe Associates Inc Active manager	+1,321 +10.4%	14K	$556,000
Quantbot Technologies LP Hedge fund	+508 New position	508	$20,213

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Mairs & Power Inc Active manager	−346K −47.4%	385K	$15.3M
Citadel Advisors LLC Hedge fund	−121K −47.8%	132K	$5.2M
Renaissance Technologies LLC Hedge fund	−91K −66.5%	46K	$1.8M
Tudor Investment Corp Et Al Hedge fund	−83K Sold out	0	—
Trexquant Investment LP Hedge fund	−70K −77.5%	20K	$814,462
Jpmorgan Chase & Co	−67K −28.9%	164K	$6.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−56K −80.0%	14K	$560,681
Wealth Enhancement Advisory Services, LLC	−54K Sold out	0	—
Drum Hill Capital, LLC	−51K Sold out	0	—
Bank Of America Corp	−36K −31.2%	79K	$3.2M
UBS Group AG	−34K −48.2%	36K	$1.5M
Barclays PLC	−29K −62.9%	17K	$692,227
Marshall Wace, LLP Hedge fund	−29K −20.7%	112K	$4.5M
Vanguard Capital Management LLC Index funds	−28K −5.5%	482K	$19.2M
Russell Investments Group, Ltd.	−28K −39.1%	44K	$1.7M
Xtx Topco Ltd	−21K Sold out	0	—
HRT Financial LP	−21K Sold out	0	—
Royal Bank Of Canada	−20K −7.2%	262K	$10.4M
Qube Research & Technologies Ltd Hedge fund	−19K −47.8%	21K	$829,263
Exoduspoint Capital Management, LP Hedge fund	−19K −72.2%	7,274	$289,432

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Mairs & Power Inc Active manager	−346K −47.4%	385K	$15.3M
Citadel Advisors LLC Hedge fund	−121K −47.8%	132K	$5.2M
Renaissance Technologies LLC Hedge fund	−91K −66.5%	46K	$1.8M
Tudor Investment Corp Et Al Hedge fund	−83K Sold out	0	—
Trexquant Investment LP Hedge fund	−70K −77.5%	20K	$814,462
Arrowstreet Capital, Limited Partnership Hedge fund	−56K −80.0%	14K	$560,681
Marshall Wace, LLP Hedge fund	−29K −20.7%	112K	$4.5M
Qube Research & Technologies Ltd Hedge fund	−19K −47.8%	21K	$829,263
Exoduspoint Capital Management, LP Hedge fund	−19K −72.2%	7,274	$289,432
Mangrove Partners Im, LLC Hedge fund	−15K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Aigh Capital Management LLC	1.0M	$40.1M
Divisadero Street Capital Management, LP	131K	$5.2M
Lazard Asset Management LLCActive manager	83K	$3.3M
Jacobs Levy Equity Management, IncActive manager	74K	$3M
Informed Momentum Co LLC	20K	$811,995
Sei Investments Co	13K	$508,379
Axq Capital, LP	8,913	$354,648
Quantinno Capital Management LP	8,398	$334,156
Peak6 LLC	8,232	$327,551
Centerbook Partners LPHedge fund	8,064	$320,867

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Tudor Investment Corp Et AlHedge fund	83K	$2.2M
Wealth Enhancement Advisory Services, LLC	54K	$1.4M
Drum Hill Capital, LLC	51K	$1.4M
Xtx Topco Ltd	21K	$568,258
HRT Financial LP	21K	$564,000
Nierenberg Investment Management Company, LLC	17K	$437,020
Entrypoint Capital, LLC	15K	$408,882
Mangrove Partners Im, LLCHedge fund	15K	$402,000
Quadrature Capital LtdHedge fund	11K	$301,414
Nano Cap New Millennium Growth Fund L P	11K	$277,935

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 125
Ten largest holders: 61.1%
Index fund managers: 32.3%
Active managers and hedge funds: 20.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	9	16	4	4	−506K	−22.0%
Index fund managers	8	1	0	0	+133K	+5.0%
Other institutions	36	47	17	14	+971K	+31.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Clearfield.

Only managers that filed a holdings report for both quarters are compared (142 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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