Clearfield Ownership | Who Owns Clearfield?
Clearfield Ownership Summary
Clearfield is owned by 63.03% institutional investors, 16.63% insiders, and 20.34% retail investors. Blackrock is the largest institutional shareholder, holding 7.07% of CLFD shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.86% of its assets in Clearfield shares.
CLFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Clearfield | 63.03% | 16.63% | 20.34% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.03M | 7.07% | $39.89M |
| Vanguard group | 959.51K | 6.56% | $37.00M |
| Boston partners | 774.87K | 5.30% | $29.95M |
| Ack asset management | 695.00K | 4.75% | $26.80M |
| Royce & associates lp | 496.28K | 3.39% | $19.14M |
| Newtyn management | 417.57K | 2.85% | $16.10M |
| State street | 298.37K | 2.04% | $11.50M |
| Geode capital management | 291.78K | 1.99% | $11.25M |
| Mairs & power | 281.70K | 1.93% | $10.86M |
| Royal bank of canada | 276.34K | 1.89% | $10.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ack asset management | 695.00K | 3.31% | $26.80M |
| Newtyn management | 417.57K | 3.02% | $16.10M |
| Nierenberg investment management company | 57.51K | 1.24% | $2.22M |
| Divisadero street capital management, lp | 202.30K | 1.18% | $7.80M |
| Crawford fund management | 83.36K | 0.81% | $3.21M |
| Semanteon capital management, lp | 29.28K | 0.80% | $1.13M |
| G2 investment partners management | 65.51K | 0.65% | $2.53M |
| Shaker investments llc/oh | 33.84K | 0.57% | $1.30M |
| Wealth group | 47.00K | 0.55% | $1.81M |
| Punch & associates investment management | 191.48K | 0.43% | $7.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Divisadero street capital management, lp | 202.30K | 1.18% | 202.30K |
| Goldman sachs group | 238.62K | 0.00% | 157.88K |
| Punch & associates investment management | 191.48K | 0.43% | 147.48K |
| Dimensional fund advisors lp | 228.17K | 0.00% | 103.65K |
| Royce & associates lp | 496.28K | 0.18% | 96.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | 9.50K | 0.00% | -302.51K |
| Alyeska investment group | - | - | -192.39K |
| Millennium management | 66.12K | 0.00% | -147.58K |
| Harber asset management | - | - | -124.64K |
| Nordea investment management ab | - | - | -113.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| G2 investment partners management | 65.51K | 0.65% | 65.51K | $2.53M |
| Credit agricole s a | 28.00K | 0.01% | 28.00K | $1.08M |
| Pdt partners | 11.91K | 0.04% | 11.91K | $459.44K |
| Select equity group | 11.75K | 0.00% | 11.75K | $453.08K |
| Ancora advisors | 10.70K | 0.01% | 10.70K | $412.59K |
Sold Out
| Holder | Change |
|---|---|
| Allspring global investments | -1.00 |
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -6.00 |
| Covestor | -23.00 |
| Lifesteps financial | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 137 | -2.14% | 8,972,490 | -2.76% | 63 | 1.50% | 61 | -4.69% | 41 | -2.38% |
| Jun 30, 2024 | 138 | -6.76% | 9,220,409 | -2.98% | 63 | 1.61% | 63 | -16.00% | 42 | -6.67% |
| Mar 31, 2024 | 148 | -1.99% | 9,503,446 | -5.76% | 62 | 1.42% | 75 | -5.06% | 45 | 2.27% |
| Dec 31, 2023 | 151 | 2.03% | 10,084,193 | 1.28% | 66 | 1.56% | 79 | 14.49% | 44 | 12.82% |
| Sep 30, 2023 | 148 | -10.84% | 9,956,615 | -2.16% | 65 | 1.46% | 69 | -15.85% | 39 | -13.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 407.26K | 2.86% | - |
| iShares Russell 2000 ETF | 314.85K | 2.21% | -714.00 |
| Mairs & Power Small Cap Composite | 284.79K | 2.00% | 8.90K |
| Mairs & Power Small Cap | 284.79K | 2.00% | 8.90K |
| Vanguard Information Technology ETF | 271.55K | 1.91% | 1.09K |
| Vanguard Institutional Extnd Mkt Idx Tr | 173.67K | 1.22% | -667.00 |
| Royce Small-Cap Opportunity Invmt | 139.85K | 0.98% | -34.05K |
| Fidelity Small Cap Index | 128.40K | 0.90% | -3.94K |
| Royce Micro Cap Trust | 119.32K | 0.84% | 12.46K |
| Jupiter Merian Glb Eq AbsRet I USD Acc | 119.24K | 0.84% | 119.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2024 | ROTH RONALD G | Chairman of the Board | Buy | $155.00K |
| Aug 07, 2024 | Jones Walter Louis JR | - | Buy | $50.01K |
| May 23, 2024 | ROTH RONALD G | Chairman of the Board | Buy | $72.80K |
| May 10, 2024 | Wirsbinski Carol Ann | - | Buy | $19.99K |
| Mar 05, 2024 | Harding Roger G | - | Buy | $191.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 3 | - |
| 2023 Q4 | - | - |
CLFD Ownership FAQ
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