Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Clearfield Inc (CLFD)

125 + Investors. Track Smart Money conviction in CLFD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — CLFD

Based on 126 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CLFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
126 funds currently hold this stock — 91% of the 3.0-year high of 138 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CLFD is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

60 buying70 selling
Last quarter: 70 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CLFD position: 20 → 20 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
79 out of 126 hedge funds have held CLFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +66% but shares only +11% — price-driven

Value
+66%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +66%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~25 new funds/quarter

24 → 20 → 20 → 18 → 25 new funds/Q
New funds entering each quarter: 20 → 20 → 18 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 132 holders: 90 (68%) are 2+ year veterans, 14 entered 1–2 years ago, and 28 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
36 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CLFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLFD

In 2026 Q2, 60 hedge funds were net buyers of CLFD (25 opened a new position, 35 added to an existing one), while 70 reduced or exited (46 trimmed, 24 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in CLFD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 126.

Hedge Fund Ownership: CLFD

How many hedge funds hold CLFD — quarterly history vs. share price
Quarterly hedge fund ownership of CLFD vs. share price

Market Analysis: CLFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLFD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CLFD
125 + Investors

Track Smart Money conviction in CLFD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 125 125 -
13F Shares 9M 8M 10.91%
Total Value $349M $210M 66.41%
New Positions 25 18 +7
Increased Positions 34 38 -4
Closed Positions 24 16 +8
Reduced Positions 44 43 +1
Total Calls 4 2 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: CLFD

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Financial Highlights

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Institutional Holders (2026 Q2)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLFD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLFD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACK Asset Management LLC 3.76% 810,200 $32.2M
2 AIGH Capital Management LLC 2.53% 1,008,469 $40.1M
3 Punch & Associates Investment Management, INC. 0.55% 277,610 $11.0M
4 Wealth Group Ltd 0.36% 47,000 $1.9M
5 Lotus Technology Management, LP 0.29% 5,921 $236K
6 Dana Investment Advisors, Inc. 0.17% 161,550 $6.4M
7 Mairs & Power Inc 0.14% 385,257 $15.3M
8 PACK Private Wealth, LLC 0.12% 7,500 $298K
9 Divisadero Street Capital Management, LP 0.12% 130,783 $5.2M
10 High Note Wealth, LLC 0.08% 12,375 $492K
11 Royce & Associates LP 0.08% 256,990 $10.2M
12 Informed Momentum Co LLC 0.07% 20,407 $812K
13 Bard Associates Inc 0.07% 7,364 $293K
14 Campbell & CO Investment Adviser LLC 0.04% 19,421 $773K
15 Cetera Trust Company, N.A 0.04% 2,000 $80K
16 Axq Capital, LP 0.04% 8,913 $355K
17 Ancora Advisors LLC 0.03% 41,192 $1.6M
18 Linden Thomas Advisory Services, LLC 0.03% 9,612 $382K
19 K2 Principal Fund, L.P. 0.02% 7,320 $291K
20 Dorsey & Whitney Trust CO LLC 0.02% 8,530 $339K
21 CenterBook Partners LP 0.02% 8,064 $321K
22 Jacobs Levy Equity Management, Inc 0.01% 74,391 $3.0M
23 State of Wyoming 0.01% 2,420 $96K
24 Aquatic Capital Management LLC 0.01% 6,810 $271K
25 Birchwood Financial Partners, Inc. 0.01% 200 $8K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Clearfield Inc (CLFD)

What does the Smart Money Trend signal show for CLFD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLFD?

More sellers than buyers — 46% buying: Last quarter: 70 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLFD holders?

Elite ownership — 44% AUM from top-100 funds: 36 of 125 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CLFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CLFD?

63% of holders stayed for 2+ years: 79 out of 126 hedge funds have held CLFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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