Follow-The-Filings

Security

CLFD

Clearfield Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 1 exit max 0.2% (Mairs & Power Inc.)

grid → activity →
owners 8
max % 0.2%
tracked value $69M
qoq A 6 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 0.2% Add -0.01 pp 731,733 $19M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce -0.02 pp 112,037 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 136,700 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 947,982 $28M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 252,936 $7M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 141,659 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 140,972 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 47,933 $1M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 11,416 $392 hist

8 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $268.72M $166.7M $150.13M
Gross profit $85.28M $28.89M $50.54M
Gross margin * 31.7% 17.3% 33.7%
Net income $32.53M -$12.45M -$8.05M
Net margin * 12.1% -7.5% -5.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $296.26M $229.6M $198.49M
Total non-current assets * $59.26M $85.68M $107.68M
Total assets $355.52M $315.28M $306.17M
Total current liabilities $29M $24.35M $36.6M
Total non-current liabilities * $11.35M $15.16M $13.41M
Total equity $315.16M $275.76M $256.16M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $20.01M $22.22M —
Cash from investing -$112.25M -$6.9M —
Cash from financing $113.42M -$36.91M —
Net change in cash $21.18M -$21.66M $6.27M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders