Which hedge funds own CLFD? CLEARFIELD INC, Q2 2026 13F holders
16 tracked hedge funds disclosed a position in CLFD (CLEARFIELD INC) in their Q2 2026 13F filings, worth $67.8m in total. The largest holder by portfolio weight is ACK Asset Management LLC at 3.8% of its book. 4 opened a new position this quarter: Lotus Technology Management, LP, Divisadero Street Capital Management, LP, CenterBook Partners LP, Quantbot Technologies LP. 5 exited: Nierenberg Investment Management Company, LLC, EntryPoint Capital, LLC, Mangrove Partners IM, LLC.
- 16
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 4
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $5.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $3.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $67.8m
- Combined value Sum of the holders' reported positions in the security.
- 1.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| ACK Asset Management LLC Hedge fund | 3.8% | +10% | added |
| Lotus Technology Management, LP Hedge fund | 0.3% | – | new |
| Divisadero Street Capital Management, LP Hedge fund | 0.1% | – | new |
| Campbell & CO Investment Adviser LLC Hedge fund | 0.04% | −19% | reduced |
| CenterBook Partners LP Hedge fund | 0.02% | – | new |
| Aquatic Capital Management LLC Hedge fund | 0.01% | +1410% | added |
| D. E. Shaw & Co., Inc. Hedge fund | 0.01% | +62% | added |
| Trexquant Investment LP Hedge fund | 0.01% | −77% | reduced |
| Millennium Management LLC Hedge fund | 0.0% | +197% | added |
| Marshall Wace, LLP Hedge fund | 0.0% | −21% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | −48% | reduced |
| ExodusPoint Capital Management, LP Hedge fund | 0.0% | −72% | reduced |
| Renaissance Technologies LLC Hedge fund | 0.0% | −66% | reduced |
| Qube Research & Technologies Ltd Hedge fund | 0.0% | −48% | reduced |
| Quantbot Technologies LP Hedge fund | 0.0% | – | new |
| Arrowstreet Capital, Limited Partnership Hedge fund | 0.0% | −80% | reduced |
Exited since the previous filing
| Nierenberg Investment Management Company, LLC | 0.2% | $437k |
| EntryPoint Capital, LLC | 0.1% | $409k |
| Mangrove Partners IM, LLC | 0.03% | $402k |
| Tudor Investment Corp ET AL | 0.01% | $2.2m |
| Caxton Associates LLP | 0.01% | $252k |
Ownership over time
Who discovered CLFD first? Beta
The run: Q4 2020 → Q3 2022, +323%
| G2 Investment Partners Management LLC | Q4 2020 | 1.6% | +5.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.