Clearfield Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:CLFD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Dec 24	BuyUS$155,000	Ronald Roth	Individual	5,000	US$31.00
07 Aug 24	BuyUS$50,007	Walter Jones	Individual	1,324	US$37.77
23 May 24	BuyUS$72,800	Ronald Roth	Individual	2,000	US$36.40
10 May 24	BuyUS$19,990	Carol Wirsbinski	Individual	541	US$36.95
05 Mar 24	BuyUS$191,555	Roger Harding	Individual	6,500	US$29.47
04 Mar 24	BuyUS$24,875	Walter Jones	Individual	818	US$30.41
23 Feb 24	BuyUS$59,240	Ronald Roth	Individual	2,000	US$29.62

Insider Trading Volume

Insider Buying: CLFD insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CLFD?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,412,398	16.9%
General Public	2,799,299	19.6%
Institutions	9,076,910	63.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	Ronald Roth	1,443,556	US$46.3m	0.35%	no data
7.34%	BlackRock, Inc.	1,048,986	US$33.7m	1.41%	no data
6.68%	The Vanguard Group, Inc.	954,977	US$30.6m	-0.47%	no data
4.86%	ACK Asset Management LLC	695,000	US$22.3m	0%	2.71%
4.77%	Boston Partners Global Investors, Inc.	681,645	US$21.9m	-12%	0.01%
3.26%	Cheryl Beranek	465,954	US$15.0m	2.45%	no data
3.25%	Royce & Associates, LP	464,345	US$14.9m	-6.43%	0.12%
2.92%	Newtyn Management, LLC	417,572	US$13.4m	0%	1.54%
2.06%	State Street Global Advisors, Inc.	294,940	US$9.5m	-1.15%	no data
2.03%	Mairs and Power, Inc.	290,106	US$9.3m	2.99%	0.08%
2%	Geode Capital Management, LLC	286,215	US$9.2m	-1.91%	no data
1.92%	Royal Bank of Canada, Banking & Securities Investments	274,264	US$8.8m	-0.71%	no data
1.92%	Dimensional Fund Advisors LP	273,648	US$8.8m	19.9%	no data
1.74%	Segall Bryant & Hamill, LLC	249,087	US$8.0m	12.3%	0.1%
1.53%	Punch & Associates Investment Management, Inc.	218,480	US$7.0m	14.1%	0.38%
1.46%	Divisadero Street Capital Management, LP	209,047	US$6.7m	3.34%	0.72%
1.44%	John Hill	206,149	US$6.6m	6.75%	no data
1.24%	Federated Hermes, Inc.	177,535	US$5.7m	-7.11%	0.01%
1.08%	Marshall Wace LLP	154,498	US$5.0m	-15.2%	0.01%
1.07%	G2 Investment Partners Management LLC	152,747	US$4.9m	133%	1.11%
0.98%	Charles Hayssen	139,860	US$4.5m	0%	no data
0.86%	Dana Investment Advisors Inc	123,251	US$4.0m	-14.1%	0.13%
0.81%	Northern Trust Global Investments	115,201	US$3.7m	-4.45%	no data
0.69%	Creative Planning, LLC	98,599	US$3.2m	0.52%	no data
0.68%	Charles Schwab Investment Management, Inc.	97,626	US$3.1m	-1.07%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 15:03
End of Day Share Price	2024/12/17 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Clearfield, Inc. is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Daniel Amir	Ladenburg Thalmann & Company
Jaeson Allen Schmidt	Lake Street Capital Markets, LLC
Ryan Koontz	Needham & Company