Clearfield (CLFD)

• Market cap: $625M
• 1 day: -2.96%
• 5 days: 0.50%
• 1 month: 1.04%
• 3 months: 49.95%
• 6 months: 16.03%
• Year to date: 37.02%
• 1 year: 3.30%
• 5 years: 145.85%
• 10 years: 130.72%
• Sector: Technology
• Industry: Communication Equipment

About: Clearfield Inc mainly designs, manufactures, and distributes fiber protection, fiber management and fiber delivery solutions for communications networks. It provides a various products including copper assemblies, cassettes, box enclosures, fiber connectors, frames, microduct, terminals, vaults, pedestal inserts, FieldSmart, WaveSmart, and CraftSmart. The company has international presence with the majority of the revenue derived from the United States. The company has two reportable segments namely Clearfield segment and Nestor cables segment. The majority of revenue is derived from Clearfield segment.

Employees: 400

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

670% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $318K

0.45% less ownership

Funds ownership: 59.74% [Q4 2024] → 59.29% (-0.45%) [Q1 2025]

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

6% less capital invested

Capital invested by funds: $265M [Q4 2024] → $249M (-$15.6M) [Q1 2025]

11% less funds holding

Funds holding: 141 [Q4 2024] → 126 (-15) [Q1 2025]

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30