Among active 13F managers last quarter, 10 opened and 14 added, while 19 reduced; the largest holder to move was AIGH Capital Management LLC (new position). Over the last 180 days, 3 insiders sold and none bought, a net -$1.0M in open-market trades.
The legs disagree, or only one of them leans.
115 tracked 13F filers disclose a position in CLFD as of the latest SEC 13F filings, a combined $298.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AIGH Capital Management LLC | 1.0M | $40.1M | ▲New +1.0M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 957K | $38.1M | ▲+6.6% Added · +60K sh | Q2 2026 | |
| 3 | ACK Asset Management LLC | 810K | $32.2M | ▲+10% Added · +75K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 482K | $19.2M | ▼−5.5% Reduced · −28K sh | Q2 2026 | |
| 5 | Mairs & Power Inc | 385K | $15.3M | ▼−47% Reduced · −346K sh | Q2 2026 | |
| 6 | Vanguard Portfolio Management LLC | 371K | $14.8M | ▲+4.3% Added · +15K sh | Q2 2026 | |
| 7 | State Street Corp | 363K | $14.5M | ▲+13% Added · +41K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 353K | $9.4M | ▲+12% Added · +37K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 302K | $12.0M | ▲+5.7% Added · +16K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 282K | $7.5M | ▲+21% Added · +49K sh | Q1 2026 | |
| 11 | Punch & Associates Investment Management, Inc. | 278K | $11.0M | ▼−4.1% Reduced · −12K sh | Q2 2026 | |
| 12 | JPMorgan Chase & Co | 231K | $6.2M | ▼−6.9% Reduced · −17K sh | Q1 2026 | |
| 13 | Dana Investment Advisors, Inc. | 162K | $6.4M | ▼−9.9% Reduced · −18K sh | Q2 2026 | |
| 14 | Marshall Wace, LLP | 142K | $3.7M | ▼−7.2% Reduced · −11K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | 141K | $3.7M | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 16 | Renaissance Technologies LLC | 137K | $3.6M | ▲+34% Added · +35K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 132K | $5.2M | ▼−48% Reduced · −121K sh | Q2 2026 | |
| 18 | Divisadero Street Capital Management, LP | 131K | $5.2M | ▲New +131K sh | Q2 2026 | |
| 19 | Northern Trust Corp | 122K | $3.2M | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 115K | $3.0M | ▲+11% Added · +12K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 94K | $2.5M | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 76K | $2.0M | ▲+11% Added · +8K sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 75K | $3.0M | ▲+0.3% Added · +255 sh | Q2 2026 | |
| 24 | Jacobs Levy Equity Management, Inc | 74K | $3.0M | ▲New +74K sh | Q2 2026 | |
| 25 | Russell Investments Group, Ltd. | 71K | $1.9M | ▼−31% Reduced · −32K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in CLFD and 14 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 51 funds | $125.5B |
| Lam Research CorpLRCX | 51 funds | $23.6B |
| Nvidia CorpNVDA | 50 funds | $202.1B |
| Alphabet Inc-CL AGOOGL | 50 funds | $86.9B |
| JPMorgan Chase & CoJPM | 50 funds | $28.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 50 funds | $19.0B |
| Amazon.com IncAMZN | 49 funds | $95.9B |
| Meta Platforms Inc-Class AMETA | 49 funds | $52.3B |
| Apple IncAAPL | 48 funds | $144.0B |
| Broadcom IncAVGO | 48 funds | $85.5B |
| Eli Lilly & CoLLY | 48 funds | $42.0B |
| Visa Inc-Class A SharesV | 48 funds | $30.8B |
Ranked by how many of CLFD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLFD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 2K | $71K |
| Jun 9, 2026 | Khemakhem Anis | Chief Commercial Officer | Sell (S) | 2K | $67K |
| Jun 1, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 8K | $352K |
| May 27, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 3K | $125K |
| May 11, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 3K | $113K |
| May 11, 2026 | Jones Walter Louis JR | Director | Sell (S) | 2K | $110K |
| May 8, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 5K | $201K |
| Feb 19, 2026 | Hayward Donald R. | Director | Sell (S) | 4K | $115K |
| Dec 15, 2025 | Roth Ronald G | Director, 10% Owner | Buy (P) | 10K | $301K |
| Feb 19, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 24K | $788K |
| Feb 14, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 14K | $457K |
| Feb 12, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 17K | $550K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 32 | 39 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CLFD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CLFD/capital-change-brief"
Use Arkolith's capital_change_brief for CLFD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CLFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.