CLFD at a glance
Clearfield, Inc. (CLFD, SEC CIK 796505) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as July 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Clearfield, Inc. (CLFD) reported revenue of $150.1 million (down 9.9% from FY2024) and a net loss of $8.1 million. Diluted EPS was -$0.58.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Clearfield, Inc. (CLFD) shares worth $151.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Beranek Cheryl on July 1, 2026 of 1,778 shares at $40.06 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $150.1M
- −9.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $151.0M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue, profitability, segment performance, cash flow, and outlook figures unavailable in supplied excerpt
Risk Factors
- No new, changed, regulatory, operational, competitive, or financial risk factors disclosed
- Amendment No. 3 to loan agreement dated April 25, 2026, identified without risk details
AI summary of the CLFD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered the quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and management commentary
Item 1.01: Entry into a Material Definitive Agreement
- Credit-line maturity extended from July 24, 2026 to November 21, 2026
- Short-term liquidity runway extended nearly four months without changing other material loan terms
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results covered the quarter ended March 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and management commentary
AI summaries of CLFD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CLFD
Don't miss the next CLFD filing
- Alerts as it files. A push when CLFD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CLFD, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Beranek Cheryl | Sell | Jul 1, 2026 | 1,778 | $40.06 |
| Beranek Cheryl | A | Jun 30, 2026 | 210 | $24.78 |
| Khemakhem Anis | A | Jun 30, 2026 | 158 | $24.78 |
| Hill John P | A | Jun 30, 2026 | 459 | $24.78 |
| HERZOG DANIEL R | A | Jun 30, 2026 | 752 | $24.78 |
| Khemakhem Anis | Sell | Jun 9, 2026 | 1,684 | $39.90 |
| Beranek Cheryl | Sell | May 27, 2026 | 2,500 | $50.00 |
| Jones Walter Louis JR | Sell | May 11, 2026 | 2,391 | $46.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $166.7M | $150.1M |
| Gross Profit | - | $28.9M | $50.5M |
| Operating Income | - | -$23.2M | $2.1M |
| Net Income | - | -$12.5M | -$8.1M |
| Gross Margin | - | 17.3% | 33.7% |
| Op. Margin | - | -13.9% | 1.4% |
| Net Margin | - | -7.5% | -5.4% |
| Balance Sheet | |||
| Total Assets | $355.5M | $315.3M | $306.2M |
| Equity | - | $275.8M | $256.2M |
| ROE | - | -4.5% | -3.1% |
| Per Share | |||
| EPS | $2.17 | $-0.85 | $-0.58 |
| Cash Flow | |||
| Operating CF | - | $17.8M | $26.6M |
| CapEx | $7.7M | $9.6M | - |
Source: XBRL data in Clearfield, Inc. (CLFD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CLFD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $151.0M |
| Q1 2026 | 26 | $99.3M |
| Q4 2025 | 24 | $105.5M |
| Q3 2025 | 25 | $131.1M |
| Q2 2025 | 24 | $161.6M |
| Q1 2025 | 20 | $78.8M |
| Q4 2024 | 17 | $63.9M |
| Q3 2024 | 12 | $36.1M |
- Millennium Management+94.5K (+197%)
- D.E. Shaw & Co+86.8K (+62%)
- Goldman Sachs Group+63.4K (+84%)
- BlackRock+59.6K (+7%)
- State Street Corp+41.0K (+13%)
- Citadel Advisors LLC−121.0K (-48%)
- Renaissance Technologies LLC−90.9K (-66%)
- JPMorgan Chase & Co−66.7K (-29%)
- Bank of America Corp−35.9K (-31%)
- Vanguard Capital Management LLC−28.0K (-5%)
- Mangrove Partners−15.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 173 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CLFD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 15, 2026 | - | - | |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
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CLFD SEC filings: frequently asked questions
Which institutions hold CLFD stock?
As of June 30, 2026, the largest Clearfield, Inc. (CLFD) holders among the 13F filers tracked by SignalX were BlackRock ($38.1 million), Vanguard Capital Management LLC ($19.2 million), Vanguard Portfolio Management LLC ($14.8 million), State Street Corp ($14.5 million), Dimensional Fund Advisors ($14.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CLFD's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Clearfield, Inc. (CLFD) reported revenue of $150.1 million (down 9.9% from FY2024) and a net loss of $8.1 million. Diluted EPS was -$0.58. The figures come from the XBRL data in the 10-K.
What did CLFD report in its latest 8-K?
Clearfield, Inc. (CLFD) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q3 2026 results covered the quarter ended June 30, 2026.
What are the latest CLFD SEC filings?
Clearfield, Inc. (CLFD) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on July 6, 2026.
What is CLFD's SEC CIK number?
Clearfield, Inc. (CLFD)'s SEC Central Index Key (CIK) is 796505. EDGAR lists every CLFD filing under that number.
Ask anything about CLFD
The research agent reads CLFD's filings, financials, insider trades and 13F holders, then answers with sources.