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CLFD · SNDK in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CLFDSNDK
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CLFD
  • SNDK
020406020142022202320252026
Holders and value by quarter
QuarterCLFDSNDK
Q1 20141 holders, $573knone listed holders, n.a.
Q2 20211 holders, $646knone listed holders, n.a.
Q3 20211 holders, $613knone listed holders, n.a.
Q4 20212 holders, $1.5mnone listed holders, n.a.
Q1 20221 holders, $905knone listed holders, n.a.
Q2 20221 holders, $1.1mnone listed holders, n.a.
Q3 20221 holders, $1.7mnone listed holders, n.a.
Q4 20222 holders, $35mnone listed holders, n.a.
Q1 20233 holders, $3.0mnone listed holders, n.a.
Q2 20231 holders, $20mnone listed holders, n.a.
Q2 20241 holders, $459knone listed holders, n.a.
Q1 2025none listed holders, n.a.7 holders, $1.3bn
Q2 2025none listed holders, n.a.14 holders, $1.6bn
Q3 2025none listed holders, n.a.19 holders, $4.2bn
Q4 2025none listed holders, n.a.27 holders, $9.8bn
Q1 2026none listed holders, n.a.38 holders, $19.8bn
Q2 2026none listed holders, n.a.41 holders, $55.4bn
CLFD

Clearfield Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
14
Reported value
$1.6bn
Buyers
11
Sellers
2

Breadth +9 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2025

Among the 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only CLFD (0)

None.

Only SNDK (14)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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