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CLFD · CSCO 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.

CLFDCSCO
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
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterCLFDCSCO
Q3 2020none listed holders, n.a.27 holders, $12.0bn
Q4 2020none listed holders, n.a.30 holders, $14.3bn
Q1 2021none listed holders, n.a.30 holders, $16.3bn
Q2 20211 holders, $646k26 holders, $16.2bn
Q3 20211 holders, $613k28 holders, $17.4bn
Q4 20212 holders, $1.5m25 holders, $19.0bn
Q1 20221 holders, $905k32 holders, $15.9bn
Q2 20221 holders, $1.1m33 holders, $11.8bn
Q3 20221 holders, $1.7m36 holders, $11.2bn
Q4 20222 holders, $35m36 holders, $38.3bn
Q1 20233 holders, $3.0m25 holders, $13.5bn
Q2 20231 holders, $20m26 holders, $13.2bn
Q3 2023none listed holders, n.a.33 holders, $14.2bn
Q4 2023none listed holders, n.a.26 holders, $12.5bn
Q1 2024none listed holders, n.a.30 holders, $12.6bn
Q2 20241 holders, $459k31 holders, $12.2bn
Q3 2024none listed holders, n.a.27 holders, $13.7bn
Q4 2024none listed holders, n.a.38 holders, $17.6bn
Q1 2025none listed holders, n.a.33 holders, $18.1bn
Q2 2025none listed holders, n.a.31 holders, $17.6bn
Q3 2025none listed holders, n.a.25 holders, $16.3bn
Q4 2025none listed holders, n.a.25 holders, $26.5bn
Q1 2026none listed holders, n.a.28 holders, $31.9bn
Q2 2026none listed holders, n.a.32 holders, $49.1bn
CLFD

Clearfield Inc

Holders
0
Reported value
$0
Buyers
13
Sellers
7

Breadth +6 among 92 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
25
Reported value
$26.5bn
Buyers
16
Sellers
23

Breadth -7 among 92 comparable managers.

Technology hardware and equipment

Who holds both, Q4 2025

Among the 25 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 CSCO (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

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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