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Aquatic Capital Management’s Calix CALX Stock Holding History

Aquatic Capital Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81M Buy
57,420
+28,030
+95% +$1.47M 0.08% 299
2025
Q4 		$1.56M Buy
29,390
+2,481
+9% +$145K 0.04% 436
2025
Q3 		$1.65M Buy
+26,909
New +$1.55M 0.03% 527
2025
Q1 		– Sell
-20,896
Closed -$729K – 1287
2024
Q4 		$729K Buy
20,896
+7,096
+51% +$250K 0.02% 627
2024
Q3 		$535K Buy
+13,800
New +$507K 0.01% 638
2024
Q2 		– Sell
-3,100
Closed -$103K – 1261
2024
Q1 		$103K Sell
3,100
-10,100
-77% -$376K ﹤0.01% 906
2023
Q4 		$577K Buy
13,200
+10,500
+389% +$420K 0.01% 600
2023
Q3 		$124K Sell
2,700
-1,400
-34% -$63.4K 0.01% 778
2023
Q2 		$205K Buy
4,100
+2,300
+128% +$111K 0.01% 658
2023
Q1 		$96K Buy
1,800
+1,600
+800% +$87.2K 0.01% 759
2022
Q4 		$14K Buy
+200
New +$13.4K ﹤0.01% 1187
2022
Q2 		– Sell
-500
Closed -$21K – 1223
2022
Q1 		$21K Buy
+500
New +$25.3K 0.03% 480

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aquatic Capital Management's CALX Position: Q1 2026 in Review

Aquatic Capital Management increased its Calix (CALX) stake by 95% in Q1 2026, buying an estimated $1.47M and bringing the position to 57,420 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #299.

Aquatic Capital Management first reported a position in CALX in Q1 2022 and has held it in 12 quarters since. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Aquatic Capital Management held 57,420 shares of Calix worth $2.81M as of Q1 2026.
  • Aquatic Capital Management bought 28,030 Calix shares in Q1 2026, an estimated $1.47M.
  • Calix made up 0.08% of Aquatic Capital Management's portfolio in Q1 2026, its #299 holding.
  • Aquatic Capital Management first reported a position in Calix in Q1 2022 and has held it in 12 quarters since.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.