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Atom Investors’s Calix CALX Stock Holding History

Atom Investors’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
2025
Q1 		– Sell
-38,621
Closed -$1.35M – 523
2024
Q4 		$1.35M Sell
38,621
-65,010
-63% -$2.29M 0.17% 183
2024
Q3 		$4.02M Sell
103,631
-11,036
-10% -$405K 0.42% 67
2024
Q2 		$4.06M Buy
114,667
+85,428
+292% +$2.75M 0.41% 79
2024
Q1 		$970K Buy
+29,239
New +$1.09M 0.12% 226
2023
Q4 		– Sell
-25,552
Closed -$1.17M – 461
2023
Q3 		$1.17M Buy
+25,552
New +$1.16M 0.27% 114
2023
Q2 		– Sell
-12,035
Closed -$645K – 303
2023
Q1 		$645K Buy
+12,035
New +$656K 0.35% 75
2021
Q1 		– Sell
-110,083
Closed -$3.28M – 260
2020
Q4 		$3.28M Buy
110,083
+9,436
+9% +$233K 0.33% 81
2020
Q3 		$1.79M Buy
+100,647
New +$1.9M 0.17% 140

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atom Investors's CALX Position: Q1 2025 in Review

Atom Investors sold out of Calix (CALX) in Q1 2025, closing a stake of 38,621 shares — an estimated $1.35M sold.

Atom Investors first reported a position in CALX in Q3 2020 and held it in 8 quarters. The position peaked at $4.06M in Q2 2024. 260 funds tracked by Wall St. Rank hold CALX as of Q1 2025.

  • Atom Investors reported no remaining Calix position as of Q1 2025 after selling out during the quarter.
  • Atom Investors sold 38,621 Calix shares in Q1 2025, an estimated $1.35M.
  • Atom Investors first reported a position in Calix in Q3 2020 and held it in 8 quarters.
  • Atom Investors's Calix position peaked at $4.06M in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Calix as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.