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Bayforest Capital’s Calix CALX Stock Holding History

Bayforest Capital’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
Q2 		$10.8K Buy
+289
New +$12.1K 0.01% 834
2025
Q4 		– Sell
-5,808
Closed -$356K – 812
2025
Q3 		$356K Buy
5,808
+5,592
+2,589% +$322K 0.17% 239
2025
Q2 		$11.5K Buy
+216
New +$9.24K 0.01% 624

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bayforest Capital's CALX Position: Q2 2026 in Review

Bayforest Capital opened a new position in Calix (CALX) in Q2 2026: 289 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in CALX as recently as Q3 2025.

Bayforest Capital first reported a position in CALX in Q2 2025 and has held it in 3 quarters since. The position peaked at $356K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Bayforest Capital held 289 shares of Calix worth $10.8K as of Q2 2026.
  • Calix was a new Bayforest Capital position in Q2 2026.
  • Calix made up 0.01% of Bayforest Capital's portfolio in Q2 2026, its #834 holding.
  • Bayforest Capital first reported a position in Calix in Q2 2025 and has held it in 3 quarters since.
  • Bayforest Capital's Calix position peaked at $356K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.