Bessemer Group

Bessemer Group’s Calix CALX Stock Holding History

Bessemer Group’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	$3.15M	Buy	64,372 +88	+0.1%	+$4.62K	0.01%	669
2025 Q4	$3.4M	Buy	64,284 +63,927	+17,907%	+$3.72M	0.01%	570
2025 Q3	$22K	Buy	357 +96	+37%	+$5.53K	﹤0.01%	1663
2025 Q2	$14K	Buy	261 +39	+18%	+$1.67K	﹤0.01%	1677
2025 Q1	$8K	Buy	222 +124	+127%	+$4.6K	﹤0.01%	1847
2024 Q4	$3K	Buy	98 +33	+51%	+$1.16K	﹤0.01%	2111
2024 Q3	$3K	Buy	+65	New	+$2.39K	﹤0.01%	2069
2023 Q4	–	Sell	-64	Closed	-$3K	–	2158
2023 Q3	$3K	Sell	64 -201	-76%	-$9.1K	﹤0.01%	1845
2023 Q2	$13K	Buy	+265	New	+$12.8K	﹤0.01%	1599
2023 Q1	–	Sell	-86	Closed	-$6K	–	1941
2022 Q4	$6K	Buy	+86	New	+$5.78K	﹤0.01%	1515
2018 Q4	–	Sell	-1	Closed	–	–	1951
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1820
2018 Q2	$0	Hold	1	–	–	﹤0.01%	1688
2018 Q1	$0	Hold	1	–	–	﹤0.01%	1704
2017 Q4	$0	Hold	1	–	–	﹤0.01%	1700
2017 Q3	$0	Hold	1	–	–	﹤0.01%	1793
2017 Q2	$0	Hold	1	–	–	﹤0.01%	1830
2017 Q1	$0	Sell	1 -19	-95%	-$135	﹤0.01%	1758
2016 Q4	$0	Buy	+20	New	+$146	﹤0.01%	1947

Other funds holding CALX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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