Boston Partners’s Calix CALX Stock Holding History

Boston Partners’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 Q4	–	Sell	-16,213	Closed	-$995K	–	759
2025 Q3	$995K	Sell	16,213 -913	-5%	-$52.6K	﹤0.01%	626
2025 Q2	$911K	Buy	+17,126	New	+$733K	﹤0.01%	592

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners's CALX Position: Q4 2025 in Review

Boston Partners sold out of Calix (CALX) in Q4 2025, closing a stake of 16,213 shares — an estimated $995K sold.

Boston Partners first reported a position in CALX in Q2 2025 and held it in 2 quarters. The position peaked at $995K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

Boston Partners reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
Boston Partners sold 16,213 Calix shares in Q4 2025, an estimated $995K.
Boston Partners first reported a position in Calix in Q2 2025 and held it in 2 quarters.
Boston Partners's Calix position peaked at $995K in Q3 2025.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Boston Partners's 13F filing for Q4 2025, filed 13 Feb 2026.