CIM
MIAX

Caldwell Investment Management’s Miami International Holdings MIAX Stock Holding History

Caldwell Investment Management’s Portfolio MIAX Stock Details MIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9M Sell
663,810
-75,000
-10% -$3.09M 9.77% 3
2025
Q4 		$33.7M Buy
738,810
+75,000
+11% +$3.34M 20.74% 1
2025
Q3 		$27.1M Buy
+663,810
New +$24.3M 17.76% 2

Other funds holding MIAX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Caldwell Investment Management's MIAX Position: Q1 2026 in Review

Caldwell Investment Management reduced its Miami International Holdings (MIAX) stake by 10% in Q1 2026, selling an estimated $3.09M and leaving 663,810 shares worth $24.9M. The position accounts for 9.77% of the portfolio, ranked #3.

Caldwell Investment Management first reported a position in MIAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.7M in Q4 2025. 201 funds tracked by Wall St. Rank hold MIAX as of Q1 2026.

  • Caldwell Investment Management held 663,810 shares of Miami International Holdings worth $24.9M as of Q1 2026.
  • Caldwell Investment Management sold 75,000 Miami International Holdings shares in Q1 2026, an estimated $3.09M.
  • Miami International Holdings made up 9.77% of Caldwell Investment Management's portfolio in Q1 2026, its #3 holding.
  • Caldwell Investment Management first reported a position in Miami International Holdings in Q3 2025 and has held it in 3 quarters since.
  • Caldwell Investment Management's Miami International Holdings position peaked at $33.7M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Miami International Holdings as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.