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
Q2 		$22.3M Sell
600,000
-63,810
-10% -$2.85M 14.63% 2
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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JD6
J Digital 6 Chicago, Illinois $169M AUM 111.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Caldwell Investment Management's MIAX Position: Q2 2026 in Review

Caldwell Investment Management reduced its Miami International Holdings (MIAX) stake by 9.6% in Q2 2026, selling an estimated $2.85M and leaving 600,000 shares worth $22.3M. The position accounts for 14.63% of the portfolio, ranked #2.

Caldwell Investment Management first reported a position in MIAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.7M in Q4 2025. 206 funds tracked by Wall St. Rank hold MIAX as of Q2 2026.

  • Caldwell Investment Management held 600,000 shares of Miami International Holdings worth $22.3M as of Q2 2026.
  • Caldwell Investment Management sold 63,810 Miami International Holdings shares in Q2 2026, an estimated $2.85M.
  • Miami International Holdings made up 14.63% of Caldwell Investment Management's portfolio in Q2 2026, its #2 holding.
  • Caldwell Investment Management first reported a position in Miami International Holdings in Q3 2025 and has held it in 4 quarters since.
  • Caldwell Investment Management's Miami International Holdings position peaked at $33.7M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Miami International Holdings as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.