Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Calix CALX Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-5,090
Closed -$269K – 3951
2025
Q4 		$269K Sell
5,090
-2,704
-35% -$157K ﹤0.01% 3306
2025
Q3 		$478K Buy
+7,794
New +$449K ﹤0.01% 2719
2022
Q1 		– Sell
-5,495
Closed -$439K – 3179
2021
Q4 		$439K Buy
+5,495
New +$359K ﹤0.01% 2212

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cambridge Investment Research Advisors's CALX Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Calix (CALX) in Q1 2026, closing a stake of 5,090 shares — an estimated $269K sold.

Cambridge Investment Research Advisors first reported a position in CALX in Q4 2021 and held it in 3 quarters. The position peaked at $478K in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,090 Calix shares in Q1 2026, an estimated $269K.
  • Cambridge Investment Research Advisors first reported a position in Calix in Q4 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Calix position peaked at $478K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.