Capital Fund Management (CFM)
CALX icon

Capital Fund Management (CFM)’s Calix CALX Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$947K Sell
25,375
-5,990
-19% -$251K ﹤0.01% 1713
2026
Q1 		$1.54M Buy
+31,365
New +$1.65M 0.01% 1493
2024
Q4 		– Sell
-22,775
Closed -$883K – 2042
2024
Q3 		$883K Sell
22,775
-55,877
-71% -$2.05M ﹤0.01% 1723
2024
Q2 		$2.79M Buy
78,652
+43,345
+123% +$1.4M 0.01% 1238
2024
Q1 		$1.17M Sell
35,307
-25,458
-42% -$949K ﹤0.01% 1653
2023
Q4 		$2.65M Sell
60,765
-20,434
-25% -$817K 0.01% 1393
2023
Q3 		$3.72M Sell
81,199
-16,554
-17% -$749K 0.01% 1088
2023
Q2 		$4.88M Buy
97,753
+37,997
+64% +$1.83M 0.02% 857
2023
Q1 		$3.2M Buy
59,756
+22,042
+58% +$1.2M 0.02% 903
2022
Q4 		$2.58M Buy
37,714
+11,699
+45% +$786K 0.02% 846
2022
Q3 		$1.59M Sell
26,015
-8,338
-24% -$446K 0.01% 929
2022
Q2 		$1.17M Buy
34,353
+21,101
+159% +$784K 0.01% 1014
2022
Q1 		$569K Buy
+13,252
New +$671K ﹤0.01% 1283
2015
Q2 		– Sell
-25,661
Closed -$215K – 1469
2015
Q1 		$215K Buy
+25,661
New +$230K ﹤0.01% 1356
2014
Q2 		– Sell
-19,813
Closed -$167K – 1683
2014
Q1 		$167K Buy
19,813
+2,353
+13% +$19.7K ﹤0.01% 1634
2013
Q4 		$168K Buy
+17,460
New +$187K ﹤0.01% 1593

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Capital Fund Management (CFM)'s CALX Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Calix (CALX) stake by 19% in Q2 2026, selling an estimated $251K and leaving 25,375 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Capital Fund Management (CFM) first reported a position in CALX in Q4 2013 and has held it in 16 quarters since. The position peaked at $4.88M in Q2 2023. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Capital Fund Management (CFM) held 25,375 shares of Calix worth $947K as of Q2 2026.
  • Capital Fund Management (CFM) sold 5,990 Calix shares in Q2 2026, an estimated $251K.
  • Calix made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1713 holding.
  • Capital Fund Management (CFM) first reported a position in Calix in Q4 2013 and has held it in 16 quarters since.
  • Capital Fund Management (CFM)'s Calix position peaked at $4.88M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.