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
2021
Q2 		– Sell
-12,700
Closed -$440K – 1444
2021
Q1 		$440K Buy
+12,700
New +$470K ﹤0.01% 1161

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Fund Management (CFM)'s CALX Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Calix (CALX) in Q1 2026: 31,365 shares worth $1.54M. The stake represents 0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in CALX as recently as Q3 2024.

Capital Fund Management (CFM) first reported a position in CALX in Q4 2013 and has held it in 15 quarters since. The position peaked at $4.88M in Q2 2023. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Capital Fund Management (CFM) held 31,365 shares of Calix worth $1.54M as of Q1 2026.
  • Calix was a new Capital Fund Management (CFM) position in Q1 2026.
  • Calix made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1493 holding.
  • Capital Fund Management (CFM) first reported a position in Calix in Q4 2013 and has held it in 15 quarters since.
  • Capital Fund Management (CFM)'s Calix position peaked at $4.88M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.