Capstone Investment Advisors
CALX icon

Capstone Investment Advisors’s Calix CALX Stock Holding History

Capstone Investment 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 		$226K Sell
4,623
-2,770
-37% -$145K ﹤0.01% 1491
2025
Q4 		$391K Buy
7,393
+2,782
+60% +$162K ﹤0.01% 1232
2025
Q3 		$283K Sell
4,611
-985
-18% -$56.7K ﹤0.01% 1672
2025
Q2 		$298K Buy
+5,596
New +$239K ﹤0.01% 1381
2024
Q2 		– Sell
-9,695
Closed -$321K – 2118
2024
Q1 		$321K Buy
+9,695
New +$361K ﹤0.01% 1803
2023
Q3 		– Sell
-11,368
Closed -$567K – 2113
2023
Q2 		$567K Buy
+11,368
New +$548K ﹤0.01% 1103

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $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

Capstone Investment Advisors's CALX Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Calix (CALX) stake by 37% in Q1 2026, selling an estimated $145K and leaving 4,623 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Capstone Investment Advisors first reported a position in CALX in Q2 2023 and has held it in 6 quarters since. The position peaked at $567K in Q2 2023. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Capstone Investment Advisors held 4,623 shares of Calix worth $226K as of Q1 2026.
  • Capstone Investment Advisors sold 2,770 Calix shares in Q1 2026, an estimated $145K.
  • Calix made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1491 holding.
  • Capstone Investment Advisors first reported a position in Calix in Q2 2023 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Calix position peaked at $567K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.