CWM
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CIBC World Markets’s Calix CALX Stock Holding History

CIBC World Markets’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
2025
Q4 		$211K Buy
+3,990
New +$232K ﹤0.01% 1102
2025
Q2 		$387K Sell
7,269
-5,933
-45% -$254K ﹤0.01% 978
2025
Q1 		$468K Buy
+13,202
New +$490K ﹤0.01% 1042

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIBC World Markets's CALX Position: Q4 2025 in Review

CIBC World Markets opened a new position in Calix (CALX) in Q4 2025: 3,990 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in CALX as recently as Q2 2025.

CIBC World Markets first reported a position in CALX in Q1 2025 and has held it in 3 quarters since. The position peaked at $468K in Q1 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • CIBC World Markets held 3,990 shares of Calix worth $211K as of Q4 2025.
  • Calix was a new CIBC World Markets position in Q4 2025.
  • Calix made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1102 holding.
  • CIBC World Markets first reported a position in Calix in Q1 2025 and has held it in 3 quarters since.
  • CIBC World Markets's Calix position peaked at $468K in Q1 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.