Citadel Advisors’s Calix CALX Stock Holding History

Citadel 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	$1.43M	Buy	29,200 +10,000	+52%	+$525K	﹤0.01%	6825
2025 Q4	$1.02M	Sell	19,200 -10,200	-35%	-$594K	﹤0.01%	7363
2025 Q3	$1.8M	Buy	29,400 +3,100	+12%	+$179K	﹤0.01%	6287
2025 Q2	$1.4M	Sell	26,300 -16,200	-38%	-$693K	﹤0.01%	6402
2025 Q1	$1.51M	Sell	42,500 -38,500	-48%	-$1.43M	﹤0.01%	6086
2024 Q4	$2.82M	Sell	81,000 -30,400	-27%	-$1.07M	﹤0.01%	4939
2024 Q3	$4.32M	Buy	111,400 +74,400	+201%	+$2.73M	﹤0.01%	4181
2024 Q2	$1.31M	Buy	37,000 +5,500	+17%	+$177K	﹤0.01%	6087
2024 Q1	$1.04M	Sell	31,500 -133,000	-81%	-$4.96M	﹤0.01%	6824
2023 Q4	$7.19M	Buy	164,500 +148,900	+954%	+$5.95M	﹤0.01%	3285
2023 Q3	$715K	Buy	15,600 +2,100	+16%	+$95.1K	﹤0.01%	7292
2023 Q2	$674K	Sell	13,500 -25,500	-65%	-$1.23M	﹤0.01%	7269
2023 Q1	$2.09M	Buy	39,000 +6,000	+18%	+$327K	﹤0.01%	5282
2022 Q4	$2.26M	Sell	33,000 -23,100	-41%	-$1.55M	﹤0.01%	5250
2022 Q3	$3.43M	Buy	56,100 +20,600	+58%	+$1.1M	﹤0.01%	4541
2022 Q2	$1.21M	Buy	35,500 +2,000	+6%	+$74.3K	﹤0.01%	6576
2022 Q1	$1.44M	Sell	33,500 -67,100	-67%	-$3.4M	﹤0.01%	6836
2021 Q4	$8.04M	Buy	100,600 +46,100	+85%	+$3.01M	﹤0.01%	3436
2021 Q3	$2.69M	Sell	54,500 -33,900	-38%	-$1.56M	﹤0.01%	5619
2021 Q2	$4.2M	Buy	88,400 +33,400	+61%	+$1.47M	﹤0.01%	4819
2021 Q1	$1.91M	Sell	55,000 -88,000	-62%	-$3.26M	﹤0.01%	6496
2020 Q4	$4.26M	Buy	143,000 +81,300	+132%	+$2.01M	﹤0.01%	3948
2020 Q3	$1.1M	Buy	61,700 +50,200	+437%	+$948K	﹤0.01%	5871
2020 Q2	$171K	Buy	+11,500	New	+$132K	﹤0.01%	8644
2020 Q1	–	Sell	-10,700	Closed	-$86K	–	9613
2019 Q4	$86K	Sell	10,700 -2,800	-21%	-$20.9K	﹤0.01%	8595
2019 Q3	$86K	Sell	13,500 -154,500	-92%	-$974K	﹤0.01%	8547
2019 Q2	$1.1M	Sell	168,000 -222,900	-57%	-$1.5M	﹤0.01%	5540
2019 Q1	$3.01M	Buy	390,900 +354,800	+983%	+$3.13M	﹤0.01%	3756
2018 Q4	$352K	Buy	36,100 +6,700	+23%	+$58.3K	﹤0.01%	6986
2018 Q3	$238K	Buy	29,400 +15,800	+116%	+$121K	﹤0.01%	7964
2018 Q2	$106K	Buy	13,600 +2,100	+18%	+$14.8K	﹤0.01%	8211
2018 Q1	$79K	Buy	+11,500	New	+$74.3K	﹤0.01%	7791
2017 Q1	–	Sell	-12,900	Closed	-$99K	–	7456
2016 Q4	$99K	Buy	12,900 +2,600	+25%	+$18.9K	﹤0.01%	6680
2016 Q3	$76K	Buy	+10,300	New	+$77.2K	﹤0.01%	6739
2015 Q4	–	Sell	-2,000	Closed	-$16K	–	8738
2015 Q3	$16K	Sell	2,000 -500	-20%	-$3.8K	﹤0.01%	8294
2015 Q2	$19K	Hold	2,500	–	–	﹤0.01%	8177
2015 Q1	$21K	Buy	+2,500	New	+$22.5K	﹤0.01%	7870
2014 Q4	–	Sell	-5,100	Closed	-$49K	–	8490
2014 Q3	$49K	Buy	5,100 +3,100	+155%	+$28.8K	﹤0.01%	6917
2014 Q2	$16K	Sell	2,000 -3,400	-63%	-$27.8K	﹤0.01%	7411
2014 Q1	$46K	Sell	5,400 -1,600	-23%	-$13.4K	﹤0.01%	6831
2013 Q4	$67K	Buy	7,000 +700	+11%	+$7.49K	﹤0.01%	5879
2013 Q3	$80K	Buy	6,300 +1,800	+40%	+$22K	﹤0.01%	5492
2013 Q2	$45K	Buy	+4,500	New	+$41.9K	﹤0.01%	5716

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors's CALX Position: Q1 2026 in Review

Citadel Advisors increased its Calix (CALX) stake by 834% in Q1 2026, buying an estimated $20.1M and bringing the position to 428,198 shares worth $21M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Citadel Advisors first reported a position in CALX in Q2 2013 and has held it in 47 quarters since. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Citadel Advisors held 428,198 shares of Calix worth $21M as of Q1 2026.
Citadel Advisors bought 382,357 Calix shares in Q1 2026, an estimated $20.1M.
Calix made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2285 holding.
Citadel Advisors first reported a position in Calix in Q2 2013 and has held it in 47 quarters since.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

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