Cloud Capital Management’s Calix CALX Stock Holding History

Cloud Capital Management’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	–	Sell	-2	Closed	–	–	325
2025 Q3	$0	Buy	+2	New	+$115	﹤0.01%	1075

Other funds holding CALX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cloud Capital Management's CALX Position: Q4 2025 in Review

Cloud Capital Management sold out of Calix (CALX) in Q4 2025, closing a stake of 2 shares.

Cloud Capital Management first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

Cloud Capital Management reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 2 Calix shares in Q4 2025.
Cloud Capital Management first reported a position in Calix in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Calix position peaked at $0 in Q3 2025.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.