CAM
CALX icon

Congress Asset Management’s Calix CALX Stock Holding History

Congress Asset 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
2026
Q2 		$332K Sell
8,898
-1,635,391
-99% -$68.6M ﹤0.01% 350
2026
Q1 		$80.6M Buy
1,644,289
+196,744
+14% +$10.3M 0.58% 63
2025
Q4 		$76.6M Sell
1,447,545
-15,657
-1% -$912K 0.54% 64
2025
Q3 		$89.8M Buy
1,463,202
+45,258
+3% +$2.61M 0.6% 61
2025
Q2 		$75.4M Buy
1,417,944
+39,447
+3% +$1.69M 0.52% 79
2025
Q1 		$48.9M Buy
1,378,497
+103,175
+8% +$3.83M 0.37% 108
2024
Q4 		$44.5M Sell
1,275,322
-290,149
-19% -$10.2M 0.3% 112
2024
Q3 		$60.7M Buy
1,565,471
+361,805
+30% +$13.3M 0.41% 92
2024
Q2 		$42.6M Buy
1,203,666
+157,799
+15% +$5.08M 0.31% 106
2024
Q1 		$34.7M Buy
1,045,867
+170,180
+19% +$6.34M 0.25% 111
2023
Q4 		$38.3M Buy
875,687
+76,546
+10% +$3.06M 0.3% 95
2023
Q3 		$36.6M Buy
799,141
+254,390
+47% +$11.5M 0.32% 85
2023
Q2 		$27.2M Buy
544,751
+134,768
+33% +$6.5M 0.24% 100
2023
Q1 		$22M Buy
+409,983
New +$22.3M 0.2% 101

Other funds holding CALX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Congress Asset Management's CALX Position: Q2 2026 in Review

Congress Asset Management reduced its Calix (CALX) stake by 99% in Q2 2026, selling an estimated $68.6M and leaving 8,898 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Congress Asset Management first reported a position in CALX in Q1 2023 and has held it in 14 quarters since. The position peaked at $89.8M in Q3 2025. 22 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Congress Asset Management held 8,898 shares of Calix worth $332K as of Q2 2026.
  • Congress Asset Management sold 1,635,391 Calix shares in Q2 2026, an estimated $68.6M.
  • Calix made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #350 holding.
  • Congress Asset Management first reported a position in Calix in Q1 2023 and has held it in 14 quarters since.
  • Congress Asset Management's Calix position peaked at $89.8M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.