Congress Asset Management
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
Q3 		– Sell
-8,898
Closed -$332K – 408
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Congress Asset Management's CALX Position: Q3 2026 in Review

Congress Asset Management sold out of Calix (CALX) in Q3 2026, closing a stake of 8,898 shares — an estimated $332K sold.

Congress Asset Management first reported a position in CALX in Q1 2023 and held it in 14 quarters. The position peaked at $89.8M in Q3 2025. 48 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Congress Asset Management reported no remaining Calix position as of Q3 2026 after selling out during the quarter.
  • Congress Asset Management sold 8,898 Calix shares in Q3 2026, an estimated $332K.
  • Congress Asset Management first reported a position in Calix in Q1 2023 and held it in 14 quarters.
  • Congress Asset Management's Calix position peaked at $89.8M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.