Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Calix CALX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$11M Buy
224,502
+7,552
+3% +$396K 0.03% 446
2025
Q4 		$11.5M Sell
216,950
-50,871
-19% -$2.96M 0.03% 428
2025
Q3 		$16.4M Sell
267,821
-61,165
-19% -$3.52M 0.05% 304
2025
Q2 		$17.5M Buy
328,986
+13,192
+4% +$564K 0.06% 267
2025
Q1 		$11.2M Buy
315,794
+49,597
+19% +$1.84M 0.05% 298
2024
Q4 		$9.28M Buy
266,197
+256,829
+2,742% +$9.04M 0.04% 336
2024
Q3 		$363K Sell
9,368
-1,599
-15% -$58.8K ﹤0.01% 1184
2024
Q2 		$389K Buy
+10,967
New +$353K ﹤0.01% 1115
2024
Q1 		– Sell
-48,495
Closed -$2.12M – 1542
2023
Q4 		$2.12M Sell
48,495
-11,459
-19% -$458K 0.01% 653
2023
Q3 		$2.75M Buy
59,954
+10,500
+21% +$475K 0.01% 531
2023
Q2 		$2.47M Buy
49,454
+30,584
+162% +$1.47M 0.01% 559
2023
Q1 		$1.01M Buy
+18,870
New +$1.03M 0.01% 709
2020
Q2 		– Sell
-19,550
Closed -$138K – 1025
2020
Q1 		$138K Buy
+19,550
New +$165K ﹤0.01% 901
2019
Q4 		– Sell
-54,350
Closed -$347K – 935
2019
Q3 		$347K Sell
54,350
-78,125
-59% -$492K ﹤0.01% 755
2019
Q2 		$869K Buy
132,475
+22,150
+20% +$150K 0.01% 600
2019
Q1 		$850K Buy
110,325
+38,975
+55% +$344K 0.01% 560
2018
Q4 		$696K Buy
+71,350
New +$621K ﹤0.01% 632

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CALX Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Calix (CALX) stake by 3.5% in Q1 2026, buying an estimated $396K and bringing the position to 224,502 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #446.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CALX in Q4 2018 and has held it in 17 quarters since. The position peaked at $17.5M in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 224,502 shares of Calix worth $11M as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 7,552 Calix shares in Q1 2026, an estimated $396K.
  • Calix made up 0.03% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #446 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Calix in Q4 2018 and has held it in 17 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Calix position peaked at $17.5M in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.