Counterpoint Mutual Funds’s Calix CALX Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-85,456	Closed	-$4.19M	–	314
2026 Q1	$4.19M	Buy	+85,456	New	+$4.49M	0.63%	54
2025 Q4	–	Sell	-37,534	Closed	-$2.3M	–	375
2025 Q3	$2.3M	Buy	+37,534	New	+$2.16M	0.18%	51
2023 Q1	–	Sell	-2,205	Closed	-$151K	–	353
2022 Q4	$151K	Buy	2,205 +203	+10%	+$13.6K	0.16%	89
2022 Q3	$122K	Buy	+2,002	New	+$107K	0.3%	99

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

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Counterpoint Mutual Funds's CALX Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of Calix (CALX) in Q2 2026, closing a stake of 85,456 shares — an estimated $4.19M sold.

Counterpoint Mutual Funds first reported a position in CALX in Q3 2022 and held it in 4 quarters. The position peaked at $4.19M in Q1 2026. 51 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Counterpoint Mutual Funds reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 85,456 Calix shares in Q2 2026, an estimated $4.19M.
Counterpoint Mutual Funds first reported a position in Calix in Q3 2022 and held it in 4 quarters.
Counterpoint Mutual Funds's Calix position peaked at $4.19M in Q1 2026.
51 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.