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DC Investments Management’s Calix CALX Stock Holding History

DC Investments 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
Q3 		– Sell
-76,642
Closed -$4.08M – 98
2025
Q2 		$4.08M Sell
76,642
-152,730
-67% -$6.53M 1.7% 12
2025
Q1 		$8.13M Hold
229,372
– – 4.18% 2
2024
Q4 		$8M Hold
229,372
– – 5.22% 3
2024
Q3 		$8.9M Hold
229,372
– – 6.22% 4
2024
Q2 		$8.13M Buy
229,372
+26,667
+13% +$858K 6.85% 2
2024
Q1 		$6.72M Buy
202,705
+60,000
+42% +$2.24M 5.45% 3
2023
Q4 		$6.23M Buy
+142,705
New +$5.71M 6.26% 2

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DC Investments Management's CALX Position: Q3 2025 in Review

DC Investments Management sold out of Calix (CALX) in Q3 2025, closing a stake of 76,642 shares — an estimated $4.08M sold.

DC Investments Management first reported a position in CALX in Q4 2023 and held it in 7 quarters. The position peaked at $8.9M in Q3 2024. 313 funds tracked by Wall St. Rank hold CALX as of Q3 2025.

  • DC Investments Management reported no remaining Calix position as of Q3 2025 after selling out during the quarter.
  • DC Investments Management sold 76,642 Calix shares in Q3 2025, an estimated $4.08M.
  • DC Investments Management first reported a position in Calix in Q4 2023 and held it in 7 quarters.
  • DC Investments Management's Calix position peaked at $8.9M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Calix as of Q3 2025.

Based on DC Investments Management's 13F filing for Q3 2025, filed 10 Nov 2025.