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Edgestream Partners’s Calix CALX Stock Holding History

Edgestream Partners’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
-75,751
Closed -$3.71M – 976
2026
Q1 		$3.71M Buy
+75,751
New +$3.98M 0.12% 322
2025
Q3 		– Sell
-142,353
Closed -$7.57M – 886
2025
Q2 		$7.57M Buy
142,353
+87,313
+159% +$3.73M 0.21% 165
2025
Q1 		$1.95M Sell
55,040
-10,905
-17% -$405K 0.07% 496
2024
Q4 		$2.3M Buy
65,945
+32,698
+98% +$1.15M 0.1% 371
2024
Q3 		$1.29M Sell
33,247
-158,005
-83% -$5.81M 0.06% 519
2024
Q2 		$6.78M Buy
191,252
+24,257
+15% +$781K 0.33% 54
2024
Q1 		$5.54M Buy
166,995
+87,433
+110% +$3.26M 0.28% 85
2023
Q4 		$3.48M Buy
79,562
+52,161
+190% +$2.09M 0.25% 100
2023
Q3 		$1.26M Buy
27,401
+5,220
+24% +$236K 0.1% 329
2023
Q2 		$1.11M Buy
+22,181
New +$1.07M 0.1% 339

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Edgestream Partners's CALX Position: Q2 2026 in Review

Edgestream Partners sold out of Calix (CALX) in Q2 2026, closing a stake of 75,751 shares — an estimated $3.71M sold.

Edgestream Partners first reported a position in CALX in Q2 2023 and held it in 10 quarters. The position peaked at $7.57M in Q2 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Edgestream Partners reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 75,751 Calix shares in Q2 2026, an estimated $3.71M.
  • Edgestream Partners first reported a position in Calix in Q2 2023 and held it in 10 quarters.
  • Edgestream Partners's Calix position peaked at $7.57M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.