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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's CALX Position: Q1 2026 in Review

Edgestream Partners opened a new position in Calix (CALX) in Q1 2026: 75,751 shares worth $3.71M. The stake represents 0.12% of the portfolio and ranks #322 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in CALX as recently as Q2 2025.

Edgestream Partners first reported a position in CALX in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.57M in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Edgestream Partners held 75,751 shares of Calix worth $3.71M as of Q1 2026.
Calix was a new Edgestream Partners position in Q1 2026.
Calix made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #322 holding.
Edgestream Partners first reported a position in Calix in Q2 2023 and has held it in 10 quarters since.
Edgestream Partners's Calix position peaked at $7.57M in Q2 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.