EGM
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Engineers Gate Manager’s Calix CALX Stock Holding History

Engineers Gate Manager’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 		$3.12M Sell
83,602
-45,939
-35% -$1.93M 0.04% 500
2026
Q1 		$6.35M Sell
129,541
-40,898
-24% -$2.15M 0.08% 306
2025
Q4 		$9.02M Buy
170,439
+15,649
+10% +$911K 0.11% 215
2025
Q3 		$9.5M Buy
154,790
+12,836
+9% +$739K 0.11% 223
2025
Q2 		$7.55M Buy
141,954
+4,659
+3% +$199K 0.09% 292
2025
Q1 		$4.87M Buy
137,295
+29,035
+27% +$1.08M 0.08% 338
2024
Q4 		$3.78M Buy
108,260
+15,044
+16% +$530K 0.07% 386
2024
Q3 		$3.62M Sell
93,216
-58,150
-38% -$2.14M 0.07% 381
2024
Q2 		$5.36M Sell
151,366
-2,302
-1% -$74.1K 0.12% 236
2024
Q1 		$5.1M Buy
153,668
+47,747
+45% +$1.78M 0.13% 200
2023
Q4 		$4.63M Sell
105,921
-2,102
-2% -$84.1K 0.13% 200
2023
Q3 		$4.95M Buy
108,023
+29,894
+38% +$1.35M 0.18% 122
2023
Q2 		$3.9M Sell
78,129
-11,530
-13% -$556K 0.15% 178
2023
Q1 		$4.8M Buy
89,659
+75,399
+529% +$4.11M 0.2% 117
2022
Q4 		$976K Buy
+14,260
New +$958K 0.06% 489
2022
Q3 		– Sell
-16,774
Closed -$573K – 1659
2022
Q2 		$573K Sell
16,774
-59,497
-78% -$2.21M 0.02% 1038
2022
Q1 		$3.27M Buy
+76,271
New +$3.86M 0.13% 177
2021
Q3 		– Sell
-13,729
Closed -$652K – 1670
2021
Q2 		$652K Sell
13,729
-21,734
-61% -$955K 0.04% 684
2021
Q1 		$1.23M Buy
35,463
+19,333
+120% +$716K 0.06% 493
2020
Q4 		$480K Sell
16,130
-32,223
-67% -$796K 0.02% 1012
2020
Q3 		$860K Sell
48,353
-41,739
-46% -$788K 0.04% 705
2020
Q2 		$1.34M Buy
90,092
+28,972
+47% +$333K 0.07% 462
2020
Q1 		$433K Buy
61,120
+30,051
+97% +$253K 0.03% 852
2019
Q4 		$249K Buy
+31,069
New +$231K 0.01% 1346
2019
Q1 		– Sell
-50,407
Closed -$491K – 942
2018
Q4 		$491K Buy
+50,407
New +$439K 0.04% 531
2015
Q1 		– Sell
-16,594
Closed -$166K – 933
2014
Q4 		$166K Buy
+16,594
New +$165K 0.05% 627

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 40.91% 1-Year Est. Return

Engineers Gate Manager's CALX Position: Q2 2026 in Review

Engineers Gate Manager reduced its Calix (CALX) stake by 35% in Q2 2026, selling an estimated $1.93M and leaving 83,602 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #500.

Engineers Gate Manager first reported a position in CALX in Q4 2014 and has held it in 26 quarters since. The position peaked at $9.5M in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Engineers Gate Manager held 83,602 shares of Calix worth $3.12M as of Q2 2026.
  • Engineers Gate Manager sold 45,939 Calix shares in Q2 2026, an estimated $1.93M.
  • Calix made up 0.04% of Engineers Gate Manager's portfolio in Q2 2026, its #500 holding.
  • Engineers Gate Manager first reported a position in Calix in Q4 2014 and has held it in 26 quarters since.
  • Engineers Gate Manager's Calix position peaked at $9.5M in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.