EIP
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Epoch Investment Partners’s Calix CALX Stock Holding History

Epoch Investment 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
2025
Q2 		– Sell
-748,566
Closed -$26.5M – 282
2025
Q1 		$26.5M Sell
748,566
-41,754
-5% -$1.55M 0.14% 176
2024
Q4 		$27.6M Sell
790,320
-76,104
-9% -$2.68M 0.13% 174
2024
Q3 		$33.6M Sell
866,424
-299,965
-26% -$11M 0.15% 179
2024
Q2 		$41.3M Buy
1,166,389
+2,340
+0.2% +$75.3K 0.19% 175
2024
Q1 		$38.6M Buy
1,164,049
+219,699
+23% +$8.19M 0.17% 187
2023
Q4 		$41.3M Buy
944,350
+643,392
+214% +$25.7M 0.19% 182
2023
Q3 		$13.8M Buy
300,958
+31,249
+12% +$1.41M 0.09% 221
2023
Q2 		$13.5M Buy
269,709
+40,931
+18% +$1.97M 0.08% 233
2023
Q1 		$12.3M Buy
+228,778
New +$12.5M 0.07% 247

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Epoch Investment Partners's CALX Position: Q2 2025 in Review

Epoch Investment Partners sold out of Calix (CALX) in Q2 2025, closing a stake of 748,566 shares — an estimated $26.5M sold.

Epoch Investment Partners first reported a position in CALX in Q1 2023 and held it in 9 quarters. The position peaked at $41.3M in Q2 2024. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Epoch Investment Partners reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 748,566 Calix shares in Q2 2025, an estimated $26.5M.
  • Epoch Investment Partners first reported a position in Calix in Q1 2023 and held it in 9 quarters.
  • Epoch Investment Partners's Calix position peaked at $41.3M in Q2 2024.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Epoch Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.