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Everence Capital Management’s Calix CALX Stock Holding History

Everence Capital 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
2026
Q1 		– Sell
-4,210
Closed -$223K – 811
2025
Q4 		$223K Hold
4,210
– – 0.01% 709
2025
Q3 		$258K Hold
4,210
– – 0.02% 668
2025
Q2 		$224K Buy
+4,210
New +$180K 0.01% 711
2024
Q4 		– Sell
-8,010
Closed -$311K – 850
2024
Q3 		$311K Buy
+8,010
New +$294K 0.02% 573

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Everence Capital Management's CALX Position: Q1 2026 in Review

Everence Capital Management sold out of Calix (CALX) in Q1 2026, closing a stake of 4,210 shares — an estimated $223K sold.

Everence Capital Management first reported a position in CALX in Q3 2024 and held it in 4 quarters. The position peaked at $311K in Q3 2024. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Everence Capital Management reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 4,210 Calix shares in Q1 2026, an estimated $223K.
  • Everence Capital Management first reported a position in Calix in Q3 2024 and held it in 4 quarters.
  • Everence Capital Management's Calix position peaked at $311K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.