Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$515K Buy
13,808
+7,055
+104% +$296K 0.04% 263
2026
Q1
$331K Buy
+6,753
New +$354K 0.02% 353
2024
Q2
Sell
-21,825
Closed -$724K 381
2024
Q1
$724K Buy
+21,825
New +$813K 0.06% 276
2022
Q2
Sell
-8,129
Closed -$337K 449
2022
Q1
$337K Buy
+8,129
New +$411K 0.06% 361

Other funds holding CALX

FORA Capital's CALX Position: Q2 2026 in Review

FORA Capital increased its Calix (CALX) stake by 104% in Q2 2026, buying an estimated $296K and bringing the position to 13,808 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #263.

FORA Capital first reported a position in CALX in Q1 2022 and has held it in 4 quarters since. The position peaked at $724K in Q1 2024. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • FORA Capital held 13,808 shares of Calix worth $515K as of Q2 2026.
  • FORA Capital bought 7,055 Calix shares in Q2 2026, an estimated $296K.
  • Calix made up 0.04% of FORA Capital's portfolio in Q2 2026, its #263 holding.
  • FORA Capital first reported a position in Calix in Q1 2022 and has held it in 4 quarters since.
  • FORA Capital's Calix position peaked at $724K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.