Formula Growth’s Calix CALX Stock Holding History

Formula Growth’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	$4.29M	Buy	115,000 +77,000	+203%	+$3.23M	1.51%	11
2026 Q1	$1.86M	Buy	38,000 +28,000	+280%	+$1.47M	0.84%	41
2025 Q4	$529K	Hold	10,000	–	–	0.2%	117
2025 Q3	$614K	Hold	10,000	–	–	0.22%	109
2025 Q2	$532K	Sell	10,000 -60,000	-86%	-$2.57M	0.2%	111
2025 Q1	$2.48M	Sell	70,000 -85,000	-55%	-$3.15M	1.01%	41
2024 Q4	$5.4M	Buy	155,000 +55,000	+55%	+$1.94M	1.83%	9
2024 Q3	$3.88M	Sell	100,000 -10,000	-9%	-$367K	1.33%	25
2024 Q2	$3.9M	Sell	110,000 -10,000	-8%	-$322K	1.42%	21
2024 Q1	$3.98M	Buy	+120,000	New	+$4.47M	1.27%	26
2023 Q4	–	Sell	-20,000	Closed	-$917K	–	131
2023 Q3	$917K	Buy	+20,000	New	+$905K	0.31%	103

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Formula Growth's CALX Position: Q2 2026 in Review

Formula Growth increased its Calix (CALX) stake by 203% in Q2 2026, buying an estimated $3.23M and bringing the position to 115,000 shares worth $4.29M. The position accounts for 1.51% of the portfolio, ranked #11.

Formula Growth first reported a position in CALX in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.4M in Q4 2024. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Formula Growth held 115,000 shares of Calix worth $4.29M as of Q2 2026.
Formula Growth bought 77,000 Calix shares in Q2 2026, an estimated $3.23M.
Calix made up 1.51% of Formula Growth's portfolio in Q2 2026, its #11 holding.
Formula Growth first reported a position in Calix in Q3 2023 and has held it in 11 quarters since.
Formula Growth's Calix position peaked at $5.4M in Q4 2024.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.