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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return