GIPM
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G2 Investment Partners Management’s Calix CALX Stock Holding History

G2 Investment Partners 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
Q2 		$5.97M Sell
160,000
-542
-0.3% -$22.7K 1.09% 39
2026
Q1 		$7.86M Sell
160,542
-100,458
-38% -$5.27M 1.94% 20
2025
Q4 		$13.8M Buy
261,000
+21,000
+9% +$1.22M 3.28% 6
2025
Q3 		$14.7M Sell
240,000
-66,622
-22% -$3.84M 2.98% 9
2025
Q2 		$16.3M Buy
306,622
+52,628
+21% +$2.25M 3.57% 6
2025
Q1 		$9M Buy
253,994
+141,000
+125% +$5.23M 2.93% 12
2024
Q4 		$3.94M Buy
112,994
+8,065
+8% +$284K 1.02% 35
2024
Q3 		$4.07M Buy
104,929
+24,103
+30% +$886K 1.16% 35
2024
Q2 		$2.86M Sell
80,826
-40,375
-33% -$1.3M 0.74% 45
2024
Q1 		$4.02M Sell
121,201
-17,737
-13% -$661K 1.06% 36
2023
Q4 		$6.07M Sell
138,938
-133,986
-49% -$5.36M 1.78% 23
2023
Q3 		$12.5M Buy
272,924
+37,500
+16% +$1.7M 3.05% 8
2023
Q2 		$11.8M Buy
235,424
+139,424
+145% +$6.72M 2.84% 6
2023
Q1 		$5.14M Sell
96,000
-158,202
-62% -$8.62M 1.44% 25
2022
Q4 		$17.4M Sell
254,202
-52,798
-17% -$3.55M 5.15% 1
2022
Q3 		$18.8M Sell
307,000
-114,164
-27% -$6.1M 5.83% 1
2022
Q2 		$14.4M Buy
421,164
+90,682
+27% +$3.37M 4.58% 4
2022
Q1 		$14.2M Sell
330,482
-5,960
-2% -$302K 3.37% 7
2021
Q4 		$26.9M Sell
336,442
-98,557
-23% -$6.43M 4.64% 1
2021
Q3 		$21.5M Buy
434,999
+54,999
+14% +$2.54M 3.73% 4
2021
Q2 		$18.1M Buy
380,000
+44,992
+13% +$1.98M 2.98% 8
2021
Q1 		$11.6M Sell
335,008
-119,838
-26% -$4.44M 1.84% 20
2020
Q4 		$13.5M Sell
454,846
-158,369
-26% -$3.91M 2.49% 13
2020
Q3 		$10.9M Sell
613,215
-55,654
-8% -$1.05M 2.63% 10
2020
Q2 		$9.97M Buy
+668,869
New +$7.68M 2.36% 13

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

G2 Investment Partners Management's CALX Position: Q2 2026 in Review

G2 Investment Partners Management reduced its Calix (CALX) stake by 0.34% in Q2 2026, selling an estimated $22.7K and leaving 160,000 shares worth $5.97M. The position accounts for 1.09% of the portfolio, ranked #39.

G2 Investment Partners Management first reported a position in CALX in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.9M in Q4 2021. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • G2 Investment Partners Management held 160,000 shares of Calix worth $5.97M as of Q2 2026.
  • G2 Investment Partners Management sold 542 Calix shares in Q2 2026, an estimated $22.7K.
  • Calix made up 1.09% of G2 Investment Partners Management's portfolio in Q2 2026, its #39 holding.
  • G2 Investment Partners Management first reported a position in Calix in Q2 2020 and has held it in 25 quarters since.
  • G2 Investment Partners Management's Calix position peaked at $26.9M in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.