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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $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

G2 Investment Partners Management's CALX Position: Q1 2026 in Review

G2 Investment Partners Management reduced its Calix (CALX) stake by 38% in Q1 2026, selling an estimated $5.27M and leaving 160,542 shares worth $7.86M. The position accounts for 1.94% of the portfolio, ranked #20.

G2 Investment Partners Management first reported a position in CALX in Q2 2020 and has held it in 24 quarters since. The position peaked at $26.9M in Q4 2021. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • G2 Investment Partners Management held 160,542 shares of Calix worth $7.86M as of Q1 2026.
  • G2 Investment Partners Management sold 100,458 Calix shares in Q1 2026, an estimated $5.27M.
  • Calix made up 1.94% of G2 Investment Partners Management's portfolio in Q1 2026, its #20 holding.
  • G2 Investment Partners Management first reported a position in Calix in Q2 2020 and has held it in 24 quarters since.
  • G2 Investment Partners Management's Calix position peaked at $26.9M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on G2 Investment Partners Management's 13F filing for Q1 2026, filed 15 May 2026.