GC
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Globeflex Capital’s Calix CALX Stock Holding History

Globeflex Capital’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 		– Sell
-8,660
Closed -$458K – 410
2025
Q4 		$458K Buy
+8,660
New +$504K 0.07% 249
2021
Q2 		– Sell
-8,497
Closed -$295K – 457
2021
Q1 		$295K Buy
+8,497
New +$315K 0.05% 351
2016
Q1 		– Sell
-83
Closed -$1K – 448
2015
Q4 		$1K Sell
83
-45,828
-100% -$359K ﹤0.01% 362
2015
Q3 		$358K Buy
45,911
+186
+0.4% +$1.41K 0.08% 317
2015
Q2 		$348K Sell
45,725
-18
-0% -$147 0.06% 335
2015
Q1 		$384K Sell
45,743
-32
-0.1% -$287 0.07% 305
2014
Q4 		$459K Sell
45,775
-107
-0.2% -$1.06K 0.09% 300
2014
Q3 		$439K Sell
45,882
-5,845
-11% -$54.3K 0.05% 300
2014
Q2 		$423K Sell
51,727
-73
-0.1% -$597 0.05% 301
2014
Q1 		$436K Sell
51,800
-52,387
-50% -$439K 0.05% 295
2013
Q4 		$1M Sell
104,187
-6,554
-6% -$70.1K 0.12% 216
2013
Q3 		$1.41M Buy
110,741
+50,681
+84% +$621K 0.18% 156
2013
Q2 		$606K Buy
+60,060
New +$559K 0.08% 267

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Globeflex Capital's CALX Position: Q1 2026 in Review

Globeflex Capital sold out of Calix (CALX) in Q1 2026, closing a stake of 8,660 shares — an estimated $458K sold.

Globeflex Capital first reported a position in CALX in Q2 2013 and held it in 13 quarters. The position peaked at $1.41M in Q3 2013. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Globeflex Capital reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Globeflex Capital sold 8,660 Calix shares in Q1 2026, an estimated $458K.
  • Globeflex Capital first reported a position in Calix in Q2 2013 and held it in 13 quarters.
  • Globeflex Capital's Calix position peaked at $1.41M in Q3 2013.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.