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 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