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Harvey Partners’s Calix CALX Stock Holding History

Harvey Partners’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 		$15.7M Sell
420,500
-152,000
-27% -$6.38M 1.07% 39
2026
Q1 		$28M Buy
572,500
+38,768
+7% +$2.03M 2.23% 22
2025
Q4 		$28.3M Buy
533,732
+232
+0% +$13.5K 2.5% 19
2025
Q3 		$32.7M Buy
533,500
+9,323
+2% +$537K 2.91% 13
2025
Q2 		$27.9M Buy
524,177
+3,177
+0.6% +$136K 2.73% 14
2025
Q1 		$18.5M Buy
521,000
+96,000
+23% +$3.56M 2.15% 22
2024
Q4 		$14.8M Buy
+425,000
New +$15M 1.65% 26

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 40.91% 1-Year Est. Return

Harvey Partners's CALX Position: Q2 2026 in Review

Harvey Partners reduced its Calix (CALX) stake by 27% in Q2 2026, selling an estimated $6.38M and leaving 420,500 shares worth $15.7M. The position accounts for 1.07% of the portfolio, ranked #39.

Harvey Partners first reported a position in CALX in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.7M in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Harvey Partners held 420,500 shares of Calix worth $15.7M as of Q2 2026.
  • Harvey Partners sold 152,000 Calix shares in Q2 2026, an estimated $6.38M.
  • Calix made up 1.07% of Harvey Partners's portfolio in Q2 2026, its #39 holding.
  • Harvey Partners first reported a position in Calix in Q4 2024 and has held it in 7 quarters since.
  • Harvey Partners's Calix position peaked at $32.7M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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