IC
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IEQ Capital’s Calix CALX Stock Holding History

IEQ 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
2025
Q4 		– Sell
-5,487
Closed -$337K – 1879
2025
Q3 		$337K Hold
5,487
– – ﹤0.01% 1467
2025
Q2 		$292K Buy
+5,487
New +$235K ﹤0.01% 1413
2024
Q4 		– Sell
-5,487
Closed -$213K – 1346
2024
Q3 		$213K Buy
+5,487
New +$202K ﹤0.01% 1047
2024
Q1 		– Sell
-5,487
Closed -$240K – 984
2023
Q4 		$240K Hold
5,487
– – ﹤0.01% 791
2023
Q3 		$252K Hold
5,487
– – 0.01% 771
2023
Q2 		$274K Hold
5,487
– – 0.01% 710
2023
Q1 		$294K Hold
5,487
– – 0.01% 722
2022
Q4 		$375K Sell
5,487
-949
-15% -$63.8K 0.01% 576
2022
Q3 		$393K Hold
6,436
– – 0.01% 592
2022
Q2 		$220K Hold
6,436
– – 0.01% 699
2022
Q1 		$276K Buy
+6,436
New +$326K 0.01% 660

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

IEQ Capital's CALX Position: Q4 2025 in Review

IEQ Capital sold out of Calix (CALX) in Q4 2025, closing a stake of 5,487 shares — an estimated $337K sold.

IEQ Capital first reported a position in CALX in Q1 2022 and held it in 11 quarters. The position peaked at $393K in Q3 2022. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • IEQ Capital reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 5,487 Calix shares in Q4 2025, an estimated $337K.
  • IEQ Capital first reported a position in Calix in Q1 2022 and held it in 11 quarters.
  • IEQ Capital's Calix position peaked at $393K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.