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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return