Inspire Advisors’s Calix CALX Stock Holding History

Inspire Advisors’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	-3,923	Closed	-$208K	–	681
2025 Q4	$208K	Sell	3,923 -42,416	-92%	-$2.47M	0.02%	491
2025 Q3	$2.84M	Buy	+46,339	New	+$2.67M	0.27%	64
2025 Q2	–	Sell	-74,985	Closed	-$2.66M	–	507
2025 Q1	$2.66M	Buy	+74,985	New	+$2.78M	0.31%	51
2022 Q4	–	Sell	-7,145	Closed	-$437K	–	186
2022 Q3	$437K	Buy	+7,145	New	+$382K	0.12%	28

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Advisors's CALX Position: Q1 2026 in Review

Inspire Advisors sold out of Calix (CALX) in Q1 2026, closing a stake of 3,923 shares — an estimated $208K sold.

Inspire Advisors first reported a position in CALX in Q3 2022 and held it in 4 quarters. The position peaked at $2.84M in Q3 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Inspire Advisors reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
Inspire Advisors sold 3,923 Calix shares in Q1 2026, an estimated $208K.
Inspire Advisors first reported a position in Calix in Q3 2022 and held it in 4 quarters.
Inspire Advisors's Calix position peaked at $2.84M in Q3 2025.
310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.