Inspire Investing’s Calix CALX Stock Holding History

Inspire Investing’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	$511K	Buy	10,424 +1,611	+18%	+$84.6K	0.03%	793
2025 Q4	$466K	Buy	8,813 +1,342	+18%	+$78.2K	0.04%	609
2025 Q3	$458K	Buy	7,471 +155	+2%	+$8.93K	0.04%	399
2025 Q2	$389K	Sell	7,316 -20,908	-74%	-$894K	0.04%	570
2025 Q1	$1M	Buy	28,224 +16,611	+143%	+$616K	0.12%	188
2024 Q4	$405K	Buy	11,613 +978	+9%	+$34.4K	0.05%	387
2024 Q3	$413K	Buy	10,635 +773	+8%	+$28.4K	0.04%	552
2024 Q2	$349K	Sell	9,862 -878	-8%	-$28.3K	0.04%	682
2024 Q1	$356K	Buy	10,740 +1,996	+23%	+$74.4K	0.04%	730
2023 Q4	$382K	Buy	8,744 +2,116	+32%	+$84.6K	0.04%	716
2023 Q3	$304K	Buy	6,628 +348	+6%	+$15.8K	0.04%	776
2023 Q2	$313K	Buy	6,280 +1,198	+24%	+$57.8K	0.04%	643
2023 Q1	$272K	Buy	5,082 +1,618	+47%	+$88.2K	0.03%	670
2022 Q4	$237K	Buy	3,464 +133	+4%	+$8.94K	0.03%	397
2022 Q3	$204K	Buy	+3,331	New	+$178K	0.03%	723

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