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Jackson Creek Investment Advisors’s Calix CALX Stock Holding History

Jackson Creek Investment 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
Q2 		– Sell
-36,448
Closed -$1.79M – 332
2026
Q1 		$1.79M Sell
36,448
-1,982
-5% -$104K 0.53% 63
2025
Q4 		$2.03M Sell
38,430
-129
-0.3% -$7.51K 0.6% 32
2025
Q3 		$2.37M Sell
38,559
-14
-0% -$806 0.68% 18
2025
Q2 		$2.05M Buy
+38,573
New +$1.65M 0.55% 27
2024
Q1 		– Sell
-20,240
Closed -$884K – 309
2023
Q4 		$884K Sell
20,240
-4
-0% -$160 0.34% 164
2023
Q3 		$928K Sell
20,244
-17
-0.1% -$770 0.39% 99
2023
Q2 		$1.01M Buy
+20,261
New +$977K 0.4% 77
2021
Q3 		– Sell
-23,053
Closed -$1.09M – 302
2021
Q2 		$1.09M Sell
23,053
-13,524
-37% -$594K 0.41% 99
2021
Q1 		$1.27M Sell
36,577
-1,086
-3% -$40.2K 0.44% 61
2020
Q4 		$1.12M Sell
37,663
-68
-0.2% -$1.68K 0.44% 62
2020
Q3 		$671K Buy
+37,731
New +$712K 0.3% 185

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

Jackson Creek Investment Advisors's CALX Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 36,448 shares — an estimated $1.79M sold.

Jackson Creek Investment Advisors first reported a position in CALX in Q3 2020 and held it in 11 quarters. The position peaked at $2.37M in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Jackson Creek Investment Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 36,448 Calix shares in Q2 2026, an estimated $1.79M.
  • Jackson Creek Investment Advisors first reported a position in Calix in Q3 2020 and held it in 11 quarters.
  • Jackson Creek Investment Advisors's Calix position peaked at $2.37M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.