Jackson Square Capital’s Calix CALX Stock Holding History

Jackson Square 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
2026 Q3	$859K	Hold	25,000	–	–	0.13%	83
2026 Q2	$933K	Hold	25,000	–	–	0.13%	77
2026 Q1	$1.22M	Sell	25,000 -486	-2%	-$25.5K	0.26%	60
2025 Q4	$1.35M	Hold	25,486	–	–	0.27%	57
2025 Q3	$1.56M	Hold	25,486	–	–	0.34%	53
2025 Q2	$1.36M	Sell	25,486 -4,014	-14%	-$172K	0.3%	63
2025 Q1	$1.05M	Sell	29,500 -1,000	-3%	-$37.1K	0.34%	59
2024 Q4	$1.06M	Hold	30,500	–	–	0.26%	71
2024 Q3	$1.18M	Sell	30,500 -56	-0.2%	-$2.06K	0.29%	64
2024 Q2	$1.08M	Buy	+30,556	New	+$984K	0.27%	63
2020 Q4	–	Sell	-1,195	Closed	-$21K	–	176
2020 Q3	$21K	Hold	1,195	–	–	0.01%	217
2020 Q2	$18K	Hold	1,195	–	–	0.01%	204
2020 Q1	$8K	Hold	1,195	–	–	0.01%	233
2019 Q4	$10K	Buy	+1,195	New	+$8.9K	0.01%	260

Other funds holding CALX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Jackson Square Capital's CALX Position: Q3 2026 in Review

Jackson Square Capital held its Calix (CALX) position steady in Q3 2026 at 25,000 shares worth $859K. The position accounts for 0.13% of the portfolio, ranked #83.

Jackson Square Capital first reported a position in CALX in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2025. 22 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

Jackson Square Capital held 25,000 shares of Calix worth $859K as of Q3 2026.
Jackson Square Capital left its Calix share count unchanged in Q3 2026.
Calix made up 0.13% of Jackson Square Capital's portfolio in Q3 2026, its #83 holding.
Jackson Square Capital first reported a position in Calix in Q4 2019 and has held it in 14 quarters since.
Jackson Square Capital's Calix position peaked at $1.56M in Q3 2025.
22 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.