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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Square Capital's CALX Position: Q1 2026 in Review

Jackson Square Capital reduced its Calix (CALX) stake by 1.9% in Q1 2026, selling an estimated $25.5K and leaving 25,000 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #60.

Jackson Square Capital first reported a position in CALX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.56M in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Jackson Square Capital held 25,000 shares of Calix worth $1.22M as of Q1 2026.
Jackson Square Capital sold 486 Calix shares in Q1 2026, an estimated $25.5K.
Calix made up 0.26% of Jackson Square Capital's portfolio in Q1 2026, its #60 holding.
Jackson Square Capital first reported a position in Calix in Q4 2019 and has held it in 12 quarters since.
Jackson Square Capital's Calix position peaked at $1.56M in Q3 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.