JG
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Joel Greenblatt’s Calix CALX Stock Holding History

Joel Greenblatt’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
-30,176
Closed -$1.48M – 1813
2026
Q1 		$1.48M Sell
30,176
-13,902
-32% -$730K ﹤0.01% 1193
2025
Q4 		$2.33M Buy
44,078
+32,676
+287% +$1.9M 0.01% 994
2025
Q3 		$700K Buy
11,402
+4,081
+56% +$235K ﹤0.01% 1305
2025
Q2 		$389K Buy
+7,321
New +$313K ﹤0.01% 1392
2021
Q2 		– Sell
-8,150
Closed -$282K – 1008
2021
Q1 		$282K Sell
8,150
-488
-6% -$18.1K 0.01% 864
2020
Q4 		$257K Buy
+8,638
New +$213K 0.01% 871

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

Joel Greenblatt's CALX Position: Q2 2026 in Review

Joel Greenblatt sold out of Calix (CALX) in Q2 2026, closing a stake of 30,176 shares — an estimated $1.48M sold.

Joel Greenblatt first reported a position in CALX in Q4 2020 and held it in 6 quarters. The position peaked at $2.33M in Q4 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Joel Greenblatt reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 30,176 Calix shares in Q2 2026, an estimated $1.48M.
  • Joel Greenblatt first reported a position in Calix in Q4 2020 and held it in 6 quarters.
  • Joel Greenblatt's Calix position peaked at $2.33M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.