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John Overdeck’s Calix CALX Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-10,800
Closed -$864K – 2859
2021
Q4 		$864K Sell
10,800
-1,200
-10% -$78.3K ﹤0.01% 2692
2021
Q3 		$593K Sell
12,000
-2,600
-18% -$120K ﹤0.01% 3091
2021
Q2 		$694K Buy
14,600
+3,400
+30% +$149K ﹤0.01% 2810
2021
Q1 		$388K Buy
+11,200
New +$415K ﹤0.01% 3143

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

John Overdeck's CALX Position: Q2 2026 in Review

John Overdeck increased its Calix (CALX) stake by 336% in Q2 2026, buying an estimated $22.8M and bringing the position to 703,911 shares worth $26.3M. The position accounts for 0.02% of the portfolio, ranked #890.

John Overdeck first reported a position in CALX in Q2 2013 and has held it in 51 quarters since. 286 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • John Overdeck held 703,911 shares of Calix worth $26.3M as of Q2 2026.
  • John Overdeck bought 542,456 Calix shares in Q2 2026, an estimated $22.8M.
  • Calix made up 0.02% of John Overdeck's portfolio in Q2 2026, its #890 holding.
  • John Overdeck first reported a position in Calix in Q2 2013 and has held it in 51 quarters since.
  • 286 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.