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Legato Capital Management’s Calix CALX Stock Holding History

Legato Capital Management’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 		– Sell
-26,410
Closed -$1.4M – 754
2025
Q4 		$1.4M Buy
26,410
+10,685
+68% +$622K 0.12% 268
2025
Q3 		$965K Buy
15,725
+8,675
+123% +$500K 0.11% 299
2025
Q2 		$375K Buy
+7,050
New +$302K 0.04% 479

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legato Capital Management's CALX Position: Q1 2026 in Review

Legato Capital Management sold out of Calix (CALX) in Q1 2026, closing a stake of 26,410 shares — an estimated $1.4M sold.

Legato Capital Management first reported a position in CALX in Q2 2025 and held it in 3 quarters. The position peaked at $1.4M in Q4 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Legato Capital Management reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Legato Capital Management sold 26,410 Calix shares in Q1 2026, an estimated $1.4M.
  • Legato Capital Management first reported a position in Calix in Q2 2025 and held it in 3 quarters.
  • Legato Capital Management's Calix position peaked at $1.4M in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.