Loomis, Sayles & Company
CALX icon

Loomis, Sayles & Company’s Calix CALX Stock Holding History

Loomis, Sayles & Company’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 		$41.2M Buy
840,197
+50,305
+6% +$2.64M 0.06% 121
2025
Q4 		$41.8M Buy
789,892
+172,879
+28% +$10.1M 0.05% 121
2025
Q3 		$37.9M Buy
617,013
+209,379
+51% +$12.1M 0.05% 143
2025
Q2 		$21.7M Buy
+407,634
New +$17.4M 0.03% 226
2024
Q2 		– Sell
-136,889
Closed -$4.54M – 713
2024
Q1 		$4.54M Sell
136,889
-628,928
-82% -$23.4M 0.01% 416
2023
Q4 		$33.5M Sell
765,817
-24,239
-3% -$969K 0.05% 178
2023
Q3 		$36.2M Sell
790,056
-24,660
-3% -$1.12M 0.06% 153
2023
Q2 		$40.7M Sell
814,716
-7,531
-0.9% -$363K 0.07% 138
2023
Q1 		$44.1M Buy
822,247
+6,838
+0.8% +$373K 0.08% 128
2022
Q4 		$55.8M Sell
815,409
-19,503
-2% -$1.31M 0.11% 100
2022
Q3 		$51M Sell
834,912
-10,081
-1% -$539K 0.1% 95
2022
Q2 		$28.8M Sell
844,993
-4,302
-0.5% -$160K 0.05% 177
2022
Q1 		$36.4M Buy
849,295
+100,240
+13% +$5.07M 0.05% 190
2021
Q4 		$59.9M Buy
749,055
+64,274
+9% +$4.2M 0.07% 123
2021
Q3 		$33.8M Buy
+684,781
New +$31.6M 0.04% 230
2017
Q1 		– Sell
-405,497
Closed -$3.12M – 967
2016
Q4 		$3.12M Sell
405,497
-230,110
-36% -$1.68M 0.01% 566
2016
Q3 		$4.67M Sell
635,607
-63,709
-9% -$478K 0.01% 529
2016
Q2 		$4.83M Sell
699,316
-560
-0.1% -$3.83K 0.01% 523
2016
Q1 		$4.96M Sell
699,876
-1,553
-0.2% -$11K 0.01% 490
2015
Q4 		$5.52M Sell
701,429
-226,481
-24% -$1.77M 0.02% 491
2015
Q3 		$7.23M Hold
927,910
– – 0.02% 455
2015
Q2 		$7.06M Sell
927,910
-260,225
-22% -$2.12M 0.02% 501
2015
Q1 		$9.97M Sell
1,188,135
-691
-0.1% -$6.21K 0.03% 492
2014
Q4 		$11.9M Sell
1,188,826
-20,193
-2% -$201K 0.03% 478
2014
Q3 		$11.6M Sell
1,209,019
-4,950
-0.4% -$46K 0.03% 469
2014
Q2 		$9.93M Buy
1,213,969
+189,884
+19% +$1.55M 0.03% 501
2014
Q1 		$8.63M Buy
+1,024,085
New +$8.58M 0.02% 512

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company's CALX Position: Q1 2026 in Review

Loomis, Sayles & Company increased its Calix (CALX) stake by 6.4% in Q1 2026, buying an estimated $2.64M and bringing the position to 840,197 shares worth $41.2M. The position accounts for 0.06% of the portfolio, ranked #121.

Loomis, Sayles & Company first reported a position in CALX in Q1 2014 and has held it in 27 quarters since. The position peaked at $59.9M in Q4 2021. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Loomis, Sayles & Company held 840,197 shares of Calix worth $41.2M as of Q1 2026.
  • Loomis, Sayles & Company bought 50,305 Calix shares in Q1 2026, an estimated $2.64M.
  • Calix made up 0.06% of Loomis, Sayles & Company's portfolio in Q1 2026, its #121 holding.
  • Loomis, Sayles & Company first reported a position in Calix in Q1 2014 and has held it in 27 quarters since.
  • Loomis, Sayles & Company's Calix position peaked at $59.9M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.