LI
CALX icon

LRI Investments’s Calix CALX Stock Holding History

LRI Investments’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 		$37 Buy
+1
New +$42 ﹤0.01% 1924
2025
Q3 		– Sell
-230
Closed -$12.2K – 1316
2025
Q2 		$12.2K Hold
230
– – ﹤0.01% 805
2025
Q1 		$8.15K Hold
230
– – ﹤0.01% 831
2024
Q4 		$8.02K Hold
230
– – ﹤0.01% 822
2024
Q3 		$6.93K Hold
230
– – ﹤0.01% 858
2024
Q2 		$8.15K Hold
230
– – ﹤0.01% 798
2024
Q1 		$7.63K Buy
+230
New +$8.57K ﹤0.01% 553

Other funds holding CALX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

LRI Investments's CALX Position: Q2 2026 in Review

LRI Investments opened a new position in Calix (CALX) in Q2 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings. This is a return to the name: LRI Investments previously reported a position in CALX as recently as Q2 2025.

LRI Investments first reported a position in CALX in Q1 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q2 2025. 22 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • LRI Investments held 1 share of Calix worth $37 as of Q2 2026.
  • Calix was a new LRI Investments position in Q2 2026.
  • Calix made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1924 holding.
  • LRI Investments first reported a position in Calix in Q1 2024 and has held it in 7 quarters since.
  • LRI Investments's Calix position peaked at $12.2K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.