Marathon Capital Management’s Calix CALX Stock Holding History

Marathon 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	$4.01M	Buy	81,755 +1,170	+1%	+$61.4K	0.9%	38
2025 Q4	$4.27M	Buy	80,585 +385	+0.5%	+$22.4K	0.92%	37
2025 Q3	$4.92M	Sell	80,200 -16,435	-17%	-$946K	1.13%	29
2025 Q2	$5.14M	Sell	96,635 -17,755	-16%	-$759K	1.31%	23
2025 Q1	$4.05M	Sell	114,390 -745	-0.6%	-$27.6K	1.08%	28
2024 Q4	$4.01M	Sell	115,135 -5,705	-5%	-$201K	1%	29
2024 Q3	$4.69M	Buy	120,840 +30,425	+34%	+$1.12M	1.14%	23
2024 Q2	$3.2M	Buy	90,415 +6,775	+8%	+$218K	0.82%	33
2024 Q1	$2.77M	Buy	83,640 +26,535	+46%	+$989K	0.66%	39
2023 Q4	$2.49M	Buy	57,105 +3,025	+6%	+$121K	0.63%	43
2023 Q3	$2.48M	Buy	+54,080	New	+$2.45M	0.62%	45

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Marathon Capital Management increased its Calix (CALX) stake by 1.5% in Q1 2026, buying an estimated $61.4K and bringing the position to 81,755 shares worth $4.01M. The position accounts for 0.9% of the portfolio, ranked #38.

Marathon Capital Management first reported a position in CALX in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.14M in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Marathon Capital Management held 81,755 shares of Calix worth $4.01M as of Q1 2026.
Marathon Capital Management bought 1,170 Calix shares in Q1 2026, an estimated $61.4K.
Calix made up 0.9% of Marathon Capital Management's portfolio in Q1 2026, its #38 holding.
Marathon Capital Management first reported a position in Calix in Q3 2023 and has held it in 11 quarters since.
Marathon Capital Management's Calix position peaked at $5.14M in Q2 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

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