Marathon Capital Management
CALX icon

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
Q3 		$3.06M Buy
89,160
+5,605
+7% +$209K 0.63% 44
2026
Q2 		$3.12M Buy
83,555
+1,800
+2% +$75.5K 0.63% 44
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Marathon Capital Management's CALX Position: Q3 2026 in Review

Marathon Capital Management increased its Calix (CALX) stake by 6.7% in Q3 2026, buying an estimated $209K and bringing the position to 89,160 shares worth $3.06M. The position accounts for 0.63% of the portfolio, ranked #44.

Marathon Capital Management first reported a position in CALX in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.14M in Q2 2025. 49 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Marathon Capital Management held 89,160 shares of Calix worth $3.06M as of Q3 2026.
  • Marathon Capital Management bought 5,605 Calix shares in Q3 2026, an estimated $209K.
  • Calix made up 0.63% of Marathon Capital Management's portfolio in Q3 2026, its #44 holding.
  • Marathon Capital Management first reported a position in Calix in Q3 2023 and has held it in 13 quarters since.
  • Marathon Capital Management's Calix position peaked at $5.14M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.