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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Marathon Capital Management's CALX Position: Q2 2026 in Review

Marathon Capital Management increased its Calix (CALX) stake by 2.2% in Q2 2026, buying an estimated $75.5K and bringing the position to 83,555 shares worth $3.12M. 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 12 quarters since. The position peaked at $5.14M in Q2 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Marathon Capital Management held 83,555 shares of Calix worth $3.12M as of Q2 2026.
  • Marathon Capital Management bought 1,800 Calix shares in Q2 2026, an estimated $75.5K.
  • Calix made up 0.63% of Marathon Capital Management's portfolio in Q2 2026, its #44 holding.
  • Marathon Capital Management first reported a position in Calix in Q3 2023 and has held it in 12 quarters since.
  • Marathon Capital Management's Calix position peaked at $5.14M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.