Marshall Wace
CALX icon

Marshall Wace’s Calix CALX Stock Holding History

Marshall Wace’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 		– Sell
-7,254
Closed -$384K – 3225
2025
Q4 		$384K Buy
7,254
+3,225
+80% +$188K ﹤0.01% 2357
2025
Q3 		$247K Sell
4,029
-32,838
-89% -$1.89M ﹤0.01% 2503
2025
Q2 		$1.96M Sell
36,867
-43,768
-54% -$1.87M ﹤0.01% 1573
2025
Q1 		$2.86M Buy
80,635
+22,685
+39% +$842K ﹤0.01% 1310
2024
Q4 		$2.02M Buy
+57,950
New +$2.04M ﹤0.01% 1428
2024
Q1 		– Sell
-14,302
Closed -$625K – 2459
2023
Q4 		$625K Sell
14,302
-516,911
-97% -$20.7M ﹤0.01% 1635
2023
Q3 		$24.4M Buy
531,213
+6,747
+1% +$305K 0.05% 375
2023
Q2 		$26.2M Buy
524,466
+47,676
+10% +$2.3M 0.05% 385
2023
Q1 		$25.6M Buy
476,790
+50,934
+12% +$2.78M 0.05% 377
2022
Q4 		$29.1M Sell
425,856
-62,796
-13% -$4.22M 0.07% 336
2022
Q3 		$29.9M Sell
488,652
-80,030
-14% -$4.28M 0.07% 328
2022
Q2 		$19.4M Buy
568,682
+271,390
+91% +$10.1M 0.04% 479
2022
Q1 		$12.8M Buy
297,292
+67,632
+29% +$3.42M 0.02% 709
2021
Q4 		$18.4M Buy
229,660
+225,246
+5,103% +$14.7M 0.03% 523
2021
Q3 		$218K Buy
+4,414
New +$204K ﹤0.01% 2777
2021
Q2 		– Sell
-11,799
Closed -$409K – 2682
2021
Q1 		$409K Sell
11,799
-15,851
-57% -$587K ﹤0.01% 2019
2020
Q4 		$823K Buy
+27,650
New +$683K ﹤0.01% 1290
2019
Q4 		– Sell
-355,988
Closed -$2.27M – 1721
2019
Q3 		$2.27M Buy
355,988
+187,525
+111% +$1.18M 0.02% 728
2019
Q2 		$1.1M Buy
+168,463
New +$1.14M 0.01% 904

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

Marshall Wace's CALX Position: Q1 2026 in Review

Marshall Wace sold out of Calix (CALX) in Q1 2026, closing a stake of 7,254 shares — an estimated $384K sold.

Marshall Wace first reported a position in CALX in Q2 2019 and held it in 19 quarters. The position peaked at $29.9M in Q3 2022. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Marshall Wace reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 7,254 Calix shares in Q1 2026, an estimated $384K.
  • Marshall Wace first reported a position in Calix in Q2 2019 and held it in 19 quarters.
  • Marshall Wace's Calix position peaked at $29.9M in Q3 2022.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.