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
Q2 		$527K Buy
+14,126
New +$593K ﹤0.01% 2495
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 $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

Marshall Wace's CALX Position: Q2 2026 in Review

Marshall Wace opened a new position in Calix (CALX) in Q2 2026: 14,126 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CALX as recently as Q4 2025.

Marshall Wace first reported a position in CALX in Q2 2019 and has held it in 20 quarters since. The position peaked at $29.9M in Q3 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Marshall Wace held 14,126 shares of Calix worth $527K as of Q2 2026.
  • Calix was a new Marshall Wace position in Q2 2026.
  • Calix made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2495 holding.
  • Marshall Wace first reported a position in Calix in Q2 2019 and has held it in 20 quarters since.
  • Marshall Wace's Calix position peaked at $29.9M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.