Nearwater Capital Markets’s Calix CALX Stock Holding History

Nearwater Capital Markets’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	–	Sell	-118,200	Closed	-$5.79M	–	107
2026 Q1	$5.79M	Buy	+118,200	New	+$6.2M	0.14%	72

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Nearwater Capital Markets's CALX Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Calix (CALX) in Q2 2026, closing a stake of 118,200 shares — an estimated $5.79M sold.

Nearwater Capital Markets first reported a position in CALX in Q1 2026 and held it in 1 quarter. The position peaked at $5.79M in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Nearwater Capital Markets reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Nearwater Capital Markets sold 118,200 Calix shares in Q2 2026, an estimated $5.79M.
Nearwater Capital Markets first reported a position in Calix in Q1 2026 and held it in 1 quarter.
Nearwater Capital Markets's Calix position peaked at $5.79M in Q1 2026.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.