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Needham Investment Management’s Calix CALX Stock Holding History

Needham Investment 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
2025
Q4 		– Sell
-5,000
Closed -$307K – 164
2025
Q3 		$307K Sell
5,000
-35,000
-88% -$2.02M 0.02% 156
2025
Q2 		$2.13M Sell
40,000
-172,000
-81% -$7.36M 0.17% 105
2025
Q1 		$7.51M Sell
212,000
-63,000
-23% -$2.34M 0.7% 49
2024
Q4 		$9.59M Buy
275,000
+25,000
+10% +$880K 0.74% 46
2024
Q3 		$9.7M Buy
250,000
+75,000
+43% +$2.76M 0.74% 46
2024
Q2 		$6.2M Buy
175,000
+125,000
+250% +$4.02M 0.51% 56
2024
Q1 		$1.66M Buy
+50,000
New +$1.86M 0.15% 108

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return