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
2026 Q2	$10.3M	Buy	+275,000	New	+$11.5M	0.31%	85
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 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

Needham Investment Management's CALX Position: Q2 2026 in Review

Needham Investment Management opened a new position in Calix (CALX) in Q2 2026: 275,000 shares worth $10.3M. The stake represents 0.31% of the portfolio and ranks #85 among its holdings. This is a return to the name: Needham Investment Management previously reported a position in CALX as recently as Q3 2025.

Needham Investment Management first reported a position in CALX in Q1 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Needham Investment Management held 275,000 shares of Calix worth $10.3M as of Q2 2026.
Calix was a new Needham Investment Management position in Q2 2026.
Calix made up 0.31% of Needham Investment Management's portfolio in Q2 2026, its #85 holding.
Needham Investment Management first reported a position in Calix in Q1 2024 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.