NICM
CALX icon

Neo Ivy Capital Management’s Calix CALX Stock Holding History

Neo Ivy Capital 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 		– Sell
-5,696
Closed -$279K – 374
2026
Q1 		$279K Buy
5,696
+2,753
+94% +$145K 0.07% 256
2025
Q4 		$156K Buy
2,943
+343
+13% +$20K 0.02% 285
2025
Q3 		$160K Buy
+2,600
New +$150K 0.04% 311
2025
Q1 		– Sell
-8,616
Closed -$300K – 299
2024
Q4 		$300K Buy
+8,616
New +$303K 0.06% 212
2022
Q2 		– Sell
-4,772
Closed -$204K – 423
2022
Q1 		$204K Buy
+4,772
New +$242K 0.18% 194
2021
Q2 		– Sell
-2,382
Closed -$83K – 462
2021
Q1 		$83K Buy
+2,382
New +$88.2K 0.09% 272

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's CALX Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Calix (CALX) in Q2 2026, closing a stake of 5,696 shares — an estimated $279K sold.

Neo Ivy Capital Management first reported a position in CALX in Q1 2021 and held it in 6 quarters. The position peaked at $300K in Q4 2024. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Neo Ivy Capital Management reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 5,696 Calix shares in Q2 2026, an estimated $279K.
  • Neo Ivy Capital Management first reported a position in Calix in Q1 2021 and held it in 6 quarters.
  • Neo Ivy Capital Management's Calix position peaked at $300K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.