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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neo Ivy Capital Management's CALX Position: Q1 2026 in Review

Neo Ivy Capital Management increased its Calix (CALX) stake by 94% in Q1 2026, buying an estimated $145K and bringing the position to 5,696 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #256.

Neo Ivy Capital Management first reported a position in CALX in Q1 2021 and has held it in 6 quarters since. The position peaked at $300K in Q4 2024. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Neo Ivy Capital Management held 5,696 shares of Calix worth $279K as of Q1 2026.
Neo Ivy Capital Management bought 2,753 Calix shares in Q1 2026, an estimated $145K.
Calix made up 0.07% of Neo Ivy Capital Management's portfolio in Q1 2026, its #256 holding.
Neo Ivy Capital Management first reported a position in Calix in Q1 2021 and has held it in 6 quarters since.
Neo Ivy Capital Management's Calix position peaked at $300K in Q4 2024.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.