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Norden Group’s Calix CALX Stock Holding History

Norden Group’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 		– Sell
-4,108
Closed -$217K – 627
2025
Q4 		$217K Buy
4,108
+83
+2% +$4.83K 0.02% 569
2025
Q3 		$247K Buy
+4,025
New +$232K 0.03% 516
2024
Q4 		– Sell
-14,455
Closed -$561K – 532
2024
Q3 		$561K Buy
14,455
+914
+7% +$33.6K 0.07% 295
2024
Q2 		$480K Buy
13,541
+2,560
+23% +$82.4K 0.1% 225
2024
Q1 		$364K Buy
10,981
+2,721
+33% +$101K 0.07% 293
2023
Q4 		$361K Buy
8,260
+2,105
+34% +$84.2K 0.06% 176
2023
Q3 		$282K Buy
+6,155
New +$279K 0.09% 192

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norden Group's CALX Position: Q1 2026 in Review

Norden Group sold out of Calix (CALX) in Q1 2026, closing a stake of 4,108 shares — an estimated $217K sold.

Norden Group first reported a position in CALX in Q3 2023 and held it in 7 quarters. The position peaked at $561K in Q3 2024. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Norden Group reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Norden Group sold 4,108 Calix shares in Q1 2026, an estimated $217K.
  • Norden Group first reported a position in Calix in Q3 2023 and held it in 7 quarters.
  • Norden Group's Calix position peaked at $561K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.