Oberweis Asset Management’s Calix CALX Stock Holding History

Oberweis Asset 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	$15M	Buy	402,230 +67,200	+20%	+$2.82M	0.31%	113
2026 Q1	$16.4M	Buy	335,030 +90,430	+37%	+$4.75M	0.48%	80
2025 Q4	$12.9M	Buy	+244,600	New	+$14.2M	0.47%	84
2023 Q2	–	Sell	-61,100	Closed	-$3.27M	–	185
2023 Q1	$3.27M	Buy	61,100 +23,200	+61%	+$1.26M	0.51%	49
2022 Q4	$2.59M	Buy	37,900 +19,500	+106%	+$1.31M	0.55%	44
2022 Q3	$1.13M	Buy	+18,400	New	+$984K	0.26%	93

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

Oberweis Asset Management's CALX Position: Q2 2026 in Review

Oberweis Asset Management increased its Calix (CALX) stake by 20% in Q2 2026, buying an estimated $2.82M and bringing the position to 402,230 shares worth $15M. The position accounts for 0.31% of the portfolio, ranked #113.

Oberweis Asset Management first reported a position in CALX in Q3 2022 and has held it in 6 quarters since. The position peaked at $16.4M in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Oberweis Asset Management held 402,230 shares of Calix worth $15M as of Q2 2026.
Oberweis Asset Management bought 67,200 Calix shares in Q2 2026, an estimated $2.82M.
Calix made up 0.31% of Oberweis Asset Management's portfolio in Q2 2026, its #113 holding.
Oberweis Asset Management first reported a position in Calix in Q3 2022 and has held it in 6 quarters since.
Oberweis Asset Management's Calix position peaked at $16.4M in Q1 2026.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

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