Occudo Quantitative Strategies’s Calix CALX Stock Holding History

Occudo Quantitative Strategies’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	$514K	Buy	+13,774	New	+$578K	0.03%	502
2026 Q1	–	Sell	-6,986	Closed	-$370K	–	761
2025 Q4	$370K	Sell	6,986 -2,909	-29%	-$169K	0.02%	452
2025 Q3	$607K	Sell	9,895 -85	-0.9%	-$4.89K	0.07%	354
2025 Q2	$531K	Sell	9,980 -8,501	-46%	-$364K	0.06%	344
2025 Q1	$648K	Buy	18,481 +1,996	+12%	+$74.1K	0.09%	316
2024 Q4	$575K	Buy	+16,485	New	+$580K	0.1%	282
2023 Q4	–	Sell	-22,531	Closed	-$1.03M	–	827
2023 Q3	$1.03M	Sell	22,531 -28,715	-56%	-$1.3M	0.13%	245
2023 Q2	$2.56M	Sell	51,246 -17,400	-25%	-$839K	0.27%	85
2023 Q1	$3.68M	Buy	68,646 +56,679	+474%	+$3.09M	0.33%	74
2022 Q4	$819K	Buy	+11,967	New	+$804K	0.1%	345

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

Occudo Quantitative Strategies's CALX Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Calix (CALX) in Q2 2026: 13,774 shares worth $514K. The stake represents 0.03% of the portfolio and ranks #502 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in CALX as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in CALX in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.68M in Q1 2023. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Occudo Quantitative Strategies held 13,774 shares of Calix worth $514K as of Q2 2026.
Calix was a new Occudo Quantitative Strategies position in Q2 2026.
Calix made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #502 holding.
Occudo Quantitative Strategies first reported a position in Calix in Q4 2022 and has held it in 10 quarters since.
Occudo Quantitative Strategies's Calix position peaked at $3.68M in Q1 2023.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.