Optima Capital’s Calix CALX Stock Holding History

Optima Capital’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	-3	Closed	-$159	–	322
2025 Q4	$159	Buy	+3	New	+$175	﹤0.01%	1340

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Optima Capital's CALX Position: Q1 2026 in Review

Optima Capital sold out of Calix (CALX) in Q1 2026, closing a stake of 3 shares — an estimated $159 sold.

Optima Capital first reported a position in CALX in Q4 2025 and held it in 1 quarter. The position peaked at $159 in Q4 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Optima Capital reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 Calix shares in Q1 2026, an estimated $159.
Optima Capital first reported a position in Calix in Q4 2025 and held it in 1 quarter.
Optima Capital's Calix position peaked at $159 in Q4 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.