OSAM
CALX icon

O'Shaughnessy Asset Management’s Calix CALX Stock Holding History

O'Shaughnessy 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
Q1 		– Sell
-4,522
Closed -$239K – 2685
2025
Q4 		$239K Buy
4,522
+992
+28% +$57.8K ﹤0.01% 1899
2025
Q3 		$217K Buy
+3,530
New +$203K ﹤0.01% 1924
2022
Q1 		– Sell
-3,696
Closed -$296K – 1286
2021
Q4 		$296K Sell
3,696
-1,593
-30% -$104K 0.01% 879
2021
Q3 		$262K Buy
5,289
+926
+21% +$42.7K 0.01% 912
2021
Q2 		$207K Hold
4,363
– – ﹤0.01% 1019
2021
Q1 		$151K Hold
4,363
– – ﹤0.01% 1037
2020
Q4 		$130K Buy
+4,363
New +$108K ﹤0.01% 988

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

O'Shaughnessy Asset Management's CALX Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Calix (CALX) in Q1 2026, closing a stake of 4,522 shares — an estimated $239K sold.

O'Shaughnessy Asset Management first reported a position in CALX in Q4 2020 and held it in 7 quarters. The position peaked at $296K in Q4 2021. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 4,522 Calix shares in Q1 2026, an estimated $239K.
  • O'Shaughnessy Asset Management first reported a position in Calix in Q4 2020 and held it in 7 quarters.
  • O'Shaughnessy Asset Management's Calix position peaked at $296K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.