OV Management’s Calix CALX Stock Holding History

OV 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	$81.5K	Sell	1,663 -7,340	-82%	-$385K	0.17%	44
2025 Q4	$477K	Sell	9,003 -138	-2%	-$8.04K	0.41%	47
2025 Q3	$561K	Buy	9,141 +88	+1%	+$5.07K	0.48%	46
2025 Q2	$482K	Sell	9,053 -135,092	-94%	-$5.78M	0.4%	51
2025 Q1	$5.11M	Buy	144,145 +4,542	+3%	+$169K	2.39%	9
2024 Q4	$4.87M	Buy	139,603 +1,094	+0.8%	+$38.5K	2.26%	10
2024 Q3	$5.37M	Buy	138,509 +7,742	+6%	+$284K	3.57%	7
2024 Q2	$4.63M	Buy	130,767 +10,767	+9%	+$347K	3.24%	8
2024 Q1	$3.98M	Hold	120,000	–	–	2.89%	9
2023 Q4	$5.24M	Buy	+120,000	New	+$4.8M	4.33%	4

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

OV Management's CALX Position: Q1 2026 in Review

OV Management reduced its Calix (CALX) stake by 82% in Q1 2026, selling an estimated $385K and leaving 1,663 shares worth $81.5K. The position accounts for 0.17% of the portfolio, ranked #44.

OV Management first reported a position in CALX in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.37M in Q3 2024. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

OV Management held 1,663 shares of Calix worth $81.5K as of Q1 2026.
OV Management sold 7,340 Calix shares in Q1 2026, an estimated $385K.
Calix made up 0.17% of OV Management's portfolio in Q1 2026, its #44 holding.
OV Management first reported a position in Calix in Q4 2023 and has held it in 10 quarters since.
OV Management's Calix position peaked at $5.37M in Q3 2024.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.