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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
Q2 		$61.7K Sell
1,652
-11
-0.7% -$462 0.12% 31
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

OV Management's CALX Position: Q2 2026 in Review

OV Management reduced its Calix (CALX) stake by 0.66% in Q2 2026, selling an estimated $462 and leaving 1,652 shares worth $61.7K. The position accounts for 0.12% of the portfolio, ranked #31.

OV Management first reported a position in CALX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.37M in Q3 2024. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • OV Management held 1,652 shares of Calix worth $61.7K as of Q2 2026.
  • OV Management sold 11 Calix shares in Q2 2026, an estimated $462.
  • Calix made up 0.12% of OV Management's portfolio in Q2 2026, its #31 holding.
  • OV Management first reported a position in Calix in Q4 2023 and has held it in 11 quarters since.
  • OV Management's Calix position peaked at $5.37M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.