PCM
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Penserra Capital Management’s Calix CALX Stock Holding History

Penserra Capital 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 		$6.37M Sell
170,796
-4,533
-3% -$190K 0.05% 277
2026
Q1 		$8.59M Buy
175,329
+18,548
+12% +$974K 0.1% 213
2025
Q4 		$8.3M Sell
156,781
-3,285
-2% -$191K 0.1% 209
2025
Q3 		$9.82M Sell
160,066
-95,619
-37% -$5.51M 0.12% 196
2025
Q2 		$13.6M Buy
+255,685
New +$10.9M 0.19% 156
2024
Q3 		– Sell
-203,450
Closed -$7.21M – 1129
2024
Q2 		$7.21M Sell
203,450
-8,404
-4% -$271K 0.09% 186
2024
Q1 		$7.03M Buy
211,854
+58,494
+38% +$2.18M 0.09% 192
2023
Q4 		$6.7M Sell
153,360
-8,451
-5% -$338K 0.13% 121
2023
Q3 		$7.42M Buy
161,811
+39,008
+32% +$1.77M 0.15% 113
2023
Q2 		$6.13M Buy
122,803
+47,442
+63% +$2.29M 0.12% 123
2023
Q1 		$4.04M Sell
75,361
-4,542
-6% -$248K 0.08% 176
2022
Q4 		$5.47M Sell
79,903
-82,466
-51% -$5.54M 0.12% 118
2022
Q3 		$9.93M Sell
162,369
-11,580
-7% -$619K 0.28% 62
2022
Q2 		$5.94M Buy
173,949
+58,975
+51% +$2.19M 0.16% 119
2022
Q1 		$4.93M Sell
114,974
-8,684
-7% -$440K 0.12% 219
2021
Q4 		$9.89M Sell
123,658
-32,507
-21% -$2.12M 0.21% 132
2021
Q3 		$7.72M Buy
156,165
+2,418
+2% +$112K 0.16% 181
2021
Q2 		$7.3M Sell
153,747
-84,653
-36% -$3.72M 0.13% 195
2021
Q1 		$8.26M Buy
238,400
+43,313
+22% +$1.6M 0.15% 162
2020
Q4 		$5.8M Buy
195,087
+20,989
+12% +$518K 0.14% 163
2020
Q3 		$3.1M Buy
174,098
+42,500
+32% +$802K 0.12% 170
2020
Q2 		$1.96M Buy
+131,598
New +$1.51M 0.1% 186

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 40.91% 1-Year Est. Return

Penserra Capital Management's CALX Position: Q2 2026 in Review

Penserra Capital Management reduced its Calix (CALX) stake by 2.6% in Q2 2026, selling an estimated $190K and leaving 170,796 shares worth $6.37M. The position accounts for 0.05% of the portfolio, ranked #277.

Penserra Capital Management first reported a position in CALX in Q2 2020 and has held it in 22 quarters since. The position peaked at $13.6M in Q2 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Penserra Capital Management held 170,796 shares of Calix worth $6.37M as of Q2 2026.
  • Penserra Capital Management sold 4,533 Calix shares in Q2 2026, an estimated $190K.
  • Calix made up 0.05% of Penserra Capital Management's portfolio in Q2 2026, its #277 holding.
  • Penserra Capital Management first reported a position in Calix in Q2 2020 and has held it in 22 quarters since.
  • Penserra Capital Management's Calix position peaked at $13.6M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.