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Pier Capital’s Calix CALX Stock Holding History

Pier 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
2024
Q4 		– Sell
-238,434
Closed -$9.25M – 122
2024
Q3 		$9.25M Sell
238,434
-591
-0.2% -$21.7K 1.3% 14
2024
Q2 		$8.47M Sell
239,025
-28,194
-11% -$908K 1.26% 25
2024
Q1 		$8.86M Sell
267,219
-7,043
-3% -$262K 1.22% 36
2023
Q4 		$12M Buy
274,262
+15,281
+6% +$611K 1.71% 6
2023
Q3 		$11.9M Buy
258,981
+58,556
+29% +$2.65M 1.91% 3
2023
Q2 		$10M Buy
200,425
+54,320
+37% +$2.62M 1.44% 15
2023
Q1 		$7.83M Buy
146,105
+50,737
+53% +$2.77M 1.19% 33
2022
Q4 		$6.53M Buy
+95,368
New +$6.41M 1.07% 49

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Pier Capital's CALX Position: Q4 2024 in Review

Pier Capital sold out of Calix (CALX) in Q4 2024, closing a stake of 238,434 shares — an estimated $9.25M sold.

Pier Capital first reported a position in CALX in Q4 2022 and held it in 8 quarters. The position peaked at $12M in Q4 2023. 253 funds tracked by Wall St. Rank hold CALX as of Q4 2024.

  • Pier Capital reported no remaining Calix position as of Q4 2024 after selling out during the quarter.
  • Pier Capital sold 238,434 Calix shares in Q4 2024, an estimated $9.25M.
  • Pier Capital first reported a position in Calix in Q4 2022 and held it in 8 quarters.
  • Pier Capital's Calix position peaked at $12M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Calix as of Q4 2024.

Based on Pier Capital's 13F filing for Q4 2024, filed 11 Feb 2025.