Ray Dalio’s Calix CALX Stock Holding History

Ray Dalio’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	-65,536	Closed	-$3.47M	–	1028
2025 Q4	$3.47M	Buy	65,536 +29,642	+83%	+$1.73M	0.01%	629
2025 Q3	$2.2M	Buy	+35,894	New	+$2.07M	0.01%	705

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's CALX Position: Q1 2026 in Review

Ray Dalio sold out of Calix (CALX) in Q1 2026, closing a stake of 65,536 shares — an estimated $3.47M sold.

Ray Dalio first reported a position in CALX in Q3 2025 and held it in 2 quarters. The position peaked at $3.47M in Q4 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Ray Dalio reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 65,536 Calix shares in Q1 2026, an estimated $3.47M.
Ray Dalio first reported a position in Calix in Q3 2025 and held it in 2 quarters.
Ray Dalio's Calix position peaked at $3.47M in Q4 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.