Root Financial Partners
CALX icon

Root Financial Partners’s Calix CALX Stock Holding History

Root Financial Partners’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
Q3 		$2.78K Buy
+81
New +$3.02K ﹤0.01% 2483
2026
Q2 		– Sell
-77
Closed -$3.77K – 854
2026
Q1 		$3.77K Buy
77
+16
+26% +$840 ﹤0.01% 2060
2025
Q4 		$3.23K Hold
61
– – ﹤0.01% 1887
2025
Q3 		$3.74K Buy
+61
New +$3.51K ﹤0.01% 1819

Other funds holding CALX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Trigran Investments
Trigran Investments Northbrook, Illinois $529M AUM 34.08% 1-Year Est. Return

Root Financial Partners's CALX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Calix (CALX) in Q3 2026: 81 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #2483 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CALX as recently as Q1 2026.

Root Financial Partners first reported a position in CALX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.77K in Q1 2026. 216 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

  • Root Financial Partners held 81 shares of Calix worth $2.78K as of Q3 2026.
  • Calix was a new Root Financial Partners position in Q3 2026.
  • Calix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2483 holding.
  • Root Financial Partners first reported a position in Calix in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Calix position peaked at $3.77K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.