Schroder Investment Management Group
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Schroder Investment Management Group’s Calix CALX Stock Holding History

Schroder Investment Management Group’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 		$399K Sell
11,055
-266,797
-96% -$11.2M ﹤0.01% 1109
2026
Q1 		$13.7M Buy
277,852
+266,515
+2,351% +$14M 0.01% 600
2025
Q4 		$601K Hold
11,337
– – ﹤0.01% 1041
2025
Q3 		$696K Buy
11,337
+570
+5% +$32.8K ﹤0.01% 1057
2025
Q2 		$552K Buy
+10,767
New +$461K ﹤0.01% 1053
2022
Q2 		– Sell
-7,668
Closed -$318K – 1321
2022
Q1 		$318K Buy
+7,668
New +$388K ﹤0.01% 1266

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

Schroder Investment Management Group's CALX Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Calix (CALX) stake by 96% in Q2 2026, selling an estimated $11.2M and leaving 11,055 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Schroder Investment Management Group first reported a position in CALX in Q1 2022 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Schroder Investment Management Group held 11,055 shares of Calix worth $399K as of Q2 2026.
  • Schroder Investment Management Group sold 266,797 Calix shares in Q2 2026, an estimated $11.2M.
  • Calix made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1109 holding.
  • Schroder Investment Management Group first reported a position in Calix in Q1 2022 and has held it in 6 quarters since.
  • Schroder Investment Management Group's Calix position peaked at $13.7M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.