SEI Investments
CALX icon

SEI Investments’s Calix CALX Stock Holding History

SEI Investments’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 		$7.09M Sell
189,891
-79,429
-29% -$3.33M 0.01% 1299
2026
Q1 		$13.2M Buy
269,320
+52,784
+24% +$2.77M 0.01% 984
2025
Q4 		$11.5M Buy
216,536
+43,178
+25% +$2.51M 0.01% 1006
2025
Q3 		$10.6M Buy
173,358
+42,541
+33% +$2.45M 0.01% 1004
2025
Q2 		$6.96M Buy
130,817
+53,521
+69% +$2.29M 0.01% 1123
2025
Q1 		$2.74M Buy
77,296
+16,109
+26% +$598K ﹤0.01% 1506
2024
Q4 		$2.13M Sell
61,187
-4,190
-6% -$148K ﹤0.01% 1657
2024
Q3 		$2.54M Sell
65,377
-10,705
-14% -$393K ﹤0.01% 1573
2024
Q2 		$2.7M Sell
76,082
-1,465
-2% -$47.2K ﹤0.01% 1515
2024
Q1 		$2.57M Sell
77,547
-5,600
-7% -$209K ﹤0.01% 1510
2023
Q4 		$3.63M Sell
83,147
-58,451
-41% -$2.34M 0.01% 1321
2023
Q3 		$6.49M Sell
141,598
-52,846
-27% -$2.39M 0.01% 1048
2023
Q2 		$9.7M Buy
194,444
+29,143
+18% +$1.4M 0.02% 892
2023
Q1 		$8.86M Buy
165,301
+70,416
+74% +$3.84M 0.02% 919
2022
Q4 		$6.49M Sell
94,885
-129,245
-58% -$8.69M 0.01% 930
2022
Q3 		$13.7M Sell
224,130
-478
-0.2% -$25.6K 0.03% 626
2022
Q2 		$7.67M Buy
224,608
+123,576
+122% +$4.59M 0.02% 895
2022
Q1 		$4.33M Sell
101,032
-44,788
-31% -$2.27M 0.01% 1181
2021
Q4 		$11.7M Sell
145,820
-31,478
-18% -$2.06M 0.02% 717
2021
Q3 		$8.76M Sell
177,298
-12,469
-7% -$575K 0.02% 813
2021
Q2 		$9.01M Buy
189,767
+95,738
+102% +$4.2M 0.02% 791
2021
Q1 		$3.02M Buy
94,029
+33,876
+56% +$1.25M 0.01% 1276
2020
Q4 		$1.77M Sell
60,153
-24,670
-29% -$609K ﹤0.01% 1445
2020
Q3 		$1.51M Buy
84,823
+37,355
+79% +$705K ﹤0.01% 1421
2020
Q2 		$707K Buy
+47,468
New +$545K ﹤0.01% 1708
2015
Q1 		– Sell
-73,638
Closed -$738K – 2256
2014
Q4 		$738K Buy
+73,638
New +$733K 0.01% 1032

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

SEI Investments's CALX Position: Q2 2026 in Review

SEI Investments reduced its Calix (CALX) stake by 29% in Q2 2026, selling an estimated $3.33M and leaving 189,891 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #1299.

SEI Investments first reported a position in CALX in Q4 2014 and has held it in 26 quarters since. The position peaked at $13.7M in Q3 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • SEI Investments held 189,891 shares of Calix worth $7.09M as of Q2 2026.
  • SEI Investments sold 79,429 Calix shares in Q2 2026, an estimated $3.33M.
  • Calix made up 0.01% of SEI Investments's portfolio in Q2 2026, its #1299 holding.
  • SEI Investments first reported a position in Calix in Q4 2014 and has held it in 26 quarters since.
  • SEI Investments's Calix position peaked at $13.7M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.