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SG Capital Management’s Calix CALX Stock Holding History

SG Capital Management’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 		$7.71M Buy
+157,399
New +$8.26M 0.51% 59
2025
Q3 		– Sell
-120,463
Closed -$6.41M – 66
2025
Q2 		$6.41M Sell
120,463
-221,277
-65% -$9.46M 0.44% 56
2025
Q1 		$12.1M Sell
341,740
-230,484
-40% -$8.55M 1.11% 31
2024
Q4 		$20M Buy
572,224
+135,841
+31% +$4.78M 1.93% 18
2024
Q3 		$16.9M Sell
436,383
-6,504
-1% -$239K 2.12% 18
2024
Q2 		$15.7M Buy
+442,887
New +$14.3M 2.46% 10
2023
Q2 		– Sell
-373,415
Closed -$20M – 56
2023
Q1 		$20M Buy
373,415
+271,424
+266% +$14.8M 6.84% 2
2022
Q4 		$6.98M Sell
101,991
-172,783
-63% -$11.6M 3.91% 5
2022
Q3 		$16.8M Buy
+274,774
New +$14.7M 7.84% 3
2021
Q3 		– Sell
-99,045
Closed -$4.71M – 56
2021
Q2 		$4.71M Buy
+99,045
New +$4.35M 1.3% 29
2021
Q1 		– Sell
-282,118
Closed -$8.4M – 67
2020
Q4 		$8.4M Sell
282,118
-79,778
-22% -$1.97M 2.18% 16
2020
Q3 		$6.43M Buy
+361,896
New +$6.83M 1.85% 19

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SG Capital Management's CALX Position: Q1 2026 in Review

SG Capital Management opened a new position in Calix (CALX) in Q1 2026: 157,399 shares worth $7.71M. The stake represents 0.51% of the portfolio and ranks #59 among its holdings. This is a return to the name: SG Capital Management previously reported a position in CALX as recently as Q2 2025.

SG Capital Management first reported a position in CALX in Q3 2020 and has held it in 12 quarters since. The position peaked at $20M in Q1 2023. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • SG Capital Management held 157,399 shares of Calix worth $7.71M as of Q1 2026.
  • Calix was a new SG Capital Management position in Q1 2026.
  • Calix made up 0.51% of SG Capital Management's portfolio in Q1 2026, its #59 holding.
  • SG Capital Management first reported a position in Calix in Q3 2020 and has held it in 12 quarters since.
  • SG Capital Management's Calix position peaked at $20M in Q1 2023.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.