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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
2025
Q2 		– Sell
-198,500
Closed -$7.03M – 78
2025
Q1 		$7.03M Sell
198,500
-300,300
-60% -$11.1M 0.65% 38
2024
Q4 		$17.4M Buy
498,800
+189,900
+61% +$6.69M 1.68% 22
2024
Q3 		$12M Buy
+308,900
New +$11.3M 1.5% 23

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 40.89% 1-Year Est. Return

SG Capital Management's CALX Position: Q2 2026 in Review

SG Capital Management sold out of Calix (CALX) in Q2 2026, closing a stake of 157,399 shares — an estimated $7.71M sold.

SG Capital Management first reported a position in CALX in Q3 2020 and held it in 12 quarters. The position peaked at $20M in Q1 2023. 288 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • SG Capital Management reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • SG Capital Management sold 157,399 Calix shares in Q2 2026, an estimated $7.71M.
  • SG Capital Management first reported a position in Calix in Q3 2020 and held it in 12 quarters.
  • SG Capital Management's Calix position peaked at $20M in Q1 2023.
  • 288 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on SG Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.