SJS Investment Consulting’s Calix CALX Stock Holding History

SJS Investment Consulting’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	$336	Buy	9 +2	+29%	+$84	﹤0.01%	2369
2026 Q1	$343	Sell	7 -97	-93%	-$5.09K	﹤0.01%	1855
2025 Q4	$5.5K	Buy	104 +100	+2,500%	+$5.83K	﹤0.01%	934
2025 Q3	$246	Hold	4	–	–	﹤0.01%	1425
2025 Q2	$213	Sell	4 -1	-20%	-$43	﹤0.01%	1359
2025 Q1	$178	Hold	5	–	–	﹤0.01%	1464
2024 Q4	$175	Sell	5 -1	-17%	-$35	﹤0.01%	1474
2024 Q3	$233	Buy	6 +2	+50%	+$73	﹤0.01%	1484
2024 Q2	$142	Sell	4 -2	-33%	-$64	﹤0.01%	1555
2024 Q1	$199	Sell	6 -2	-25%	-$75	﹤0.01%	1489
2023 Q4	$350	Buy	8 +1	+14%	+$40	﹤0.01%	1349
2023 Q3	$321	Sell	7 -1,469	-100%	-$66.5K	﹤0.01%	1356
2023 Q2	$73.7K	Buy	1,476 +1	+0.1%	+$48	0.02%	129
2023 Q1	$79K	Sell	1,475 -391	-21%	-$21.3K	0.02%	124
2022 Q4	$128K	Buy	1,866 +1,856	+18,560%	+$125K	0.04%	99
2022 Q3	$0	Buy	+10	New	+$535	﹤0.01%	1090
2022 Q1	$0	Buy	+1	New	+$51	﹤0.01%	770

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SJS Investment Consulting's CALX Position: Q2 2026 in Review

SJS Investment Consulting increased its Calix (CALX) stake by 29% in Q2 2026, buying an estimated $84 and bringing the position to 9 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

SJS Investment Consulting first reported a position in CALX in Q1 2022 and has held it in 17 quarters since. The position peaked at $128K in Q4 2022. 106 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

SJS Investment Consulting held 9 shares of Calix worth $336 as of Q2 2026.
SJS Investment Consulting bought 2 Calix shares in Q2 2026, an estimated $84.
Calix made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2369 holding.
SJS Investment Consulting first reported a position in Calix in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Calix position peaked at $128K in Q4 2022.
106 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.