SS
CALX icon

Steve Schonfeld’s Calix CALX Stock Holding History

Steve Schonfeld’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 		$1.2M Buy
32,273
+17,361
+116% +$728K ﹤0.01% 1365
2026
Q1 		$731K Buy
14,912
+6,382
+75% +$335K 0.01% 1234
2025
Q4 		$451K Sell
8,530
-63,146
-88% -$3.68M ﹤0.01% 1428
2025
Q3 		$4.4M Buy
71,676
+33,835
+89% +$1.95M 0.03% 641
2025
Q2 		$2.01M Buy
37,841
+6,794
+22% +$291K 0.01% 980
2025
Q1 		$1.1M Buy
31,047
+7,987
+35% +$296K 0.01% 1243
2024
Q4 		$804K Buy
+23,060
New +$812K ﹤0.01% 1213
2024
Q3 		– Sell
-321,637
Closed -$11.4M – 2071
2024
Q2 		$11.4M Buy
321,637
+299,648
+1,363% +$9.65M 0.07% 310
2024
Q1 		$729K Buy
+21,989
New +$820K ﹤0.01% 1339
2023
Q4 		– Sell
-31,835
Closed -$1.46M – 1887
2023
Q3 		$1.46M Sell
31,835
-681,365
-96% -$30.8M 0.01% 910
2023
Q2 		$35.6M Buy
713,200
+142,600
+25% +$6.87M 0.31% 73
2023
Q1 		$30.6M Buy
570,600
+18,200
+3% +$992K 0.29% 87
2022
Q4 		$37.8M Buy
552,400
+302,200
+121% +$20.3M 0.31% 59
2022
Q3 		$15.3M Buy
+250,200
New +$13.4M 0.13% 224
2021
Q4 		– Sell
-87,642
Closed -$4.33M – 2169
2021
Q3 		$4.33M Buy
87,642
+44,182
+102% +$2.04M 0.04% 480
2021
Q2 		$2.06M Buy
+43,460
New +$1.91M 0.02% 698
2019
Q1 		– Sell
-13,500
Closed -$132K – 1057
2018
Q4 		$132K Buy
+13,500
New +$117K 0.01% 990
2017
Q3 		– Sell
-60,101
Closed -$412K – 606
2017
Q2 		$412K Buy
60,101
+15,100
+34% +$102K 0.04% 422
2017
Q1 		$326K Sell
45,001
-18,459
-29% -$131K 0.03% 452
2016
Q4 		$490K Buy
63,460
+38,460
+154% +$280K 0.06% 343
2016
Q3 		$184K Buy
+25,000
New +$187K 0.03% 369

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

Steve Schonfeld's CALX Position: Q2 2026 in Review

Steve Schonfeld increased its Calix (CALX) stake by 116% in Q2 2026, buying an estimated $728K and bringing the position to 32,273 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Steve Schonfeld first reported a position in CALX in Q3 2016 and has held it in 21 quarters since. The position peaked at $37.8M in Q4 2022. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Steve Schonfeld held 32,273 shares of Calix worth $1.2M as of Q2 2026.
  • Steve Schonfeld bought 17,361 Calix shares in Q2 2026, an estimated $728K.
  • Calix made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1365 holding.
  • Steve Schonfeld first reported a position in Calix in Q3 2016 and has held it in 21 quarters since.
  • Steve Schonfeld's Calix position peaked at $37.8M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.