SGI
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Summit Global Investments’s Calix CALX Stock Holding History

Summit Global 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 		$609K Hold
16,328
– – 0.03% 304
2026
Q1 		$800K Sell
16,328
-1,007
-6% -$52.9K 0.05% 236
2025
Q4 		$918K Sell
17,335
-4,560
-21% -$266K 0.05% 212
2025
Q3 		$1.34M Buy
21,895
+16,102
+278% +$927K 0.08% 134
2025
Q2 		$308K Buy
+5,793
New +$248K 0.02% 386
2023
Q4 		– Sell
-24,915
Closed -$1.14M – 519
2023
Q3 		$1.14M Buy
+24,915
New +$1.13M 0.08% 193

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

Summit Global Investments's CALX Position: Q2 2026 in Review

Summit Global Investments held its Calix (CALX) position steady in Q2 2026 at 16,328 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #304.

Summit Global Investments first reported a position in CALX in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Summit Global Investments held 16,328 shares of Calix worth $609K as of Q2 2026.
  • Summit Global Investments left its Calix share count unchanged in Q2 2026.
  • Calix made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #304 holding.
  • Summit Global Investments first reported a position in Calix in Q3 2023 and has held it in 6 quarters since.
  • Summit Global Investments's Calix position peaked at $1.34M in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.