Thompson Investment Management’s Calix CALX Stock Holding History

Thompson Investment 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 Q2	$3.43M	Buy	91,940 +47,100	+105%	+$1.98M	0.39%	80
2026 Q1	$2.2M	Hold	44,840	–	–	0.28%	88
2025 Q4	$2.37M	Hold	44,840	–	–	0.3%	88
2025 Q3	$2.75M	Sell	44,840 -25,000	-36%	-$1.44M	0.37%	79
2025 Q2	$3.71M	Sell	69,840 -20,400	-23%	-$873K	0.52%	70
2025 Q1	$3.2M	Sell	90,240 -700	-0.8%	-$26K	0.48%	74
2024 Q4	$3.17M	Buy	90,940 +4,000	+5%	+$141K	0.46%	78
2024 Q3	$3.37M	Sell	86,940 -7,385	-8%	-$271K	0.48%	77
2024 Q2	$3.34M	Buy	94,325 +38,375	+69%	+$1.24M	0.52%	72
2024 Q1	$1.86M	Buy	55,950 +16,725	+43%	+$623K	0.28%	89
2023 Q4	$1.71M	Sell	39,225 -2,200	-5%	-$88K	0.28%	91
2023 Q3	$1.9M	Buy	41,425 +9,700	+31%	+$439K	0.34%	85
2023 Q2	$1.58M	Hold	31,725	–	–	0.26%	92
2023 Q1	$1.7M	Buy	31,725 +19,125	+152%	+$1.04M	0.29%	91
2022 Q4	$862K	Hold	12,600	–	–	0.16%	105
2022 Q3	$770K	Hold	12,600	–	–	0.15%	108
2022 Q2	$430K	Hold	12,600	–	–	0.07%	146
2022 Q1	$541K	Buy	12,600 +8,100	+180%	+$410K	0.08%	142
2021 Q4	$360K	Sell	4,500 -2,500	-36%	-$163K	0.05%	169
2021 Q3	$346K	Hold	7,000	–	–	0.05%	162
2021 Q2	$332K	Buy	+7,000	New	+$307K	0.05%	170

Other funds holding CALX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Thompson Investment Management's CALX Position: Q2 2026 in Review

Thompson Investment Management increased its Calix (CALX) stake by 105% in Q2 2026, buying an estimated $1.98M and bringing the position to 91,940 shares worth $3.43M. The position accounts for 0.39% of the portfolio, ranked #80.

Thompson Investment Management first reported a position in CALX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.71M in Q2 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Thompson Investment Management held 91,940 shares of Calix worth $3.43M as of Q2 2026.
Thompson Investment Management bought 47,100 Calix shares in Q2 2026, an estimated $1.98M.
Calix made up 0.39% of Thompson Investment Management's portfolio in Q2 2026, its #80 holding.
Thompson Investment Management first reported a position in Calix in Q2 2021 and has held it in 21 quarters since.
Thompson Investment Management's Calix position peaked at $3.71M in Q2 2025.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.