UBS Group
CALX icon

UBS Group’s Calix CALX Stock Holding History

UBS Group’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
2024
Q1 		– Sell
-285,500
Closed -$12.5M – 9364
2023
Q4 		$12.5M Buy
+285,500
New +$11.4M ﹤0.01% 1916
2015
Q1 		– Sell
-200
Closed -$2K – 8852
2014
Q4 		$2K Buy
+200
New +$1.99K ﹤0.01% 9379

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's CALX Position: Q1 2026 in Review

UBS Group increased its Calix (CALX) stake by 80% in Q1 2026, buying an estimated $15M and bringing the position to 645,245 shares worth $31.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

UBS Group first reported a position in CALX in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.6M in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • UBS Group held 645,245 shares of Calix worth $31.6M as of Q1 2026.
  • UBS Group bought 286,145 Calix shares in Q1 2026, an estimated $15M.
  • Calix made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2113 holding.
  • UBS Group first reported a position in Calix in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Calix position peaked at $49.6M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.