Westfield Capital Management
CALX icon

Westfield Capital Management’s Calix CALX Stock Holding History

Westfield Capital 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 		$49.4M Sell
1,324,534
-221,567
-14% -$9.3M 0.16% 165
2026
Q1 		$75.7M Buy
1,546,101
+400,809
+35% +$21M 0.32% 104
2025
Q4 		$60.6M Buy
1,145,292
+461,196
+67% +$26.9M 0.25% 132
2025
Q3 		$42M Buy
684,096
+392,947
+135% +$22.6M 0.18% 162
2025
Q2 		$15.5M Buy
+291,149
New +$12.5M 0.06% 183
2024
Q2 		– Sell
-584,576
Closed -$19.4M – 251
2024
Q1 		$19.4M Sell
584,576
-97,044
-14% -$3.62M 0.1% 184
2023
Q4 		$29.8M Buy
681,620
+2,433
+0.4% +$97.3K 0.17% 172
2023
Q3 		$31.1M Buy
679,187
+147,785
+28% +$6.69M 0.21% 155
2023
Q2 		$26.5M Buy
+531,402
New +$25.6M 0.17% 157
2013
Q4 		– Sell
-34,200
Closed -$435K – 329
2013
Q3 		$435K Hold
34,200
– – ﹤0.01% 311
2013
Q2 		$345K Buy
+34,200
New +$318K ﹤0.01% 327

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
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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Westfield Capital Management's CALX Position: Q2 2026 in Review

Westfield Capital Management reduced its Calix (CALX) stake by 14% in Q2 2026, selling an estimated $9.3M and leaving 1,324,534 shares worth $49.4M. The position accounts for 0.16% of the portfolio, ranked #165.

Westfield Capital Management first reported a position in CALX in Q2 2013 and has held it in 11 quarters since. The position peaked at $75.7M in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Westfield Capital Management held 1,324,534 shares of Calix worth $49.4M as of Q2 2026.
  • Westfield Capital Management sold 221,567 Calix shares in Q2 2026, an estimated $9.3M.
  • Calix made up 0.16% of Westfield Capital Management's portfolio in Q2 2026, its #165 holding.
  • Westfield Capital Management first reported a position in Calix in Q2 2013 and has held it in 11 quarters since.
  • Westfield Capital Management's Calix position peaked at $75.7M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.