WRCM
CALX icon

Whale Rock Capital Management’s Calix CALX Stock Holding History

Whale Rock 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
2022
Q2 		– Sell
-887,366
Closed -$38.1M – 40
2022
Q1 		$38.1M Sell
887,366
-1,342,318
-60% -$67.9M 0.47% 41
2021
Q4 		$178M Buy
+2,229,684
New +$146M 1.51% 22

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Whale Rock Capital Management's CALX Position: Q2 2022 in Review

Whale Rock Capital Management sold out of Calix (CALX) in Q2 2022, closing a stake of 887,366 shares — an estimated $38.1M sold.

Whale Rock Capital Management first reported a position in CALX in Q4 2021 and held it in 2 quarters. The position peaked at $178M in Q4 2021. 203 funds tracked by Wall St. Rank hold CALX as of Q2 2022.

  • Whale Rock Capital Management reported no remaining Calix position as of Q2 2022 after selling out during the quarter.
  • Whale Rock Capital Management sold 887,366 Calix shares in Q2 2022, an estimated $38.1M.
  • Whale Rock Capital Management first reported a position in Calix in Q4 2021 and held it in 2 quarters.
  • Whale Rock Capital Management's Calix position peaked at $178M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Calix as of Q2 2022.

Based on Whale Rock Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.