WG
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Winton Group’s Calix CALX Stock Holding History

Winton 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
2026
Q2 		$235K Sell
6,300
-22,159
-78% -$930K 0.01% 962
2026
Q1 		$1.39M Buy
28,459
+7,747
+37% +$407K 0.05% 414
2025
Q4 		$1.1M Buy
20,712
+2,192
+12% +$128K 0.04% 451
2025
Q3 		$1.14M Sell
18,520
-6,950
-27% -$400K 0.04% 406
2025
Q2 		$1.35M Sell
25,470
-9,893
-28% -$423K 0.07% 331
2025
Q1 		$1.25M Sell
35,363
-206
-0.6% -$7.64K 0.08% 256
2024
Q4 		$1.24M Buy
35,569
+8,348
+31% +$294K 0.08% 214
2024
Q3 		$1.06M Buy
27,221
+279
+1% +$10.3K 0.07% 286
2024
Q2 		$955K Buy
26,942
+733
+3% +$23.6K 0.06% 267
2024
Q1 		$869K Buy
26,209
+17,814
+212% +$664K 0.06% 345
2023
Q4 		$367K Buy
8,395
+2,024
+32% +$80.9K 0.03% 470
2023
Q3 		$292K Buy
+6,371
New +$288K 0.02% 562
2020
Q2 		– Sell
-13,134
Closed -$93K – 1463
2020
Q1 		$93K Sell
13,134
-48,403
-79% -$408K ﹤0.01% 1331
2019
Q4 		$492K Buy
61,537
+3,727
+6% +$27.8K 0.01% 1242
2019
Q3 		$369K Buy
+57,810
New +$364K ﹤0.01% 1197

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

Winton Group's CALX Position: Q2 2026 in Review

Winton Group reduced its Calix (CALX) stake by 78% in Q2 2026, selling an estimated $930K and leaving 6,300 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #962.

Winton Group first reported a position in CALX in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.39M in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Winton Group held 6,300 shares of Calix worth $235K as of Q2 2026.
  • Winton Group sold 22,159 Calix shares in Q2 2026, an estimated $930K.
  • Calix made up 0.01% of Winton Group's portfolio in Q2 2026, its #962 holding.
  • Winton Group first reported a position in Calix in Q3 2019 and has held it in 15 quarters since.
  • Winton Group's Calix position peaked at $1.39M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.