Y-Intercept (HK)’s Calix CALX Stock Holding History

Y-Intercept (HK)’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 Q3	$4.79M	Buy	139,387 +45,702	+49%	+$1.7M	0.11%	247
2026 Q2	$3.5M	Buy	93,685 +21,399	+30%	+$898K	0.07%	415
2026 Q1	$3.54M	Buy	72,286 +13,542	+23%	+$711K	0.07%	460
2025 Q4	$3.11M	Buy	58,744 +54,947	+1,447%	+$3.2M	0.07%	407
2025 Q3	$233K	Buy	+3,797	New	+$219K	0.01%	1443
2025 Q1	–	Sell	-24,592	Closed	-$858K	–	1229
2024 Q4	$858K	Buy	24,592 +4,597	+23%	+$162K	0.06%	487
2024 Q3	$776K	Buy	+19,995	New	+$735K	0.05%	555
2024 Q2	–	Sell	-20,997	Closed	-$696K	–	1435
2024 Q1	$696K	Buy	+20,997	New	+$783K	0.05%	548
2023 Q3	–	Sell	-8,357	Closed	-$417K	–	1099
2023 Q2	$417K	Sell	8,357 -1,220	-13%	-$58.8K	0.04%	629
2023 Q1	$513K	Buy	+9,577	New	+$522K	0.06%	519
2021 Q2	–	Sell	-6,114	Closed	-$204K	–	642
2021 Q1	$204K	Buy	+6,114	New	+$226K	0.05%	555

Other funds holding CALX

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Y-Intercept (HK)'s CALX Position: Q3 2026 in Review

Y-Intercept (HK) increased its Calix (CALX) stake by 49% in Q3 2026, buying an estimated $1.7M and bringing the position to 139,387 shares worth $4.79M. The position accounts for 0.11% of the portfolio, ranked #247.

Y-Intercept (HK) first reported a position in CALX in Q1 2021 and has held it in 11 quarters since. 28 funds tracked by Wall St. Rank hold CALX as of Q3 2026.

Y-Intercept (HK) held 139,387 shares of Calix worth $4.79M as of Q3 2026.
Y-Intercept (HK) bought 45,702 Calix shares in Q3 2026, an estimated $1.7M.
Calix made up 0.11% of Y-Intercept (HK)'s portfolio in Q3 2026, its #247 holding.
Y-Intercept (HK) first reported a position in Calix in Q1 2021 and has held it in 11 quarters since.
28 funds tracked by Wall St. Rank held Calix as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.