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 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

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Y-Intercept (HK)'s CALX Position: Q2 2026 in Review

Y-Intercept (HK) increased its Calix (CALX) stake by 30% in Q2 2026, buying an estimated $898K and bringing the position to 93,685 shares worth $3.5M. The position accounts for 0.07% of the portfolio, ranked #415.

Y-Intercept (HK) first reported a position in CALX in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.54M in Q1 2026. 33 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Y-Intercept (HK) held 93,685 shares of Calix worth $3.5M as of Q2 2026.
Y-Intercept (HK) bought 21,399 Calix shares in Q2 2026, an estimated $898K.
Calix made up 0.07% of Y-Intercept (HK)'s portfolio in Q2 2026, its #415 holding.
Y-Intercept (HK) first reported a position in Calix in Q1 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s Calix position peaked at $3.54M in Q1 2026.
33 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.