Yorktown Management & Research Company’s Calix CALX Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-9,000	Closed	-$441K	–	257
2026 Q1	$441K	Hold	9,000	–	–	0.37%	95
2025 Q4	$476K	Hold	9,000	–	–	0.38%	98
2025 Q3	$552K	Hold	9,000	–	–	0.44%	76
2025 Q2	$479K	Hold	9,000	–	–	0.46%	79
2025 Q1	$319K	Hold	9,000	–	–	0.35%	131
2024 Q4	$314K	Buy	+9,000	New	+$317K	0.3%	165
2023 Q1	–	Sell	-5,150	Closed	-$352K	–	196
2022 Q4	$352K	Buy	+5,150	New	+$346K	0.43%	104

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Yorktown Management & Research Company's CALX Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Calix (CALX) in Q2 2026, closing a stake of 9,000 shares — an estimated $441K sold.

Yorktown Management & Research Company first reported a position in CALX in Q4 2022 and held it in 7 quarters. The position peaked at $552K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Yorktown Management & Research Company reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 9,000 Calix shares in Q2 2026, an estimated $441K.
Yorktown Management & Research Company first reported a position in Calix in Q4 2022 and held it in 7 quarters.
Yorktown Management & Research Company's Calix position peaked at $552K in Q3 2025.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.