CALX · Calix, Inc
$37.48
-1.03 (-2.67%)
At close · Aug 6
Market Cap
$2.36B
Shares
62.96M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding CALX
327 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 3,620,938 | $177,389,753 | 0.19% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,903,001 | $93,228,019 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 1,477,300 | $72,372,927 | 0.10% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 1,361,602 | $66,704,882 | 0.04% | Long | 2026-03-31 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 1,548,202 | $61,541,030 | 0.04% | Long | 2026-05-31 | |
| Congress Small Cap Growth Fund | — | 895,000 | $38,986,200 | 2.02% | Long | 2026-04-30 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 760,886 | $37,275,805 | 0.10% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 674,089 | $33,023,620 | 0.04% | Long | 2026-03-31 | |
| Harbor Small Cap Growth Fund | — | 623,619 | $27,164,844 | 1.05% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 545,665 | $26,732,128 | 0.19% | Long | 2026-03-31 | |
| Global X U.S. Infrastructure Development ETF | — | 668,154 | $26,559,122 | 0.20% | Long | 2026-05-31 | |
| Fidelity Small Cap Index Fund | — | 596,292 | $25,974,480 | 0.08% | Long | 2026-04-30 | |
| iShares Cybersecurity and Tech ETF | — | 595,524 | $25,941,025 | 3.49% | Long | 2026-04-30 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 520,348 | $25,491,849 | 0.39% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 490,940 | $24,051,151 | 0.20% | Long | 2026-03-31 | |
| Loomis Sayles Small Cap Growth Fund | — | 470,353 | $23,042,593 | 1.20% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC EQUITY FUND | — | 467,358 | $22,895,868 | 0.23% | Long | 2026-03-31 | |
| AB Discovery Value Fund | — | 493,658 | $19,622,906 | 0.80% | Long | 2026-05-31 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 375,581 | $18,399,713 | 0.19% | Long | 2026-03-31 | |
| Nomura Small Cap Core Fund | — | 433,810 | $17,243,948 | 0.31% | Long | 2026-05-29 | |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | — | 382,110 | $16,644,712 | 1.23% | Long | 2026-04-30 | |
| Artisan International Small-Mid Fund | — | 330,252 | $16,179,045 | 0.60% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 318,209 | $15,589,059 | 0.39% | Long | 2026-03-31 | |
| Oberweis Small-Cap Opportunities Fund | — | 297,000 | $14,550,030 | 0.72% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Telecom ETF | — | 273,739 | $13,410,474 | 3.21% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 311,970 | $12,400,808 | 0.03% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 309,841 | $12,316,180 | 0.07% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | — | 288,686 | $11,475,269 | 0.05% | Long | 2026-05-31 | |
| BlackRock Advantage Small Cap Core Fund | — | 287,090 | $11,411,828 | 0.22% | Long | 2026-05-29 | |
| Strategic Advisers U.S. Total Stock Fund | — | 285,748 | $11,358,483 | 0.01% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 246,284 | $10,728,131 | 0.06% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | — | 210,307 | $9,160,973 | 0.07% | Long | 2026-04-30 | |
| VANGUARD EXPLORER FUND | — | 207,136 | $9,022,844 | 0.04% | Long | 2026-04-30 | |
| Defiance Connective Technologies ETF | — | 175,329 | $8,589,368 | 1.21% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 208,585 | $8,291,254 | 0.14% | Long | 2026-05-31 | |
| Fidelity MSCI Information Technology Index ETF | — | 188,066 | $8,192,155 | 0.05% | Long | 2026-04-30 | |
| U.S. MICRO CAP PORTFOLIO | — | 187,552 | $8,169,765 | 0.11% | Long | 2026-04-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 142,392 | $6,975,784 | 0.28% | Long | 2026-03-31 | |
| AB Discovery Value Portfolio | — | 137,451 | $6,733,724 | 0.98% | Long | 2026-03-31 | |
| THE HARTFORD SMALL COMPANY FUND | — | 150,084 | $6,537,659 | 0.98% | Long | 2026-04-30 | |
| Bridge Builder Tax Managed Small/Mid Cap Fund | — | 126,460 | $6,195,275 | 0.20% | Long | 2026-03-31 | |
| DWS Small Cap Core Fund | — | 125,000 | $6,123,750 | 0.58% | Long | 2026-03-31 | |
| Federated Hermes MDT Small Cap Core Fund | — | 138,624 | $6,038,461 | 0.32% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 132,099 | $5,754,232 | 0.08% | Long | 2026-04-30 | |
| Nuveen Quant Small/Mid Cap Equity Fund | — | 120,406 | $5,244,885 | 0.20% | Long | 2026-04-30 | |
| Principal U.S. Small-Cap ETF | — | 100,293 | $4,913,354 | 0.28% | Long | 2026-03-31 | |
| Invesco S&P SmallCap Information Technology ETF | — | 121,682 | $4,836,860 | 0.89% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 98,545 | $4,827,720 | 0.10% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 97,670 | $4,784,853 | 0.00% | Long | 2026-03-31 | |
| Fidelity Enhanced Small Cap ETF | — | 96,136 | $4,709,703 | 0.11% | Long | 2026-03-31 |
Showing 1–50 of 327 positions
Key facts
CIK
1406666
CUSIP
13100M509
13F (30d)
88 filings
88 filers
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