MARATHON CAPITAL MANAGEMENT

Position in CALX — Calix, Inc

CIK 1213206 Hunt Valley, MD

Position in CALX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,118,272

-$886,905 QoQ

Shares Held

83,555

+2.2% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#81

of 287 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $26,935,358 across 6 Software - Infrastructure names. CALX ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZS	Zscaler, Inc.	66,172	$9,340,177
2	MSFT	Microsoft Corp	23,877	$8,906,598
3	ZETA	Zeta Global Holdings Corp.	239,765	$4,718,575
4	CALX	Calix, Inc This page	83,555	$3,118,272
5	CPAY	Corpay, Inc.	1,557	$518,901
6	PANW	Palo Alto Networks Inc	976	$332,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,118,272	83,555	+2.2%	Shares	Sole	2026-07-22
2026-03-31	$4,005,177	81,755	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$4,265,364	80,585	+0.5%	Shares	Sole	2026-01-29
2025-09-30	$4,921,874	80,200	-17.0%	Shares	Sole	2025-11-14
2025-06-30	$5,140,015	96,635	-15.5%	Shares	Sole	2025-08-14
2025-03-31	$4,053,981	114,390	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$4,014,757	115,135	-4.7%	Shares	Sole	2025-02-14
2024-09-30	$4,687,383	120,840	+33.7%	Shares	Sole	2024-11-14
2024-06-30	$3,203,403	90,415	+8.1%	Shares	Sole	2024-08-14
2024-03-31	$2,773,502	83,640	+46.5%	Shares	Sole	2024-05-15
2023-12-31	$2,494,917	57,105	+5.6%	Shares	Sole	2024-02-14
2023-09-30	$2,479,027	54,080	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.