Position in CALX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,713,313
-$2,088,196 QoQ
Shares Held
72,704
-25.8% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 287 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,210,507 across 70 Software - Infrastructure names. CALX ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in CALX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,713,313 | 72,704 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,801,509 | 98,010 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,420,442 | 64,622 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,538,274 | 90,244 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,331,127 | 100,228 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,617,938 | 130,303 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,319,592 | 152,555 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,164,429 | 158,918 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,583,189 | 129,359 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,338,349 | 100,674 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,544,176 | 81,121 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,296,675 | 50,102 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,940,999 | 38,890 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,884,010 | 35,156 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,019,369 | 29,510 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,410,744 | 23,074 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $951,515 | 27,871 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $803,575 | 18,727 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $475,661 | 5,948 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $241,613 | 4,888 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||