Position in CALX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,958,576
-$5,280,021 QoQ
Shares Held
529,875
-10.2% QoQ
Ownership
0.842%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CALX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Artisan Partners Limited Partnership holds $1,001,863,210 across 14 Software - Infrastructure names. CALX ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
1,227,170 | $300,374,400 | |
| 2 | ORCL |
Oracle Corp
|
963,824 | $141,788,148 | |
| 3 | NET |
Cloudflare, Inc.
|
668,158 | $137,867,721 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
346,469 | $135,264,962 | |
| 5 | RDWR |
Radware Ltd
|
2,749,680 | $72,371,577 | |
| 6 | ZS |
Zscaler, Inc.
|
385,216 | $54,041,952 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
2,185,797 | $30,120,282 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
386,095 | $28,598,056 |
All Filings in CALX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,958,576 | 529,875 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,238,597 | 590,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,584,789 | 710,197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,077,088 | 1,204,683 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,290,464 | 1,052,214 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $38,709,361 | 1,110,105 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $44,203,571 | 1,139,561 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,318,017 | 1,194,412 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,400,386 | 1,218,347 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,888,338 | 1,233,425 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $49,240,182 | 1,074,175 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,961,784 | 520,172 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||