Position in CALX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$61,652
-$19,818 QoQ
Shares Held
1,652
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#210
of 285 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in CALX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OV Management LLC holds $1,119,684 across 7 Software - Infrastructure names. CALX ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,157 | $431,584 | |
| 2 | PANW |
Palo Alto Networks Inc
|
544 | $185,514 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
836 | $159,496 | |
| 4 | NET |
Cloudflare, Inc.
|
444 | $108,904 | |
| 5 | NTNX |
Nutanix, Inc.
|
1,775 | $90,454 | |
| 6 | XYZ |
Block, Inc.
|
1,080 | $82,080 | |
| 7 | CALX |
Calix, Inc
This page
|
1,652 | $61,652 |
All Filings in CALX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,652 | 1,652 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $81,470 | 1,663 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $476,528 | 9,003 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $560,983 | 9,141 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $481,529 | 9,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,108,498 | 144,145 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,867,956 | 139,603 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,372,764 | 138,509 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,633,074 | 130,767 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,979,200 | 120,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,242,800 | 120,000 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||