UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CALX — Calix, Inc
CIK 861177
NEW YORK, NY
Position in CALX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,719,839
-$681,524 QoQ
Shares Held
157,580
-0.7% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CALX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $35,018,537,590 across 88 Software - Infrastructure names. CALX ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
63,832,188 | $23,628,761,025 | |
| 2 | ORCL |
Oracle Corp
|
14,556,984 | $2,141,477,911 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,310,511 | $2,093,341,542 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,072,960 | $1,294,256,943 | |
| 5 | SNPS |
Synopsys Inc
|
2,194,613 | $870,120,156 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,958,601 | $764,657,410 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,554,196 | $617,328,890 | |
| 8 | NET |
Cloudflare, Inc.
|
2,544,043 | $524,937,826 |
All Filings in CALX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,719,839 | 157,580 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,401,363 | 158,726 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,951,569 | 162,157 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,109,334 | 265,263 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,249,060 | 176,328 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $5,559,076 | 159,423 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,027,491 | 129,608 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,344,565 | 122,624 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,134,606 | 64,373 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,557,085 | 58,528 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,264,770 | 49,406 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,798,202 | 56,065 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,004,520 | 56,065 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,424,646 | 50,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,770,373 | 45,312 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,915,831 | 56,117 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,452,303 | 57,150 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,466,162 | 55,848 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,792,941 | 56,503 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,737,946 | 57,641 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,463,101 | 42,213 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,187,453 | 39,901 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $702,718 | 39,523 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $517,372 | 34,723 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||