Position in CALX
as of Jun 30, 2026
Β· filed Aug 14, 2026
Position Value
$2,144,855
-$8,725,144 QoQ
Shares Held
57,472
-74.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 287 holders
Holding Since
Mar 2020
13 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 Β· as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. CALX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in CALX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,855 | 57,472 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,869,999 | 221,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,526,902 | 425,598 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,476,379 | 480,306 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $25,818,745 | 485,406 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,584,214 | 552,602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,713,171 | 708,723 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,363,698 | 344,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,061,801 | 114,643 | Shares | Sole | 2024-08-14 | |
| 2020-12-31 | $859,587 | 28,884 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $848,372 | 47,715 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,329,032 | 223,425 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,064,011 | 432,770 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||