Position in CALX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,010,808
-$7,398,118 QoQ
Shares Held
696,967
+2.2% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 287 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $32,678,261,248 across 99 Software - Infrastructure names. CALX ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,298,999 | $19,508,572,606 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,382,853 | $2,176,680,529 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,699,013 | $2,064,943,846 | |
| 4 | ORCL |
Oracle Corp
|
10,531,224 | $1,543,350,876 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,972,808 | $1,521,092,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,967,178 | $763,057,884 | |
| 7 | SNPS |
Synopsys Inc
|
1,492,070 | $665,567,664 | |
| 8 | NET |
Cloudflare, Inc.
|
1,795,993 | $440,521,162 |
All Filings in CALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,010,808 | 696,967 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,408,926 | 681,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,624,271 | 673,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,597,567 | 677,816 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,477,038 | 666,987 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,076,766 | 679,367 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $22,639,138 | 649,244 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $23,318,453 | 601,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,850,873 | 588,509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,805,858 | 536,968 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $20,468,328 | 468,490 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $21,132,469 | 461,005 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,009,810 | 440,990 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,116,046 | 431,350 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,454,393 | 430,431 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,231,988 | 412,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,558,086 | 397,132 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,100,493 | 398,520 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,125,203 | 389,211 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,296,699 | 410,615 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $19,729,552 | 415,359 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,049,268 | 434,197 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,439,849 | 485,210 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,923,906 | 501,907 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,666,797 | 380,322 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,114,158 | 298,610 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||