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Calix shares owned by Matrix Trust

Quarter-by-quarter ownership of Calix (CALX) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Calix

Tip: Access up to 7 years of quarterly data

All positions including Calix held by Matrix Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calix by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 228 52.63

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Matrix Trust

Top funds holding Calix

BlackRock
Vanguard Group
State Street Corporation
Millennium Management
Congress Asset Management
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Lord, Abbett & Co
Acadian Asset Management
UBS Group
Mirae Asset Global Etfs Holdings
Artisan Partners Limited Partnership

View all funds holding Calix