CALX β€” CALIX NETWORKS INC Equity USD

Ownership history in Informed Momentum Co LLC  Β·  20 quarters on record

AI Ownership Summary

Informed Momentum Co LLC reported CALIX NETWORKS INC Equity USD (CALX) in 20 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.69% in 2025 Q2. The latest visible filing shows CALX at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CALX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Informed Momentum Co LLC's position in CALIX NETWORKS INC Equity USD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CALX was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Informed Momentum Co LLC held CALX β€” position size vs. price
% of Fund (quarterly)    CALX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 95,612 +9,767 +11.4% 0.66% $5.8M 2025-11-14 $58.70
2025 Q2 ADDED 85,845 +57,566 +203.6% 0.69% $4.6M 2025-08-12 $58.42
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CALX

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Informed Momentum Co LLC and CALX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Informed Momentum Co LLC reported owning CALX?

Informed Momentum Co LLC reported CALX across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CALX position in Informed Momentum Co LLC's portfolio?

The largest reported portfolio weight for CALX was 0.69% in 2025 Q2.

What is the latest reported CALX position on this page?

The most recent filing on this page is 2025 Q3, when Informed Momentum Co LLC reported 95,612 shares, equal to 0.66% of portfolio, with an estimated market value of $5.8M.

What does the chart on this CALX ownership page compare?

The chart compares Informed Momentum Co LLC's quarterly CALX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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