Jefferies Group's CALX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 30,400 shares of Calix, Inc. (CALX) worth $1.13 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CALX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 65,900 shares. Largest reduction occurred in Q2 2025, reducing 41,900 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Calix (CALX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Calix (CALX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +30,400 | New Buy | 30,400 | $37.32 |
| Q1 2026 | -5,613 | Sold Out | 0 | $0.00 |
| Q4 2025 | +5,613 | New Buy | 5,613 | $52.93 |
| Q3 2025 | -22,900 | Sold Out | 0 | $0.00 |
| Q2 2025 | -41,900 | Reduce 64.66% | 22,900 | $53.19 |
| Q1 2025 | -2,600 | Reduce 3.86% | 64,800 | $35.44 |
| Q4 2024 | -23,906 | Reduce 26.18% | 67,400 | $34.87 |
| Q3 2024 | +25,406 | Add 38.55% | 91,306 | $38.79 |
| Q2 2024 | +65,900 | New Buy | 65,900 | $35.43 |
| Q1 2024 | -23,591 | Sold Out | 0 | $0.00 |
| Q4 2023 | +18,546 | Add 367.61% | 23,591 | $43.69 |
| Q3 2023 | -16,705 | Reduce 76.80% | 5,045 | $45.84 |
| Q2 2023 | -20,918 | Reduce 49.03% | 21,750 | $49.91 |
| Q1 2023 | +42,668 | New Buy | 42,668 | $53.59 |
Jefferies Group's Calix Investment FAQs
Jefferies Group first purchased Calix, Inc. (CALX) in Q1 2023, acquiring 42,668 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Calix, Inc. (CALX) for 14 quarters since Q1 2023.
Jefferies Group's largest addition to Calix, Inc. (CALX) was in Q2 2024, adding 65,900 shares worth $2.33 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 30,400 shares of Calix, Inc. (CALX), valued at approximately $1.13 M.
As of the Q2 2026 filing, Calix, Inc. (CALX) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Calix, Inc. (CALX) was 91,306 shares, as reported at the end of Q3 2024.