Number of Shares
212,000.00
Current Holdings Value*
$7.51 Mil
% of Portfolio
6.13%
Total Estimate Gain
$4.25 Mil
% of Total Estimate Gain
44.62%

Needham Small Cap Growth Fund's Calix Inc Holding Summary

As of 2025-03-31, NEEDHAM FUNDS INC held 212,000.00 shares of Calix Inc(CALX), totaling $7.51 Mil. This investment constitutes 6.13% of their stock portfolio, and NEEDHAM FUNDS INC now holds 0.33% of the outstanding Calix Inc(CALX) stock.

The initial trade took place in 2024Q1. And since then Needham Small Cap Growth Fund has made 4 purchases of CALX, at an average price of $34.62, for a total of 275,000.00 shares. In addition, there have been 1 sales at an average price of $37.10 for 63,000.00 shares. Based on historical transaction data and CALX's current price of $53.93, Needham Small Cap Growth Fund's estimated gain on his CALX holdings is $4.25 Mil, reflecting a 44.62% gain to date.

Needham Small Cap Growth Fund CALX ($53.93) Holding Chart

Needham Small Cap Growth Fund CALX ($53.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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