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Calix, Inc

CALX
Exchange
NYSE
Industry
Communications Services, NEC
SEC CIK
0001406666

In the last 90 days, Calix, Inc insiders filed 0 open-market purchases and 1 sale; 287 institutions reported holding it in 13F filings for Q2 2026, worth $2.27B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Calix, Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
183
−16 vs. Q1 2021
Shares held
48.6M
−858.7K (−1.7%) vs. Q1 2021
Total value
$2.31B
+$594.4M (+34.7%) vs. Q1 2021
New holders
23
59 more added
Sold out
39
81 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CALX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 183 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ2 2021: $2.31B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2021.

Institutions holding CALX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,763,560$226.3M0.01%−308,978−6.1%Reduced
Gilder Gagnon Howe & Co LLC3,418,723$162.4M0.80%−32,138−0.9%Reduced
Vanguard Group Inc3,283,284$156.0M0.00%−42,832−1.3%Reduced
Lord, Abbett & Co. LLC2,734,851$129.9M0.31%−242,919−8.2%Reduced
Alliancebernstein L.P.2,665,873$126.6M0.05%+320,204+13.7%Added
Thrivent Financial for Lutherans2,519,882$119.7M0.24%+491,455+24.2%Added
Renaissance Technologies LLC2,068,418$98.3M0.12%−332,800−13.9%Reduced
Dimensional Fund Advisors LP1,842,800$87.5M0.03%−99,299−5.1%Reduced
Driehaus Capital Management LLC1,819,666$86.4M1.15%+118,415+7.0%Added
Bank of New York Mellon Corp1,728,173$82.1M0.02%+771,657+80.7%Added
Wellington Management Group LLP1,543,349$73.3M0.01%+489,646+46.5%Added
Ameriprise Financial Inc1,204,933$57.2M0.02%+19,277+1.6%Added
Paradigm Capital Management Inc1,143,100$54.3M2.60%−14,000−1.2%Reduced
State Street Corp1,124,211$53.4M0.00%+72,903+6.9%Added
Geode Capital Management, LLC1,058,635$50.3M0.01%+42,259+4.2%Added
Nuveen Asset Management, LLC993,835$47.2M0.01%−23,243−2.3%Reduced
Hood River Capital Management LLC932,912$44.3M1.32%−107,029−10.3%Reduced
Altshuler Shaham Ltd824,233$39.2M0.29%+824,233New
FMR LLC804,232$38.2M0.00%−160,368−16.6%Reduced
Redwood Investments, LLC770,435$36.6M2.95%−406−0.1%Reduced
Acadian Asset Management LLC614,317$29.2M0.11%−353,323−36.5%Reduced
Northern Trust Corp599,579$28.5M0.01%−5,594−0.9%Reduced
Deutsche Bank AG480,103$22.8M0.01%+106,763+28.6%Added
Rothschild & Co Asset Management US Inc.478,430$22.7M0.27%+478,430New
Kornitzer Capital Management Inc443,575$21.1M0.32%−38,730−8.0%Reduced
Charles Schwab Investment Management Inc415,359$19.7M0.01%−18,838−4.3%Reduced
G2 Investment Partners Management LLC380,000$18.1M2.98%+44,992+13.4%Added
Citadel Advisors LLC349,578$16.6M0.02%−84,454−19.5%Reduced
Voce Capital Management LLC348,907$16.6M5.95%−275,000−44.1%Reduced
State of Wisconsin Investment Board329,400$15.6M0.03%−1,800−0.5%Reduced
Goldman Sachs Group Inc319,540$15.2M0.00%−93,392−22.6%Reduced
Analog Century Management LP279,331$13.3M5.32%+46,654+20.1%Added
Mirae Asset Global Investments Co., Ltd.274,368$13.0M0.04%+95,632+53.5%Added
Invesco Ltd.270,551$12.9M0.00%−25,105−8.5%Reduced
Assenagon Asset Management S.A.268,576$12.8M0.05%+98,431+57.9%Added
Two Sigma Advisers, LP236,553$11.2M0.03%−144,700−38.0%Reduced
Marshall Wace North America L.P.211,581$10.1M0.04%+11,441+5.7%Added
RK Capital Management, LLC210,500$10.0M1.88%−2,900−1.4%Reduced
Susquehanna International Group, LLP195,492$9.29M0.01%+144,789+285.6%Added
SEI Investments Co189,767$9.01M0.02%+95,738+101.8%Added
Discovery Capital Management, LLC164,479$7.81M0.63%+954+0.6%Added
Cinctive Capital Management LP162,508$7.72M0.42%+77,505+91.2%Added
Parametric Portfolio Associates LLC156,763$7.45M0.00%−11,731−7.0%Reduced
First Trust Advisors LP153,936$7.31M0.01%−20,588−11.8%Reduced
Penserra Capital Management LLC153,747$7.30M0.13%−84,653−35.5%Reduced
Voya Investment Management LLC146,248$6.95M0.01%−12,679−8.0%Reduced
Bank of America Corp140,908$6.69M0.00%−32,518−18.8%Reduced
Morgan Stanley140,859$6.69M0.00%+119,289+553.0%Added
Neuberger Berman Group LLC129,702$6.15M0.01%+33,019+34.2%Added
Swiss National Bank123,900$5.88M0.00%−3,200−2.5%Reduced
Hillsdale Investment Management Inc.120,800$5.74M0.46%−40,000−24.9%Reduced
JPMorgan Chase & Co110,481$5.25M0.00%+10,190+10.2%Added
Weiss Multi-Strategy Advisers LLC105,666$5.02M0.11%−195,491−64.9%Reduced
Wells Fargo & Company104,246$4.95M0.00%−38,756−27.1%Reduced
SG Capital Management LLC99,045$4.71M1.31%+99,045New
D. E. Shaw & Co., Inc.90,101$4.28M0.00%−51,989−36.6%Reduced
Bank of Montreal88,410$4.25M0.00%+86,884+5,693.6%Added
Friess Associates LLC88,808$4.22M1.59%−40,797−31.5%Reduced
Group One Trading, L.P.87,779$4.17M0.08%+74,718+572.1%Added
EAM Investors, LLC78,759$3.74M0.58%−18,466−19.0%Reduced
California State Teachers Retirement System75,261$3.58M0.00%−4,108−5.2%Reduced
Russell Investments Group, Ltd.70,224$3.33M0.01%−24,574−25.9%Reduced
New York State Common Retirement Fund68,266$3.24M0.00%+466+0.7%Added
Prudential Financial Inc68,229$3.24M0.00%−70,222−50.7%Reduced
Lapides Asset Management, LLC61,800$2.94M1.17%00.0%Unchanged
State of New Jersey Common Pension Fund D61,044$2.90M0.01%−7,932−11.5%Reduced
Allianz Asset Management GmbH60,867$2.89M0.00%−3,152−4.9%Reduced
Rhumbline Advisers58,713$2.79M0.00%+2,245+4.0%Added
UBS Asset Management Americas Inc57,641$2.74M0.00%+15,428+36.5%Added
Arrowstreet Capital, Limited Partnership57,060$2.71M0.00%+57,060New
EAM Global Investors LLC55,353$2.63M0.73%−10,244−15.6%Reduced
Navellier & Associates Inc46,836$2.23M0.34%+9,773+26.4%Added
AQR Capital Management LLC46,124$2.19M0.00%−18,587−28.7%Reduced
Luminus Management LLC45,000$2.14M0.33%+45,000New
Schonfeld Strategic Advisors LLC43,460$2.06M0.02%+43,460New
Principal Financial Group Inc42,891$2.04M0.00%−4,744−10.0%Reduced
ExodusPoint Capital Management, LP42,643$2.03M0.03%−77,265−64.4%Reduced
Chartwell Investment Partners, LLC41,236$1.96M0.06%+6,712+19.4%Added
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income40,925$1.94M0.22%−13,845−25.3%Reduced
Credit Suisse AG38,176$1.83M0.00%−6,119−13.8%Reduced
Virginia Retirement Systems Et Al31,000$1.47M0.01%−4,200−11.9%Reduced
Manufacturers Life Insurance Company, The30,861$1.47M0.00%+1,284+4.3%Added
American International Group, Inc.30,609$1.45M0.01%−68−0.2%Reduced
Alpha DNA Investment Management LLC29,708$1.41M0.97%+15,562+110.0%Added
Victory Capital Management Inc27,414$1.30M0.00%−3,891−12.4%Reduced
Jackson Creek Investment Advisors LLC23,053$1.09M0.41%−13,524−37.0%Reduced
Voloridge Investment Management, LLC21,772$1.03M0.01%+21,772New
State Board of Administration of Florida Retirement System20,993$997.0K0.00%+241+1.2%Added
Natixis Advisors, L.P.20,867$991.0K0.00%+496+2.4%Added
Algert Global LLC20,687$983.0K0.33%+7,913+61.9%Added
Simplex Trading, LLC20,046$952.0K0.03%+20,046New
AE Wealth Management LLC20,000$950.0K0.01%−171−0.8%Reduced
PDT Partners, LLC19,440$923.0K0.06%+19,440New
MetLife Investment Management18,967$900.9K0.01%−2,519−11.7%Reduced
Price T Rowe Associates Inc18,736$890.0K0.00%+1,055+6.0%Added
Barclays PLC18,498$879.0K0.00%−38,741−67.7%Reduced
Allstate Corp16,762$796.0K0.03%+388+2.4%Added
Cubist Systematic Strategies, LLC15,989$759.0K0.01%−124,127−88.6%Reduced
UBS Group AG15,378$730.0K0.00%+7,444+93.8%Added
Arizona State Retirement System15,279$726.0K0.01%−905−5.6%Reduced