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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 287 | $2.27B |
| Q1 2026 | 310 | $2.94B |
| Q4 2025 | 332 | $3.11B |
| Q3 2025 | 314 | $3.48B |
| Q2 2025 | 296 | $2.97B |
| Q1 2025 | 260 | $2.00B |
| Q4 2024 | 253 | $2.00B |
| Q3 2024 | 241 | $2.21B |
| Q2 2024 | 254 | $2.04B |
| Q1 2024 | 260 | $1.91B |
| Q4 2023 | 263 | $2.48B |
| Q3 2023 | 277 | $2.51B |
| Q2 2023 | 267 | $2.71B |
| Q1 2023 | 272 | $2.90B |
| Q4 2022 | 274 | $3.70B |
| Q3 2022 | 231 | $3.31B |
| Q2 2022 | 203 | $1.82B |
| Q1 2022 | 230 | $2.26B |
| Q4 2021 | 215 | $4.12B |
| Q3 2021 | 191 | $2.50B |
| Q2 2021 | 183 | $2.31B |
| Q1 2021 | 199 | $1.71B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 94 | $4.00K | 0.01% | −9−8.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 95 | $5.00K | 0.00% | −960−91.0% | Reduced |
| Whittier Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 109 | $5.18K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 144 | $7.00K | 0.00% | +100+227.3% | Added |
| TCI Wealth Advisors, Inc. | 178 | $8.00K | 0.00% | +54+43.5% | Added |
| Point72 Hong Kong Ltd | 223 | $11.0K | 0.00% | −3,782−94.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 435 | $20.7K | 0.00% | −266−37.9% | Reduced |
| First Horizon Advisors, Inc. | 483 | $23.0K | 0.00% | +3+0.6% | Added |
| Macquarie Group Ltd | 595 | $28.0K | 0.00% | −1,264−68.0% | Reduced |
| Hexagon Capital Partners LLC | 657 | $31.0K | 0.01% | +57+9.5% | Added |
| Captrust Financial Advisors | 773 | $37.0K | 0.00% | +42+5.7% | Added |
| Lazard Asset Management LLC | 846 | $40.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,128 | $53.0K | 0.00% | +466+70.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,227 | $58.0K | 0.00% | +1,227 | New |
| Panagora Asset Management Inc | 1,692 | $80.0K | 0.00% | −628−27.1% | Reduced |
| Exane Derivatives | 2,024 | $86.8K | 0.02% | −578−22.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,030 | $96.4K | 0.00% | −5,336−72.4% | Reduced |
| Quadrant Capital Group LLC | 2,042 | $97.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,067 | $98.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,580 | $123.0K | 0.00% | +480+22.9% | Added |
| Dorsey Wright & Associates | 2,679 | $127.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,192 | $152.0K | 0.00% | −514−13.9% | Reduced |
| IFP Advisors, Inc | 3,323 | $158.0K | 0.00% | +100+3.1% | Added |
| Royal Bank of Canada | 3,746 | $178.0K | 0.00% | +876+30.5% | Added |
| Walleye Trading LLC | 4,249 | $202.0K | 0.01% | −12,372−74.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,281 | $203.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,363 | $207.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,800 | $228.0K | 0.00% | +4,800 | New |
| Quantbot Technologies LP | 4,827 | $229.0K | 0.02% | +1,728+55.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,280 | $251.0K | 0.00% | −765−12.7% | Reduced |
| Bayesian Capital Management, LP | 5,315 | $252.0K | 0.07% | −19,100−78.2% | Reduced |
| LPL Financial LLC | 5,304 | $252.0K | 0.00% | +5,304 | New |
| Vident Investment Advisory, LLC | 5,449 | $259.0K | 0.01% | −8,143−59.9% | Reduced |
| Jump Financial, LLC | 5,500 | $261.0K | 0.03% | +5,500 | New |
| Fox Run Management, L.L.C. | 5,521 | $262.0K | 0.24% | −5,227−48.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,600 | $266.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,600 | $266.0K | 0.02% | +5,600 | New |
| Commonwealth Equity Services, LLC | 5,753 | $273.0K | 0.00% | −1,075−15.7% | Reduced |
| American Century Companies Inc | 5,805 | $276.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 5,899 | $280.0K | 0.00% | −1,127−16.0% | Reduced |
| Two Sigma Investments, LP | 6,300 | $299.0K | 0.00% | −300−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,290 | $300.0K | 0.00% | −232−3.6% | Reduced |
| MML Investors Services, LLC | 6,427 | $305.0K | 0.00% | +383+6.3% | Added |
| C M Bidwell & Associates Ltd | 6,545 | $311.0K | 0.20% | −125−1.9% | Reduced |
| Meeder Asset Management Inc | 6,623 | $315.0K | 0.01% | +3,588+118.2% | Added |
| Teacher Retirement System of Texas | 6,882 | $327.0K | 0.00% | +1,089+18.8% | Added |
| Keebeck Alpha, LP | 6,881 | $327.0K | 0.11% | +6,881 | New |
| Thompson Investment Management, Inc. | 7,000 | $332.0K | 0.05% | +7,000 | New |
| Trexquant Investment LP | 7,503 | $356.0K | 0.03% | −21,772−74.4% | Reduced |
| CIBC World Markets Inc. | 7,537 | $358.0K | 0.00% | +7,537 | New |
| Natixis | 7,762 | $369.0K | 0.00% | −3,428−30.6% | Reduced |
| Jane Street Group, LLC | 8,298 | $394.0K | 0.00% | −24,808−74.9% | Reduced |
| Cutler Group LP | 8,838 | $419.0K | 0.03% | +8,838 | New |
| LVW Advisors, LLC | 9,535 | $453.0K | 0.08% | +846+9.7% | Added |
| Squarepoint Ops LLC | 9,578 | $455.0K | 0.00% | −1,421−12.9% | Reduced |
| Blueshift Asset Management, LLC | 9,712 | $461.0K | 0.03% | +9,712 | New |
| Amalgamated Bank | 9,864 | $469.0K | 0.00% | +2,372+31.7% | Added |
| SkyOak Wealth, LLC | 10,000 | $475.0K | 0.13% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 9,907 | $475.0K | 0.01% | +9,907 | New |
| Handelsbanken Fonder AB | 10,100 | $480.0K | 0.00% | +10,100 | New |
| Juncture Wealth Strategies, LLC | 10,844 | $488.0K | 0.28% | +10,844 | New |
| D.A. Davidson & Co. | 10,341 | $491.0K | 0.01% | +1,152+12.5% | Added |
| Bridgeway Capital Management, LLC | 10,500 | $499.0K | 0.01% | −1,100−9.5% | Reduced |
| Citigroup Inc | 10,844 | $515.0K | 0.00% | −95,099−89.8% | Reduced |
| Cornerstone Investment Partners, LLC | 11,250 | $534.0K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 11,477 | $545.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,975 | $569.0K | 0.01% | +1,940+19.3% | Added |
| AXA S.A. | 12,400 | $589.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,772 | $607.0K | 0.03% | −16,352−56.1% | Reduced |
| Twinbeech Capital LP | 12,965 | $616.0K | 0.07% | +813+6.7% | Added |
| Legal & General Group Plc | 13,007 | $617.0K | 0.00% | +334+2.6% | Added |
| Hancock Whitney Corp | 13,541 | $643.0K | 0.02% | +13,541 | New |
| Tower Research Capital LLC (TRC) | 13,679 | $649.0K | 0.02% | +6,556+92.0% | Added |
| Engineers Gate Manager LP | 13,729 | $652.0K | 0.04% | −21,734−61.3% | Reduced |
| ProShare Advisors LLC | 14,172 | $673.0K | 0.00% | +85+0.6% | Added |
| HRT Financial LP | 14,808 | $703.0K | 0.01% | +2,815+23.5% | Added |
| Metropolitan Life Insurance Co | 15,259 | $724.8K | 0.01% | +942+6.6% | Added |
| Arizona State Retirement System | 15,279 | $726.0K | 0.01% | −905−5.6% | Reduced |
| UBS Group AG | 15,378 | $730.0K | 0.00% | +7,444+93.8% | Added |
| Cubist Systematic Strategies, LLC | 15,989 | $759.0K | 0.01% | −124,127−88.6% | Reduced |
| Allstate Corp | 16,762 | $796.0K | 0.03% | +388+2.4% | Added |
| Barclays PLC | 18,498 | $879.0K | 0.00% | −38,741−67.7% | Reduced |
| Price T Rowe Associates Inc | 18,736 | $890.0K | 0.00% | +1,055+6.0% | Added |
| MetLife Investment Management | 18,967 | $900.9K | 0.01% | −2,519−11.7% | Reduced |
| PDT Partners, LLC | 19,440 | $923.0K | 0.06% | +19,440 | New |
| AE Wealth Management LLC | 20,000 | $950.0K | 0.01% | −171−0.8% | Reduced |
| Simplex Trading, LLC | 20,046 | $952.0K | 0.03% | +20,046 | New |
| Algert Global LLC | 20,687 | $983.0K | 0.33% | +7,913+61.9% | Added |
| Natixis Advisors, L.P. | 20,867 | $991.0K | 0.00% | +496+2.4% | Added |
| State Board of Administration of Florida Retirement System | 20,993 | $997.0K | 0.00% | +241+1.2% | Added |
| Voloridge Investment Management, LLC | 21,772 | $1.03M | 0.01% | +21,772 | New |
| Jackson Creek Investment Advisors LLC | 23,053 | $1.09M | 0.41% | −13,524−37.0% | Reduced |
| Victory Capital Management Inc | 27,414 | $1.30M | 0.00% | −3,891−12.4% | Reduced |
| Alpha DNA Investment Management LLC | 29,708 | $1.41M | 0.97% | +15,562+110.0% | Added |