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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 30,609 | $1.45M | 0.01% | −68−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 30,861 | $1.47M | 0.00% | +1,284+4.3% | Added |
| Virginia Retirement Systems Et Al | 31,000 | $1.47M | 0.01% | −4,200−11.9% | Reduced |
| Credit Suisse AG | 38,176 | $1.83M | 0.00% | −6,119−13.8% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 40,925 | $1.94M | 0.22% | −13,845−25.3% | Reduced |
| Chartwell Investment Partners, LLC | 41,236 | $1.96M | 0.06% | +6,712+19.4% | Added |
| ExodusPoint Capital Management, LP | 42,643 | $2.03M | 0.03% | −77,265−64.4% | Reduced |
| Principal Financial Group Inc | 42,891 | $2.04M | 0.00% | −4,744−10.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,460 | $2.06M | 0.02% | +43,460 | New |
| Luminus Management LLC | 45,000 | $2.14M | 0.33% | +45,000 | New |
| AQR Capital Management LLC | 46,124 | $2.19M | 0.00% | −18,587−28.7% | Reduced |
| Navellier & Associates Inc | 46,836 | $2.23M | 0.34% | +9,773+26.4% | Added |
| EAM Global Investors LLC | 55,353 | $2.63M | 0.73% | −10,244−15.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 57,060 | $2.71M | 0.00% | +57,060 | New |
| UBS Asset Management Americas Inc | 57,641 | $2.74M | 0.00% | +15,428+36.5% | Added |
| Rhumbline Advisers | 58,713 | $2.79M | 0.00% | +2,245+4.0% | Added |
| Allianz Asset Management GmbH | 60,867 | $2.89M | 0.00% | −3,152−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 61,044 | $2.90M | 0.01% | −7,932−11.5% | Reduced |
| Lapides Asset Management, LLC | 61,800 | $2.94M | 1.17% | 00.0% | Unchanged |
| Prudential Financial Inc | 68,229 | $3.24M | 0.00% | −70,222−50.7% | Reduced |
| New York State Common Retirement Fund | 68,266 | $3.24M | 0.00% | +466+0.7% | Added |
| Russell Investments Group, Ltd. | 70,224 | $3.33M | 0.01% | −24,574−25.9% | Reduced |
| California State Teachers Retirement System | 75,261 | $3.58M | 0.00% | −4,108−5.2% | Reduced |
| EAM Investors, LLC | 78,759 | $3.74M | 0.58% | −18,466−19.0% | Reduced |
| Group One Trading, L.P. | 87,779 | $4.17M | 0.08% | +74,718+572.1% | Added |
| Friess Associates LLC | 88,808 | $4.22M | 1.59% | −40,797−31.5% | Reduced |
| Bank of Montreal | 88,410 | $4.25M | 0.00% | +86,884+5,693.6% | Added |
| D. E. Shaw & Co., Inc. | 90,101 | $4.28M | 0.00% | −51,989−36.6% | Reduced |
| SG Capital Management LLC | 99,045 | $4.71M | 1.31% | +99,045 | New |
| Wells Fargo & Company | 104,246 | $4.95M | 0.00% | −38,756−27.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 105,666 | $5.02M | 0.11% | −195,491−64.9% | Reduced |
| JPMorgan Chase & Co | 110,481 | $5.25M | 0.00% | +10,190+10.2% | Added |
| Hillsdale Investment Management Inc. | 120,800 | $5.74M | 0.46% | −40,000−24.9% | Reduced |
| Swiss National Bank | 123,900 | $5.88M | 0.00% | −3,200−2.5% | Reduced |
| Neuberger Berman Group LLC | 129,702 | $6.15M | 0.01% | +33,019+34.2% | Added |
| Morgan Stanley | 140,859 | $6.69M | 0.00% | +119,289+553.0% | Added |
| Bank of America Corp | 140,908 | $6.69M | 0.00% | −32,518−18.8% | Reduced |
| Voya Investment Management LLC | 146,248 | $6.95M | 0.01% | −12,679−8.0% | Reduced |
| Penserra Capital Management LLC | 153,747 | $7.30M | 0.13% | −84,653−35.5% | Reduced |
| First Trust Advisors LP | 153,936 | $7.31M | 0.01% | −20,588−11.8% | Reduced |
| Parametric Portfolio Associates LLC | 156,763 | $7.45M | 0.00% | −11,731−7.0% | Reduced |
| Cinctive Capital Management LP | 162,508 | $7.72M | 0.42% | +77,505+91.2% | Added |
| Discovery Capital Management, LLC | 164,479 | $7.81M | 0.63% | +954+0.6% | Added |
| SEI Investments Co | 189,767 | $9.01M | 0.02% | +95,738+101.8% | Added |
| Susquehanna International Group, LLP | 195,492 | $9.29M | 0.01% | +144,789+285.6% | Added |
| RK Capital Management, LLC | 210,500 | $10.0M | 1.88% | −2,900−1.4% | Reduced |
| Marshall Wace North America L.P. | 211,581 | $10.1M | 0.04% | +11,441+5.7% | Added |
| Two Sigma Advisers, LP | 236,553 | $11.2M | 0.03% | −144,700−38.0% | Reduced |
| Assenagon Asset Management S.A. | 268,576 | $12.8M | 0.05% | +98,431+57.9% | Added |
| Invesco Ltd. | 270,551 | $12.9M | 0.00% | −25,105−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 274,368 | $13.0M | 0.04% | +95,632+53.5% | Added |
| Analog Century Management LP | 279,331 | $13.3M | 5.32% | +46,654+20.1% | Added |
| Goldman Sachs Group Inc | 319,540 | $15.2M | 0.00% | −93,392−22.6% | Reduced |
| State of Wisconsin Investment Board | 329,400 | $15.6M | 0.03% | −1,800−0.5% | Reduced |
| Voce Capital Management LLC | 348,907 | $16.6M | 5.95% | −275,000−44.1% | Reduced |
| Citadel Advisors LLC | 349,578 | $16.6M | 0.02% | −84,454−19.5% | Reduced |
| G2 Investment Partners Management LLC | 380,000 | $18.1M | 2.98% | +44,992+13.4% | Added |
| Charles Schwab Investment Management Inc | 415,359 | $19.7M | 0.01% | −18,838−4.3% | Reduced |
| Kornitzer Capital Management Inc | 443,575 | $21.1M | 0.32% | −38,730−8.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 478,430 | $22.7M | 0.27% | +478,430 | New |
| Deutsche Bank AG | 480,103 | $22.8M | 0.01% | +106,763+28.6% | Added |
| Northern Trust Corp | 599,579 | $28.5M | 0.01% | −5,594−0.9% | Reduced |
| Acadian Asset Management LLC | 614,317 | $29.2M | 0.11% | −353,323−36.5% | Reduced |
| Redwood Investments, LLC | 770,435 | $36.6M | 2.95% | −406−0.1% | Reduced |
| FMR LLC | 804,232 | $38.2M | 0.00% | −160,368−16.6% | Reduced |
| Altshuler Shaham Ltd | 824,233 | $39.2M | 0.29% | +824,233 | New |
| Hood River Capital Management LLC | 932,912 | $44.3M | 1.32% | −107,029−10.3% | Reduced |
| Nuveen Asset Management, LLC | 993,835 | $47.2M | 0.01% | −23,243−2.3% | Reduced |
| Geode Capital Management, LLC | 1,058,635 | $50.3M | 0.01% | +42,259+4.2% | Added |
| State Street Corp | 1,124,211 | $53.4M | 0.00% | +72,903+6.9% | Added |
| Paradigm Capital Management Inc | 1,143,100 | $54.3M | 2.60% | −14,000−1.2% | Reduced |
| Ameriprise Financial Inc | 1,204,933 | $57.2M | 0.02% | +19,277+1.6% | Added |
| Wellington Management Group LLP | 1,543,349 | $73.3M | 0.01% | +489,646+46.5% | Added |
| Bank of New York Mellon Corp | 1,728,173 | $82.1M | 0.02% | +771,657+80.7% | Added |
| Driehaus Capital Management LLC | 1,819,666 | $86.4M | 1.15% | +118,415+7.0% | Added |
| Dimensional Fund Advisors LP | 1,842,800 | $87.5M | 0.03% | −99,299−5.1% | Reduced |
| Renaissance Technologies LLC | 2,068,418 | $98.3M | 0.12% | −332,800−13.9% | Reduced |
| Thrivent Financial for Lutherans | 2,519,882 | $119.7M | 0.24% | +491,455+24.2% | Added |
| Alliancebernstein L.P. | 2,665,873 | $126.6M | 0.05% | +320,204+13.7% | Added |
| Lord, Abbett & Co. LLC | 2,734,851 | $129.9M | 0.31% | −242,919−8.2% | Reduced |
| Vanguard Group Inc | 3,283,284 | $156.0M | 0.00% | −42,832−1.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,418,723 | $162.4M | 0.80% | −32,138−0.9% | Reduced |
| BlackRock Inc. | 4,763,560 | $226.3M | 0.01% | −308,978−6.1% | Reduced |
| Psagot Investment House Ltd. | 0 | $0 | 0.00% | −856,313−100.0% | Sold out |
| Masters Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −189,335−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −107,100−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −95,908−100.0% | Sold out |
| Divisar Capital Management LLC | 0 | $0 | 0.00% | −74,621−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −66,244−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −62,679−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −59,684−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −40,140−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −29,188−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,643−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −19,581−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,691−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |