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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
Metropolitan Life Insurance Co15,259$724.8K0.01%+942+6.6%Added
HRT Financial LP14,808$703.0K0.01%+2,815+23.5%Added
ProShare Advisors LLC14,172$673.0K0.00%+85+0.6%Added
Engineers Gate Manager LP13,729$652.0K0.04%−21,734−61.3%Reduced
Tower Research Capital LLC (TRC)13,679$649.0K0.02%+6,556+92.0%Added
Hancock Whitney Corp13,541$643.0K0.02%+13,541New
Legal & General Group Plc13,007$617.0K0.00%+334+2.6%Added
Twinbeech Capital LP12,965$616.0K0.07%+813+6.7%Added
Prelude Capital Management, LLC12,772$607.0K0.03%−16,352−56.1%Reduced
AXA S.A.12,400$589.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd11,975$569.0K0.01%+1,940+19.3%Added
Robeco Institutional Asset Management B.V.11,477$545.0K0.00%00.0%Unchanged
Cornerstone Investment Partners, LLC11,250$534.0K0.03%00.0%Unchanged
Citigroup Inc10,844$515.0K0.00%−95,099−89.8%Reduced
Bridgeway Capital Management, LLC10,500$499.0K0.01%−1,100−9.5%Reduced
D.A. Davidson & Co.10,341$491.0K0.01%+1,152+12.5%Added
Juncture Wealth Strategies, LLC10,844$488.0K0.28%+10,844New
Handelsbanken Fonder AB10,100$480.0K0.00%+10,100New
SkyOak Wealth, LLC10,000$475.0K0.13%00.0%Unchanged
Wolverine Trading, LLC9,907$475.0K0.01%+9,907New
Amalgamated Bank9,864$469.0K0.00%+2,372+31.7%Added
Blueshift Asset Management, LLC9,712$461.0K0.03%+9,712New
Squarepoint Ops LLC9,578$455.0K0.00%−1,421−12.9%Reduced
LVW Advisors, LLC9,535$453.0K0.08%+846+9.7%Added
Cutler Group LP8,838$419.0K0.03%+8,838New
Jane Street Group, LLC8,298$394.0K0.00%−24,808−74.9%Reduced
Natixis7,762$369.0K0.00%−3,428−30.6%Reduced
CIBC World Markets Inc.7,537$358.0K0.00%+7,537New
Trexquant Investment LP7,503$356.0K0.03%−21,772−74.4%Reduced
Thompson Investment Management, Inc.7,000$332.0K0.05%+7,000New
Teacher Retirement System of Texas6,882$327.0K0.00%+1,089+18.8%Added
Keebeck Alpha, LP6,881$327.0K0.11%+6,881New
Meeder Asset Management Inc6,623$315.0K0.01%+3,588+118.2%Added
C M Bidwell & Associates Ltd6,545$311.0K0.20%−125−1.9%Reduced
MML Investors Services, LLC6,427$305.0K0.00%+383+6.3%Added
Advisor Group Holdings, Inc.6,290$300.0K0.00%−232−3.6%Reduced
Two Sigma Investments, LP6,300$299.0K0.00%−300−4.5%Reduced
Millennium Management LLC5,899$280.0K0.00%−1,127−16.0%Reduced
American Century Companies Inc5,805$276.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC5,753$273.0K0.00%−1,075−15.7%Reduced
Skandinaviska Enskilda Banken AB (publ)5,600$266.0K0.00%00.0%Unchanged
CAPROCK Group, Inc.5,600$266.0K0.02%+5,600New
Fox Run Management, L.L.C.5,521$262.0K0.24%−5,227−48.6%Reduced
Jump Financial, LLC5,500$261.0K0.03%+5,500New
Vident Investment Advisory, LLC5,449$259.0K0.01%−8,143−59.9%Reduced
Bayesian Capital Management, LP5,315$252.0K0.07%−19,100−78.2%Reduced
LPL Financial LLC5,304$252.0K0.00%+5,304New
Zurcher Kantonalbank (Zurich Cantonalbank)5,280$251.0K0.00%−765−12.7%Reduced
Quantbot Technologies LP4,827$229.0K0.02%+1,728+55.8%Added
Private Advisor Group, LLC4,800$228.0K0.00%+4,800New
O'Shaughnessy Asset Management, LLC4,363$207.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,281$203.0K0.01%00.0%Unchanged
Walleye Trading LLC4,249$202.0K0.01%−12,372−74.4%Reduced
Royal Bank of Canada3,746$178.0K0.00%+876+30.5%Added
IFP Advisors, Inc3,323$158.0K0.00%+100+3.1%Added
Great West Life Assurance Co3,192$152.0K0.00%−514−13.9%Reduced
Dorsey Wright & Associates2,679$127.0K0.03%00.0%Unchanged
Nisa Investment Advisors, LLC2,580$123.0K0.00%+480+22.9%Added
Signaturefd, LLC2,067$98.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC2,042$97.0K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA2,030$96.4K0.00%−5,336−72.4%Reduced
Exane Derivatives2,024$86.8K0.02%−578−22.2%Reduced
Panagora Asset Management Inc1,692$80.0K0.00%−628−27.1%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,227$58.0K0.00%+1,227New
US Bancorp1,128$53.0K0.00%+466+70.4%Added
Lazard Asset Management LLC846$40.0K0.00%00.0%Unchanged
Captrust Financial Advisors773$37.0K0.00%+42+5.7%Added
Hexagon Capital Partners LLC657$31.0K0.01%+57+9.5%Added
Macquarie Group Ltd595$28.0K0.00%−1,264−68.0%Reduced
First Horizon Advisors, Inc.483$23.0K0.00%+3+0.6%Added
Leonteq Securities AG435$20.7K0.00%−266−37.9%Reduced
GPS Wealth Strategies Group, LLC275$13.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd223$11.0K0.00%−3,782−94.4%Reduced
TCI Wealth Advisors, Inc.178$8.00K0.00%+54+43.5%Added
The PNC Financial Services Group, Inc.144$7.00K0.00%+100+227.3%Added
American Portfolios Advisors109$5.18K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.95$5.00K0.00%−960−91.0%Reduced
Whittier Trust Co100$5.00K0.00%00.0%Unchanged
Macroview Investment Management LLC94$4.00K0.01%−9−8.7%Reduced
Laurel Wealth Advisors LLC65$3.00K0.00%00.0%Unchanged
Evoke Wealth, LLC63$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC13$1.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC11$00.00%00.0%Unchanged
Psagot Investment House Ltd.0$00.00%−856,313−100.0%Sold out
Masters Capital Management LLC0$00.00%−500,000−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−189,335−100.0%Sold out
California Public Employees Retirement System0$00.00%−107,100−100.0%Sold out
PEAK6 Investments LLC0$00.00%−95,908−100.0%Sold out
Divisar Capital Management LLC0$00.00%−74,621−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−66,244−100.0%Sold out
Genesee Capital Advisors, LLC0$00.00%−62,679−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−59,684−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−58,000−100.0%Sold out
Creative Planning0$00.00%−40,140−100.0%Sold out
Jetstream Capital LLC0$00.00%−40,000−100.0%Sold out
Paloma Partners Management Co0$00.00%−29,188−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−26,643−100.0%Sold out
Sciencast Management LP0$00.00%−19,581−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−18,691−100.0%Sold out
STRS Ohio0$00.00%−17,100−100.0%Sold out