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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, Q3 2021

Institutional positions in Calix, Inc as of Sep 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
191
+8 vs. Q2 2021
Shares held
50.6M
+1.97M (+4.1%) vs. Q2 2021
Total value
$2.50B
+$189.7M (+8.2%) vs. Q2 2021
New holders
30
64 more added
Sold out
22
67 more reduced

Compare with Q2 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 holdersQ3 2021: 191 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 heldQ3 2021: $2.50B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2021.

Institutions holding CALX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,719,534$233.3M0.01%−44,026−0.9%Reduced
Gilder Gagnon Howe & Co LLC3,520,769$174.0M0.90%+102,046+3.0%Added
Vanguard Group Inc3,278,982$162.1M0.00%−4,302−0.1%Reduced
Alliancebernstein L.P.2,988,198$147.7M0.06%+322,325+12.1%Added
Thrivent Financial for Lutherans2,685,523$132.7M0.27%+165,641+6.6%Added
Lord, Abbett & Co. LLC2,662,912$131.6M0.31%−71,939−2.6%Reduced
Driehaus Capital Management LLC2,031,534$100.4M1.19%+211,868+11.6%Added
Bank of New York Mellon Corp1,975,829$97.7M0.02%+247,656+14.3%Added
Dimensional Fund Advisors LP1,814,943$89.7M0.03%−27,857−1.5%Reduced
Wellington Management Group LLP1,771,962$87.6M0.01%+228,613+14.8%Added
Renaissance Technologies LLC1,728,618$85.4M0.11%−339,800−16.4%Reduced
Ameriprise Financial Inc1,210,961$59.9M0.02%+6,028+0.5%Added
Paradigm Capital Management Inc1,143,100$56.5M2.91%00.0%Unchanged
State Street Corp1,116,780$55.2M0.00%−7,431−0.7%Reduced
Geode Capital Management, LLC981,986$48.5M0.01%−76,649−7.2%Reduced
Hood River Capital Management LLC903,560$44.7M1.38%−29,352−3.1%Reduced
Nuveen Asset Management, LLC886,312$42.8M0.01%−107,523−10.8%Reduced
FMR LLC816,317$40.4M0.00%+12,085+1.5%Added
Loomis Sayles & Co L P684,781$33.8M0.04%+684,781New
Redwood Investments, LLC663,790$32.8M2.74%−106,645−13.8%Reduced
Northern Trust Corp577,254$28.5M0.01%−22,325−3.7%Reduced
Deutsche Bank AG508,531$25.1M0.01%+28,428+5.9%Added
Royce & Associates LP480,993$23.8M0.18%+480,993New
Kornitzer Capital Management Inc443,575$21.9M0.34%00.0%Unchanged
G2 Investment Partners Management LLC434,999$21.5M3.73%+54,999+14.5%Added
Rothschild & Co Asset Management US Inc.430,044$21.3M0.26%−48,386−10.1%Reduced
Charles Schwab Investment Management Inc410,615$20.3M0.01%−4,744−1.1%Reduced
Alyeska Investment Group, L.P.389,161$19.2M0.24%+389,161New
Analog Century Management LP358,631$17.7M6.14%+79,300+28.4%Added
Neuberger Berman Group LLC362,175$17.6M0.02%+232,473+179.2%Added
Acadian Asset Management LLC324,761$16.0M0.06%−289,556−47.1%Reduced
Mirae Asset Global Investments Co., Ltd.324,623$16.0M0.04%+50,255+18.3%Added
Thornburg Investment Management Inc324,379$16.0M0.20%+324,379New
State of Wisconsin Investment Board321,800$15.9M0.03%−7,600−2.3%Reduced
Atika Capital Management LLC300,560$14.9M1.06%+300,560New
Assenagon Asset Management S.A.298,675$14.8M0.06%+30,099+11.2%Added
Liontrust Investment Partners LLP289,269$14.3M0.20%+289,269New
Goldman Sachs Group Inc273,085$13.5M0.00%−46,455−14.5%Reduced
Voce Capital Management LLC232,865$11.5M4.17%−116,042−33.3%Reduced
RK Capital Management, LLC210,300$10.4M1.97%−200−0.1%Reduced
Weiss Multi-Strategy Advisers LLC199,320$9.85M0.21%+93,654+88.6%Added
Marshall Wace North America L.P.187,663$9.28M0.04%−23,918−11.3%Reduced
SEI Investments Co177,298$8.76M0.02%−12,469−6.6%Reduced
Two Sigma Advisers, LP174,953$8.65M0.02%−61,600−26.0%Reduced
Norges Bank162,891$8.05M0.00%+162,891New
Invesco Ltd.160,008$7.91M0.00%−110,543−40.9%Reduced
Bank of America Corp159,149$7.87M0.00%+18,241+12.9%Added
Penserra Capital Management LLC156,165$7.72M0.16%+2,418+1.6%Added
Voya Investment Management LLC153,536$7.59M0.02%+7,288+5.0%Added
Picton Mahoney Asset Management141,995$7.02M0.27%+141,995New
Parametric Portfolio Associates LLC141,093$6.97M0.00%−15,670−10.0%Reduced
Lisanti Capital Growth, LLC134,120$6.63M0.98%+134,120New
Swiss National Bank125,000$6.18M0.00%+1,100+0.9%Added
Hillsdale Investment Management Inc.120,800$5.97M0.46%00.0%Unchanged
First Trust Advisors LP118,691$5.87M0.01%−35,245−22.9%Reduced
Cinctive Capital Management LP115,610$5.71M0.31%−46,898−28.9%Reduced
Sphera Funds Management Ltd.105,290$5.20M0.52%+105,290New
Morgan Stanley91,652$4.53M0.00%−49,207−34.9%Reduced
Schonfeld Strategic Advisors LLC87,642$4.33M0.05%+44,182+101.7%Added
Discovery Capital Management, LLC84,876$4.20M0.32%−79,603−48.4%Reduced
ExodusPoint Capital Management, LP83,183$4.11M0.06%+40,540+95.1%Added
Wells Fargo & Company82,347$4.07M0.00%−21,899−21.0%Reduced
HRT Financial LP78,876$3.90M0.02%+64,068+432.7%Added
EAM Global Investors LLC77,503$3.83M0.91%+22,150+40.0%Added
California State Teachers Retirement System76,004$3.76M0.00%+743+1.0%Added
Balyasny Asset Management LLC75,876$3.75M0.02%+75,876New
PDT Partners, LLC72,103$3.56M0.26%+52,663+270.9%Added
Russell Investments Group, Ltd.70,224$3.47M0.01%00.0%Unchanged
EAM Investors, LLC64,112$3.17M0.53%−14,647−18.6%Reduced
Allianz Asset Management GmbH62,440$3.09M0.00%+1,573+2.6%Added
State of New Jersey Common Pension Fund D61,300$3.03M0.01%+256+0.4%Added
Group One Trading, L.P.60,833$3.01M0.07%−26,946−30.7%Reduced
Rhumbline Advisers60,750$3.00M0.00%+2,037+3.5%Added
New York State Common Retirement Fund59,356$2.93M0.00%−8,910−13.1%Reduced
Citadel Advisors LLC57,771$2.85M0.00%−291,807−83.5%Reduced
Friess Associates LLC56,993$2.82M1.18%−31,815−35.8%Reduced
Genesee Capital Advisors, LLC56,514$2.79M1.38%+56,514New
UBS Asset Management Americas Inc56,503$2.79M0.00%−1,138−2.0%Reduced
Voloridge Investment Management, LLC55,606$2.75M0.02%+33,834+155.4%Added
Luminus Management LLC55,000$2.72M0.57%+10,000+22.2%Added
Lapides Asset Management, LLC51,100$2.53M1.05%−10,700−17.3%Reduced
Navellier & Associates Inc50,625$2.50M0.38%+3,789+8.1%Added
Legal & General Group Plc47,952$2.37M0.00%+34,945+268.7%Added
D. E. Shaw & Co., Inc.45,937$2.27M0.00%−44,164−49.0%Reduced
Prudential Financial Inc45,665$2.26M0.00%−22,564−33.1%Reduced
AQR Capital Management LLC45,135$2.23M0.00%−989−2.1%Reduced
JPMorgan Chase & Co44,205$2.19M0.00%−66,276−60.0%Reduced
Bank of Montreal45,235$2.18M0.00%−43,175−48.8%Reduced
Principal Financial Group Inc43,235$2.14M0.00%+344+0.8%Added
Credit Suisse AG42,974$2.12M0.00%+4,798+12.6%Added
Barclays PLC42,184$2.08M0.00%+23,686+128.0%Added
Chartwell Investment Partners, LLC41,236$2.04M0.06%00.0%Unchanged
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income40,925$2.02M0.23%00.0%Unchanged
Millennium Management LLC39,107$1.93M0.00%+33,208+562.9%Added
Aviva PLC37,344$1.85M0.01%+37,344New
Susquehanna International Group, LLP32,099$1.59M0.00%−163,393−83.6%Reduced
American International Group, Inc.30,204$1.49M0.01%−405−1.3%Reduced
Manufacturers Life Insurance Company, The28,615$1.41M0.00%−2,246−7.3%Reduced
Virginia Retirement Systems Et Al27,800$1.37M0.01%−3,200−10.3%Reduced
Jane Street Group, LLC27,348$1.35M0.00%+19,050+229.6%Added