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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 27 | $1.00K | 0.00% | +14+107.7% | Added |
| Berman Capital Advisors, LLC | 30 | $1.00K | 0.00% | +19+172.7% | Added |
| Laurel Wealth Advisors LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 109 | $5.39K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 215 | $10.0K | 0.00% | +215 | New |
| Koshinski Asset Management, Inc. | 247 | $12.2K | 0.00% | +247 | New |
| GPS Wealth Strategies Group, LLC | 275 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 386 | $19.0K | 0.00% | −97−20.1% | Reduced |
| Spire Wealth Management | 400 | $20.0K | 0.00% | +400 | New |
| Leonteq Securities AG | 423 | $20.9K | 0.00% | −12−2.8% | Reduced |
| US Bancorp | 617 | $31.0K | 0.00% | −511−45.3% | Reduced |
| Captrust Financial Advisors | 638 | $32.0K | 0.00% | −135−17.5% | Reduced |
| Hexagon Capital Partners LLC | 657 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,645 | $81.0K | 0.00% | −12,034−88.0% | Reduced |
| Quadrant Capital Group LLC | 2,042 | $101.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,072 | $102.0K | 0.00% | +5+0.2% | Added |
| Macquarie Group Ltd | 2,149 | $106.0K | 0.00% | +1,554+261.2% | Added |
| Exane Derivatives | 2,169 | $107.2K | 0.03% | +145+7.2% | Added |
| Nisa Investment Advisors, LLC | 2,580 | $128.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,907 | $144.0K | 0.03% | +228+8.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,948 | $146.0K | 0.00% | +1,721+140.3% | Added |
| IFP Advisors, Inc | 3,190 | $157.0K | 0.00% | −133−4.0% | Reduced |
| Great West Life Assurance Co | 3,192 | $159.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 4,167 | $206.0K | 0.00% | +4,167 | New |
| Ameritas Investment Partners, Inc. | 4,281 | $212.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,414 | $218.0K | 0.00% | +4,414 | New |
| Vident Investment Advisory, LLC | 4,645 | $230.0K | 0.01% | −804−14.8% | Reduced |
| Private Advisor Group, LLC | 4,800 | $237.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,888 | $242.0K | 0.00% | +4,888 | New |
| Walleye Trading LLC | 4,939 | $244.0K | 0.01% | +690+16.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,280 | $261.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,289 | $262.0K | 0.01% | +926+21.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 5,600 | $277.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,600 | $277.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,735 | $283.0K | 0.00% | −14,265−71.3% | Reduced |
| Royal Bank of Canada | 6,071 | $300.0K | 0.00% | +2,325+62.1% | Added |
| Meeder Asset Management Inc | 6,293 | $311.0K | 0.02% | −330−5.0% | Reduced |
| C M Bidwell & Associates Ltd | 6,520 | $322.0K | 0.21% | −25−0.4% | Reduced |
| Cutler Group LP | 6,763 | $334.0K | 0.03% | −2,075−23.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,783 | $335.0K | 0.00% | +1,030+17.9% | Added |
| Natixis | 6,863 | $339.0K | 0.00% | −899−11.6% | Reduced |
| Thompson Investment Management, Inc. | 7,000 | $346.0K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,072 | $350.0K | 0.00% | −7,100−50.1% | Reduced |
| Keebeck Alpha, LP | 7,090 | $350.0K | 0.11% | +209+3.0% | Added |
| Advisor Group Holdings, Inc. | 7,144 | $353.0K | 0.00% | +854+13.6% | Added |
| SG3 Management, LLC | 7,500 | $371.0K | 0.13% | +7,500 | New |
| Shay Capital LLC | 7,500 | $371.0K | 0.12% | +7,500 | New |
| HSBC Holdings PLC | 7,818 | $383.0K | 0.00% | +7,818 | New |
| Alps Advisors Inc | 7,884 | $390.0K | 0.00% | +7,884 | New |
| UBS Group AG | 8,586 | $424.0K | 0.00% | −6,792−44.2% | Reduced |
| Teacher Retirement System of Texas | 9,062 | $448.0K | 0.00% | +2,180+31.7% | Added |
| Cornerstone Investment Partners, LLC | 9,150 | $452.0K | 0.03% | −2,100−18.7% | Reduced |
| Amalgamated Bank | 9,364 | $463.0K | 0.00% | −500−5.1% | Reduced |
| Blueshift Asset Management, LLC | 9,606 | $475.0K | 0.03% | −106−1.1% | Reduced |
| LVW Advisors, LLC | 9,760 | $482.0K | 0.08% | +225+2.4% | Added |
| Janus Henderson Group PLC | 9,935 | $491.0K | 0.00% | +9,935 | New |
| LPL Financial LLC | 9,965 | $493.0K | 0.00% | +4,661+87.9% | Added |
| SkyOak Wealth, LLC | 10,000 | $494.0K | 0.13% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,100 | $499.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,341 | $511.0K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 10,500 | $519.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,853 | $536.0K | 0.02% | −2,688−19.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,081 | $547.7K | 0.00% | +9,051+445.9% | Added |
| Robeco Institutional Asset Management B.V. | 11,081 | $548.0K | 0.00% | −396−3.5% | Reduced |
| AXA S.A. | 12,800 | $633.0K | 0.00% | +400+3.2% | Added |
| Qube Research & Technologies Ltd | 12,928 | $639.0K | 0.01% | +953+8.0% | Added |
| Juncture Wealth Strategies, LLC | 13,134 | $649.0K | 0.34% | +2,290+21.1% | Added |
| Allstate Corp | 13,694 | $677.0K | 0.03% | −3,068−18.3% | Reduced |
| American Century Companies Inc | 13,695 | $677.0K | 0.00% | +7,890+135.9% | Added |
| Harvest Investment Services, LLC | 14,220 | $702.0K | 0.29% | +14,220 | New |
| Metropolitan Life Insurance Co | 14,297 | $706.7K | 0.01% | −962−6.3% | Reduced |
| Citigroup Inc | 14,679 | $725.0K | 0.00% | +3,835+35.4% | Added |
| Arizona State Retirement System | 15,409 | $762.0K | 0.01% | +130+0.9% | Added |
| Boardman Bay Capital Management LLC | 16,405 | $811.0K | 1.47% | +16,405 | New |
| Wolverine Trading, LLC | 17,905 | $863.0K | 0.02% | +7,998+80.7% | Added |
| Parallax Volatility Advisers, L.P. | 17,590 | $869.0K | 0.01% | +17,590 | New |
| Price T Rowe Associates Inc | 18,734 | $926.0K | 0.00% | −20.0% | Reduced |
| MetLife Investment Management | 18,967 | $937.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20,146 | $943.0K | 0.03% | +100+0.5% | Added |
| Natixis Advisors, L.P. | 20,867 | $1.03M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 20,993 | $1.04M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 21,000 | $1.04M | 0.00% | +21,000 | New |
| SG Americas Securities, LLC | 22,087 | $1.09M | 0.01% | +22,087 | New |
| Algert Global LLC | 23,327 | $1.15M | 0.15% | +2,640+12.8% | Added |
| Cubist Systematic Strategies, LLC | 23,446 | $1.16M | 0.01% | +7,457+46.6% | Added |
| Victory Capital Management Inc | 24,972 | $1.23M | 0.00% | −2,442−8.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 26,200 | $1.29M | 0.00% | +26,200 | New |
| Jane Street Group, LLC | 27,348 | $1.35M | 0.00% | +19,050+229.6% | Added |
| Virginia Retirement Systems Et Al | 27,800 | $1.37M | 0.01% | −3,200−10.3% | Reduced |
| Manufacturers Life Insurance Company, The | 28,615 | $1.41M | 0.00% | −2,246−7.3% | Reduced |
| American International Group, Inc. | 30,204 | $1.49M | 0.01% | −405−1.3% | Reduced |
| Susquehanna International Group, LLP | 32,099 | $1.59M | 0.00% | −163,393−83.6% | Reduced |
| Aviva PLC | 37,344 | $1.85M | 0.01% | +37,344 | New |
| Millennium Management LLC | 39,107 | $1.93M | 0.00% | +33,208+562.9% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 40,925 | $2.02M | 0.23% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 41,236 | $2.04M | 0.06% | 00.0% | Unchanged |