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 |
|---|---|---|---|---|---|
| Barclays PLC | 42,184 | $2.08M | 0.00% | +23,686+128.0% | Added |
| Credit Suisse AG | 42,974 | $2.12M | 0.00% | +4,798+12.6% | Added |
| Principal Financial Group Inc | 43,235 | $2.14M | 0.00% | +344+0.8% | Added |
| Bank of Montreal | 45,235 | $2.18M | 0.00% | −43,175−48.8% | Reduced |
| JPMorgan Chase & Co | 44,205 | $2.19M | 0.00% | −66,276−60.0% | Reduced |
| AQR Capital Management LLC | 45,135 | $2.23M | 0.00% | −989−2.1% | Reduced |
| Prudential Financial Inc | 45,665 | $2.26M | 0.00% | −22,564−33.1% | Reduced |
| D. E. Shaw & Co., Inc. | 45,937 | $2.27M | 0.00% | −44,164−49.0% | Reduced |
| Legal & General Group Plc | 47,952 | $2.37M | 0.00% | +34,945+268.7% | Added |
| Navellier & Associates Inc | 50,625 | $2.50M | 0.38% | +3,789+8.1% | Added |
| Lapides Asset Management, LLC | 51,100 | $2.53M | 1.05% | −10,700−17.3% | Reduced |
| Luminus Management LLC | 55,000 | $2.72M | 0.57% | +10,000+22.2% | Added |
| Voloridge Investment Management, LLC | 55,606 | $2.75M | 0.02% | +33,834+155.4% | Added |
| UBS Asset Management Americas Inc | 56,503 | $2.79M | 0.00% | −1,138−2.0% | Reduced |
| Genesee Capital Advisors, LLC | 56,514 | $2.79M | 1.38% | +56,514 | New |
| Friess Associates LLC | 56,993 | $2.82M | 1.18% | −31,815−35.8% | Reduced |
| Citadel Advisors LLC | 57,771 | $2.85M | 0.00% | −291,807−83.5% | Reduced |
| New York State Common Retirement Fund | 59,356 | $2.93M | 0.00% | −8,910−13.1% | Reduced |
| Rhumbline Advisers | 60,750 | $3.00M | 0.00% | +2,037+3.5% | Added |
| Group One Trading, L.P. | 60,833 | $3.01M | 0.07% | −26,946−30.7% | Reduced |
| State of New Jersey Common Pension Fund D | 61,300 | $3.03M | 0.01% | +256+0.4% | Added |
| Allianz Asset Management GmbH | 62,440 | $3.09M | 0.00% | +1,573+2.6% | Added |
| EAM Investors, LLC | 64,112 | $3.17M | 0.53% | −14,647−18.6% | Reduced |
| Russell Investments Group, Ltd. | 70,224 | $3.47M | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 72,103 | $3.56M | 0.26% | +52,663+270.9% | Added |
| Balyasny Asset Management LLC | 75,876 | $3.75M | 0.02% | +75,876 | New |
| California State Teachers Retirement System | 76,004 | $3.76M | 0.00% | +743+1.0% | Added |
| EAM Global Investors LLC | 77,503 | $3.83M | 0.91% | +22,150+40.0% | Added |
| HRT Financial LP | 78,876 | $3.90M | 0.02% | +64,068+432.7% | Added |
| Wells Fargo & Company | 82,347 | $4.07M | 0.00% | −21,899−21.0% | Reduced |
| ExodusPoint Capital Management, LP | 83,183 | $4.11M | 0.06% | +40,540+95.1% | Added |
| Discovery Capital Management, LLC | 84,876 | $4.20M | 0.32% | −79,603−48.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 87,642 | $4.33M | 0.05% | +44,182+101.7% | Added |
| Morgan Stanley | 91,652 | $4.53M | 0.00% | −49,207−34.9% | Reduced |
| Sphera Funds Management Ltd. | 105,290 | $5.20M | 0.52% | +105,290 | New |
| Cinctive Capital Management LP | 115,610 | $5.71M | 0.31% | −46,898−28.9% | Reduced |
| First Trust Advisors LP | 118,691 | $5.87M | 0.01% | −35,245−22.9% | Reduced |
| Hillsdale Investment Management Inc. | 120,800 | $5.97M | 0.46% | 00.0% | Unchanged |
| Swiss National Bank | 125,000 | $6.18M | 0.00% | +1,100+0.9% | Added |
| Lisanti Capital Growth, LLC | 134,120 | $6.63M | 0.98% | +134,120 | New |
| Parametric Portfolio Associates LLC | 141,093 | $6.97M | 0.00% | −15,670−10.0% | Reduced |
| Picton Mahoney Asset Management | 141,995 | $7.02M | 0.27% | +141,995 | New |
| Voya Investment Management LLC | 153,536 | $7.59M | 0.02% | +7,288+5.0% | Added |
| Penserra Capital Management LLC | 156,165 | $7.72M | 0.16% | +2,418+1.6% | Added |
| Bank of America Corp | 159,149 | $7.87M | 0.00% | +18,241+12.9% | Added |
| Invesco Ltd. | 160,008 | $7.91M | 0.00% | −110,543−40.9% | Reduced |
| Norges Bank | 162,891 | $8.05M | 0.00% | +162,891 | New |
| Two Sigma Advisers, LP | 174,953 | $8.65M | 0.02% | −61,600−26.0% | Reduced |
| SEI Investments Co | 177,298 | $8.76M | 0.02% | −12,469−6.6% | Reduced |
| Marshall Wace North America L.P. | 187,663 | $9.28M | 0.04% | −23,918−11.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 199,320 | $9.85M | 0.21% | +93,654+88.6% | Added |
| RK Capital Management, LLC | 210,300 | $10.4M | 1.97% | −200−0.1% | Reduced |
| Voce Capital Management LLC | 232,865 | $11.5M | 4.17% | −116,042−33.3% | Reduced |
| Goldman Sachs Group Inc | 273,085 | $13.5M | 0.00% | −46,455−14.5% | Reduced |
| Liontrust Investment Partners LLP | 289,269 | $14.3M | 0.20% | +289,269 | New |
| Assenagon Asset Management S.A. | 298,675 | $14.8M | 0.06% | +30,099+11.2% | Added |
| Atika Capital Management LLC | 300,560 | $14.9M | 1.06% | +300,560 | New |
| State of Wisconsin Investment Board | 321,800 | $15.9M | 0.03% | −7,600−2.3% | Reduced |
| Thornburg Investment Management Inc | 324,379 | $16.0M | 0.20% | +324,379 | New |
| Acadian Asset Management LLC | 324,761 | $16.0M | 0.06% | −289,556−47.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 324,623 | $16.0M | 0.04% | +50,255+18.3% | Added |
| Neuberger Berman Group LLC | 362,175 | $17.6M | 0.02% | +232,473+179.2% | Added |
| Analog Century Management LP | 358,631 | $17.7M | 6.14% | +79,300+28.4% | Added |
| Alyeska Investment Group, L.P. | 389,161 | $19.2M | 0.24% | +389,161 | New |
| Charles Schwab Investment Management Inc | 410,615 | $20.3M | 0.01% | −4,744−1.1% | Reduced |
| Rothschild & Co Asset Management US Inc. | 430,044 | $21.3M | 0.26% | −48,386−10.1% | Reduced |
| G2 Investment Partners Management LLC | 434,999 | $21.5M | 3.73% | +54,999+14.5% | Added |
| Kornitzer Capital Management Inc | 443,575 | $21.9M | 0.34% | 00.0% | Unchanged |
| Royce & Associates LP | 480,993 | $23.8M | 0.18% | +480,993 | New |
| Deutsche Bank AG | 508,531 | $25.1M | 0.01% | +28,428+5.9% | Added |
| Northern Trust Corp | 577,254 | $28.5M | 0.01% | −22,325−3.7% | Reduced |
| Redwood Investments, LLC | 663,790 | $32.8M | 2.74% | −106,645−13.8% | Reduced |
| Loomis Sayles & Co L P | 684,781 | $33.8M | 0.04% | +684,781 | New |
| FMR LLC | 816,317 | $40.4M | 0.00% | +12,085+1.5% | Added |
| Nuveen Asset Management, LLC | 886,312 | $42.8M | 0.01% | −107,523−10.8% | Reduced |
| Hood River Capital Management LLC | 903,560 | $44.7M | 1.38% | −29,352−3.1% | Reduced |
| Geode Capital Management, LLC | 981,986 | $48.5M | 0.01% | −76,649−7.2% | Reduced |
| State Street Corp | 1,116,780 | $55.2M | 0.00% | −7,431−0.7% | Reduced |
| Paradigm Capital Management Inc | 1,143,100 | $56.5M | 2.91% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,210,961 | $59.9M | 0.02% | +6,028+0.5% | Added |
| Renaissance Technologies LLC | 1,728,618 | $85.4M | 0.11% | −339,800−16.4% | Reduced |
| Wellington Management Group LLP | 1,771,962 | $87.6M | 0.01% | +228,613+14.8% | Added |
| Dimensional Fund Advisors LP | 1,814,943 | $89.7M | 0.03% | −27,857−1.5% | Reduced |
| Bank of New York Mellon Corp | 1,975,829 | $97.7M | 0.02% | +247,656+14.3% | Added |
| Driehaus Capital Management LLC | 2,031,534 | $100.4M | 1.19% | +211,868+11.6% | Added |
| Lord, Abbett & Co. LLC | 2,662,912 | $131.6M | 0.31% | −71,939−2.6% | Reduced |
| Thrivent Financial for Lutherans | 2,685,523 | $132.7M | 0.27% | +165,641+6.6% | Added |
| Alliancebernstein L.P. | 2,988,198 | $147.7M | 0.06% | +322,325+12.1% | Added |
| Vanguard Group Inc | 3,278,982 | $162.1M | 0.00% | −4,302−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,520,769 | $174.0M | 0.90% | +102,046+3.0% | Added |
| BlackRock Inc. | 4,719,534 | $233.3M | 0.01% | −44,026−0.9% | Reduced |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −824,233−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −99,045−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −57,060−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −29,708−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −23,053−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,729−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,965−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,772−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,578−100.0% | Sold out |