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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 26,200 | $1.29M | 0.00% | +26,200 | New |
| Victory Capital Management Inc | 24,972 | $1.23M | 0.00% | −2,442−8.9% | Reduced |
| Cubist Systematic Strategies, LLC | 23,446 | $1.16M | 0.01% | +7,457+46.6% | Added |
| Algert Global LLC | 23,327 | $1.15M | 0.15% | +2,640+12.8% | Added |
| SG Americas Securities, LLC | 22,087 | $1.09M | 0.01% | +22,087 | New |
| 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 |
| Natixis Advisors, L.P. | 20,867 | $1.03M | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20,146 | $943.0K | 0.03% | +100+0.5% | Added |
| MetLife Investment Management | 18,967 | $937.5K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,734 | $926.0K | 0.00% | −20.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,590 | $869.0K | 0.01% | +17,590 | New |
| Wolverine Trading, LLC | 17,905 | $863.0K | 0.02% | +7,998+80.7% | Added |
| Boardman Bay Capital Management LLC | 16,405 | $811.0K | 1.47% | +16,405 | New |
| Arizona State Retirement System | 15,409 | $762.0K | 0.01% | +130+0.9% | Added |
| Citigroup Inc | 14,679 | $725.0K | 0.00% | +3,835+35.4% | Added |
| Metropolitan Life Insurance Co | 14,297 | $706.7K | 0.01% | −962−6.3% | Reduced |
| Harvest Investment Services, LLC | 14,220 | $702.0K | 0.29% | +14,220 | New |
| 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 |
| Juncture Wealth Strategies, LLC | 13,134 | $649.0K | 0.34% | +2,290+21.1% | Added |
| Qube Research & Technologies Ltd | 12,928 | $639.0K | 0.01% | +953+8.0% | Added |
| AXA S.A. | 12,800 | $633.0K | 0.00% | +400+3.2% | Added |
| Robeco Institutional Asset Management B.V. | 11,081 | $548.0K | 0.00% | −396−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,081 | $547.7K | 0.00% | +9,051+445.9% | Added |
| Hancock Whitney Corp | 10,853 | $536.0K | 0.02% | −2,688−19.9% | Reduced |
| Bridgeway Capital Management, LLC | 10,500 | $519.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,341 | $511.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,100 | $499.0K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,000 | $494.0K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 9,965 | $493.0K | 0.00% | +4,661+87.9% | Added |
| Janus Henderson Group PLC | 9,935 | $491.0K | 0.00% | +9,935 | New |
| LVW Advisors, LLC | 9,760 | $482.0K | 0.08% | +225+2.4% | Added |
| Blueshift Asset Management, LLC | 9,606 | $475.0K | 0.03% | −106−1.1% | Reduced |
| Amalgamated Bank | 9,364 | $463.0K | 0.00% | −500−5.1% | Reduced |
| Cornerstone Investment Partners, LLC | 9,150 | $452.0K | 0.03% | −2,100−18.7% | Reduced |
| Teacher Retirement System of Texas | 9,062 | $448.0K | 0.00% | +2,180+31.7% | Added |
| UBS Group AG | 8,586 | $424.0K | 0.00% | −6,792−44.2% | Reduced |
| Alps Advisors Inc | 7,884 | $390.0K | 0.00% | +7,884 | New |
| HSBC Holdings PLC | 7,818 | $383.0K | 0.00% | +7,818 | New |
| SG3 Management, LLC | 7,500 | $371.0K | 0.13% | +7,500 | New |
| Shay Capital LLC | 7,500 | $371.0K | 0.12% | +7,500 | New |
| Advisor Group Holdings, Inc. | 7,144 | $353.0K | 0.00% | +854+13.6% | Added |
| 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 |
| Thompson Investment Management, Inc. | 7,000 | $346.0K | 0.05% | 00.0% | Unchanged |
| Natixis | 6,863 | $339.0K | 0.00% | −899−11.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,783 | $335.0K | 0.00% | +1,030+17.9% | Added |
| Cutler Group LP | 6,763 | $334.0K | 0.03% | −2,075−23.5% | Reduced |
| C M Bidwell & Associates Ltd | 6,520 | $322.0K | 0.21% | −25−0.4% | Reduced |
| Meeder Asset Management Inc | 6,293 | $311.0K | 0.02% | −330−5.0% | Reduced |
| Royal Bank of Canada | 6,071 | $300.0K | 0.00% | +2,325+62.1% | Added |
| AE Wealth Management LLC | 5,735 | $283.0K | 0.00% | −14,265−71.3% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 5,289 | $262.0K | 0.01% | +926+21.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,280 | $261.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,939 | $244.0K | 0.01% | +690+16.2% | Added |
| Envestnet Asset Management Inc | 4,888 | $242.0K | 0.00% | +4,888 | New |
| Private Advisor Group, LLC | 4,800 | $237.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,645 | $230.0K | 0.01% | −804−14.8% | Reduced |
| Marshall Wace, LLP | 4,414 | $218.0K | 0.00% | +4,414 | New |
| Ameritas Investment Partners, Inc. | 4,281 | $212.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 4,167 | $206.0K | 0.00% | +4,167 | New |
| Great West Life Assurance Co | 3,192 | $159.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,190 | $157.0K | 0.00% | −133−4.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,948 | $146.0K | 0.00% | +1,721+140.3% | Added |
| Dorsey Wright & Associates | 2,907 | $144.0K | 0.03% | +228+8.5% | Added |
| Nisa Investment Advisors, LLC | 2,580 | $128.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2,169 | $107.2K | 0.03% | +145+7.2% | Added |
| Macquarie Group Ltd | 2,149 | $106.0K | 0.00% | +1,554+261.2% | Added |
| Signaturefd, LLC | 2,072 | $102.0K | 0.00% | +5+0.2% | Added |
| Quadrant Capital Group LLC | 2,042 | $101.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,645 | $81.0K | 0.00% | −12,034−88.0% | 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 |
| US Bancorp | 617 | $31.0K | 0.00% | −511−45.3% | Reduced |
| Leonteq Securities AG | 423 | $20.9K | 0.00% | −12−2.8% | Reduced |
| Spire Wealth Management | 400 | $20.0K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 386 | $19.0K | 0.00% | −97−20.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $14.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 247 | $12.2K | 0.00% | +247 | New |
| Geneos Wealth Management Inc. | 215 | $10.0K | 0.00% | +215 | New |
| TCI Wealth Advisors, Inc. | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 109 | $5.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |