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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.

Q4 2021 vs. Q3 2021

How the institutions holding Calix, Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CALX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1912215+26
Shares50.6M187.7K51.7M+1.30M (+2.6%)
Value$2.50B$9.28M$4.12B+$1.63B (+65.5%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Calix, Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CALX in Q4 2021
InstitutionSharesValue% of portfolio
Whale Rock Capital Management LLC2,229,684$178.3M1.51%
Ergoteles LLC201,383$16.1M0.63%
AMG National Trust Bank126,028$10.1M0.30%
Mount Capital Ltd52,148$4.17M1.15%
Squarepoint Ops LLC46,125$3.69M0.02%
Putnam Investments LLC45,636$3.65M0.01%
Boulder Hill Capital Management LP42,700$3.42M3.31%
Gsa Capital Partners LLP34,266$2.74M0.34%
Stifel Financial Corp29,801$2.38M0.00%
Virtu Financial LLC29,105$2.33M0.24%
Oak Associates, Ltd28,149$2.25M0.12%
Alpha DNA Investment Management LLC22,078$1.76M1.13%
Allspring Global Investments Holdings, LLC18,918$1.51M0.00%
National Bank of Canada11,640$932.0K0.00%
Alpine Global Management, LLC11,291$903.0K0.13%
Seven Eight Capital, LP10,005$800.0K0.14%
Brown Advisory Inc9,503$760.0K0.00%
Public Employees Retirement Association of Colorado8,723$698.0K0.00%
Lyon Street Capital, LLC8,000$640.0K0.64%
Ensign Peak Advisors, Inc7,090$567.0K0.00%
STRS Ohio7,000$559.0K0.00%
Hamilton Wealth, LLC5,556$444.0K0.20%
Cambridge Investment Research Advisors, Inc.5,495$439.0K0.00%
MML Investors Services, LLC4,544$363.0K0.00%
Creative Planning3,580$286.0K0.00%
Two Sigma Securities, LLC3,421$274.0K0.05%
Pictet Asset Management SA3,251$260.0K0.00%
Guggenheim Capital LLC3,238$259.0K0.00%
Bailard, Inc.3,100$248.0K0.01%
Mackenzie Financial Corp3,097$248.0K0.00%
Kestra Advisory Services, LLC3,054$244.0K0.00%
AlphaCrest Capital Management LLC2,763$221.0K0.01%
Xponance, Inc.2,614$209.0K0.00%
CIBC Asset Management Inc2,516$201.0K0.00%
State of Wyoming1,538$123.0K0.06%
Point72 Hong Kong Ltd1,385$111.0K0.01%
Covestor Ltd647$52.0K0.07%
Altshuler Shaham Ltd599$48.0K0.00%
Harvest Fund Management Co., Ltd585$46.0K0.01%
Byrne Asset Management LLC300$24.0K0.02%
Macroview Investment Management LLC257$21.0K0.03%
Dark Forest Capital Management LP169$14.0K0.01%
JFS Wealth Advisors, LLC12$1.00K0.00%
Schubert & Co7$1.00K0.00%
CoreCap Advisors, LLC10$1.00K0.00%
CWM, LLC4$00.00%
Signet Financial Management, LLC5$00.00%
Mach-1 Financial Group, Inc.9$00.00%

Sold out (22)

Institutions that held Calix, Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (2)

Institutions that held Calix, Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.187,663$9.28M
Berman Capital Advisors, LLC30$1.00K