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, Q4 2021
Institutional positions in Calix, Inc as of Dec 31, 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
- 215
- +26 vs. Q3 2021
- Shares held
- 51.7M
- +1.30M (+2.6%) vs. Q3 2021
- Total value
- $4.12B
- +$1.63B (+65.5%) vs. Q3 2021
- New holders
- 48
- 64 more added
- Sold out
- 22
- 83 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 4 | $0 | 0.00% | +4 | New |
| Signet Financial Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Mach-1 Financial Group, Inc. | 9 | $0 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Schubert & Co | 7 | $1.00K | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Parallel Advisors, LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Laurel Wealth Advisors LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 109 | $8.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $11.0K | 0.00% | −65−30.2% | Reduced |
| The PNC Financial Services Group, Inc. | 144 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 169 | $14.0K | 0.01% | +169 | New |
| TCI Wealth Advisors, Inc. | 234 | $19.0K | 0.00% | +56+31.5% | Added |
| Koshinski Asset Management, Inc. | 247 | $19.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 257 | $21.0K | 0.03% | +257 | New |
| GPS Wealth Strategies Group, LLC | 275 | $22.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $24.0K | 0.02% | +300 | New |
| First Horizon Advisors, Inc. | 340 | $27.0K | 0.00% | −46−11.9% | Reduced |
| Leonteq Securities AG | 375 | $30.0K | 0.00% | −48−11.3% | Reduced |
| Spire Wealth Management | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 585 | $46.0K | 0.01% | +585 | New |
| Captrust Financial Advisors | 599 | $48.0K | 0.00% | −39−6.1% | Reduced |
| Altshuler Shaham Ltd | 599 | $48.0K | 0.00% | +599 | New |
| US Bancorp | 617 | $50.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 647 | $52.0K | 0.07% | +647 | New |
| Macquarie Group Ltd | 711 | $57.0K | 0.00% | −1,438−66.9% | Reduced |
| Signaturefd, LLC | 1,072 | $86.0K | 0.00% | −1,000−48.3% | Reduced |
| Hexagon Capital Partners LLC | 1,150 | $92.0K | 0.02% | +493+75.0% | Added |
| Point72 Hong Kong Ltd | 1,385 | $111.0K | 0.01% | +1,385 | New |
| State of Wyoming | 1,538 | $123.0K | 0.06% | +1,538 | New |
| Quadrant Capital Group LLC | 1,817 | $145.0K | 0.02% | −225−11.0% | Reduced |
| Exane Derivatives | 2,449 | $195.8K | 0.05% | +280+12.9% | Added |
| CIBC Asset Management Inc | 2,516 | $201.0K | 0.00% | +2,516 | New |
| Xponance, Inc. | 2,614 | $209.0K | 0.00% | +2,614 | New |
| AlphaCrest Capital Management LLC | 2,763 | $221.0K | 0.01% | +2,763 | New |
| Nisa Investment Advisors, LLC | 4,580 | $230.0K | 0.00% | +2,000+77.5% | Added |
| Kestra Advisory Services, LLC | 3,054 | $244.0K | 0.00% | +3,054 | New |
| Bailard, Inc. | 3,100 | $248.0K | 0.01% | +3,100 | New |
| Mackenzie Financial Corp | 3,097 | $248.0K | 0.00% | +3,097 | New |
| Great West Life Assurance Co | 3,192 | $255.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,238 | $259.0K | 0.00% | +3,238 | New |
| Pictet Asset Management SA | 3,251 | $260.0K | 0.00% | +3,251 | New |
| Dorsey Wright & Associates | 3,363 | $269.0K | 0.06% | +456+15.7% | Added |
| Two Sigma Securities, LLC | 3,421 | $274.0K | 0.05% | +3,421 | New |
| Creative Planning | 3,580 | $286.0K | 0.00% | +3,580 | New |
| O'Shaughnessy Asset Management, LLC | 3,696 | $296.0K | 0.01% | −1,593−30.1% | Reduced |
| IFP Advisors, Inc | 3,882 | $310.0K | 0.01% | +692+21.7% | Added |
| Bank of Montreal | 4,033 | $318.0K | 0.00% | −41,202−91.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,281 | $342.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,317 | $345.0K | 0.21% | −2,203−33.8% | Reduced |
| Thompson Investment Management, Inc. | 4,500 | $360.0K | 0.05% | −2,500−35.7% | Reduced |
| MML Investors Services, LLC | 4,544 | $363.0K | 0.00% | +4,544 | New |
| Private Advisor Group, LLC | 4,800 | $384.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 4,947 | $396.0K | 0.00% | +780+18.7% | Added |
| Vident Investment Advisory, LLC | 5,197 | $416.0K | 0.01% | +552+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,495 | $439.0K | 0.00% | +5,495 | New |
| Hamilton Wealth, LLC | 5,556 | $444.0K | 0.20% | +5,556 | New |
| CAPROCK Group, Inc. | 5,600 | $448.0K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,948 | $476.0K | 0.00% | +1,060+21.7% | Added |
| Allstate Corp | 6,764 | $541.0K | 0.01% | −6,930−50.6% | Reduced |
| STRS Ohio | 7,000 | $559.0K | 0.00% | +7,000 | New |
| Ensign Peak Advisors, Inc | 7,090 | $567.0K | 0.00% | +7,090 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,445 | $595.0K | 0.00% | +2,165+41.0% | Added |
| Advisor Group Holdings, Inc. | 7,640 | $611.0K | 0.00% | +496+6.9% | Added |
| Alps Advisors Inc | 7,984 | $638.0K | 0.01% | +100+1.3% | Added |
| Lyon Street Capital, LLC | 8,000 | $640.0K | 0.64% | +8,000 | New |
| Commonwealth Equity Services, LLC | 8,637 | $690.0K | 0.00% | +1,854+27.3% | Added |
| Public Employees Retirement Association of Colorado | 8,723 | $698.0K | 0.00% | +8,723 | New |
| Cutler Group LP | 8,783 | $702.0K | 0.05% | +2,020+29.9% | Added |
| SG3 Management, LLC | 9,000 | $720.0K | 0.07% | +1,500+20.0% | Added |
| Cornerstone Investment Partners, LLC | 9,150 | $732.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 9,273 | $742.0K | 0.01% | −91−1.0% | Reduced |
| LPL Financial LLC | 9,321 | $745.0K | 0.00% | −644−6.5% | Reduced |
| Brown Advisory Inc | 9,503 | $760.0K | 0.00% | +9,503 | New |
| Cinctive Capital Management LP | 9,757 | $780.0K | 0.04% | −105,853−91.6% | Reduced |
| HSBC Holdings PLC | 9,701 | $782.0K | 0.00% | +1,883+24.1% | Added |
| SkyOak Wealth, LLC | 10,000 | $800.0K | 0.20% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 10,005 | $800.0K | 0.14% | +10,005 | New |
| Handelsbanken Fonder AB | 10,100 | $808.0K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 10,250 | $820.0K | 0.14% | +490+5.0% | Added |
| Hancock Whitney Corp | 10,335 | $826.0K | 0.03% | −518−4.8% | Reduced |
| Bridgeway Capital Management, LLC | 10,500 | $840.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,728 | $858.0K | 0.01% | +9,083+552.2% | Added |
| D.A. Davidson & Co. | 10,813 | $865.0K | 0.01% | +472+4.6% | Added |
| Robeco Institutional Asset Management B.V. | 11,081 | $886.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,080 | $886.0K | 0.00% | +2,018+22.3% | Added |
| Alpine Global Management, LLC | 11,291 | $903.0K | 0.13% | +11,291 | New |
| National Bank of Canada | 11,640 | $932.0K | 0.00% | +11,640 | New |
| ProShare Advisors LLC | 12,057 | $965.0K | 0.00% | +4,985+70.5% | Added |
| Walleye Trading LLC | 12,963 | $1.04M | 0.02% | +8,024+162.5% | Added |
| Royal Bank of Canada | 13,041 | $1.04M | 0.00% | +6,970+114.8% | Added |
| BNP Paribas Arbitrage, SA | 13,771 | $1.10M | 0.00% | +2,690+24.3% | Added |
| Luminus Management LLC | 14,000 | $1.12M | 0.26% | −41,000−74.5% | Reduced |
| Metropolitan Life Insurance Co | 14,297 | $1.14M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,759 | $1.18M | 0.01% | −7,328−33.2% | Reduced |
| Arizona State Retirement System | 15,381 | $1.23M | 0.01% | −28−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 15,500 | $1.24M | 0.08% | −105,300−87.2% | Reduced |
| Virginia Retirement Systems Et Al | 16,900 | $1.35M | 0.01% | −10,900−39.2% | Reduced |