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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 17,625 | $1.41M | 0.01% | +11,890+207.3% | Added |
| Price T Rowe Associates Inc | 17,842 | $1.43M | 0.00% | −892−4.8% | Reduced |
| Boardman Bay Capital Management LLC | 18,712 | $1.50M | 2.49% | +2,307+14.1% | Added |
| Allspring Global Investments Holdings, LLC | 18,918 | $1.51M | 0.00% | +18,918 | New |
| MetLife Investment Management | 18,967 | $1.52M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 19,507 | $1.56M | 0.02% | +1,917+10.9% | Added |
| Natixis Advisors, L.P. | 19,546 | $1.56M | 0.01% | −1,321−6.3% | Reduced |
| Citigroup Inc | 19,677 | $1.57M | 0.00% | +4,998+34.0% | Added |
| State Board of Administration of Florida Retirement System | 20,673 | $1.65M | 0.00% | −320−1.5% | Reduced |
| Victory Capital Management Inc | 21,207 | $1.70M | 0.00% | −3,765−15.1% | Reduced |
| Alpha DNA Investment Management LLC | 22,078 | $1.76M | 1.13% | +22,078 | New |
| Janus Henderson Group PLC | 22,665 | $1.81M | 0.00% | +12,730+128.1% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 25,200 | $2.02M | 0.22% | −15,725−38.4% | Reduced |
| Voloridge Investment Management, LLC | 26,734 | $2.14M | 0.01% | −28,872−51.9% | Reduced |
| ExodusPoint Capital Management, LP | 27,732 | $2.22M | 0.03% | −55,451−66.7% | Reduced |
| Manufacturers Life Insurance Company, The | 27,883 | $2.23M | 0.00% | −732−2.6% | Reduced |
| Oak Associates, Ltd | 28,149 | $2.25M | 0.12% | +28,149 | New |
| Simplex Trading, LLC | 28,336 | $2.27M | 0.07% | +8,190+40.7% | Added |
| Virtu Financial LLC | 29,105 | $2.33M | 0.24% | +29,105 | New |
| Wolverine Trading, LLC | 29,702 | $2.34M | 0.03% | +11,797+65.9% | Added |
| American International Group, Inc. | 29,328 | $2.35M | 0.01% | −876−2.9% | Reduced |
| Stifel Financial Corp | 29,801 | $2.38M | 0.00% | +29,801 | New |
| Chartwell Investment Partners, LLC | 33,320 | $2.67M | 0.08% | −7,916−19.2% | Reduced |
| Gsa Capital Partners LLP | 34,266 | $2.74M | 0.34% | +34,266 | New |
| Friess Associates LLC | 35,063 | $2.80M | 1.10% | −21,930−38.5% | Reduced |
| AQR Capital Management LLC | 37,791 | $3.02M | 0.01% | −7,344−16.3% | Reduced |
| Aviva PLC | 38,310 | $3.06M | 0.01% | +966+2.6% | Added |
| Jane Street Group, LLC | 38,348 | $3.07M | 0.01% | +11,000+40.2% | Added |
| State of New Jersey Common Pension Fund D | 39,194 | $3.13M | 0.01% | −22,106−36.1% | Reduced |
| Acadian Asset Management LLC | 39,438 | $3.15M | 0.01% | −285,323−87.9% | Reduced |
| Susquehanna International Group, LLP | 41,365 | $3.31M | 0.00% | +9,266+28.9% | Added |
| Boulder Hill Capital Management LP | 42,700 | $3.42M | 3.31% | +42,700 | New |
| Prudential Financial Inc | 44,708 | $3.57M | 0.00% | −957−2.1% | Reduced |
| Credit Suisse AG | 44,716 | $3.58M | 0.00% | +1,742+4.1% | Added |
| Putnam Investments LLC | 45,636 | $3.65M | 0.01% | +45,636 | New |
| Squarepoint Ops LLC | 46,125 | $3.69M | 0.02% | +46,125 | New |
| UBS Group AG | 48,664 | $3.89M | 0.00% | +40,078+466.8% | Added |
| Legal & General Group Plc | 49,210 | $3.94M | 0.00% | +1,258+2.6% | Added |
| JPMorgan Chase & Co | 51,160 | $4.09M | 0.00% | +6,955+15.7% | Added |
| Mount Capital Ltd | 52,148 | $4.17M | 1.15% | +52,148 | New |
| Genesee Capital Advisors, LLC | 52,468 | $4.20M | 2.00% | −4,046−7.2% | Reduced |
| Navellier & Associates Inc | 52,655 | $4.21M | 0.61% | +2,030+4.0% | Added |
| AXA S.A. | 53,100 | $4.25M | 0.01% | +40,300+314.8% | Added |
| UBS Asset Management Americas Inc | 55,848 | $4.47M | 0.00% | −655−1.2% | Reduced |
| EAM Investors, LLC | 56,436 | $4.51M | 0.74% | −7,676−12.0% | Reduced |
| Group One Trading, L.P. | 58,663 | $4.69M | 0.09% | −2,170−3.6% | Reduced |
| New York State Common Retirement Fund | 59,161 | $4.73M | 0.00% | −195−0.3% | Reduced |
| Rhumbline Advisers | 60,155 | $4.81M | 0.01% | −595−1.0% | Reduced |
| Allianz Asset Management GmbH | 62,642 | $5.01M | 0.00% | +202+0.3% | Added |
| Barclays PLC | 70,479 | $5.64M | 0.00% | +28,295+67.1% | Added |
| PDT Partners, LLC | 71,600 | $5.73M | 0.44% | −503−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 74,484 | $5.96M | 0.01% | +28,547+62.1% | Added |
| Assenagon Asset Management S.A. | 77,753 | $6.22M | 0.02% | −220,922−74.0% | Reduced |
| California State Teachers Retirement System | 78,321 | $6.26M | 0.01% | +2,317+3.0% | Added |
| EAM Global Investors LLC | 81,088 | $6.49M | 1.15% | +3,585+4.6% | Added |
| RK Capital Management, LLC | 83,500 | $6.68M | 1.21% | −126,800−60.3% | Reduced |
| Voya Investment Management LLC | 84,045 | $6.72M | 0.01% | −69,491−45.3% | Reduced |
| Russell Investments Group, Ltd. | 85,540 | $6.84M | 0.01% | +15,316+21.8% | Added |
| Principal Financial Group Inc | 91,575 | $7.32M | 0.00% | +48,340+111.8% | Added |
| Wells Fargo & Company | 93,859 | $7.51M | 0.00% | +11,512+14.0% | Added |
| Picton Mahoney Asset Management | 108,865 | $8.71M | 0.31% | −33,130−23.3% | Reduced |
| Two Sigma Advisers, LP | 111,600 | $8.93M | 0.02% | −63,353−36.2% | Reduced |
| First Trust Advisors LP | 111,744 | $8.94M | 0.01% | −6,947−5.9% | Reduced |
| Neuberger Berman Group LLC | 121,947 | $9.31M | 0.01% | −240,228−66.3% | Reduced |
| Voce Capital Management LLC | 117,865 | $9.43M | 3.36% | −115,000−49.4% | Reduced |
| Penserra Capital Management LLC | 123,658 | $9.89M | 0.21% | −32,507−20.8% | Reduced |
| Swiss National Bank | 125,800 | $10.1M | 0.01% | +800+0.6% | Added |
| AMG National Trust Bank | 126,028 | $10.1M | 0.30% | +126,028 | New |
| Parametric Portfolio Associates LLC | 129,251 | $10.3M | 0.01% | −11,842−8.4% | Reduced |
| Goldman Sachs Group Inc | 129,372 | $10.3M | 0.00% | −143,713−52.6% | Reduced |
| Lisanti Capital Growth, LLC | 133,480 | $10.7M | 1.54% | −640−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 133,515 | $10.7M | 0.10% | +110,069+469.5% | Added |
| Bank of America Corp | 139,208 | $11.1M | 0.00% | −19,941−12.5% | Reduced |
| Morgan Stanley | 143,649 | $11.5M | 0.00% | +51,997+56.7% | Added |
| SEI Investments Co | 145,820 | $11.7M | 0.02% | −31,478−17.8% | Reduced |
| Qube Research & Technologies Ltd | 200,402 | $16.0M | 0.12% | +187,474+1,450.1% | Added |
| Ergoteles LLC | 201,383 | $16.1M | 0.63% | +201,383 | New |
| Marshall Wace, LLP | 229,660 | $18.4M | 0.04% | +225,246+5,103.0% | Added |
| State of Wisconsin Investment Board | 230,700 | $18.4M | 0.04% | −91,100−28.3% | Reduced |
| Thornburg Investment Management Inc | 245,937 | $19.7M | 0.23% | −78,442−24.2% | Reduced |
| Liontrust Investment Partners LLP | 262,169 | $21.0M | 0.25% | −27,100−9.4% | Reduced |
| Royce & Associates LP | 284,401 | $22.7M | 0.17% | −196,592−40.9% | Reduced |
| Analog Century Management LP | 311,467 | $24.9M | 6.78% | −47,164−13.2% | Reduced |
| G2 Investment Partners Management LLC | 336,442 | $26.9M | 4.64% | −98,557−22.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 379,655 | $30.4M | 0.06% | +55,032+17.0% | Added |
| Charles Schwab Investment Management Inc | 389,211 | $31.1M | 0.01% | −21,404−5.2% | Reduced |
| Kornitzer Capital Management Inc | 392,690 | $31.4M | 0.47% | −50,885−11.5% | Reduced |
| Rothschild & Co Asset Management US Inc. | 415,511 | $33.2M | 0.39% | −14,533−3.4% | Reduced |
| Deutsche Bank AG | 419,974 | $33.6M | 0.02% | −88,557−17.4% | Reduced |
| Atika Capital Management LLC | 432,900 | $34.6M | 2.83% | +132,340+44.0% | Added |
| Norges Bank | 491,891 | $39.3M | 0.01% | +329,000+202.0% | Added |
| Redwood Investments, LLC | 534,115 | $42.7M | 3.37% | −129,675−19.5% | Reduced |
| Northern Trust Corp | 579,274 | $46.3M | 0.01% | +2,020+0.3% | Added |
| Ameriprise Financial Inc | 617,905 | $49.4M | 0.01% | −593,056−49.0% | Reduced |
| Nuveen Asset Management, LLC | 836,499 | $53.7M | 0.02% | −49,813−5.6% | Reduced |
| FMR LLC | 672,776 | $53.8M | 0.00% | −143,541−17.6% | Reduced |
| Loomis Sayles & Co L P | 749,055 | $59.9M | 0.07% | +64,274+9.4% | Added |
| Hood River Capital Management LLC | 851,693 | $68.1M | 2.04% | −51,867−5.7% | Reduced |
| Geode Capital Management, LLC | 945,506 | $75.6M | 0.01% | −36,480−3.7% | Reduced |
| Paradigm Capital Management Inc | 1,073,900 | $85.9M | 3.84% | −69,200−6.1% | Reduced |