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 |
|---|---|---|---|---|---|
| State Street Corp | 1,092,838 | $87.4M | 0.00% | −23,942−2.1% | Reduced |
| Invesco Ltd. | 1,231,944 | $98.5M | 0.02% | +1,071,936+669.9% | Added |
| Renaissance Technologies LLC | 1,425,327 | $114.0M | 0.14% | −303,291−17.5% | Reduced |
| Wellington Management Group LLP | 1,497,907 | $119.8M | 0.02% | −274,055−15.5% | Reduced |
| Millennium Management LLC | 1,502,834 | $120.2M | 0.13% | +1,463,727+3,742.9% | Added |
| Bank of New York Mellon Corp | 1,599,841 | $127.9M | 0.02% | −375,988−19.0% | Reduced |
| Dimensional Fund Advisors LP | 1,698,456 | $135.8M | 0.04% | −116,487−6.4% | Reduced |
| Driehaus Capital Management LLC | 2,053,554 | $164.2M | 1.68% | +22,020+1.1% | Added |
| Whale Rock Capital Management LLC | 2,229,684 | $178.3M | 1.51% | +2,229,684 | New |
| Thrivent Financial for Lutherans | 2,491,030 | $199.2M | 0.38% | −194,493−7.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,547,664 | $203.7M | 0.46% | −115,248−4.3% | Reduced |
| Alliancebernstein L.P. | 2,855,077 | $228.3M | 0.08% | −133,121−4.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,999,795 | $239.9M | 1.37% | −520,974−14.8% | Reduced |
| Vanguard Group Inc | 4,133,072 | $330.5M | 0.01% | +854,090+26.0% | Added |
| BlackRock Inc. | 5,105,110 | $408.3M | 0.01% | +385,576+8.2% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −389,161−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −199,320−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −105,290−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −87,642−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −84,876−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −78,876−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −75,876−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −57,771−100.0% | Sold out |
| Lapides Asset Management, LLC | 0 | $0 | 0.00% | −51,100−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −23,327−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −14,220−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −13,695−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −13,134−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,606−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,863−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |