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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 27,732 | $2.22M | 0.03% | −55,451−66.7% | Reduced |
| Voloridge Investment Management, LLC | 26,734 | $2.14M | 0.01% | −28,872−51.9% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 25,200 | $2.02M | 0.22% | −15,725−38.4% | Reduced |
| Janus Henderson Group PLC | 22,665 | $1.81M | 0.00% | +12,730+128.1% | Added |
| Alpha DNA Investment Management LLC | 22,078 | $1.76M | 1.13% | +22,078 | New |
| Victory Capital Management Inc | 21,207 | $1.70M | 0.00% | −3,765−15.1% | Reduced |
| State Board of Administration of Florida Retirement System | 20,673 | $1.65M | 0.00% | −320−1.5% | Reduced |
| Citigroup Inc | 19,677 | $1.57M | 0.00% | +4,998+34.0% | Added |
| Natixis Advisors, L.P. | 19,546 | $1.56M | 0.01% | −1,321−6.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 19,507 | $1.56M | 0.02% | +1,917+10.9% | Added |
| MetLife Investment Management | 18,967 | $1.52M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18,918 | $1.51M | 0.00% | +18,918 | New |
| Boardman Bay Capital Management LLC | 18,712 | $1.50M | 2.49% | +2,307+14.1% | Added |
| Price T Rowe Associates Inc | 17,842 | $1.43M | 0.00% | −892−4.8% | Reduced |
| AE Wealth Management LLC | 17,625 | $1.41M | 0.01% | +11,890+207.3% | Added |
| Virginia Retirement Systems Et Al | 16,900 | $1.35M | 0.01% | −10,900−39.2% | Reduced |
| Hillsdale Investment Management Inc. | 15,500 | $1.24M | 0.08% | −105,300−87.2% | Reduced |
| Arizona State Retirement System | 15,381 | $1.23M | 0.01% | −28−0.2% | Reduced |
| SG Americas Securities, LLC | 14,759 | $1.18M | 0.01% | −7,328−33.2% | Reduced |
| Metropolitan Life Insurance Co | 14,297 | $1.14M | 0.02% | 00.0% | Unchanged |
| Luminus Management LLC | 14,000 | $1.12M | 0.26% | −41,000−74.5% | Reduced |
| BNP Paribas Arbitrage, SA | 13,771 | $1.10M | 0.00% | +2,690+24.3% | Added |
| Royal Bank of Canada | 13,041 | $1.04M | 0.00% | +6,970+114.8% | Added |
| Walleye Trading LLC | 12,963 | $1.04M | 0.02% | +8,024+162.5% | Added |
| ProShare Advisors LLC | 12,057 | $965.0K | 0.00% | +4,985+70.5% | Added |
| National Bank of Canada | 11,640 | $932.0K | 0.00% | +11,640 | New |
| Alpine Global Management, LLC | 11,291 | $903.0K | 0.13% | +11,291 | New |
| 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 |
| D.A. Davidson & Co. | 10,813 | $865.0K | 0.01% | +472+4.6% | Added |
| Tower Research Capital LLC (TRC) | 10,728 | $858.0K | 0.01% | +9,083+552.2% | Added |
| Bridgeway Capital Management, LLC | 10,500 | $840.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,335 | $826.0K | 0.03% | −518−4.8% | Reduced |
| LVW Advisors, LLC | 10,250 | $820.0K | 0.14% | +490+5.0% | Added |
| Handelsbanken Fonder AB | 10,100 | $808.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| HSBC Holdings PLC | 9,701 | $782.0K | 0.00% | +1,883+24.1% | Added |
| Cinctive Capital Management LP | 9,757 | $780.0K | 0.04% | −105,853−91.6% | Reduced |
| Brown Advisory Inc | 9,503 | $760.0K | 0.00% | +9,503 | New |
| LPL Financial LLC | 9,321 | $745.0K | 0.00% | −644−6.5% | Reduced |
| Amalgamated Bank | 9,273 | $742.0K | 0.01% | −91−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 9,150 | $732.0K | 0.04% | 00.0% | Unchanged |
| SG3 Management, LLC | 9,000 | $720.0K | 0.07% | +1,500+20.0% | Added |
| Cutler Group LP | 8,783 | $702.0K | 0.05% | +2,020+29.9% | Added |
| Public Employees Retirement Association of Colorado | 8,723 | $698.0K | 0.00% | +8,723 | New |
| Commonwealth Equity Services, LLC | 8,637 | $690.0K | 0.00% | +1,854+27.3% | Added |
| Lyon Street Capital, LLC | 8,000 | $640.0K | 0.64% | +8,000 | New |
| Alps Advisors Inc | 7,984 | $638.0K | 0.01% | +100+1.3% | Added |
| Advisor Group Holdings, Inc. | 7,640 | $611.0K | 0.00% | +496+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,445 | $595.0K | 0.00% | +2,165+41.0% | Added |
| Ensign Peak Advisors, Inc | 7,090 | $567.0K | 0.00% | +7,090 | New |
| STRS Ohio | 7,000 | $559.0K | 0.00% | +7,000 | New |
| Allstate Corp | 6,764 | $541.0K | 0.01% | −6,930−50.6% | Reduced |
| Envestnet Asset Management Inc | 5,948 | $476.0K | 0.00% | +1,060+21.7% | Added |
| CAPROCK Group, Inc. | 5,600 | $448.0K | 0.04% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 5,556 | $444.0K | 0.20% | +5,556 | New |
| Cambridge Investment Research Advisors, Inc. | 5,495 | $439.0K | 0.00% | +5,495 | New |
| Vident Investment Advisory, LLC | 5,197 | $416.0K | 0.01% | +552+11.9% | Added |
| Raymond James & Associates | 4,947 | $396.0K | 0.00% | +780+18.7% | Added |
| Private Advisor Group, LLC | 4,800 | $384.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,544 | $363.0K | 0.00% | +4,544 | New |
| Thompson Investment Management, Inc. | 4,500 | $360.0K | 0.05% | −2,500−35.7% | Reduced |
| C M Bidwell & Associates Ltd | 4,317 | $345.0K | 0.21% | −2,203−33.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,281 | $342.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 4,033 | $318.0K | 0.00% | −41,202−91.1% | Reduced |
| IFP Advisors, Inc | 3,882 | $310.0K | 0.01% | +692+21.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,696 | $296.0K | 0.01% | −1,593−30.1% | Reduced |
| Creative Planning | 3,580 | $286.0K | 0.00% | +3,580 | New |
| Two Sigma Securities, LLC | 3,421 | $274.0K | 0.05% | +3,421 | New |
| Dorsey Wright & Associates | 3,363 | $269.0K | 0.06% | +456+15.7% | Added |
| Pictet Asset Management SA | 3,251 | $260.0K | 0.00% | +3,251 | New |
| Guggenheim Capital LLC | 3,238 | $259.0K | 0.00% | +3,238 | New |
| Great West Life Assurance Co | 3,192 | $255.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 3,100 | $248.0K | 0.01% | +3,100 | New |
| Mackenzie Financial Corp | 3,097 | $248.0K | 0.00% | +3,097 | New |
| Kestra Advisory Services, LLC | 3,054 | $244.0K | 0.00% | +3,054 | New |
| Nisa Investment Advisors, LLC | 4,580 | $230.0K | 0.00% | +2,000+77.5% | Added |
| AlphaCrest Capital Management LLC | 2,763 | $221.0K | 0.01% | +2,763 | New |
| Xponance, Inc. | 2,614 | $209.0K | 0.00% | +2,614 | New |
| CIBC Asset Management Inc | 2,516 | $201.0K | 0.00% | +2,516 | New |
| Exane Derivatives | 2,449 | $195.8K | 0.05% | +280+12.9% | Added |
| Quadrant Capital Group LLC | 1,817 | $145.0K | 0.02% | −225−11.0% | Reduced |
| State of Wyoming | 1,538 | $123.0K | 0.06% | +1,538 | New |
| Point72 Hong Kong Ltd | 1,385 | $111.0K | 0.01% | +1,385 | New |
| Hexagon Capital Partners LLC | 1,150 | $92.0K | 0.02% | +493+75.0% | Added |
| Signaturefd, LLC | 1,072 | $86.0K | 0.00% | −1,000−48.3% | Reduced |
| Macquarie Group Ltd | 711 | $57.0K | 0.00% | −1,438−66.9% | Reduced |
| Covestor Ltd | 647 | $52.0K | 0.07% | +647 | New |
| US Bancorp | 617 | $50.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 599 | $48.0K | 0.00% | −39−6.1% | Reduced |
| Altshuler Shaham Ltd | 599 | $48.0K | 0.00% | +599 | New |
| Harvest Fund Management Co., Ltd | 585 | $46.0K | 0.01% | +585 | New |
| Spire Wealth Management | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 375 | $30.0K | 0.00% | −48−11.3% | Reduced |
| First Horizon Advisors, Inc. | 340 | $27.0K | 0.00% | −46−11.9% | Reduced |
| Byrne Asset Management LLC | 300 | $24.0K | 0.02% | +300 | New |
| GPS Wealth Strategies Group, LLC | 275 | $22.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 257 | $21.0K | 0.03% | +257 | New |
| Koshinski Asset Management, Inc. | 247 | $19.8K | 0.00% | 00.0% | Unchanged |