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, Q1 2022
Institutional positions in Calix, Inc as of Mar 31, 2022. 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
- 230
- +16 vs. Q4 2021
- Shares held
- 52.6M
- +929.0K (+1.8%) vs. Q4 2021
- Total value
- $2.26B
- −$1.86B (−45.2%) vs. Q4 2021
- New holders
- 67
- 79 more added
- Sold out
- 51
- 65 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Schubert & Co | 8 | $0 | 0.00% | +1+14.3% | Added |
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 20 | $858 | 0.00% | +20 | New |
| CWM, LLC | 21 | $1.00K | 0.00% | +17+425.0% | Added |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | +14 | New |
| Ellevest, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Global Retirement Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Cutler Group LP | 65 | $2.00K | 0.00% | −8,718−99.3% | Reduced |
| Covestor Ltd | 55 | $2.00K | 0.00% | −592−91.5% | Reduced |
| Laurel Wealth Advisors LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 109 | $4.68K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 129 | $5.00K | 0.00% | +100+344.8% | Added |
| Fifth Third Bancorp | 106 | $5.00K | 0.00% | +106 | New |
| Meeder Asset Management Inc | 169 | $7.00K | 0.00% | +169 | New |
| TCI Wealth Advisors, Inc. | 178 | $8.00K | 0.00% | −56−23.9% | Reduced |
| Toth Financial Advisory Corp | 200 | $9.00K | 0.00% | +200 | New |
| Royal Bank of Canada | 241 | $10.0K | 0.00% | −12,800−98.2% | Reduced |
| Koshinski Asset Management, Inc. | 247 | $10.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 262 | $11.0K | 0.01% | −1,276−83.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 302 | $13.0K | 0.00% | −58,361−99.5% | Reduced |
| Byrne Asset Management LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 320 | $14.0K | 0.00% | −20−5.9% | Reduced |
| Leonteq Securities AG | 375 | $16.1K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $21.0K | 0.03% | +500 | New |
| Altshuler Shaham Ltd | 627 | $27.0K | 0.00% | +28+4.7% | Added |
| Captrust Financial Advisors | 643 | $28.0K | 0.00% | +44+7.3% | Added |
| Macquarie Group Ltd | 711 | $31.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 756 | $32.0K | 0.00% | −27,580−97.3% | Reduced |
| US Bancorp | 809 | $35.0K | 0.00% | +192+31.1% | Added |
| National Bank of Canada | 1,000 | $43.0K | 0.00% | −10,640−91.4% | Reduced |
| Signaturefd, LLC | 1,076 | $46.0K | 0.00% | +4+0.4% | Added |
| Hexagon Capital Partners LLC | 1,150 | $49.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,305 | $56.0K | 0.00% | −11,658−89.9% | Reduced |
| Dark Forest Capital Management LP | 1,336 | $57.0K | 0.01% | +1,167+690.5% | Added |
| The PNC Financial Services Group, Inc. | 1,390 | $59.0K | 0.00% | +1,246+865.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,426 | $61.0K | 0.00% | +1,426 | New |
| Exane Derivatives | 1,542 | $66.2K | 0.02% | −907−37.0% | Reduced |
| Quadrant Capital Group LLC | 1,696 | $73.0K | 0.01% | −121−6.7% | Reduced |
| Point72 Hong Kong Ltd | 1,866 | $80.0K | 0.01% | +481+34.7% | Added |
| Lazard Asset Management LLC | 2,000 | $85.0K | 0.00% | +2,000 | New |
| IFP Advisors, Inc | 11,382 | $139.0K | 0.00% | +7,500+193.2% | Added |
| Metropolitan Life Insurance Co | 3,453 | $148.2K | 0.01% | −10,844−75.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,550 | $195.0K | 0.00% | −30−0.7% | Reduced |
| Neo Ivy Capital Management | 4,772 | $204.0K | 0.18% | +4,772 | New |
| Private Advisor Group, LLC | 4,800 | $206.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,900 | $210.0K | 0.00% | +4,900 | New |
| Pacer Advisors, Inc. | 5,041 | $216.0K | 0.00% | +5,041 | New |
| Burns Matteson Capital Management, LLC | 5,098 | $218.8K | 0.15% | +5,098 | New |
| Federated Hermes, Inc. | 5,164 | $222.0K | 0.00% | +5,164 | New |
| Vident Investment Advisory, LLC | 5,277 | $226.0K | 0.01% | +80+1.5% | Added |
| Algert Global LLC | 5,702 | $245.0K | 0.02% | +5,702 | New |
| Virtu Financial LLC | 5,871 | $252.0K | 0.02% | −23,234−79.8% | Reduced |
| Clear Sky Advisers, LLC | 6,200 | $266.0K | 1.45% | +6,200 | New |
| SkyOak Wealth, LLC | 6,250 | $268.0K | 0.07% | −3,750−37.5% | Reduced |
| Ieq Capital, LLC | 6,436 | $276.0K | 0.01% | +6,436 | New |
| Commonwealth Equity Services, LLC | 6,674 | $286.0K | 0.00% | −1,963−22.7% | Reduced |
| Hamilton Wealth, LLC | 6,828 | $293.0K | 0.13% | +1,272+22.9% | Added |
| HSBC Holdings PLC | 7,045 | $299.0K | 0.00% | −2,656−27.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,000 | $300.0K | 0.00% | +7,000 | New |
| Ensign Peak Advisors, Inc | 7,090 | $304.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,380 | $317.0K | 0.02% | +4,617+167.1% | Added |
| Schroder Investment Management Group | 7,668 | $318.0K | 0.00% | +7,668 | New |
| State of Alaska, Department of Revenue | 7,830 | $335.0K | 0.00% | +7,830 | New |
| Balyasny Asset Management LLC | 7,856 | $337.0K | 0.00% | +7,856 | New |
| FORA Capital, LLC | 8,129 | $337.0K | 0.06% | +8,129 | New |
| Xponance, Inc. | 8,048 | $345.0K | 0.01% | +5,434+207.9% | Added |
| Truist Financial Corp | 8,156 | $350.0K | 0.00% | +8,156 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,180 | $351.0K | 0.00% | +735+9.9% | Added |
| Advisor Group Holdings, Inc. | 8,213 | $353.0K | 0.00% | +573+7.5% | Added |
| D.A. Davidson & Co. | 8,477 | $364.0K | 0.00% | −2,336−21.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,579 | $368.1K | 0.00% | −5,192−37.7% | Reduced |
| Hancock Whitney Corp | 8,704 | $373.0K | 0.01% | −1,631−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,723 | $374.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,107 | $391.0K | 0.01% | +9,107 | New |
| Cornerstone Investment Partners, LLC | 9,150 | $393.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 9,195 | $394.0K | 0.00% | −10,482−53.3% | Reduced |
| Boothbay Fund Management, LLC | 9,369 | $402.0K | 0.01% | +9,369 | New |
| STRS Ohio | 9,400 | $403.0K | 0.00% | +2,400+34.3% | Added |
| Graham Capital Management, L.P. | 9,490 | $407.0K | 0.02% | +9,490 | New |
| Magnetar Financial LLC | 9,635 | $413.0K | 0.00% | +9,635 | New |
| Handelsbanken Fonder AB | 10,100 | $433.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,387 | $445.0K | 0.00% | −341−3.2% | Reduced |
| Fox Run Management, L.L.C. | 10,386 | $446.0K | 0.25% | +10,386 | New |
| Barclays PLC | 10,512 | $451.0K | 0.00% | −59,967−85.1% | Reduced |
| Bridgeway Capital Management, LLC | 10,500 | $451.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 10,618 | $456.0K | 0.00% | +1,297+13.9% | Added |
| Baillie Gifford & Co | 10,630 | $456.0K | 0.00% | +10,630 | New |
| LVW Advisors, LLC | 10,672 | $458.0K | 0.08% | +422+4.1% | Added |
| Calamos Advisors LLC | 10,992 | $471.0K | 0.00% | +10,992 | New |
| Paloma Partners Management Co | 11,170 | $479.0K | 0.04% | +11,170 | New |
| New Mexico Educational Retirement Board | 11,300 | $485.0K | 0.02% | +11,300 | New |
| SG Americas Securities, LLC | 11,653 | $500.0K | 0.00% | −3,106−21.0% | Reduced |
| Teacher Retirement System of Texas | 11,759 | $505.0K | 0.00% | +679+6.1% | Added |
| Gsa Capital Partners LLP | 12,294 | $528.0K | 0.07% | −21,972−64.1% | Reduced |