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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 334,880 | $14.4M | 0.01% | −85,094−20.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 363,980 | $15.6M | 0.03% | −15,675−4.1% | Reduced |
| Alyeska Investment Group, L.P. | 377,274 | $16.2M | 0.18% | +377,274 | New |
| Charles Schwab Investment Management Inc | 398,520 | $17.1M | 0.01% | +9,309+2.4% | Added |
| Royce & Associates LP | 400,641 | $17.2M | 0.15% | +116,240+40.9% | Added |
| Redwood Investments, LLC | 467,623 | $20.1M | 1.90% | −66,492−12.4% | Reduced |
| Atika Capital Management LLC | 498,000 | $21.4M | 2.03% | +65,100+15.0% | Added |
| Morgan Stanley | 582,385 | $25.0M | 0.00% | +438,736+305.4% | Added |
| Driehaus Capital Management LLC | 607,568 | $26.1M | 0.32% | −1,445,986−70.4% | Reduced |
| Northern Trust Corp | 725,930 | $31.1M | 0.01% | +146,656+25.3% | Added |
| FMR LLC | 729,833 | $31.3M | 0.00% | +57,057+8.5% | Added |
| Loomis Sayles & Co L P | 849,295 | $36.4M | 0.05% | +100,240+13.4% | Added |
| Nuveen Asset Management, LLC | 816,320 | $36.7M | 0.01% | −20,179−2.4% | Reduced |
| Hood River Capital Management LLC | 880,043 | $37.8M | 1.25% | +28,350+3.3% | Added |
| Kornitzer Capital Management Inc | 885,935 | $38.0M | 0.63% | +493,245+125.6% | Added |
| Whale Rock Capital Management LLC | 887,366 | $38.1M | 0.47% | −1,342,318−60.2% | Reduced |
| Geode Capital Management, LLC | 952,907 | $40.9M | 0.01% | +7,401+0.8% | Added |
| Paradigm Capital Management Inc | 982,300 | $42.2M | 2.28% | −91,600−8.5% | Reduced |
| Invesco Ltd. | 1,094,335 | $47.0M | 0.01% | −137,609−11.2% | Reduced |
| Renaissance Technologies LLC | 1,447,718 | $62.1M | 0.07% | +22,391+1.6% | Added |
| Wellington Management Group LLP | 1,564,912 | $67.2M | 0.01% | +67,005+4.5% | Added |
| Dimensional Fund Advisors LP | 1,711,123 | $73.4M | 0.02% | +12,667+0.7% | Added |
| State Street Corp | 1,732,618 | $74.3M | 0.00% | +639,780+58.5% | Added |
| Thrivent Financial for Lutherans | 1,792,791 | $76.9M | 0.15% | −698,239−28.0% | Reduced |
| Bank of New York Mellon Corp | 1,963,582 | $84.3M | 0.02% | +363,741+22.7% | Added |
| Lord, Abbett & Co. LLC | 2,084,482 | $89.4M | 0.24% | −463,182−18.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,730,764 | $117.2M | 1.08% | −269,031−9.0% | Reduced |
| Alliancebernstein L.P. | 3,159,255 | $135.6M | 0.05% | +304,178+10.7% | Added |
| Vanguard Group Inc | 5,586,440 | $239.7M | 0.01% | +1,453,368+35.2% | Added |
| BlackRock Inc. | 7,446,078 | $319.5M | 0.01% | +2,340,968+45.9% | Added |
| Ergoteles LLC | 0 | $0 | 0.00% | −201,383−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −133,480−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −81,088−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −62,642−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −56,436−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −53,100−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −52,468−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −46,125−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −45,636−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −39,438−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −29,702−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,732−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −22,078−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −19,546−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,507−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −17,625−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Luminus Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −11,291−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −11,081−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −9,757−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −9,503−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Lyon Street Capital, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,984−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −6,764−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −4,947−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,421−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −3,251−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Boardman Bay Capital Management LLC | – | – | – | – | Not filed |