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, Q2 2022
Institutional positions in Calix, Inc as of Jun 30, 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
- 203
- −21 vs. Q1 2022
- Shares held
- 53.1M
- +678.1K (+1.3%) vs. Q1 2022
- Total value
- $1.82B
- −$432.7M (−19.2%) vs. Q1 2022
- New holders
- 19
- 92 more added
- Sold out
- 40
- 68 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 24 | $0 | 0.00% | +15+166.7% | Added |
| Disciplined Investments, LLC | 8 | $0 | 0.00% | +1+14.3% | Added |
| Schubert & Co | 14 | $0 | 0.00% | +6+75.0% | Added |
| Lindbrook Capital, LLC | 6 | $0 | 0.00% | +6 | New |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 14 | $478 | 0.00% | −6−30.0% | Reduced |
| Cutler Group LP | 45 | $1.00K | 0.00% | −20−30.8% | Reduced |
| CWM, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +12+109.1% | Added |
| Standard Family Office LLC | 40 | $1.00K | 0.01% | +40 | New |
| Bell Investment Advisors, Inc | 15 | $1.00K | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Pacer Advisors, Inc. | 44 | $2.00K | 0.00% | −4,997−99.1% | Reduced |
| Covestor Ltd | 50 | $2.00K | 0.00% | −5−9.1% | Reduced |
| Walleye Trading LLC | 95 | $3.00K | 0.00% | −1,210−92.7% | Reduced |
| Fifth Third Bancorp | 91 | $3.00K | 0.00% | −15−14.2% | Reduced |
| Whittier Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 100 | $3.41K | 0.00% | +100 | New |
| American Portfolios Advisors | 109 | $3.72K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 112 | $4.00K | 0.00% | +92+460.0% | Added |
| Urban Wealth Management, LLC | 154 | $5.00K | 0.02% | +154 | New |
| Meeder Asset Management Inc | 183 | $6.00K | 0.00% | +14+8.3% | Added |
| Parallel Advisors, LLC | 163 | $6.00K | 0.00% | +34+26.4% | Added |
| First Horizon Advisors, Inc. | 199 | $7.00K | 0.00% | −121−37.8% | Reduced |
| Toth Financial Advisory Corp | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 207 | $7.00K | 0.00% | +29+16.3% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $9.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 230 | $10.0K | 0.00% | +230 | New |
| Truvestments Capital LLC | 468 | $16.0K | 0.01% | +468 | New |
| Assetmark, Inc | 501 | $17.0K | 0.00% | +501 | New |
| Macquarie Group Ltd | 711 | $24.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 702 | $24.0K | 0.01% | +440+167.9% | Added |
| US Bancorp | 749 | $26.0K | 0.00% | −60−7.4% | Reduced |
| Captrust Financial Advisors | 847 | $29.0K | 0.00% | +204+31.7% | Added |
| National Bank of Canada | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,060 | $36.0K | 0.00% | −330−23.7% | Reduced |
| Hexagon Capital Partners LLC | 1,100 | $38.0K | 0.01% | −50−4.3% | Reduced |
| Signaturefd, LLC | 1,252 | $43.0K | 0.00% | +176+16.4% | Added |
| Acadian Asset Management LLC | 1,382 | $47.0K | 0.00% | +1,382 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,426 | $49.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,033 | $52.0K | 0.00% | −5,349−47.0% | Reduced |
| Quadrant Capital Group LLC | 1,776 | $61.0K | 0.01% | +80+4.7% | Added |
| Dark Forest Capital Management LP | 1,916 | $65.0K | 0.01% | +580+43.4% | Added |
| Simplex Trading, LLC | 2,086 | $71.0K | 0.00% | +1,330+175.9% | Added |
| Royal Bank of Canada | 2,431 | $83.0K | 0.00% | +2,190+908.7% | Added |
| Barclays PLC | 3,375 | $115.0K | 0.00% | −7,137−67.9% | Reduced |
| Metropolitan Life Insurance Co | 3,453 | $117.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,756 | $127.0K | 0.00% | −4,457−54.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,917 | $134.0K | 0.00% | −6,470−62.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,550 | $155.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,580 | $156.0K | 0.00% | −584−11.3% | Reduced |
| Securian Asset Management, Inc | 5,065 | $173.0K | 0.00% | +165+3.4% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 5,695 | $194.0K | 0.02% | +5,695 | New |
| SkyOak Wealth, LLC | 6,250 | $213.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,436 | $220.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,558 | $223.0K | 0.00% | −116−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,870 | $235.0K | 0.00% | −1,310−16.0% | Reduced |
| AlphaCrest Capital Management LLC | 6,887 | $235.0K | 0.01% | −493−6.7% | Reduced |
| Hamilton Wealth, LLC | 6,882 | $235.0K | 0.09% | +54+0.8% | Added |
| UBS Group AG | 7,099 | $242.0K | 0.00% | −69,775−90.8% | Reduced |
| Ensign Peak Advisors, Inc | 7,090 | $242.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,150 | $244.0K | 0.00% | −2,485−25.8% | Reduced |
| Vident Investment Advisory, LLC | 7,218 | $245.0K | 0.01% | +1,941+36.8% | Added |
| State of Alaska, Department of Revenue | 7,985 | $272.0K | 0.00% | +155+2.0% | Added |
| Hancock Whitney Corp | 8,170 | $279.0K | 0.01% | −534−6.1% | Reduced |
| Xponance, Inc. | 8,672 | $296.0K | 0.01% | +624+7.8% | Added |
| New Mexico Educational Retirement Board | 8,700 | $297.0K | 0.01% | −2,600−23.0% | Reduced |
| Public Employees Retirement Association of Colorado | 8,723 | $298.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,112 | $311.0K | 0.00% | −2,647−22.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,301 | $318.0K | 0.01% | +194+2.1% | Added |
| ProShare Advisors LLC | 9,431 | $322.0K | 0.00% | −5,123−35.2% | Reduced |
| Baillie Gifford & Co | 10,147 | $346.0K | 0.00% | −483−4.5% | Reduced |
| LPL Financial LLC | 10,194 | $348.0K | 0.00% | −424−4.0% | Reduced |
| Gsa Capital Partners LLP | 10,445 | $357.0K | 0.05% | −1,849−15.0% | Reduced |
| Bridgeway Capital Management, LLC | 10,500 | $358.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,606 | $362.0K | 0.00% | +2,750+35.0% | Added |
| Handelsbanken Fonder AB | 11,100 | $379.0K | 0.00% | +1,000+9.9% | Added |
| LVW Advisors, LLC | 11,207 | $383.0K | 0.08% | +535+5.0% | Added |
| Truist Financial Corp | 11,846 | $404.0K | 0.00% | +3,690+45.2% | Added |
| Citigroup Inc | 12,093 | $413.0K | 0.00% | +2,898+31.5% | Added |
| Guggenheim Capital LLC | 12,318 | $421.0K | 0.00% | −5,187−29.6% | Reduced |
| Thompson Investment Management, Inc. | 12,600 | $430.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 13,200 | $450.0K | 0.00% | +3,800+40.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,586 | $464.0K | 0.00% | −4,089−23.1% | Reduced |
| State of Michigan Retirement System | 14,118 | $482.0K | 0.00% | +200+1.4% | Added |
| BNP Paribas Arbitrage, SA | 14,984 | $511.6K | 0.00% | +6,405+74.7% | Added |
| Arizona State Retirement System | 15,717 | $537.0K | 0.01% | +206+1.3% | Added |
| Qube Research & Technologies Ltd | 15,848 | $541.0K | 0.00% | −12,203−43.5% | Reduced |
| Oregon Public Employees Retirement Fund | 16,200 | $553.0K | 0.01% | −1,300−7.4% | Reduced |
| Engineers Gate Manager LP | 16,774 | $573.0K | 0.02% | −59,497−78.0% | Reduced |
| Victory Capital Management Inc | 17,682 | $604.0K | 0.00% | −3,575−16.8% | Reduced |
| Louisiana State Employees Retirement System | 14,600 | $619.0K | 0.02% | +200+1.4% | Added |
| Boothbay Fund Management, LLC | 18,793 | $642.0K | 0.02% | +9,424+100.6% | Added |
| Ameritas Investment Partners, Inc. | 18,881 | $644.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,197 | $655.0K | 0.03% | +9,707+102.3% | Added |
| State Board of Administration of Florida Retirement System | 20,673 | $706.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,998 | $751.0K | 0.01% | +1,903+9.5% | Added |
| Woodline Partners LP | 22,074 | $754.0K | 0.01% | +22,074 | New |
| Price T Rowe Associates Inc | 22,483 | $768.0K | 0.00% | +437+2.0% | Added |