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, Q3 2022
Institutional positions in Calix, Inc as of Sep 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
- 231
- +29 vs. Q2 2022
- Shares held
- 54.1M
- +1.01M (+1.9%) vs. Q2 2022
- Total value
- $3.31B
- +$1.49B (+82.0%) vs. Q2 2022
- New holders
- 48
- 86 more added
- Sold out
- 19
- 78 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −45−90.0% | Reduced |
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Glassman Wealth Services | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 10 | $0 | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 10 | $611 | 0.00% | −4−28.6% | Reduced |
| Raffa Wealth Management, LLC | 15 | $917 | 0.00% | +15 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Schubert & Co | 23 | $1.00K | 0.00% | +9+64.3% | Added |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 35 | $2.00K | 0.00% | +12+52.2% | Added |
| Standard Family Office LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $2.00K | 0.00% | +11+73.3% | Added |
| Farmers & Merchants Investments Inc | 27 | $2.00K | 0.00% | +27 | New |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Whittier Trust Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 104 | $6.00K | 0.00% | +83+395.2% | Added |
| Hanseatic Management Services Inc | 99 | $6.00K | 0.02% | +99 | New |
| American Portfolios Advisors | 109 | $6.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $8.00K | 0.00% | +40+44.0% | Added |
| Lindbrook Capital, LLC | 128 | $8.00K | 0.00% | +122+2,033.3% | Added |
| First Horizon Advisors, Inc. | 151 | $9.00K | 0.00% | −48−24.1% | Reduced |
| Meeder Asset Management Inc | 176 | $11.0K | 0.00% | −7−3.8% | Reduced |
| Toth Financial Advisory Corp | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 209 | $13.0K | 0.00% | +46+28.2% | Added |
| EverSource Wealth Advisors, LLC | 229 | $14.0K | 0.00% | +229 | New |
| Byrne Asset Management LLC | 250 | $15.0K | 0.01% | −50−16.7% | Reduced |
| TCI Wealth Advisors, Inc. | 247 | $15.0K | 0.00% | +40+19.3% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $24.0K | 0.02% | +400 | New |
| Assetmark, Inc | 416 | $25.0K | 0.00% | −85−17.0% | Reduced |
| Truvestments Capital LLC | 501 | $31.0K | 0.02% | +33+7.1% | Added |
| Wipfli Financial Advisors LLC, | 501 | $31.0K | 0.00% | +501 | New |
| Ellevest, Inc. | 540 | $33.0K | 0.00% | +428+382.1% | Added |
| US Bancorp | 655 | $40.0K | 0.00% | −94−12.6% | Reduced |
| PEAK6 Investments LLC | 847 | $52.0K | 0.00% | −44,876−98.1% | Reduced |
| IFP Advisors, Inc | 6,092 | $53.0K | 0.00% | +59+1.0% | Added |
| National Bank of Canada | 1,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,100 | $67.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,231 | $75.0K | 0.00% | +171+16.1% | Added |
| Signaturefd, LLC | 1,281 | $78.0K | 0.00% | +29+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,681 | $101.0K | 0.00% | +255+17.9% | Added |
| State of Wyoming | 1,761 | $108.0K | 0.05% | +1,059+150.9% | Added |
| Quadrant Capital Group LLC | 1,819 | $111.0K | 0.01% | +43+2.4% | Added |
| Counterpoint Mutual Funds LLC | 2,002 | $122.0K | 0.30% | +2,002 | New |
| CWM Advisors, LLC | 3,331 | $204.0K | 0.03% | +3,331 | New |
| Metropolitan Life Insurance Co | 3,453 | $211.1K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,836 | $235.0K | 0.00% | +3,836 | New |
| Creative Planning | 3,932 | $240.0K | 0.00% | +3,932 | New |
| Advisor Group Holdings, Inc. | 4,375 | $267.0K | 0.00% | +619+16.5% | Added |
| Verition Fund Management LLC | 4,434 | $271.0K | 0.00% | +4,434 | New |
| Private Advisor Group, LLC | 4,509 | $276.0K | 0.00% | +4,509 | New |
| Crossmark Global Holdings, Inc. | 4,650 | $284.0K | 0.01% | +4,650 | New |
| UBS Group AG | 4,682 | $286.0K | 0.00% | −2,417−34.0% | Reduced |
| Bank of Montreal | 4,511 | $288.0K | 0.00% | +4,511 | New |
| Pacer Advisors, Inc. | 4,935 | $302.0K | 0.00% | +4,891+11,115.9% | Added |
| Commonwealth Equity Services, LLC | 5,158 | $315.0K | 0.00% | −1,400−21.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,631 | $315.0K | 0.00% | +81+1.8% | Added |
| Securian Asset Management, Inc | 5,183 | $317.0K | 0.01% | +118+2.3% | Added |
| D.A. Davidson & Co. | 5,187 | $317.0K | 0.00% | +5,187 | New |
| Acadian Asset Management LLC | 5,520 | $338.0K | 0.00% | +4,138+299.4% | Added |
| Federated Hermes, Inc. | 6,199 | $379.0K | 0.00% | +1,619+35.3% | Added |
| SkyOak Wealth, LLC | 6,250 | $382.0K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,436 | $393.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 6,773 | $414.0K | 0.16% | +6,773 | New |
| SG Americas Securities, LLC | 6,849 | $419.0K | 0.01% | −19,038−73.5% | Reduced |
| Gsa Capital Partners LLP | 6,924 | $423.0K | 0.06% | −3,521−33.7% | Reduced |
| Vident Investment Advisory, LLC | 6,989 | $424.0K | 0.01% | −229−3.2% | Reduced |
| Hamilton Wealth, LLC | 7,004 | $428.0K | 0.18% | +122+1.8% | Added |
| Inspire Advisors, LLC | 7,145 | $437.0K | 0.12% | +7,145 | New |
| D. E. Shaw & Co., Inc. | 7,603 | $465.0K | 0.00% | +7,603 | New |
| Balyasny Asset Management LLC | 7,645 | $467.0K | 0.00% | −2,961−27.9% | Reduced |
| State of Alaska, Department of Revenue | 7,875 | $481.0K | 0.01% | −110−1.4% | Reduced |
| Barclays PLC | 7,937 | $485.0K | 0.00% | +4,562+135.2% | Added |
| Teachers Retirement System of the State of Kentucky | 8,073 | $494.0K | 0.01% | +8,073 | New |
| TownSquare Capital, LLC | 8,085 | $494.0K | 0.01% | +8,085 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,178 | $500.0K | 0.00% | +1,308+19.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,198 | $501.0K | 0.01% | −1,103−11.9% | Reduced |
| Hancock Whitney Corp | 8,407 | $514.0K | 0.02% | +237+2.9% | Added |
| New Mexico Educational Retirement Board | 8,700 | $532.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,723 | $533.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,755 | $535.0K | 0.01% | +83+1.0% | Added |
| ProShare Advisors LLC | 9,361 | $572.0K | 0.00% | −70−0.7% | Reduced |
| Versor Investments LP | 9,983 | $610.0K | 0.04% | +9,983 | New |
| Bridgeway Capital Management, LLC | 10,500 | $642.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 10,626 | $650.0K | 0.00% | +479+4.7% | Added |
| Truist Financial Corp | 10,648 | $651.0K | 0.00% | −1,198−10.1% | Reduced |
| Virginia Retirement Systems Et Al | 10,800 | $660.3K | 0.01% | +10,800 | New |
| Fox Run Management, L.L.C. | 10,913 | $667.0K | 0.26% | +10,913 | New |
| Level Four Advisory Services, LLC | 11,049 | $676.0K | 0.07% | +11,049 | New |
| Handelsbanken Fonder AB | 11,100 | $679.0K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 11,207 | $685.0K | 0.15% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,352 | $694.0K | 0.01% | −966−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,580 | $708.0K | 0.01% | +7,663+195.6% | Added |
| Ensign Peak Advisors, Inc | 12,210 | $747.0K | 0.00% | +5,120+72.2% | Added |
| Thompson Investment Management, Inc. | 12,600 | $770.0K | 0.15% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 12,700 | $776.0K | 0.07% | +12,700 | New |
| Ergoteles LLC | 13,106 | $801.0K | 0.03% | +13,106 | New |
| STRS Ohio | 13,200 | $807.0K | 0.00% | 00.0% | Unchanged |