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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.

Institutional holdersQ3 2022: 231 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ3 2022: $3.31B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2022.

Institutions holding CALX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James Financial Services Advisors, Inc.13,601$832.0K0.00%+15+0.1%Added
LPL Financial LLC14,264$872.0K0.00%+4,070+39.9%Added
State of Michigan Retirement System14,318$875.0K0.01%+200+1.4%Added
Louisiana State Employees Retirement System15,100$923.0K0.03%+500+3.4%Added
Arizona State Retirement System15,802$966.0K0.01%+85+0.5%Added
Citigroup Inc16,308$997.0K0.00%+4,215+34.9%Added
Oregon Public Employees Retirement Fund16,574$1.01M0.01%+374+2.3%Added
Victory Capital Management Inc16,760$1.02M0.00%−922−5.2%Reduced
Natixis Advisors, L.P.17,385$1.06M0.00%+17,385New
Royal Bank of Canada18,225$1.11M0.00%+15,794+649.7%Added
Oberweis Asset Management Inc18,400$1.13M0.26%+18,400New
Boothbay Fund Management, LLC18,619$1.14M0.04%−174−0.9%Reduced
Ameritas Investment Partners, Inc.19,051$1.16M0.05%+170+0.9%Added
Susquehanna International Group, LLP19,357$1.18M0.00%−10,333−34.8%Reduced
State Board of Administration of Florida Retirement System20,673$1.26M0.00%00.0%Unchanged
Woodline Partners LP21,070$1.29M0.02%−1,004−4.5%Reduced
Putnam Investments LLC21,538$1.32M0.00%+21,538New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,504$1.38M0.01%+506+2.3%Added
BNP Paribas Arbitrage, SA22,747$1.39M0.00%+7,763+51.8%Added
Envestnet Asset Management Inc23,074$1.41M0.00%−4,797−17.2%Reduced
Cubist Systematic Strategies, LLC23,261$1.42M0.01%−106,379−82.1%Reduced
Janus Henderson Group PLC25,615$1.57M0.00%+1,010+4.1%Added
Capital Fund Management S.A.26,015$1.59M0.04%−8,338−24.3%Reduced
Oak Associates, Ltd26,244$1.60M0.14%−5,000−16.0%Reduced
Teacher Retirement System of Texas26,325$1.61M0.01%+17,213+188.9%Added
Two Sigma Investments, LP27,000$1.65M0.01%−183,780−87.2%Reduced
Price T Rowe Associates Inc27,520$1.68M0.00%+5,037+22.4%Added
EAM Investors, LLC28,613$1.75M0.38%+28,613New
Navellier & Associates Inc29,340$1.79M0.40%−2,060−6.6%Reduced
Chartwell Investment Partners, LLC29,466$1.80M0.08%+1,041+3.7%Added
Yousif Capital Management, LLC30,069$1.84M0.03%−2,116−6.6%Reduced
Millrace Asset Group, Inc.31,332$1.92M2.42%+31,332New
First Trust Advisors LP31,383$1.92M0.00%+1,019+3.4%Added
Great West Life Assurance Co33,570$2.05M0.01%−676−2.0%Reduced
EAM Global Investors LLC34,850$2.13M0.57%+34,850New
Algert Global LLC36,389$2.23M0.13%+13,785+61.0%Added
Wells Fargo & Company38,186$2.33M0.00%−9,527−20.0%Reduced
Amalgamated Bank39,033$2.39M0.02%+1,485+4.0%Added
State of New Jersey Common Pension Fund D39,397$2.41M0.01%−25,826−39.6%Reduced
State of Tennessee, Treasury Department40,000$2.45M0.01%+40,000New
Texas Permanent School Fund40,822$2.50M0.04%+660+1.6%Added
Clear Sky Advisers, LLC42,000$2.57M1.53%−3,000−6.7%Reduced
Comerica Bank42,765$2.58M0.02%+17,655+70.3%Added
Mount Capital Ltd44,463$2.72M1.16%−4,412−9.0%Reduced
UBS Asset Management Americas Inc45,312$2.77M0.00%−10,805−19.3%Reduced
Mutual of America Capital Management LLC45,584$2.79M0.04%−879−1.9%Reduced
Credit Suisse AG47,940$2.93M0.00%+477+1.0%Added
Squarepoint Ops LLC50,940$3.11M0.03%−69,074−57.6%Reduced
New York State Teachers Retirement System57,353$3.51M0.01%+16,873+41.7%Added
Voya Investment Management LLC61,895$3.78M0.00%+1,361+2.2%Added
AQR Capital Management LLC62,189$3.80M0.01%+32,634+110.4%Added
Los Angeles Capital Management LLC62,855$3.84M0.02%+62,855New
Jane Street Group, LLC63,471$3.88M0.01%+34,726+120.8%Added
MetLife Investment Management65,289$3.99M0.03%+601+0.9%Added
Manufacturers Life Insurance Company, The67,198$4.11M0.00%−742−1.1%Reduced
California State Teachers Retirement System72,457$4.43M0.01%−1,425−1.9%Reduced
Retirement Systems of Alabama74,308$4.54M0.02%+1,109+1.5%Added
Legal & General Group Plc84,090$5.14M0.00%−2,233−2.6%Reduced
Picton Mahoney Asset Management101,333$6.20M0.28%+21,535+27.0%Added
Voce Capital Management LLC102,895$6.29M4.09%−14,970−12.7%Reduced
Macquarie Group Ltd105,793$6.49M0.01%+105,082+14,779.5%Added
American International Group, Inc.115,928$7.09M0.05%−1,870−1.6%Reduced
Mesirow Institutional Investment Management, Inc.118,745$7.26M1.05%+118,745New
Calamos Advisors LLC119,773$7.32M0.03%+119,773New
Cinctive Capital Management LP120,914$7.39M0.34%−66,488−35.5%Reduced
Silvercrest Asset Management Group LLC132,766$8.12M0.07%−3,543−2.6%Reduced
Neuberger Berman Group LLC133,695$8.17M0.01%+20,981+18.6%Added
New York State Common Retirement Fund137,371$8.40M0.01%+78,353+132.8%Added
FMR LLC137,806$8.43M0.00%−216,293−61.1%Reduced
Swiss National Bank137,900$8.43M0.01%+1,200+0.9%Added
State of Wisconsin Investment Board149,038$9.11M0.03%−7,993−5.1%Reduced
Penserra Capital Management LLC162,369$9.93M0.28%−11,580−6.7%Reduced
Analog Century Management LP172,000$10.5M5.90%+172,000New
Bank of America Corp173,217$10.6M0.00%−45,661−20.9%Reduced
Fuller & Thaler Asset Management, Inc.175,497$10.7M0.08%+175,497New
Rhumbline Advisers178,895$10.9M0.02%+8,278+4.9%Added
Ameriprise Financial Inc183,876$11.2M0.00%+1,807+1.0%Added
Two Sigma Advisers, LP184,300$11.3M0.03%−43,100−19.0%Reduced
Castleark Management LLC185,420$11.3M0.63%−4,260−2.2%Reduced
RK Capital Management, LLC186,700$11.4M2.93%−57,200−23.5%Reduced
Deutsche Bank AG190,826$11.7M0.01%−143,100−42.9%Reduced
Rothschild & Co Asset Management US Inc.194,099$11.9M0.20%−66,186−25.4%Reduced
Citadel Advisors LLC195,088$11.9M0.01%−102,598−34.5%Reduced
Weiss Multi-Strategy Advisers LLC200,000$12.2M0.33%−75,884−27.5%Reduced
Principal Financial Group Inc222,766$13.6M0.01%+2,162+1.0%Added
SEI Investments Co224,130$13.7M0.03%−478−0.2%Reduced
Thornburg Investment Management Inc242,217$14.8M0.26%−25,456−9.5%Reduced
Russell Investments Group, Ltd.243,063$14.9M0.03%+152,919+169.6%Added
Prudential Financial Inc243,869$14.9M0.03%+198,526+437.8%Added
Goldman Sachs Group Inc246,757$15.1M0.00%−31,249−11.2%Reduced
Schonfeld Strategic Advisors LLC250,200$15.3M0.13%+250,200New
Liontrust Investment Partners LLP258,769$15.8M0.26%−3,400−1.3%Reduced
Intrinsic Edge Capital Management LLC270,113$16.5M1.84%+270,113New
Lisanti Capital Growth, LLC272,020$16.6M2.22%+272,020New
Polar Asset Management Partners Inc.274,779$16.8M0.22%−273,200−49.9%Reduced
SG Capital Management LLC274,774$16.8M8.18%+274,774New
Mirae Asset Global Investments Co., Ltd.291,103$17.8M0.05%−17,358−5.6%Reduced
G2 Investment Partners Management LLC307,000$18.8M5.86%−114,164−27.1%Reduced
Summit Partners Public Asset Management, LLC320,727$19.6M1.62%+235,719+277.3%Added
Redwood Investments, LLC334,875$20.5M2.75%−204,305−37.9%Reduced