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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 378,601 | $23.1M | 0.26% | −125,040−24.8% | Reduced |
| Charles Schwab Investment Management Inc | 412,692 | $25.2M | 0.01% | +15,560+3.9% | Added |
| Norges Bank | 452,682 | $27.7M | 0.01% | +227,889+101.4% | Added |
| JPMorgan Chase & Co | 468,090 | $28.6M | 0.00% | +350,679+298.7% | Added |
| Marshall Wace, LLP | 488,652 | $29.9M | 0.08% | −80,030−14.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 490,872 | $30.0M | 0.05% | +15,430+3.2% | Added |
| Ophir Asset Management Pty Ltd | 493,219 | $30.2M | 5.49% | +362,413+277.1% | Added |
| Thrivent Financial for Lutherans | 527,813 | $32.3M | 0.09% | +73,675+16.2% | Added |
| Assenagon Asset Management S.A. | 620,006 | $37.9M | 0.16% | −11,263−1.8% | Reduced |
| Morgan Stanley | 677,724 | $41.4M | 0.01% | +12,544+1.9% | Added |
| Northern Trust Corp | 716,721 | $43.8M | 0.01% | −4,899−0.7% | Reduced |
| Nuveen Asset Management, LLC | 766,363 | $46.9M | 0.02% | −13,405−1.7% | Reduced |
| Renaissance Technologies LLC | 797,700 | $48.8M | 0.07% | −346,123−30.3% | Reduced |
| Atika Capital Management LLC | 800,100 | $48.9M | 5.54% | +275,100+52.4% | Added |
| Alyeska Investment Group, L.P. | 803,306 | $49.1M | 0.58% | −196,649−19.7% | Reduced |
| Loomis Sayles & Co L P | 834,912 | $51.0M | 0.10% | −10,081−1.2% | Reduced |
| Kornitzer Capital Management Inc | 856,954 | $52.4M | 1.12% | −73,811−7.9% | Reduced |
| Paradigm Capital Management Inc | 869,800 | $53.2M | 3.82% | −112,500−11.5% | Reduced |
| Geode Capital Management, LLC | 983,817 | $60.1M | 0.01% | +22,159+2.3% | Added |
| Invesco Ltd. | 1,180,105 | $72.2M | 0.02% | +64,878+5.8% | Added |
| Hood River Capital Management LLC | 1,369,875 | $83.8M | 3.20% | +311,790+29.5% | Added |
| Dimensional Fund Advisors LP | 1,679,827 | $102.7M | 0.04% | +3470.0% | Added |
| Driehaus Capital Management LLC | 1,700,927 | $104.0M | 1.57% | +900,997+112.6% | Added |
| Lord, Abbett & Co. LLC | 1,715,391 | $104.9M | 0.38% | +90,042+5.5% | Added |
| Bank of New York Mellon Corp | 1,727,991 | $105.7M | 0.03% | −166,278−8.8% | Reduced |
| Wellington Management Group LLP | 1,764,372 | $107.9M | 0.02% | −659,086−27.2% | Reduced |
| State Street Corp | 1,801,280 | $110.1M | 0.01% | +61,237+3.5% | Added |
| Alliancebernstein L.P. | 2,017,241 | $123.3M | 0.06% | −1,139,955−36.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,604,320 | $159.2M | 2.78% | −47,797−1.8% | Reduced |
| Vanguard Group Inc | 5,769,235 | $352.7M | 0.01% | +373,464+6.9% | Added |
| BlackRock Inc. | 7,585,133 | $463.8M | 0.02% | +118,530+1.6% | Added |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −73,075−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −58,184−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −57,433−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −40,040−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,774−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,848−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −6,887−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Urban Wealth Management, LLC | – | – | – | – | Not filed |