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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 30,069 | $1.84M | 0.03% | −2,116−6.6% | Reduced |
| Chartwell Investment Partners, LLC | 29,466 | $1.80M | 0.08% | +1,041+3.7% | Added |
| Navellier & Associates Inc | 29,340 | $1.79M | 0.40% | −2,060−6.6% | Reduced |
| EAM Investors, LLC | 28,613 | $1.75M | 0.38% | +28,613 | New |
| Price T Rowe Associates Inc | 27,520 | $1.68M | 0.00% | +5,037+22.4% | Added |
| Two Sigma Investments, LP | 27,000 | $1.65M | 0.01% | −183,780−87.2% | Reduced |
| Teacher Retirement System of Texas | 26,325 | $1.61M | 0.01% | +17,213+188.9% | Added |
| Oak Associates, Ltd | 26,244 | $1.60M | 0.14% | −5,000−16.0% | Reduced |
| Capital Fund Management S.A. | 26,015 | $1.59M | 0.04% | −8,338−24.3% | Reduced |
| Janus Henderson Group PLC | 25,615 | $1.57M | 0.00% | +1,010+4.1% | Added |
| Cubist Systematic Strategies, LLC | 23,261 | $1.42M | 0.01% | −106,379−82.1% | Reduced |
| Envestnet Asset Management Inc | 23,074 | $1.41M | 0.00% | −4,797−17.2% | Reduced |
| BNP Paribas Arbitrage, SA | 22,747 | $1.39M | 0.00% | +7,763+51.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,504 | $1.38M | 0.01% | +506+2.3% | Added |
| Putnam Investments LLC | 21,538 | $1.32M | 0.00% | +21,538 | New |
| Woodline Partners LP | 21,070 | $1.29M | 0.02% | −1,004−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 20,673 | $1.26M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,357 | $1.18M | 0.00% | −10,333−34.8% | Reduced |
| Ameritas Investment Partners, Inc. | 19,051 | $1.16M | 0.05% | +170+0.9% | Added |
| Boothbay Fund Management, LLC | 18,619 | $1.14M | 0.04% | −174−0.9% | Reduced |
| Oberweis Asset Management Inc | 18,400 | $1.13M | 0.26% | +18,400 | New |
| Royal Bank of Canada | 18,225 | $1.11M | 0.00% | +15,794+649.7% | Added |
| Natixis Advisors, L.P. | 17,385 | $1.06M | 0.00% | +17,385 | New |
| Victory Capital Management Inc | 16,760 | $1.02M | 0.00% | −922−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 16,574 | $1.01M | 0.01% | +374+2.3% | Added |
| Citigroup Inc | 16,308 | $997.0K | 0.00% | +4,215+34.9% | Added |
| Arizona State Retirement System | 15,802 | $966.0K | 0.01% | +85+0.5% | Added |
| Louisiana State Employees Retirement System | 15,100 | $923.0K | 0.03% | +500+3.4% | Added |
| State of Michigan Retirement System | 14,318 | $875.0K | 0.01% | +200+1.4% | Added |
| LPL Financial LLC | 14,264 | $872.0K | 0.00% | +4,070+39.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,601 | $832.0K | 0.00% | +15+0.1% | Added |
| STRS Ohio | 13,200 | $807.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 13,106 | $801.0K | 0.03% | +13,106 | New |
| Hillsdale Investment Management Inc. | 12,700 | $776.0K | 0.07% | +12,700 | New |
| Thompson Investment Management, Inc. | 12,600 | $770.0K | 0.15% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 12,210 | $747.0K | 0.00% | +5,120+72.2% | Added |
| Tower Research Capital LLC (TRC) | 11,580 | $708.0K | 0.01% | +7,663+195.6% | Added |
| Guggenheim Capital LLC | 11,352 | $694.0K | 0.01% | −966−7.8% | Reduced |
| LVW Advisors, LLC | 11,207 | $685.0K | 0.15% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,100 | $679.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,049 | $676.0K | 0.07% | +11,049 | New |
| Fox Run Management, L.L.C. | 10,913 | $667.0K | 0.26% | +10,913 | New |
| Virginia Retirement Systems Et Al | 10,800 | $660.3K | 0.01% | +10,800 | New |
| Truist Financial Corp | 10,648 | $651.0K | 0.00% | −1,198−10.1% | Reduced |
| Baillie Gifford & Co | 10,626 | $650.0K | 0.00% | +479+4.7% | Added |
| Bridgeway Capital Management, LLC | 10,500 | $642.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 9,983 | $610.0K | 0.04% | +9,983 | New |
| ProShare Advisors LLC | 9,361 | $572.0K | 0.00% | −70−0.7% | Reduced |
| Xponance, Inc. | 8,755 | $535.0K | 0.01% | +83+1.0% | Added |
| Public Employees Retirement Association of Colorado | 8,723 | $533.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,700 | $532.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,407 | $514.0K | 0.02% | +237+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,198 | $501.0K | 0.01% | −1,103−11.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,178 | $500.0K | 0.00% | +1,308+19.0% | 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 |
| Barclays PLC | 7,937 | $485.0K | 0.00% | +4,562+135.2% | Added |
| State of Alaska, Department of Revenue | 7,875 | $481.0K | 0.01% | −110−1.4% | Reduced |
| Balyasny Asset Management LLC | 7,645 | $467.0K | 0.00% | −2,961−27.9% | Reduced |
| D. E. Shaw & Co., Inc. | 7,603 | $465.0K | 0.00% | +7,603 | New |
| Inspire Advisors, LLC | 7,145 | $437.0K | 0.12% | +7,145 | New |
| Hamilton Wealth, LLC | 7,004 | $428.0K | 0.18% | +122+1.8% | Added |
| Vident Investment Advisory, LLC | 6,989 | $424.0K | 0.01% | −229−3.2% | Reduced |
| Gsa Capital Partners LLP | 6,924 | $423.0K | 0.06% | −3,521−33.7% | Reduced |
| SG Americas Securities, LLC | 6,849 | $419.0K | 0.01% | −19,038−73.5% | Reduced |
| Quantamental Technologies LLC | 6,773 | $414.0K | 0.16% | +6,773 | New |
| Ieq Capital, LLC | 6,436 | $393.0K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 6,250 | $382.0K | 0.14% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,199 | $379.0K | 0.00% | +1,619+35.3% | Added |
| Acadian Asset Management LLC | 5,520 | $338.0K | 0.00% | +4,138+299.4% | 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 |
| 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 |
| Pacer Advisors, Inc. | 4,935 | $302.0K | 0.00% | +4,891+11,115.9% | Added |
| Bank of Montreal | 4,511 | $288.0K | 0.00% | +4,511 | New |
| UBS Group AG | 4,682 | $286.0K | 0.00% | −2,417−34.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,650 | $284.0K | 0.01% | +4,650 | New |
| Private Advisor Group, LLC | 4,509 | $276.0K | 0.00% | +4,509 | New |
| Verition Fund Management LLC | 4,434 | $271.0K | 0.00% | +4,434 | New |
| Advisor Group Holdings, Inc. | 4,375 | $267.0K | 0.00% | +619+16.5% | Added |
| Creative Planning | 3,932 | $240.0K | 0.00% | +3,932 | New |
| Mackenzie Financial Corp | 3,836 | $235.0K | 0.00% | +3,836 | New |
| Metropolitan Life Insurance Co | 3,453 | $211.1K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,331 | $204.0K | 0.03% | +3,331 | New |
| Counterpoint Mutual Funds LLC | 2,002 | $122.0K | 0.30% | +2,002 | New |
| Quadrant Capital Group LLC | 1,819 | $111.0K | 0.01% | +43+2.4% | Added |
| State of Wyoming | 1,761 | $108.0K | 0.05% | +1,059+150.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,681 | $101.0K | 0.00% | +255+17.9% | Added |
| Signaturefd, LLC | 1,281 | $78.0K | 0.00% | +29+2.3% | Added |
| The PNC Financial Services Group, Inc. | 1,231 | $75.0K | 0.00% | +171+16.1% | Added |
| Hexagon Capital Partners LLC | 1,100 | $67.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,092 | $53.0K | 0.00% | +59+1.0% | Added |
| PEAK6 Investments LLC | 847 | $52.0K | 0.00% | −44,876−98.1% | Reduced |
| US Bancorp | 655 | $40.0K | 0.00% | −94−12.6% | Reduced |
| Ellevest, Inc. | 540 | $33.0K | 0.00% | +428+382.1% | Added |
| Truvestments Capital LLC | 501 | $31.0K | 0.02% | +33+7.1% | Added |
| Wipfli Financial Advisors LLC, | 501 | $31.0K | 0.00% | +501 | New |
| Assetmark, Inc | 416 | $25.0K | 0.00% | −85−17.0% | Reduced |