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, Q4 2022
Institutional positions in Calix, Inc as of Dec 31, 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
- 274
- +45 vs. Q3 2022
- Shares held
- 54.1M
- −17.2K (0.0%) vs. Q3 2022
- Total value
- $3.70B
- +$392.7M (+11.9%) vs. Q3 2022
- New holders
- 59
- 107 more added
- Sold out
- 14
- 87 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,775,942 | $532.1M | 0.02% | +190,809+2.5% | Added |
| Vanguard Group Inc | 5,641,459 | $386.0M | 0.01% | −127,776−2.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,276,727 | $155.8M | 0.56% | +561,336+32.7% | Added |
| Gilder Gagnon Howe & Co LLC | 2,165,159 | $148.2M | 2.76% | −439,161−16.9% | Reduced |
| Alliancebernstein L.P. | 1,902,005 | $130.2M | 0.06% | −115,236−5.7% | Reduced |
| State Street Corp | 1,843,290 | $126.1M | 0.01% | +42,010+2.3% | Added |
| Driehaus Capital Management LLC | 1,782,875 | $122.0M | 1.82% | +81,948+4.8% | Added |
| Dimensional Fund Advisors LP | 1,684,821 | $115.3M | 0.04% | +4,994+0.3% | Added |
| Bank of New York Mellon Corp | 1,601,930 | $109.6M | 0.03% | −126,061−7.3% | Reduced |
| Hood River Capital Management LLC | 1,453,397 | $99.5M | 3.61% | +83,522+6.1% | Added |
| Wellington Management Group LLP | 1,191,070 | $81.5M | 0.02% | −573,302−32.5% | Reduced |
| Invesco Ltd. | 1,167,858 | $79.9M | 0.02% | −12,247−1.0% | Reduced |
| Geode Capital Management, LLC | 1,029,658 | $70.5M | 0.01% | +45,841+4.7% | Added |
| Assenagon Asset Management S.A. | 866,622 | $59.3M | 0.24% | +246,616+39.8% | Added |
| Paradigm Capital Management Inc | 834,600 | $57.1M | 3.78% | −35,200−4.0% | Reduced |
| Loomis Sayles & Co L P | 815,409 | $55.8M | 0.11% | −19,503−2.3% | Reduced |
| Northern Trust Corp | 814,879 | $55.8M | 0.01% | +98,158+13.7% | Added |
| JPMorgan Chase & Co | 770,529 | $52.7M | 0.01% | +302,439+64.6% | Added |
| Ameriprise Financial Inc | 759,689 | $52.0M | 0.02% | +575,813+313.2% | Added |
| Morgan Stanley | 729,856 | $49.9M | 0.01% | +52,132+7.7% | Added |
| Renaissance Technologies LLC | 675,435 | $46.2M | 0.06% | −122,265−15.3% | Reduced |
| Atika Capital Management LLC | 656,173 | $44.9M | 6.86% | −143,927−18.0% | Reduced |
| Kornitzer Capital Management Inc | 652,150 | $44.6M | 0.90% | −204,804−23.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 592,294 | $40.5M | 0.07% | +101,422+20.7% | Added |
| Principal Financial Group Inc | 553,311 | $37.9M | 0.03% | +330,545+148.4% | Added |
| Schonfeld Strategic Advisors LLC | 552,400 | $37.8M | 0.32% | +302,200+120.8% | Added |
| Norges Bank | 499,042 | $34.1M | 0.01% | +46,360+10.2% | Added |
| Thrivent Financial for Lutherans | 463,262 | $31.7M | 0.08% | −64,551−12.2% | Reduced |
| Charles Schwab Investment Management Inc | 430,431 | $29.5M | 0.01% | +17,739+4.3% | Added |
| Summit Partners Public Asset Management, LLC | 428,651 | $29.3M | 2.14% | +107,924+33.6% | Added |
| Marshall Wace, LLP | 425,856 | $29.1M | 0.08% | −62,796−12.9% | Reduced |
| Ophir Asset Management Pty Ltd | 400,627 | $27.4M | 5.27% | −92,592−18.8% | Reduced |
| Macquarie Group Ltd | 346,555 | $23.7M | 0.03% | +240,762+227.6% | Added |
| Redwood Investments, LLC | 333,512 | $22.8M | 3.06% | −1,363−0.4% | Reduced |
| AXA S.A. | 321,100 | $22.0M | 0.08% | +321,100 | New |
| Goldman Sachs Group Inc | 296,058 | $20.3M | 0.01% | +49,301+20.0% | Added |
| Nuveen Asset Management, LLC | 291,473 | $19.9M | 0.01% | −474,890−62.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 283,563 | $19.4M | 0.05% | −7,540−2.6% | Reduced |
| Prudential Financial Inc | 272,758 | $18.7M | 0.03% | +28,889+11.8% | Added |
| G2 Investment Partners Management LLC | 254,202 | $17.4M | 5.17% | −52,798−17.2% | Reduced |
| Russell Investments Group, Ltd. | 245,886 | $16.8M | 0.03% | +2,823+1.2% | Added |
| Liontrust Investment Partners LLP | 233,869 | $16.0M | 0.29% | −24,900−9.6% | Reduced |
| Granite Investment Partners, LLC | 218,351 | $14.9M | 0.62% | +218,351 | New |
| Lisanti Capital Growth, LLC | 206,515 | $14.1M | 1.93% | −65,505−24.1% | Reduced |
| Deutsche Bank AG | 194,408 | $13.3M | 0.01% | +3,582+1.9% | Added |
| Millennium Management LLC | 185,993 | $12.7M | 0.01% | +185,993 | New |
| Rhumbline Advisers | 185,680 | $12.7M | 0.02% | +6,785+3.8% | Added |
| Royce & Associates LP | 185,358 | $12.7M | 0.13% | −193,243−51.0% | Reduced |
| Analog Century Management LP | 184,858 | $12.6M | 5.50% | +12,858+7.5% | Added |
| Rothschild & Co Asset Management US Inc. | 181,344 | $12.4M | 0.19% | −12,755−6.6% | Reduced |
| Squarepoint Ops LLC | 178,797 | $12.2M | 0.09% | +127,857+251.0% | Added |
| Thornburg Investment Management Inc | 177,386 | $12.1M | 0.21% | −64,831−26.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 171,441 | $11.7M | 0.07% | −4,056−2.3% | Reduced |
| Castleark Management LLC | 171,400 | $11.7M | 0.61% | −14,020−7.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 159,660 | $10.9M | 1.18% | −110,453−40.9% | Reduced |
| Bank of America Corp | 159,212 | $10.9M | 0.00% | −14,005−8.1% | Reduced |
| New York State Common Retirement Fund | 152,621 | $10.4M | 0.01% | +15,250+11.1% | Added |
| Citadel Advisors LLC | 148,453 | $10.2M | 0.01% | −46,635−23.9% | Reduced |
| Two Sigma Advisers, LP | 144,100 | $9.86M | 0.03% | −40,200−21.8% | Reduced |
| State of Wisconsin Investment Board | 142,420 | $9.75M | 0.03% | −6,618−4.4% | Reduced |
| Swiss National Bank | 141,800 | $9.70M | 0.01% | +3,900+2.8% | Added |
| RK Capital Management, LLC | 139,200 | $9.53M | 2.26% | −47,500−25.4% | Reduced |
| Picton Mahoney Asset Management | 138,894 | $9.51M | 0.49% | +37,561+37.1% | Added |
| 1832 Asset Management L.P. | 135,900 | $9.30M | 0.02% | +135,900 | New |
| American International Group, Inc. | 115,286 | $7.89M | 0.06% | −642−0.6% | Reduced |
| Neuberger Berman Group LLC | 112,855 | $7.72M | 0.01% | −20,840−15.6% | Reduced |
| Polar Asset Management Partners Inc. | 107,479 | $7.35M | 0.10% | −167,300−60.9% | Reduced |
| Voce Capital Management LLC | 102,895 | $7.04M | 4.05% | 00.0% | Unchanged |
| SG Capital Management LLC | 101,991 | $6.98M | 4.15% | −172,783−62.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 99,910 | $6.84M | 0.20% | −100,090−50.0% | Reduced |
| Pier Capital, LLC | 95,368 | $6.53M | 1.07% | +95,368 | New |
| SEI Investments Co | 94,885 | $6.49M | 0.01% | −129,245−57.7% | Reduced |
| Calamos Advisors LLC | 94,483 | $6.47M | 0.03% | −25,290−21.1% | Reduced |
| FMR LLC | 86,097 | $5.89M | 0.00% | −51,709−37.5% | Reduced |
| Legal & General Group Plc | 84,677 | $5.79M | 0.00% | +587+0.7% | Added |
| Mutual of America Capital Management LLC | 81,983 | $5.61M | 0.07% | +36,399+79.9% | Added |
| Penserra Capital Management LLC | 79,903 | $5.47M | 0.12% | −82,466−50.8% | Reduced |
| Silvercrest Asset Management Group LLC | 77,675 | $5.32M | 0.04% | −55,091−41.5% | Reduced |
| Retirement Systems of Alabama | 75,040 | $5.13M | 0.02% | +732+1.0% | Added |
| California State Teachers Retirement System | 74,042 | $5.07M | 0.01% | +1,585+2.2% | Added |
| First Trust Advisors LP | 69,289 | $4.74M | 0.01% | +37,906+120.8% | Added |
| Manufacturers Life Insurance Company, The | 67,182 | $4.60M | 0.00% | −160.0% | Reduced |
| Voya Investment Management LLC | 66,900 | $4.58M | 0.01% | +5,005+8.1% | Added |
| MetLife Investment Management | 64,675 | $4.43M | 0.03% | −614−0.9% | Reduced |
| Clear Sky Advisers, LLC | 61,500 | $4.21M | 1.89% | +19,500+46.4% | Added |
| Los Angeles Capital Management LLC | 58,614 | $4.01M | 0.02% | −4,241−6.7% | Reduced |
| New York State Teachers Retirement System | 58,012 | $3.97M | 0.01% | +659+1.1% | Added |
| Algert Global LLC | 56,092 | $3.84M | 0.21% | +19,703+54.1% | Added |
| Credit Suisse AG | 51,514 | $3.53M | 0.00% | +3,574+7.5% | Added |
| UBS Asset Management Americas Inc | 50,046 | $3.42M | 0.00% | +4,734+10.4% | Added |
| Moody Aldrich Partners LLC | 49,989 | $3.42M | 0.69% | +49,989 | New |
| M&G Investment Management Ltd | 43,393 | $2.95M | 0.02% | +43,393 | New |
| State of Tennessee, Treasury Department | 40,000 | $2.74M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 39,917 | $2.73M | 0.02% | +884+2.3% | Added |
| Comerica Bank | 42,370 | $2.64M | 0.02% | −395−0.9% | Reduced |
| Texas Permanent School Fund | 38,276 | $2.62M | 0.04% | −2,546−6.2% | Reduced |
| Great West Life Assurance Co | 38,072 | $2.61M | 0.01% | +4,502+13.4% | Added |
| Oberweis Asset Management Inc | 37,900 | $2.59M | 0.55% | +19,500+106.0% | Added |
| AQR Capital Management LLC | 38,144 | $2.59M | 0.01% | −24,045−38.7% | Reduced |
| Capital Fund Management S.A. | 37,714 | $2.58M | 0.06% | +11,699+45.0% | Added |