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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Tfo-TDC, LLC | 2 | $87 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 3 | $205 | 0.00% | +3 | New |
| Glassman Wealth Services | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $616 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $684 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $684 | 0.00% | +10 | New |
| NewSquare Capital LLC | 15 | $1.03K | 0.00% | +15 | New |
| Allworth Financial LP | 16 | $1.09K | 0.00% | +14+700.0% | Added |
| Schubert & Co | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $2.26K | 0.00% | +7+26.9% | Added |
| JFS Wealth Advisors, LLC | 36 | $2.46K | 0.00% | +1+2.9% | Added |
| Farther Finance Advisors, LLC | 38 | $2.60K | 0.00% | +38 | New |
| Advisors Asset Management, Inc. | 72 | $4.93K | 0.00% | +72 | New |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $5.00K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 75 | $5.13K | 0.00% | +75 | New |
| Bessemer Group Inc | 86 | $6.00K | 0.00% | +86 | New |
| Lazard Asset Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Cutler Group LP | 100 | $6.00K | 0.00% | +100 | New |
| Leonteq Securities AG | 88 | $6.02K | 0.00% | +88 | New |
| Whittier Trust Co | 100 | $6.84K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 99 | $7.00K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 119 | $8.00K | 0.00% | +15+14.4% | Added |
| Covestor Ltd | 134 | $9.00K | 0.01% | +129+2,580.0% | Added |
| Byrne Asset Management LLC | 150 | $10.3K | 0.01% | −100−40.0% | Reduced |
| First Horizon Advisors, Inc. | 151 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 153 | $10.5K | 0.00% | +22+16.8% | Added |
| Macroview Investment Management LLC | 163 | $11.2K | 0.02% | +163 | New |
| Lindbrook Capital, LLC | 167 | $11.4K | 0.00% | +39+30.5% | Added |
| Quarry LP | 167 | $11.4K | 0.01% | +167 | New |
| Parallel Advisors, LLC | 170 | $11.6K | 0.00% | −39−18.7% | Reduced |
| Toth Financial Advisory Corp | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $14.0K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 225 | $15.4K | 0.00% | +225 | New |
| EverSource Wealth Advisors, LLC | 239 | $16.4K | 0.00% | +10+4.4% | Added |
| TCI Wealth Advisors, Inc. | 247 | $16.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 273 | $18.7K | 0.01% | +273 | New |
| Tower View Investment Management & Research LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 460 | $28.0K | 0.00% | +230+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $35.6K | 0.00% | +520 | New |
| Assetmark, Inc | 566 | $38.7K | 0.00% | +150+36.1% | Added |
| Ellevest, Inc. | 585 | $40.0K | 0.00% | +45+8.3% | Added |
| Coppell Advisory Solutions LLC | 663 | $45.4K | 0.02% | +663 | New |
| Coppell Advisory Solutions Corp. | 663 | $45.4K | 0.02% | +663 | New |
| IFP Advisors, Inc | 5,929 | $49.0K | 0.00% | −163−2.7% | Reduced |
| Altshuler Shaham Ltd | 782 | $53.5K | 0.00% | +782 | New |
| Natixis | 883 | $60.4K | 0.00% | +883 | New |
| Hexagon Capital Partners LLC | 950 | $65.0K | 0.02% | −150−13.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,031 | $71.0K | 0.00% | −650−38.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,348 | $92.2K | 0.00% | +117+9.5% | Added |
| Signaturefd, LLC | 1,353 | $92.6K | 0.00% | +72+5.6% | Added |
| Truvestments Capital LLC | 1,663 | $113.8K | 0.06% | +1,162+231.9% | Added |
| State of Wyoming | 1,838 | $125.8K | 0.04% | +77+4.4% | Added |
| SJS Investment Consulting Inc. | 1,866 | $127.7K | 0.04% | +1,856+18,560.0% | Added |
| Tower Research Capital LLC (TRC) | 1,870 | $128.0K | 0.01% | −9,710−83.9% | Reduced |
| Quadrant Capital Group LLC | 2,047 | $140.1K | 0.02% | +228+12.5% | Added |
| Harvest Fund Management Co., Ltd | 2,056 | $141.0K | 0.04% | +2,056 | New |
| Van Eck Associates Corp | 2,138 | $146.0K | 0.00% | +2,138 | New |
| Counterpoint Mutual Funds LLC | 2,205 | $150.9K | 0.16% | +203+10.1% | Added |
| Alpha Paradigm Partners, LLC | 2,544 | $174.0K | 0.07% | +2,544 | New |
| Gladstone Institutional Advisory LLC | 2,932 | $200.6K | 0.01% | +2,932 | New |
| Trifecta Capital Advisors, LLC | 2,991 | $204.7K | 0.08% | +2,991 | New |
| Versor Investments LP | 3,001 | $205.4K | 0.02% | −6,982−69.9% | Reduced |
| Qsemble Capital Management, LP | 3,100 | $212.1K | 0.15% | +3,100 | New |
| Profund Advisors LLC | 3,246 | $222.1K | 0.01% | +3,246 | New |
| JustInvest LLC | 3,276 | $224.2K | 0.01% | +3,276 | New |
| Verition Fund Management LLC | 3,368 | $230.5K | 0.00% | −1,066−24.0% | Reduced |
| XTX Topco Ltd | 3,451 | $236.2K | 0.05% | +3,451 | New |
| CWM Advisors, LLC | 3,464 | $237.0K | 0.03% | +133+4.0% | Added |
| HighTower Advisors, LLC | 3,488 | $241.0K | 0.00% | +3,488 | New |
| Metropolitan Life Insurance Co | 3,554 | $243.2K | 0.01% | +101+2.9% | Added |
| Vident Investment Advisory, LLC | 3,613 | $247.2K | 0.01% | −3,376−48.3% | Reduced |
| SkyOak Wealth, LLC | 3,750 | $256.6K | 0.09% | −2,500−40.0% | Reduced |
| CI Private Wealth, LLC | 3,793 | $259.6K | 0.00% | +3,793 | New |
| D.A. Davidson & Co. | 4,037 | $276.3K | 0.00% | −1,150−22.2% | Reduced |
| Nisa Investment Advisors, LLC | 4,640 | $318.0K | 0.00% | +9+0.2% | Added |
| Crossmark Global Holdings, Inc. | 4,676 | $320.0K | 0.01% | +26+0.6% | Added |
| Yorktown Management & Research Co Inc | 5,150 | $352.4K | 0.43% | +5,150 | New |
| Securian Asset Management, Inc | 5,183 | $354.7K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,189 | $355.1K | 0.00% | +1,353+35.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,268 | $360.5K | 0.01% | −2,930−35.7% | Reduced |
| Creative Planning | 5,281 | $361.4K | 0.00% | +1,349+34.3% | Added |
| Commonwealth Equity Services, LLC | 5,424 | $371.0K | 0.00% | +266+5.2% | Added |
| Ieq Capital, LLC | 5,487 | $375.5K | 0.01% | −949−14.7% | Reduced |
| Hamilton Wealth, LLC | 5,537 | $378.9K | 0.15% | −1,467−20.9% | Reduced |
| Wells Fargo & Company | 5,580 | $381.8K | 0.00% | −32,606−85.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 6,100 | $417.4K | 0.05% | −112,645−94.9% | Reduced |
| Susquehanna International Group, LLP | 6,206 | $424.7K | 0.00% | −13,151−67.9% | Reduced |
| Glenmede Trust Co NA | 6,349 | $434.5K | 0.00% | +6,349 | New |
| Dynamic Technology Lab Private Ltd | 6,630 | $454.0K | 0.05% | +6,630 | New |
| Pictet Asset Management SA | 7,097 | $486.0K | 0.00% | +7,097 | New |
| Advisor Group Holdings, Inc. | 7,110 | $486.5K | 0.00% | +2,735+62.5% | Added |
| MML Investors Services, LLC | 7,165 | $490.0K | 0.00% | +7,165 | New |
| Woodline Partners LP | 7,603 | $520.3K | 0.01% | −13,467−63.9% | Reduced |
| State of Alaska, Department of Revenue | 7,965 | $545.0K | 0.01% | +90+1.1% | Added |
| Bank of Montreal | 7,635 | $549.4K | 0.00% | +3,124+69.3% | Added |
| Mach-1 Financial Group, Inc. | 8,148 | $557.6K | 0.26% | +8,148 | New |