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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 8,366 | $572.0K | 0.02% | −41−0.5% | Reduced |
| O'Neil Global Advisors, Inc. | 8,393 | $574.0K | 2.65% | +8,393 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,634 | $590.8K | 0.00% | +456+5.6% | Added |
| AE Wealth Management LLC | 8,674 | $593.6K | 0.00% | +8,674 | New |
| New Mexico Educational Retirement Board | 8,700 | $595.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,723 | $597.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,794 | $602.0K | 0.07% | +1,870+27.0% | Added |
| Federated Hermes, Inc. | 8,822 | $603.7K | 0.00% | +2,623+42.3% | Added |
| Xponance, Inc. | 8,830 | $604.2K | 0.01% | +75+0.9% | Added |
| Citigroup Inc | 8,897 | $608.8K | 0.00% | −7,411−45.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,073 | $620.0K | 0.01% | +1,000+12.4% | Added |
| LVW Advisors, LLC | 9,322 | $637.9K | 0.13% | −1,885−16.8% | Reduced |
| Meeder Asset Management Inc | 9,431 | $645.4K | 0.06% | +9,255+5,258.5% | Added |
| National Bank of Canada | 9,666 | $661.1K | 0.00% | +8,666+866.6% | Added |
| TownSquare Capital, LLC | 9,752 | $667.3K | 0.02% | +1,667+20.6% | Added |
| US Bancorp | 9,796 | $670.3K | 0.00% | +9,141+1,395.6% | Added |
| Level Four Advisory Services, LLC | 10,230 | $700.0K | 0.05% | −819−7.4% | Reduced |
| Guggenheim Capital LLC | 10,427 | $713.5K | 0.01% | −925−8.1% | Reduced |
| Baillie Gifford & Co | 10,626 | $727.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,907 | $746.4K | 0.00% | +1,546+16.5% | Added |
| Pacer Advisors, Inc. | 10,952 | $749.4K | 0.00% | +6,017+121.9% | Added |
| Bridgeway Capital Management, LLC | 11,500 | $786.9K | 0.02% | +1,000+9.5% | Added |
| Handelsbanken Fonder AB | 11,700 | $801.0K | 0.01% | +600+5.4% | Added |
| Occudo Quantitative Strategies LP | 11,967 | $818.9K | 0.10% | +11,967 | New |
| Hillsdale Investment Management Inc. | 12,000 | $821.2K | 0.07% | −700−5.5% | Reduced |
| Thompson Investment Management, Inc. | 12,600 | $862.0K | 0.16% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,638 | $864.8K | 0.00% | −4,122−24.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,801 | $876.0K | 0.00% | −800−5.9% | Reduced |
| Truist Financial Corp | 13,073 | $894.6K | 0.00% | +2,425+22.8% | Added |
| Two Sigma Investments, LP | 13,300 | $910.1K | 0.00% | −13,700−50.7% | Reduced |
| BNP Paribas Arbitrage, SA | 13,921 | $952.6K | 0.00% | −8,826−38.8% | Reduced |
| Engineers Gate Manager LP | 14,260 | $975.8K | 0.06% | +14,260 | New |
| State of Michigan Retirement System | 14,518 | $993.5K | 0.01% | +200+1.4% | Added |
| Divisadero Street Capital Management, LP | 15,000 | $1.03M | 0.77% | +15,000 | New |
| Louisiana State Employees Retirement System | 15,200 | $1.04M | 0.03% | +100+0.7% | Added |
| Alpha DNA Investment Management LLC | 15,811 | $1.08M | 0.57% | +15,811 | New |
| SG Americas Securities, LLC | 15,832 | $1.08M | 0.02% | +8,983+131.2% | Added |
| Ameritas Investment Partners, Inc. | 19,201 | $1.12M | 0.04% | +150+0.8% | Added |
| Jane Street Group, LLC | 16,447 | $1.13M | 0.00% | −47,024−74.1% | Reduced |
| Arizona State Retirement System | 16,568 | $1.13M | 0.01% | +766+4.8% | Added |
| Oregon Public Employees Retirement Fund | 16,643 | $1.14M | 0.01% | +69+0.4% | Added |
| LPL Financial LLC | 17,229 | $1.18M | 0.00% | +2,965+20.8% | Added |
| HRT Financial LP | 17,361 | $1.19M | 0.02% | +17,361 | New |
| Ensign Peak Advisors, Inc | 18,160 | $1.24M | 0.00% | +5,950+48.7% | Added |
| State Board of Administration of Florida Retirement System | 18,233 | $1.25M | 0.00% | −2,440−11.8% | Reduced |
| STRS Ohio | 18,900 | $1.29M | 0.01% | +5,700+43.2% | Added |
| Natixis Advisors, L.P. | 18,956 | $1.30M | 0.00% | +1,571+9.0% | Added |
| Janus Henderson Group PLC | 19,706 | $1.35M | 0.00% | −5,909−23.1% | Reduced |
| Millrace Asset Group, Inc. | 19,991 | $1.37M | 1.55% | −11,341−36.2% | Reduced |
| Jetstream Capital LLC | 20,000 | $1.37M | 3.11% | +20,000 | New |
| Barclays PLC | 20,362 | $1.39M | 0.00% | +12,425+156.5% | Added |
| Walleye Capital LLC | 20,779 | $1.42M | 0.03% | +20,779 | New |
| Putnam Investments LLC | 21,526 | $1.47M | 0.00% | −12−0.1% | Reduced |
| UBS Group AG | 22,141 | $1.52M | 0.00% | +17,459+372.9% | Added |
| Discovery Capital Management, LLC | 23,100 | $1.58M | 0.23% | +23,100 | New |
| Teacher Retirement System of Texas | 23,736 | $1.62M | 0.01% | −2,589−9.8% | Reduced |
| Royal Bank of Canada | 25,563 | $1.75M | 0.00% | +7,338+40.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,612 | $1.75M | 0.01% | +3,108+13.8% | Added |
| Boothbay Fund Management, LLC | 26,048 | $1.78M | 0.06% | +7,429+39.9% | Added |
| Oak Associates, Ltd | 26,293 | $1.80M | 0.15% | +49+0.2% | Added |
| Navellier & Associates Inc | 27,252 | $1.86M | 0.38% | −2,088−7.1% | Reduced |
| Price T Rowe Associates Inc | 27,609 | $1.89M | 0.00% | +89+0.3% | Added |
| EAM Investors, LLC | 28,279 | $1.94M | 0.40% | −334−1.2% | Reduced |
| Envestnet Asset Management Inc | 29,510 | $2.02M | 0.00% | +6,436+27.9% | Added |
| Yousif Capital Management, LLC | 29,610 | $2.03M | 0.03% | −459−1.5% | Reduced |
| Roubaix Capital, LLC | 31,233 | $2.14M | 1.73% | +31,233 | New |
| Chartwell Investment Partners, LLC | 31,266 | $2.14M | 0.08% | +1,800+6.1% | Added |
| EAM Global Investors LLC | 34,888 | $2.39M | 0.62% | +38+0.1% | Added |
| Mount Capital Ltd | 34,980 | $2.39M | 0.93% | −9,483−21.3% | Reduced |
| Cinctive Capital Management LP | 35,332 | $2.42M | 0.12% | −85,582−70.8% | Reduced |
| Cubist Systematic Strategies, LLC | 35,702 | $2.44M | 0.02% | +12,441+53.5% | Added |
| State of New Jersey Common Pension Fund D | 35,901 | $2.46M | 0.01% | −3,496−8.9% | Reduced |
| Jump Financial, LLC | 36,076 | $2.47M | 0.13% | +36,076 | New |
| Graham Capital Management, L.P. | 37,680 | $2.58M | 0.10% | +37,680 | New |
| Capital Fund Management S.A. | 37,714 | $2.58M | 0.06% | +11,699+45.0% | Added |
| AQR Capital Management LLC | 38,144 | $2.59M | 0.01% | −24,045−38.7% | Reduced |
| Oberweis Asset Management Inc | 37,900 | $2.59M | 0.55% | +19,500+106.0% | Added |
| Great West Life Assurance Co | 38,072 | $2.61M | 0.01% | +4,502+13.4% | Added |
| Texas Permanent School Fund | 38,276 | $2.62M | 0.04% | −2,546−6.2% | Reduced |
| Comerica Bank | 42,370 | $2.64M | 0.02% | −395−0.9% | Reduced |
| Amalgamated Bank | 39,917 | $2.73M | 0.02% | +884+2.3% | Added |
| State of Tennessee, Treasury Department | 40,000 | $2.74M | 0.01% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 43,393 | $2.95M | 0.02% | +43,393 | New |
| Moody Aldrich Partners LLC | 49,989 | $3.42M | 0.69% | +49,989 | New |
| UBS Asset Management Americas Inc | 50,046 | $3.42M | 0.00% | +4,734+10.4% | Added |
| Credit Suisse AG | 51,514 | $3.53M | 0.00% | +3,574+7.5% | Added |
| Algert Global LLC | 56,092 | $3.84M | 0.21% | +19,703+54.1% | Added |
| New York State Teachers Retirement System | 58,012 | $3.97M | 0.01% | +659+1.1% | Added |
| Los Angeles Capital Management LLC | 58,614 | $4.01M | 0.02% | −4,241−6.7% | Reduced |
| Clear Sky Advisers, LLC | 61,500 | $4.21M | 1.89% | +19,500+46.4% | Added |
| MetLife Investment Management | 64,675 | $4.43M | 0.03% | −614−0.9% | Reduced |
| Voya Investment Management LLC | 66,900 | $4.58M | 0.01% | +5,005+8.1% | Added |
| Manufacturers Life Insurance Company, The | 67,182 | $4.60M | 0.00% | −160.0% | Reduced |
| First Trust Advisors LP | 69,289 | $4.74M | 0.01% | +37,906+120.8% | Added |
| California State Teachers Retirement System | 74,042 | $5.07M | 0.01% | +1,585+2.2% | Added |
| Retirement Systems of Alabama | 75,040 | $5.13M | 0.02% | +732+1.0% | Added |
| Silvercrest Asset Management Group LLC | 77,675 | $5.32M | 0.04% | −55,091−41.5% | Reduced |
| Penserra Capital Management LLC | 79,903 | $5.47M | 0.12% | −82,466−50.8% | Reduced |
| Mutual of America Capital Management LLC | 81,983 | $5.61M | 0.07% | +36,399+79.9% | Added |
| Legal & General Group Plc | 84,677 | $5.79M | 0.00% | +587+0.7% | Added |