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 |
|---|---|---|---|---|---|
| FMR LLC | 86,097 | $5.89M | 0.00% | −51,709−37.5% | Reduced |
| Calamos Advisors LLC | 94,483 | $6.47M | 0.03% | −25,290−21.1% | Reduced |
| SEI Investments Co | 94,885 | $6.49M | 0.01% | −129,245−57.7% | Reduced |
| Pier Capital, LLC | 95,368 | $6.53M | 1.07% | +95,368 | New |
| Weiss Multi-Strategy Advisers LLC | 99,910 | $6.84M | 0.20% | −100,090−50.0% | Reduced |
| SG Capital Management LLC | 101,991 | $6.98M | 4.15% | −172,783−62.9% | Reduced |
| Voce Capital Management LLC | 102,895 | $7.04M | 4.05% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 107,479 | $7.35M | 0.10% | −167,300−60.9% | Reduced |
| Neuberger Berman Group LLC | 112,855 | $7.72M | 0.01% | −20,840−15.6% | Reduced |
| American International Group, Inc. | 115,286 | $7.89M | 0.06% | −642−0.6% | Reduced |
| 1832 Asset Management L.P. | 135,900 | $9.30M | 0.02% | +135,900 | New |
| Picton Mahoney Asset Management | 138,894 | $9.51M | 0.49% | +37,561+37.1% | Added |
| RK Capital Management, LLC | 139,200 | $9.53M | 2.26% | −47,500−25.4% | Reduced |
| Swiss National Bank | 141,800 | $9.70M | 0.01% | +3,900+2.8% | Added |
| State of Wisconsin Investment Board | 142,420 | $9.75M | 0.03% | −6,618−4.4% | Reduced |
| Two Sigma Advisers, LP | 144,100 | $9.86M | 0.03% | −40,200−21.8% | Reduced |
| Citadel Advisors LLC | 148,453 | $10.2M | 0.01% | −46,635−23.9% | Reduced |
| New York State Common Retirement Fund | 152,621 | $10.4M | 0.01% | +15,250+11.1% | Added |
| Bank of America Corp | 159,212 | $10.9M | 0.00% | −14,005−8.1% | Reduced |
| Intrinsic Edge Capital Management LLC | 159,660 | $10.9M | 1.18% | −110,453−40.9% | Reduced |
| Castleark Management LLC | 171,400 | $11.7M | 0.61% | −14,020−7.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 171,441 | $11.7M | 0.07% | −4,056−2.3% | Reduced |
| Thornburg Investment Management Inc | 177,386 | $12.1M | 0.21% | −64,831−26.8% | Reduced |
| Squarepoint Ops LLC | 178,797 | $12.2M | 0.09% | +127,857+251.0% | Added |
| Rothschild & Co Asset Management US Inc. | 181,344 | $12.4M | 0.19% | −12,755−6.6% | Reduced |
| Analog Century Management LP | 184,858 | $12.6M | 5.50% | +12,858+7.5% | Added |
| Royce & Associates LP | 185,358 | $12.7M | 0.13% | −193,243−51.0% | Reduced |
| Rhumbline Advisers | 185,680 | $12.7M | 0.02% | +6,785+3.8% | Added |
| Millennium Management LLC | 185,993 | $12.7M | 0.01% | +185,993 | New |
| Deutsche Bank AG | 194,408 | $13.3M | 0.01% | +3,582+1.9% | Added |
| Lisanti Capital Growth, LLC | 206,515 | $14.1M | 1.93% | −65,505−24.1% | Reduced |
| Granite Investment Partners, LLC | 218,351 | $14.9M | 0.62% | +218,351 | New |
| Liontrust Investment Partners LLP | 233,869 | $16.0M | 0.29% | −24,900−9.6% | Reduced |
| Russell Investments Group, Ltd. | 245,886 | $16.8M | 0.03% | +2,823+1.2% | Added |
| G2 Investment Partners Management LLC | 254,202 | $17.4M | 5.17% | −52,798−17.2% | Reduced |
| Prudential Financial Inc | 272,758 | $18.7M | 0.03% | +28,889+11.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 283,563 | $19.4M | 0.05% | −7,540−2.6% | Reduced |
| Nuveen Asset Management, LLC | 291,473 | $19.9M | 0.01% | −474,890−62.0% | Reduced |
| Goldman Sachs Group Inc | 296,058 | $20.3M | 0.01% | +49,301+20.0% | Added |
| AXA S.A. | 321,100 | $22.0M | 0.08% | +321,100 | New |
| Redwood Investments, LLC | 333,512 | $22.8M | 3.06% | −1,363−0.4% | Reduced |
| Macquarie Group Ltd | 346,555 | $23.7M | 0.03% | +240,762+227.6% | Added |
| Ophir Asset Management Pty Ltd | 400,627 | $27.4M | 5.27% | −92,592−18.8% | Reduced |
| Marshall Wace, LLP | 425,856 | $29.1M | 0.08% | −62,796−12.9% | Reduced |
| Summit Partners Public Asset Management, LLC | 428,651 | $29.3M | 2.14% | +107,924+33.6% | Added |
| Charles Schwab Investment Management Inc | 430,431 | $29.5M | 0.01% | +17,739+4.3% | Added |
| Thrivent Financial for Lutherans | 463,262 | $31.7M | 0.08% | −64,551−12.2% | Reduced |
| Norges Bank | 499,042 | $34.1M | 0.01% | +46,360+10.2% | Added |
| Schonfeld Strategic Advisors LLC | 552,400 | $37.8M | 0.32% | +302,200+120.8% | Added |
| Principal Financial Group Inc | 553,311 | $37.9M | 0.03% | +330,545+148.4% | Added |
| Allspring Global Investments Holdings, LLC | 592,294 | $40.5M | 0.07% | +101,422+20.7% | Added |
| Kornitzer Capital Management Inc | 652,150 | $44.6M | 0.90% | −204,804−23.9% | Reduced |
| Atika Capital Management LLC | 656,173 | $44.9M | 6.86% | −143,927−18.0% | Reduced |
| Renaissance Technologies LLC | 675,435 | $46.2M | 0.06% | −122,265−15.3% | Reduced |
| Morgan Stanley | 729,856 | $49.9M | 0.01% | +52,132+7.7% | Added |
| Ameriprise Financial Inc | 759,689 | $52.0M | 0.02% | +575,813+313.2% | Added |
| JPMorgan Chase & Co | 770,529 | $52.7M | 0.01% | +302,439+64.6% | Added |
| Northern Trust Corp | 814,879 | $55.8M | 0.01% | +98,158+13.7% | Added |
| Loomis Sayles & Co L P | 815,409 | $55.8M | 0.11% | −19,503−2.3% | Reduced |
| Paradigm Capital Management Inc | 834,600 | $57.1M | 3.78% | −35,200−4.0% | Reduced |
| Assenagon Asset Management S.A. | 866,622 | $59.3M | 0.24% | +246,616+39.8% | Added |
| Geode Capital Management, LLC | 1,029,658 | $70.5M | 0.01% | +45,841+4.7% | Added |
| Invesco Ltd. | 1,167,858 | $79.9M | 0.02% | −12,247−1.0% | Reduced |
| Wellington Management Group LLP | 1,191,070 | $81.5M | 0.02% | −573,302−32.5% | Reduced |
| Hood River Capital Management LLC | 1,453,397 | $99.5M | 3.61% | +83,522+6.1% | Added |
| Bank of New York Mellon Corp | 1,601,930 | $109.6M | 0.03% | −126,061−7.3% | Reduced |
| Dimensional Fund Advisors LP | 1,684,821 | $115.3M | 0.04% | +4,994+0.3% | Added |
| Driehaus Capital Management LLC | 1,782,875 | $122.0M | 1.82% | +81,948+4.8% | Added |
| State Street Corp | 1,843,290 | $126.1M | 0.01% | +42,010+2.3% | Added |
| Alliancebernstein L.P. | 1,902,005 | $130.2M | 0.06% | −115,236−5.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,165,159 | $148.2M | 2.76% | −439,161−16.9% | Reduced |
| Lord, Abbett & Co. LLC | 2,276,727 | $155.8M | 0.56% | +561,336+32.7% | Added |
| Vanguard Group Inc | 5,641,459 | $386.0M | 0.01% | −127,776−2.2% | Reduced |
| BlackRock Inc. | 7,775,942 | $532.1M | 0.02% | +190,809+2.5% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −803,306−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,106−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,913−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |