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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 37,680 | $2.58M | 0.10% | +37,680 | New |
| Jump Financial, LLC | 36,076 | $2.47M | 0.13% | +36,076 | New |
| State of New Jersey Common Pension Fund D | 35,901 | $2.46M | 0.01% | −3,496−8.9% | Reduced |
| Cubist Systematic Strategies, LLC | 35,702 | $2.44M | 0.02% | +12,441+53.5% | Added |
| Cinctive Capital Management LP | 35,332 | $2.42M | 0.12% | −85,582−70.8% | Reduced |
| Mount Capital Ltd | 34,980 | $2.39M | 0.93% | −9,483−21.3% | Reduced |
| EAM Global Investors LLC | 34,888 | $2.39M | 0.62% | +38+0.1% | Added |
| Chartwell Investment Partners, LLC | 31,266 | $2.14M | 0.08% | +1,800+6.1% | Added |
| Roubaix Capital, LLC | 31,233 | $2.14M | 1.73% | +31,233 | New |
| Yousif Capital Management, LLC | 29,610 | $2.03M | 0.03% | −459−1.5% | Reduced |
| Envestnet Asset Management Inc | 29,510 | $2.02M | 0.00% | +6,436+27.9% | Added |
| EAM Investors, LLC | 28,279 | $1.94M | 0.40% | −334−1.2% | Reduced |
| Price T Rowe Associates Inc | 27,609 | $1.89M | 0.00% | +89+0.3% | Added |
| Navellier & Associates Inc | 27,252 | $1.86M | 0.38% | −2,088−7.1% | Reduced |
| Oak Associates, Ltd | 26,293 | $1.80M | 0.15% | +49+0.2% | Added |
| Boothbay Fund Management, LLC | 26,048 | $1.78M | 0.06% | +7,429+39.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,612 | $1.75M | 0.01% | +3,108+13.8% | Added |
| Royal Bank of Canada | 25,563 | $1.75M | 0.00% | +7,338+40.3% | Added |
| Teacher Retirement System of Texas | 23,736 | $1.62M | 0.01% | −2,589−9.8% | Reduced |
| Discovery Capital Management, LLC | 23,100 | $1.58M | 0.23% | +23,100 | New |
| UBS Group AG | 22,141 | $1.52M | 0.00% | +17,459+372.9% | Added |
| Putnam Investments LLC | 21,526 | $1.47M | 0.00% | −12−0.1% | Reduced |
| Walleye Capital LLC | 20,779 | $1.42M | 0.03% | +20,779 | New |
| Barclays PLC | 20,362 | $1.39M | 0.00% | +12,425+156.5% | Added |
| Jetstream Capital LLC | 20,000 | $1.37M | 3.11% | +20,000 | New |
| Millrace Asset Group, Inc. | 19,991 | $1.37M | 1.55% | −11,341−36.2% | Reduced |
| Janus Henderson Group PLC | 19,706 | $1.35M | 0.00% | −5,909−23.1% | Reduced |
| Natixis Advisors, L.P. | 18,956 | $1.30M | 0.00% | +1,571+9.0% | Added |
| STRS Ohio | 18,900 | $1.29M | 0.01% | +5,700+43.2% | Added |
| State Board of Administration of Florida Retirement System | 18,233 | $1.25M | 0.00% | −2,440−11.8% | Reduced |
| Ensign Peak Advisors, Inc | 18,160 | $1.24M | 0.00% | +5,950+48.7% | Added |
| HRT Financial LP | 17,361 | $1.19M | 0.02% | +17,361 | New |
| LPL Financial LLC | 17,229 | $1.18M | 0.00% | +2,965+20.8% | Added |
| Oregon Public Employees Retirement Fund | 16,643 | $1.14M | 0.01% | +69+0.4% | Added |
| Arizona State Retirement System | 16,568 | $1.13M | 0.01% | +766+4.8% | Added |
| Jane Street Group, LLC | 16,447 | $1.13M | 0.00% | −47,024−74.1% | Reduced |
| Ameritas Investment Partners, Inc. | 19,201 | $1.12M | 0.04% | +150+0.8% | Added |
| SG Americas Securities, LLC | 15,832 | $1.08M | 0.02% | +8,983+131.2% | Added |
| Alpha DNA Investment Management LLC | 15,811 | $1.08M | 0.57% | +15,811 | New |
| Louisiana State Employees Retirement System | 15,200 | $1.04M | 0.03% | +100+0.7% | Added |
| Divisadero Street Capital Management, LP | 15,000 | $1.03M | 0.77% | +15,000 | New |
| State of Michigan Retirement System | 14,518 | $993.5K | 0.01% | +200+1.4% | Added |
| Engineers Gate Manager LP | 14,260 | $975.8K | 0.06% | +14,260 | New |
| BNP Paribas Arbitrage, SA | 13,921 | $952.6K | 0.00% | −8,826−38.8% | Reduced |
| Two Sigma Investments, LP | 13,300 | $910.1K | 0.00% | −13,700−50.7% | Reduced |
| Truist Financial Corp | 13,073 | $894.6K | 0.00% | +2,425+22.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,801 | $876.0K | 0.00% | −800−5.9% | Reduced |
| Victory Capital Management Inc | 12,638 | $864.8K | 0.00% | −4,122−24.6% | Reduced |
| Thompson Investment Management, Inc. | 12,600 | $862.0K | 0.16% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 12,000 | $821.2K | 0.07% | −700−5.5% | Reduced |
| Occudo Quantitative Strategies LP | 11,967 | $818.9K | 0.10% | +11,967 | New |
| Handelsbanken Fonder AB | 11,700 | $801.0K | 0.01% | +600+5.4% | Added |
| Bridgeway Capital Management, LLC | 11,500 | $786.9K | 0.02% | +1,000+9.5% | Added |
| Pacer Advisors, Inc. | 10,952 | $749.4K | 0.00% | +6,017+121.9% | Added |
| ProShare Advisors LLC | 10,907 | $746.4K | 0.00% | +1,546+16.5% | Added |
| Baillie Gifford & Co | 10,626 | $727.1K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,427 | $713.5K | 0.01% | −925−8.1% | Reduced |
| Level Four Advisory Services, LLC | 10,230 | $700.0K | 0.05% | −819−7.4% | Reduced |
| US Bancorp | 9,796 | $670.3K | 0.00% | +9,141+1,395.6% | Added |
| TownSquare Capital, LLC | 9,752 | $667.3K | 0.02% | +1,667+20.6% | Added |
| National Bank of Canada | 9,666 | $661.1K | 0.00% | +8,666+866.6% | Added |
| Meeder Asset Management Inc | 9,431 | $645.4K | 0.06% | +9,255+5,258.5% | Added |
| LVW Advisors, LLC | 9,322 | $637.9K | 0.13% | −1,885−16.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,073 | $620.0K | 0.01% | +1,000+12.4% | Added |
| Citigroup Inc | 8,897 | $608.8K | 0.00% | −7,411−45.4% | Reduced |
| Xponance, Inc. | 8,830 | $604.2K | 0.01% | +75+0.9% | Added |
| Federated Hermes, Inc. | 8,822 | $603.7K | 0.00% | +2,623+42.3% | Added |
| Gsa Capital Partners LLP | 8,794 | $602.0K | 0.07% | +1,870+27.0% | Added |
| Public Employees Retirement Association of Colorado | 8,723 | $597.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,700 | $595.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,674 | $593.6K | 0.00% | +8,674 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,634 | $590.8K | 0.00% | +456+5.6% | Added |
| O'Neil Global Advisors, Inc. | 8,393 | $574.0K | 2.65% | +8,393 | New |
| Hancock Whitney Corp | 8,366 | $572.0K | 0.02% | −41−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 8,148 | $557.6K | 0.26% | +8,148 | New |
| Bank of Montreal | 7,635 | $549.4K | 0.00% | +3,124+69.3% | Added |
| State of Alaska, Department of Revenue | 7,965 | $545.0K | 0.01% | +90+1.1% | Added |
| Woodline Partners LP | 7,603 | $520.3K | 0.01% | −13,467−63.9% | Reduced |
| MML Investors Services, LLC | 7,165 | $490.0K | 0.00% | +7,165 | New |
| Advisor Group Holdings, Inc. | 7,110 | $486.5K | 0.00% | +2,735+62.5% | Added |
| Pictet Asset Management SA | 7,097 | $486.0K | 0.00% | +7,097 | New |
| Dynamic Technology Lab Private Ltd | 6,630 | $454.0K | 0.05% | +6,630 | New |
| Glenmede Trust Co NA | 6,349 | $434.5K | 0.00% | +6,349 | New |
| Susquehanna International Group, LLP | 6,206 | $424.7K | 0.00% | −13,151−67.9% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 6,100 | $417.4K | 0.05% | −112,645−94.9% | Reduced |
| Wells Fargo & Company | 5,580 | $381.8K | 0.00% | −32,606−85.4% | Reduced |
| Hamilton Wealth, LLC | 5,537 | $378.9K | 0.15% | −1,467−20.9% | Reduced |
| Ieq Capital, LLC | 5,487 | $375.5K | 0.01% | −949−14.7% | Reduced |
| Commonwealth Equity Services, LLC | 5,424 | $371.0K | 0.00% | +266+5.2% | Added |
| Creative Planning | 5,281 | $361.4K | 0.00% | +1,349+34.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,268 | $360.5K | 0.01% | −2,930−35.7% | Reduced |
| Mackenzie Financial Corp | 5,189 | $355.1K | 0.00% | +1,353+35.3% | Added |
| Securian Asset Management, Inc | 5,183 | $354.7K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 5,150 | $352.4K | 0.43% | +5,150 | New |
| Crossmark Global Holdings, Inc. | 4,676 | $320.0K | 0.01% | +26+0.6% | Added |
| Nisa Investment Advisors, LLC | 4,640 | $318.0K | 0.00% | +9+0.2% | Added |
| D.A. Davidson & Co. | 4,037 | $276.3K | 0.00% | −1,150−22.2% | Reduced |
| CI Private Wealth, LLC | 3,793 | $259.6K | 0.00% | +3,793 | New |
| SkyOak Wealth, LLC | 3,750 | $256.6K | 0.09% | −2,500−40.0% | Reduced |
| Vident Investment Advisory, LLC | 3,613 | $247.2K | 0.01% | −3,376−48.3% | Reduced |