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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 3,554 | $243.2K | 0.01% | +101+2.9% | Added |
| HighTower Advisors, LLC | 3,488 | $241.0K | 0.00% | +3,488 | New |
| CWM Advisors, LLC | 3,464 | $237.0K | 0.03% | +133+4.0% | Added |
| XTX Topco Ltd | 3,451 | $236.2K | 0.05% | +3,451 | New |
| Verition Fund Management LLC | 3,368 | $230.5K | 0.00% | −1,066−24.0% | Reduced |
| JustInvest LLC | 3,276 | $224.2K | 0.01% | +3,276 | New |
| Profund Advisors LLC | 3,246 | $222.1K | 0.01% | +3,246 | New |
| Qsemble Capital Management, LP | 3,100 | $212.1K | 0.15% | +3,100 | New |
| Versor Investments LP | 3,001 | $205.4K | 0.02% | −6,982−69.9% | Reduced |
| Trifecta Capital Advisors, LLC | 2,991 | $204.7K | 0.08% | +2,991 | New |
| Gladstone Institutional Advisory LLC | 2,932 | $200.6K | 0.01% | +2,932 | New |
| Alpha Paradigm Partners, LLC | 2,544 | $174.0K | 0.07% | +2,544 | New |
| Counterpoint Mutual Funds LLC | 2,205 | $150.9K | 0.16% | +203+10.1% | Added |
| Van Eck Associates Corp | 2,138 | $146.0K | 0.00% | +2,138 | New |
| Harvest Fund Management Co., Ltd | 2,056 | $141.0K | 0.04% | +2,056 | New |
| Quadrant Capital Group LLC | 2,047 | $140.1K | 0.02% | +228+12.5% | Added |
| Tower Research Capital LLC (TRC) | 1,870 | $128.0K | 0.01% | −9,710−83.9% | Reduced |
| SJS Investment Consulting Inc. | 1,866 | $127.7K | 0.04% | +1,856+18,560.0% | Added |
| State of Wyoming | 1,838 | $125.8K | 0.04% | +77+4.4% | Added |
| Truvestments Capital LLC | 1,663 | $113.8K | 0.06% | +1,162+231.9% | Added |
| Signaturefd, LLC | 1,353 | $92.6K | 0.00% | +72+5.6% | Added |
| The PNC Financial Services Group, Inc. | 1,348 | $92.2K | 0.00% | +117+9.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,031 | $71.0K | 0.00% | −650−38.7% | Reduced |
| Hexagon Capital Partners LLC | 950 | $65.0K | 0.02% | −150−13.6% | Reduced |
| Natixis | 883 | $60.4K | 0.00% | +883 | New |
| Altshuler Shaham Ltd | 782 | $53.5K | 0.00% | +782 | New |
| IFP Advisors, Inc | 5,929 | $49.0K | 0.00% | −163−2.7% | Reduced |
| Coppell Advisory Solutions LLC | 663 | $45.4K | 0.02% | +663 | New |
| Coppell Advisory Solutions Corp. | 663 | $45.4K | 0.02% | +663 | New |
| Ellevest, Inc. | 585 | $40.0K | 0.00% | +45+8.3% | Added |
| Assetmark, Inc | 566 | $38.7K | 0.00% | +150+36.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $35.6K | 0.00% | +520 | New |
| Ronald Blue Trust, Inc. | 460 | $28.0K | 0.00% | +230+100.0% | Added |
| Tower View Investment Management & Research LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 273 | $18.7K | 0.01% | +273 | New |
| TCI Wealth Advisors, Inc. | 247 | $16.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 239 | $16.4K | 0.00% | +10+4.4% | Added |
| Cary Street Partner Investment Advisory LLC | 225 | $15.4K | 0.00% | +225 | New |
| Aquatic Capital Management LLC | 200 | $14.0K | 0.00% | +200 | New |
| Toth Financial Advisory Corp | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $11.6K | 0.00% | −39−18.7% | Reduced |
| Lindbrook Capital, LLC | 167 | $11.4K | 0.00% | +39+30.5% | Added |
| Quarry LP | 167 | $11.4K | 0.01% | +167 | New |
| Macroview Investment Management LLC | 163 | $11.2K | 0.02% | +163 | New |
| Fifth Third Bancorp | 153 | $10.5K | 0.00% | +22+16.8% | Added |
| First Horizon Advisors, Inc. | 151 | $10.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $10.3K | 0.01% | −100−40.0% | Reduced |
| Covestor Ltd | 134 | $9.00K | 0.01% | +129+2,580.0% | Added |
| CWM, LLC | 119 | $8.00K | 0.00% | +15+14.4% | Added |
| Hanseatic Management Services Inc | 99 | $7.00K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $6.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 88 | $6.02K | 0.00% | +88 | 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 |
| Belpointe Asset Management LLC | 75 | $5.13K | 0.00% | +75 | New |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $5.00K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 72 | $4.93K | 0.00% | +72 | New |
| Farther Finance Advisors, LLC | 38 | $2.60K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 36 | $2.46K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 33 | $2.26K | 0.00% | +7+26.9% | Added |
| Massmutual Trust Co FSB | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.85K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.09K | 0.00% | +14+700.0% | Added |
| NewSquare Capital LLC | 15 | $1.03K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 10 | $684 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $684 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 9 | $616 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $205 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 2 | $87 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| 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 |