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, Q1 2023
Institutional positions in Calix, Inc as of Mar 31, 2023. 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
- 272
- +1 vs. Q4 2022
- Shares held
- 54.1M
- +217.5K (+0.4%) vs. Q4 2022
- Total value
- $2.90B
- −$786.3M (−21.3%) vs. Q4 2022
- New holders
- 43
- 114 more added
- Sold out
- 42
- 90 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,886,858 | $422.7M | 0.01% | +110,916+1.4% | Added |
| Vanguard Group Inc | 5,739,228 | $307.6M | 0.01% | +97,769+1.7% | Added |
| Gilder Gagnon Howe & Co LLC | 2,160,375 | $115.8M | 1.92% | −4,784−0.2% | Reduced |
| Alliancebernstein L.P. | 2,153,595 | $115.4M | 0.05% | +251,590+13.2% | Added |
| State Street Corp | 1,910,428 | $102.4M | 0.01% | +67,138+3.6% | Added |
| Dimensional Fund Advisors LP | 1,655,088 | $88.7M | 0.03% | −29,733−1.8% | Reduced |
| Bank of New York Mellon Corp | 1,407,967 | $75.5M | 0.02% | −193,963−12.1% | Reduced |
| Hood River Capital Management LLC | 1,314,374 | $70.4M | 2.28% | −139,023−9.6% | Reduced |
| Neuberger Berman Group LLC | 1,184,298 | $62.3M | 0.06% | +1,071,443+949.4% | Added |
| Ameriprise Financial Inc | 1,148,407 | $61.5M | 0.02% | +388,718+51.2% | Added |
| Invesco Ltd. | 1,138,508 | $61.0M | 0.02% | −29,350−2.5% | Reduced |
| Wellington Management Group LLP | 1,128,013 | $60.5M | 0.01% | −63,057−5.3% | Reduced |
| Geode Capital Management, LLC | 1,072,787 | $57.5M | 0.01% | +43,129+4.2% | Added |
| Assenagon Asset Management S.A. | 981,471 | $52.6M | 0.21% | +114,849+13.3% | Added |
| Paradigm Capital Management Inc | 920,400 | $49.3M | 3.27% | +85,800+10.3% | Added |
| Renaissance Technologies LLC | 850,653 | $45.6M | 0.06% | +175,218+25.9% | Added |
| Northern Trust Corp | 839,561 | $45.0M | 0.01% | +24,682+3.0% | Added |
| Loomis Sayles & Co L P | 822,247 | $44.1M | 0.08% | +6,838+0.8% | Added |
| Thrivent Financial for Lutherans | 760,533 | $40.8M | 0.10% | +297,271+64.2% | Added |
| Kornitzer Capital Management Inc | 656,823 | $35.2M | 0.70% | +4,673+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 570,600 | $30.6M | 0.29% | +18,200+3.3% | Added |
| Norges Bank | 516,100 | $27.7M | 0.01% | +17,058+3.4% | Added |
| AXA S.A. | 479,892 | $25.7M | 0.09% | +158,792+49.5% | Added |
| Marshall Wace, LLP | 476,790 | $25.6M | 0.06% | +50,934+12.0% | Added |
| Driehaus Capital Management LLC | 454,272 | $24.3M | 0.34% | −1,328,603−74.5% | Reduced |
| Macquarie Group Ltd | 435,107 | $23.3M | 0.03% | +88,552+25.6% | Added |
| Lord, Abbett & Co. LLC | 435,030 | $23.3M | 0.08% | −1,841,697−80.9% | Reduced |
| Charles Schwab Investment Management Inc | 431,350 | $23.1M | 0.01% | +919+0.2% | Added |
| Ophir Asset Management Pty Ltd | 414,414 | $22.2M | 4.13% | +13,787+3.4% | Added |
| Congress Asset Management Co | 409,983 | $22.0M | 0.20% | +409,983 | New |
| Atika Capital Management LLC | 408,500 | $21.9M | 3.41% | −247,673−37.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 400,000 | $21.4M | 0.52% | +300,090+300.4% | Added |
| Allspring Global Investments Holdings, LLC | 396,037 | $21.2M | 0.04% | −196,257−33.1% | Reduced |
| JPMorgan Chase & Co | 380,459 | $20.4M | 0.00% | −390,070−50.6% | Reduced |
| SG Capital Management LLC | 373,415 | $20.0M | 7.26% | +271,424+266.1% | Added |
| Millennium Management LLC | 371,992 | $19.9M | 0.02% | +185,999+100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 313,600 | $16.8M | 0.04% | +30,037+10.6% | Added |
| Morgan Stanley | 311,681 | $16.7M | 0.00% | −418,175−57.3% | Reduced |
| Granite Investment Partners, LLC | 295,251 | $15.8M | 0.66% | +76,900+35.2% | Added |
| Royce & Associates LP | 284,588 | $15.3M | 0.15% | +99,230+53.5% | Added |
| Goldman Sachs Group Inc | 273,341 | $14.6M | 0.00% | −22,717−7.7% | Reduced |
| RK Capital Management, LLC | 255,100 | $13.7M | 3.00% | +115,900+83.3% | Added |
| Liontrust Investment Partners LLP | 253,069 | $13.6M | 0.20% | +19,200+8.2% | Added |
| Intrinsic Edge Capital Management LLC | 251,176 | $13.5M | 1.36% | +91,516+57.3% | Added |
| Nuveen Asset Management, LLC | 234,651 | $12.6M | 0.00% | −56,822−19.5% | Reduced |
| Two Sigma Advisers, LP | 230,300 | $12.3M | 0.03% | +86,200+59.8% | Added |
| Epoch Investment Partners, Inc. | 228,778 | $12.3M | 0.07% | +228,778 | New |
| Cubist Systematic Strategies, LLC | 226,622 | $12.1M | 0.11% | +190,920+534.8% | Added |
| Principal Financial Group Inc | 226,030 | $12.1M | 0.01% | −327,281−59.1% | Reduced |
| Polar Asset Management Partners Inc. | 225,079 | $12.1M | 0.21% | +117,600+109.4% | Added |
| TD Asset Management Inc | 221,603 | $11.9M | 0.01% | +221,603 | New |
| Divisadero Street Capital Management, LP | 220,000 | $11.8M | 5.16% | +205,000+1,366.7% | Added |
| Redwood Investments, LLC | 211,423 | $11.3M | 1.45% | −122,089−36.6% | Reduced |
| Deutsche Bank AG | 205,727 | $11.0M | 0.01% | +11,319+5.8% | Added |
| Squarepoint Ops LLC | 203,319 | $10.9M | 0.08% | +24,522+13.7% | Added |
| Rhumbline Advisers | 184,778 | $9.90M | 0.01% | −902−0.5% | Reduced |
| Picton Mahoney Asset Management | 184,297 | $9.87M | 0.50% | +45,403+32.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 183,389 | $9.83M | 0.06% | +11,948+7.0% | Added |
| Analog Century Management LP | 177,209 | $9.50M | 2.88% | −7,649−4.1% | Reduced |
| Bank of America Corp | 167,454 | $8.97M | 0.00% | +8,242+5.2% | Added |
| SEI Investments Co | 165,301 | $8.86M | 0.02% | +70,416+74.2% | Added |
| Thornburg Investment Management Inc | 157,003 | $8.41M | 0.14% | −20,383−11.5% | Reduced |
| Great Lakes Advisors, LLC | 156,855 | $8.41M | 0.08% | +156,855 | New |
| Two Sigma Investments, LP | 152,921 | $8.20M | 0.02% | +139,621+1,049.8% | Added |
| Citadel Advisors LLC | 147,166 | $7.89M | 0.01% | −1,287−0.9% | Reduced |
| Pier Capital, LLC | 146,105 | $7.83M | 1.19% | +50,737+53.2% | Added |
| Clear Sky Advisers, LLC | 138,000 | $7.40M | 1.88% | +76,500+124.4% | Added |
| State of Wisconsin Investment Board | 131,975 | $7.07M | 0.02% | −10,445−7.3% | Reduced |
| Swiss National Bank | 127,100 | $6.81M | 0.00% | −14,700−10.4% | Reduced |
| Russell Investments Group, Ltd. | 123,391 | $6.61M | 0.01% | −122,495−49.8% | Reduced |
| American International Group, Inc. | 115,029 | $6.16M | 0.04% | −257−0.2% | Reduced |
| Susquehanna International Group, LLP | 105,762 | $5.67M | 0.01% | +99,556+1,604.2% | Added |
| BNP Paribas Arbitrage, SA | 105,408 | $5.65M | 0.01% | +91,487+657.2% | Added |
| Voce Capital Management LLC | 102,895 | $5.51M | 8.25% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 96,160 | $5.15M | 0.04% | +18,485+23.8% | Added |
| G2 Investment Partners Management LLC | 96,000 | $5.14M | 1.48% | −158,202−62.2% | Reduced |
| Mutual of America Capital Management LLC | 93,066 | $4.99M | 0.06% | +11,083+13.5% | Added |
| Engineers Gate Manager LP | 89,659 | $4.80M | 0.20% | +75,399+528.7% | Added |
| Legal & General Group Plc | 88,854 | $4.76M | 0.00% | +4,177+4.9% | Added |
| Congress Wealth Management LLC | 85,055 | $4.56M | 0.11% | +85,055 | New |
| AQR Capital Management LLC | 80,732 | $4.24M | 0.01% | +42,588+111.7% | Added |
| Penserra Capital Management LLC | 75,361 | $4.04M | 0.08% | −4,542−5.7% | Reduced |
| Retirement Systems of Alabama | 74,391 | $3.99M | 0.02% | −649−0.9% | Reduced |
| California State Teachers Retirement System | 73,135 | $3.92M | 0.01% | −907−1.2% | Reduced |
| Jump Financial, LLC | 72,290 | $3.87M | 0.16% | +36,214+100.4% | Added |
| Voya Investment Management LLC | 69,620 | $3.73M | 0.00% | +2,720+4.1% | Added |
| Discovery Capital Management, LLC | 69,467 | $3.72M | 0.50% | +46,367+200.7% | Added |
| Occudo Quantitative Strategies LP | 68,646 | $3.68M | 0.33% | +56,679+473.6% | Added |
| Roubaix Capital, LLC | 66,023 | $3.54M | 2.70% | +34,790+111.4% | Added |
| Manufacturers Life Insurance Company, The | 65,401 | $3.50M | 0.00% | −1,781−2.7% | Reduced |
| New York State Teachers Retirement System | 64,707 | $3.47M | 0.01% | +6,695+11.5% | Added |
| Victory Capital Management Inc | 64,244 | $3.44M | 0.00% | +51,606+408.3% | Added |
| Jetstream Capital LLC | 64,000 | $3.43M | 8.21% | +44,000+220.0% | Added |
| MetLife Investment Management | 63,738 | $3.42M | 0.02% | −937−1.4% | Reduced |
| Voloridge Investment Management, LLC | 61,822 | $3.31M | 0.02% | +61,822 | New |
| Oberweis Asset Management Inc | 61,100 | $3.27M | 0.51% | +23,200+61.2% | Added |
| Capital Fund Management S.A. | 59,756 | $3.20M | 0.06% | +22,042+58.4% | Added |
| UBS Asset Management Americas Inc | 56,065 | $3.00M | 0.00% | +6,019+12.0% | Added |
| Prudential Financial Inc | 55,902 | $3.00M | 0.00% | −216,856−79.5% | Reduced |
| FMR LLC | 53,516 | $2.87M | 0.00% | −32,581−37.8% | Reduced |