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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.

Q1 2023 vs. Q4 2022

How the institutions holding Calix, Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CALX: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2743272+1
Shares54.1M226.3K54.1M+217.5K (+0.4%)
Value$3.70B$15.2M$2.90B−$786.3M (−21.3%)

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Calix, Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to CALX in Q1 2023
InstitutionSharesValue% of portfolio
Congress Asset Management Co409,983$22.0M0.20%
Epoch Investment Partners, Inc.228,778$12.3M0.07%
TD Asset Management Inc221,603$11.9M0.01%
Great Lakes Advisors, LLC156,855$8.41M0.08%
Congress Wealth Management LLC85,055$4.56M0.11%
Voloridge Investment Management, LLC61,822$3.31M0.02%
ExodusPoint Capital Management, LP49,132$2.63M0.03%
Canada Pension Plan Investment Board43,300$2.32M0.00%
Jefferies Financial Group Inc.42,668$2.29M0.05%
Man Group plc–$2.06M0.01%
Qube Research & Technologies Ltd38,120$2.04M0.01%
Quadrature Capital Ltd28,149$1.51M0.04%
Quantbot Technologies LP27,625$1.48M0.10%
Balyasny Asset Management LLC21,818$1.17M0.00%
Connor, Clark & Lunn Investment Management Ltd.18,870$1.01M0.01%
Hussman Strategic Advisors, Inc.18,600$996.8K0.16%
Empowered Funds, LLC15,117$810.1K0.05%
Juncture Wealth Strategies, LLC14,009$750.7K0.37%
Atom Investors LP12,035$645.0K0.35%
Fox Run Management, L.L.C.11,291$605.1K0.20%
Campbell & CO Investment Adviser LLC10,505$563.0K0.10%
Y-Intercept (Hong Kong) Ltd9,577$513.2K0.06%
Bayesian Capital Management, LP9,071$486.1K0.06%
Magnetar Financial LLC8,999$482.3K0.01%
Ergoteles LLC8,931$478.6K0.02%
Virginia Retirement Systems Et Al8,700$466.2K0.00%
Point72 Middle East FZE8,049$431.3K0.02%
KLR Investment Advisors, LLC5,987$320.8K0.28%
Zacks Investment Management5,843$313.1K0.00%
Westwood Holdings Group Inc.5,225$280.0K0.00%
Shay Capital LLC5,000$267.9K0.11%
Rockefeller Capital Management L.P.4,167$223.0K0.00%
Private Advisor Group, LLC3,809$204.1K0.00%
Systematic Financial Management LP3,174$170.1K0.01%
Robeco Institutional Asset Management B.V.1,514$81.1K0.00%
GPS Wealth Strategies Group, LLC275$14.7K0.00%
Ameritas Advisory Services, LLC112$5.44K0.00%
Point72 Asset Management, L.P.90$4.82K0.00%
Psagot Value Holdings Ltd. / (Israel)34$2.00K0.00%
Headlands Technologies LLC23$1.23K0.00%
Moisand Fitzgerald Tamayo, LLC21$1.13K0.00%
Larson Financial Group LLC10$5360.00%
25 LLC10$4270.00%

Sold out (42)

Institutions that held Calix, Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of CALX in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Summit Partners Public Asset Management, LLC428,651$29.3M
Lisanti Capital Growth, LLC206,515$14.1M
Castleark Management LLC171,400$11.7M
1832 Asset Management L.P.135,900$9.30M
M&G Investment Management Ltd43,393$2.95M
Graham Capital Management, L.P.37,680$2.58M
Cinctive Capital Management LP35,332$2.42M
EAM Global Investors LLC34,888$2.39M
EAM Investors, LLC28,279$1.94M
Natixis Advisors, L.P.18,956$1.30M
Bridgeway Capital Management, LLC11,500$786.9K
Level Four Advisory Services, LLC10,230$700.0K
Meeder Asset Management Inc9,431$645.4K
Gsa Capital Partners LLP8,794$602.0K
O'Neil Global Advisors, Inc.8,393$574.0K
Mach-1 Financial Group, Inc.8,148$557.6K
MML Investors Services, LLC7,165$490.0K
Dynamic Technology Lab Private Ltd6,630$454.0K
Hamilton Wealth, LLC5,537$378.9K
Yorktown Management & Research Co Inc5,150$352.4K
D.A. Davidson & Co.4,037$276.3K
CI Private Wealth, LLC3,793$259.6K
HighTower Advisors, LLC3,488$241.0K
XTX Topco Ltd3,451$236.2K
JustInvest LLC3,276$224.2K
Profund Advisors LLC3,246$222.1K
Qsemble Capital Management, LP3,100$212.1K
Versor Investments LP3,001$205.4K
Gladstone Institutional Advisory LLC2,932$200.6K
Counterpoint Mutual Funds LLC2,205$150.9K
Harvest Fund Management Co., Ltd2,056$141.0K
State of Wyoming1,838$125.8K
Coppell Advisory Solutions LLC663$45.4K
Coppell Advisory Solutions Corp.663$45.4K
Parkside Financial Bank & Trust273$18.7K
Toth Financial Advisory Corp200$13.7K
Hanseatic Management Services Inc99$7.00K
Leonteq Securities AG88$6.02K
Bessemer Group Inc86$6.00K
Allworth Financial LP16$1.09K
AdvisorNet Financial, Inc10$684
Sutton Wealth Advisors Inc.10$684

Not filed for Q1 2023 yet (3)

Institutions that held Calix, Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Rothschild & Co Asset Management US Inc.181,344$12.4M
Comerica Bank42,370$2.64M
Alpha Paradigm Partners, LLC2,544$174.0K