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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $54 | 0.00% | −1−50.0% | Reduced |
| Advisory Services Network, LLC | 3 | $161 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $427 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 8 | $429 | 0.00% | −1−11.1% | Reduced |
| Larson Financial Group LLC | 10 | $536 | 0.00% | +10 | New |
| Glassman Wealth Services | 12 | $643 | 0.00% | +7+140.0% | Added |
| NewSquare Capital LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $858 | 0.00% | −7−30.4% | Reduced |
| CWM, LLC | 26 | $1.00K | 0.00% | −93−78.2% | Reduced |
| Steward Financial Group LLC | 26 | $1.00K | 0.00% | +14+116.7% | Added |
| Belpointe Asset Management LLC | 20 | $1.07K | 0.00% | −55−73.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 21 | $1.13K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 23 | $1.23K | 0.00% | −13−36.1% | Reduced |
| Headlands Technologies LLC | 23 | $1.23K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 26 | $1.39K | 0.00% | −7−21.2% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.61K | 0.00% | +7+30.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 34 | $2.00K | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 38 | $2.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $2.57K | 0.00% | −191−79.9% | Reduced |
| Lindbrook Capital, LLC | 56 | $3.00K | 0.00% | −111−66.5% | Reduced |
| Parallel Advisors, LLC | 86 | $4.61K | 0.00% | −84−49.4% | Reduced |
| Point72 Asset Management, L.P. | 90 | $4.82K | 0.00% | +90 | New |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 96 | $5.14K | 0.00% | −55−36.4% | Reduced |
| Whittier Trust Co | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 112 | $5.44K | 0.00% | +112 | New |
| Covestor Ltd | 134 | $7.00K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 165 | $8.84K | 0.00% | +93+129.2% | Added |
| Macroview Investment Management LLC | 205 | $11.0K | 0.02% | +42+25.8% | Added |
| Fifth Third Bancorp | 223 | $12.0K | 0.00% | +70+45.8% | Added |
| Cary Street Partner Investment Advisory LLC | 225 | $12.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 246 | $13.2K | 0.00% | −1−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $14.7K | 0.00% | +275 | New |
| Altshuler Shaham Ltd | 279 | $15.0K | 0.00% | −503−64.3% | Reduced |
| Ellevest, Inc. | 341 | $18.3K | 0.00% | −244−41.7% | Reduced |
| Cutler Group LP | 373 | $19.0K | 0.00% | +273+273.0% | Added |
| Tower View Investment Management & Research LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,955 | $21.6K | 0.00% | −2,974−50.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $27.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 460 | $31.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 749 | $40.1K | 0.00% | −134−15.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 801 | $42.0K | 0.00% | −230−22.3% | Reduced |
| Assetmark, Inc | 823 | $44.1K | 0.00% | +257+45.4% | Added |
| Quarry LP | 974 | $52.2K | 0.03% | +807+483.2% | Added |
| National Bank of Canada | 1,000 | $53.6K | 0.00% | −8,666−89.7% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $53.6K | 0.01% | +50+5.3% | Added |
| The PNC Financial Services Group, Inc. | 1,101 | $59.0K | 0.00% | −247−18.3% | Reduced |
| Signaturefd, LLC | 1,283 | $68.8K | 0.00% | −70−5.2% | Reduced |
| Lazard Asset Management LLC | 1,323 | $70.0K | 0.00% | +1,223+1,223.0% | Added |
| SJS Investment Consulting Inc. | 1,475 | $79.0K | 0.02% | −391−21.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,514 | $81.1K | 0.00% | +1,514 | New |
| Aquatic Capital Management LLC | 1,800 | $96.0K | 0.01% | +1,600+800.0% | Added |
| Quadrant Capital Group LLC | 1,877 | $100.6K | 0.01% | −170−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,079 | $111.0K | 0.00% | +209+11.2% | Added |
| Trifecta Capital Advisors, LLC | 2,991 | $160.3K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,049 | $163.4K | 0.09% | +1,386+83.3% | Added |
| Metropolitan Life Insurance Co | 3,074 | $164.7K | 0.01% | −480−13.5% | Reduced |
| Systematic Financial Management LP | 3,174 | $170.1K | 0.01% | +3,174 | New |
| SkyOak Wealth, LLC | 3,750 | $201.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,809 | $204.1K | 0.00% | +3,809 | New |
| Nisa Investment Advisors, LLC | 4,170 | $223.0K | 0.00% | −470−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,167 | $223.0K | 0.00% | +4,167 | New |
| Creative Planning | 4,205 | $225.3K | 0.00% | −1,076−20.4% | Reduced |
| Vident Investment Advisory, LLC | 4,251 | $227.8K | 0.01% | +638+17.7% | Added |
| HRT Financial LP | 4,322 | $231.0K | 0.00% | −13,039−75.1% | Reduced |
| Walleye Capital LLC | 4,467 | $239.4K | 0.00% | −16,312−78.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,766 | $256.0K | 0.01% | +90+1.9% | Added |
| Shay Capital LLC | 5,000 | $267.9K | 0.11% | +5,000 | New |
| CWM Advisors, LLC | 5,082 | $272.3K | 0.03% | +1,618+46.7% | Added |
| Securian Asset Management, Inc | 5,183 | $277.8K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 5,225 | $280.0K | 0.00% | +5,225 | New |
| Mackenzie Financial Corp | 5,393 | $289.0K | 0.00% | +204+3.9% | Added |
| Ieq Capital, LLC | 5,487 | $294.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,786 | $310.1K | 0.00% | −563−8.9% | Reduced |
| Zacks Investment Management | 5,843 | $313.1K | 0.00% | +5,843 | New |
| KLR Investment Advisors, LLC | 5,987 | $320.8K | 0.28% | +5,987 | New |
| Commonwealth Equity Services, LLC | 6,026 | $322.0K | 0.00% | +602+11.1% | Added |
| Pictet Asset Management SA | 7,097 | $380.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,164 | $383.9K | 0.00% | −1,733−19.5% | Reduced |
| Hancock Whitney Corp | 7,430 | $398.0K | 0.02% | −936−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 7,553 | $404.7K | 0.00% | +443+6.2% | Added |
| Guggenheim Capital LLC | 7,708 | $413.1K | 0.00% | −2,719−26.1% | Reduced |
| State of Alaska, Department of Revenue | 7,855 | $420.0K | 0.00% | −110−1.4% | Reduced |
| Pacer Advisors, Inc. | 7,998 | $428.6K | 0.00% | −2,954−27.0% | Reduced |
| Point72 Middle East FZE | 8,049 | $431.3K | 0.02% | +8,049 | New |
| Van Eck Associates Corp | 8,200 | $439.0K | 0.00% | +6,062+283.5% | Added |
| Bank of Montreal | 8,336 | $447.7K | 0.00% | +701+9.2% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $466.2K | 0.00% | +8,700 | New |
| Public Employees Retirement Association of Colorado | 8,723 | $467.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,788 | $470.9K | 0.00% | −1,008−10.3% | Reduced |
| Federated Hermes, Inc. | 8,789 | $471.0K | 0.00% | −33−0.4% | Reduced |
| Xponance, Inc. | 8,894 | $476.6K | 0.01% | +64+0.7% | Added |
| Ergoteles LLC | 8,931 | $478.6K | 0.02% | +8,931 | New |
| Magnetar Financial LLC | 8,999 | $482.3K | 0.01% | +8,999 | New |
| Bayesian Capital Management, LP | 9,071 | $486.1K | 0.06% | +9,071 | New |
| Teachers Retirement System of the State of Kentucky | 9,073 | $487.0K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,352 | $501.2K | 0.10% | +30+0.3% | Added |