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 |
|---|---|---|---|---|---|
| Mesirow Institutional Investment Management, Inc. | 9,550 | $511.8K | 0.06% | +3,450+56.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,577 | $513.2K | 0.06% | +9,577 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,650 | $517.1K | 0.00% | +1,016+11.8% | Added |
| ProShare Advisors LLC | 10,156 | $544.3K | 0.00% | −751−6.9% | Reduced |
| New Mexico Educational Retirement Board | 10,300 | $552.0K | 0.03% | +1,600+18.4% | Added |
| Baillie Gifford & Co | 10,492 | $562.3K | 0.00% | −134−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,505 | $563.0K | 0.10% | +10,505 | New |
| AE Wealth Management LLC | 10,840 | $580.9K | 0.00% | +2,166+25.0% | Added |
| Hillsdale Investment Management Inc. | 11,000 | $589.5K | 0.05% | −1,000−8.3% | Reduced |
| Fox Run Management, L.L.C. | 11,291 | $605.1K | 0.20% | +11,291 | New |
| Handelsbanken Fonder AB | 11,700 | $627.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 12,035 | $645.0K | 0.35% | +12,035 | New |
| Raymond James Financial Services Advisors, Inc. | 12,301 | $659.2K | 0.00% | −500−3.9% | Reduced |
| Calamos Advisors LLC | 12,485 | $669.1K | 0.00% | −81,998−86.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,631 | $676.9K | 0.02% | +7,363+139.8% | Added |
| Woodline Partners LP | 13,325 | $714.1K | 0.01% | +5,722+75.3% | Added |
| Juncture Wealth Strategies, LLC | 14,009 | $750.7K | 0.37% | +14,009 | New |
| State of Michigan Retirement System | 14,418 | $772.7K | 0.01% | −100−0.7% | Reduced |
| LPL Financial LLC | 14,439 | $773.8K | 0.00% | −2,790−16.2% | Reduced |
| Louisiana State Employees Retirement System | 15,100 | $809.2K | 0.02% | −100−0.7% | Reduced |
| Empowered Funds, LLC | 15,117 | $810.1K | 0.05% | +15,117 | New |
| Oak Associates, Ltd | 15,293 | $819.6K | 0.07% | −11,000−41.8% | Reduced |
| Wells Fargo & Company | 15,597 | $835.8K | 0.00% | +10,017+179.5% | Added |
| SG Americas Securities, LLC | 15,829 | $848.0K | 0.01% | −30.0% | Reduced |
| Oregon Public Employees Retirement Fund | 16,749 | $897.6K | 0.01% | +106+0.6% | Added |
| Arizona State Retirement System | 17,065 | $914.5K | 0.01% | +497+3.0% | Added |
| Royal Bank of Canada | 17,220 | $923.0K | 0.00% | −8,343−32.6% | Reduced |
| Truist Financial Corp | 17,476 | $936.5K | 0.00% | +4,403+33.7% | Added |
| State Board of Administration of Florida Retirement System | 18,233 | $977.1K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 18,600 | $996.8K | 0.16% | +18,600 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 18,870 | $1.01M | 0.01% | +18,870 | New |
| Ameritas Investment Partners, Inc. | 19,201 | $1.03M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 19,710 | $1.06M | 0.00% | +1,550+8.5% | Added |
| Alpha DNA Investment Management LLC | 19,812 | $1.06M | 0.54% | +4,001+25.3% | Added |
| Teacher Retirement System of Texas | 20,636 | $1.11M | 0.01% | −3,100−13.1% | Reduced |
| Putnam Investments LLC | 20,654 | $1.11M | 0.00% | −872−4.1% | Reduced |
| Millrace Asset Group, Inc. | 21,071 | $1.13M | 1.32% | +1,080+5.4% | Added |
| STRS Ohio | 21,600 | $1.16M | 0.01% | +2,700+14.3% | Added |
| Balyasny Asset Management LLC | 21,818 | $1.17M | 0.00% | +21,818 | New |
| TownSquare Capital, LLC | 22,554 | $1.21M | 0.03% | +12,802+131.3% | Added |
| Algert Global LLC | 25,195 | $1.35M | 0.06% | −30,897−55.1% | Reduced |
| Janus Henderson Group PLC | 25,500 | $1.37M | 0.00% | +5,794+29.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,643 | $1.37M | 0.01% | +31+0.1% | Added |
| Navellier & Associates Inc | 25,840 | $1.38M | 0.29% | −1,412−5.2% | Reduced |
| Los Angeles Capital Management LLC | 26,046 | $1.40M | 0.01% | −32,568−55.6% | Reduced |
| Quantbot Technologies LP | 27,625 | $1.48M | 0.10% | +27,625 | New |
| Quadrature Capital Ltd | 28,149 | $1.51M | 0.04% | +28,149 | New |
| Price T Rowe Associates Inc | 28,500 | $1.53M | 0.00% | +891+3.2% | Added |
| Jane Street Group, LLC | 29,355 | $1.57M | 0.00% | +12,908+78.5% | Added |
| Yousif Capital Management, LLC | 29,380 | $1.57M | 0.02% | −230−0.8% | Reduced |
| Thompson Investment Management, Inc. | 31,725 | $1.70M | 0.29% | +19,125+151.8% | Added |
| UBS Group AG | 32,145 | $1.72M | 0.00% | +10,004+45.2% | Added |
| Mount Capital Ltd | 34,980 | $1.88M | 0.74% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 35,156 | $1.88M | 0.00% | +5,646+19.1% | Added |
| Barclays PLC | 37,432 | $2.01M | 0.00% | +17,070+83.8% | Added |
| State of Tennessee, Treasury Department | 37,549 | $2.01M | 0.01% | −2,451−6.1% | Reduced |
| Amalgamated Bank | 37,729 | $2.02M | 0.02% | −2,188−5.5% | Reduced |
| Qube Research & Technologies Ltd | 38,120 | $2.04M | 0.01% | +38,120 | New |
| Man Group plc | – | $2.06M | 0.01% | – | New |
| Verition Fund Management LLC | 42,097 | $2.26M | 0.04% | +38,729+1,149.9% | Added |
| Jefferies Financial Group Inc. | 42,668 | $2.29M | 0.05% | +42,668 | New |
| Chartwell Investment Partners, LLC | 43,029 | $2.31M | 0.09% | +11,763+37.6% | Added |
| Canada Pension Plan Investment Board | 43,300 | $2.32M | 0.00% | +43,300 | New |
| State of New Jersey Common Pension Fund D | 45,333 | $2.43M | 0.01% | +9,432+26.3% | Added |
| Great West Life Assurance Co | 46,457 | $2.49M | 0.01% | +8,385+22.0% | Added |
| Moody Aldrich Partners LLC | 47,165 | $2.53M | 0.51% | −2,824−5.6% | Reduced |
| Boothbay Fund Management, LLC | 48,947 | $2.62M | 0.07% | +22,899+87.9% | Added |
| ExodusPoint Capital Management, LP | 49,132 | $2.63M | 0.03% | +49,132 | New |
| First Trust Advisors LP | 49,510 | $2.65M | 0.00% | −19,779−28.5% | Reduced |
| New York State Common Retirement Fund | 50,935 | $2.73M | 0.00% | −101,686−66.6% | Reduced |
| Texas Permanent School Fund | 51,058 | $2.74M | 0.03% | +12,782+33.4% | Added |
| Credit Suisse AG | 51,290 | $2.75M | 0.00% | −224−0.4% | Reduced |
| FMR LLC | 53,516 | $2.87M | 0.00% | −32,581−37.8% | Reduced |
| Prudential Financial Inc | 55,902 | $3.00M | 0.00% | −216,856−79.5% | Reduced |
| UBS Asset Management Americas Inc | 56,065 | $3.00M | 0.00% | +6,019+12.0% | Added |
| Capital Fund Management S.A. | 59,756 | $3.20M | 0.06% | +22,042+58.4% | Added |
| Oberweis Asset Management Inc | 61,100 | $3.27M | 0.51% | +23,200+61.2% | Added |
| Voloridge Investment Management, LLC | 61,822 | $3.31M | 0.02% | +61,822 | New |
| MetLife Investment Management | 63,738 | $3.42M | 0.02% | −937−1.4% | Reduced |
| Jetstream Capital LLC | 64,000 | $3.43M | 8.21% | +44,000+220.0% | Added |
| Victory Capital Management Inc | 64,244 | $3.44M | 0.00% | +51,606+408.3% | Added |
| New York State Teachers Retirement System | 64,707 | $3.47M | 0.01% | +6,695+11.5% | Added |
| Manufacturers Life Insurance Company, The | 65,401 | $3.50M | 0.00% | −1,781−2.7% | Reduced |
| Roubaix Capital, LLC | 66,023 | $3.54M | 2.70% | +34,790+111.4% | Added |
| Occudo Quantitative Strategies LP | 68,646 | $3.68M | 0.33% | +56,679+473.6% | Added |
| Discovery Capital Management, LLC | 69,467 | $3.72M | 0.50% | +46,367+200.7% | Added |
| Voya Investment Management LLC | 69,620 | $3.73M | 0.00% | +2,720+4.1% | Added |
| Jump Financial, LLC | 72,290 | $3.87M | 0.16% | +36,214+100.4% | Added |
| California State Teachers Retirement System | 73,135 | $3.92M | 0.01% | −907−1.2% | Reduced |
| Retirement Systems of Alabama | 74,391 | $3.99M | 0.02% | −649−0.9% | Reduced |
| Penserra Capital Management LLC | 75,361 | $4.04M | 0.08% | −4,542−5.7% | Reduced |
| AQR Capital Management LLC | 80,732 | $4.24M | 0.01% | +42,588+111.7% | Added |
| Congress Wealth Management LLC | 85,055 | $4.56M | 0.11% | +85,055 | New |
| Legal & General Group Plc | 88,854 | $4.76M | 0.00% | +4,177+4.9% | Added |
| Engineers Gate Manager LP | 89,659 | $4.80M | 0.20% | +75,399+528.7% | Added |
| Mutual of America Capital Management LLC | 93,066 | $4.99M | 0.06% | +11,083+13.5% | Added |
| G2 Investment Partners Management LLC | 96,000 | $5.14M | 1.48% | −158,202−62.2% | Reduced |
| Silvercrest Asset Management Group LLC | 96,160 | $5.15M | 0.04% | +18,485+23.8% | Added |
| Voce Capital Management LLC | 102,895 | $5.51M | 8.25% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 105,408 | $5.65M | 0.01% | +91,487+657.2% | Added |