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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 105,762 | $5.67M | 0.01% | +99,556+1,604.2% | Added |
| American International Group, Inc. | 115,029 | $6.16M | 0.04% | −257−0.2% | Reduced |
| Russell Investments Group, Ltd. | 123,391 | $6.61M | 0.01% | −122,495−49.8% | Reduced |
| Swiss National Bank | 127,100 | $6.81M | 0.00% | −14,700−10.4% | Reduced |
| State of Wisconsin Investment Board | 131,975 | $7.07M | 0.02% | −10,445−7.3% | Reduced |
| Clear Sky Advisers, LLC | 138,000 | $7.40M | 1.88% | +76,500+124.4% | Added |
| Pier Capital, LLC | 146,105 | $7.83M | 1.19% | +50,737+53.2% | Added |
| Citadel Advisors LLC | 147,166 | $7.89M | 0.01% | −1,287−0.9% | Reduced |
| Two Sigma Investments, LP | 152,921 | $8.20M | 0.02% | +139,621+1,049.8% | Added |
| Great Lakes Advisors, LLC | 156,855 | $8.41M | 0.08% | +156,855 | New |
| Thornburg Investment Management Inc | 157,003 | $8.41M | 0.14% | −20,383−11.5% | Reduced |
| SEI Investments Co | 165,301 | $8.86M | 0.02% | +70,416+74.2% | Added |
| Bank of America Corp | 167,454 | $8.97M | 0.00% | +8,242+5.2% | Added |
| Analog Century Management LP | 177,209 | $9.50M | 2.88% | −7,649−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 183,389 | $9.83M | 0.06% | +11,948+7.0% | Added |
| Picton Mahoney Asset Management | 184,297 | $9.87M | 0.50% | +45,403+32.7% | Added |
| Rhumbline Advisers | 184,778 | $9.90M | 0.01% | −902−0.5% | Reduced |
| Squarepoint Ops LLC | 203,319 | $10.9M | 0.08% | +24,522+13.7% | Added |
| Deutsche Bank AG | 205,727 | $11.0M | 0.01% | +11,319+5.8% | Added |
| Redwood Investments, LLC | 211,423 | $11.3M | 1.45% | −122,089−36.6% | Reduced |
| Divisadero Street Capital Management, LP | 220,000 | $11.8M | 5.16% | +205,000+1,366.7% | Added |
| TD Asset Management Inc | 221,603 | $11.9M | 0.01% | +221,603 | New |
| Polar Asset Management Partners Inc. | 225,079 | $12.1M | 0.21% | +117,600+109.4% | Added |
| Principal Financial Group Inc | 226,030 | $12.1M | 0.01% | −327,281−59.1% | Reduced |
| Cubist Systematic Strategies, LLC | 226,622 | $12.1M | 0.11% | +190,920+534.8% | Added |
| Epoch Investment Partners, Inc. | 228,778 | $12.3M | 0.07% | +228,778 | New |
| Two Sigma Advisers, LP | 230,300 | $12.3M | 0.03% | +86,200+59.8% | Added |
| Nuveen Asset Management, LLC | 234,651 | $12.6M | 0.00% | −56,822−19.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 251,176 | $13.5M | 1.36% | +91,516+57.3% | Added |
| Liontrust Investment Partners LLP | 253,069 | $13.6M | 0.20% | +19,200+8.2% | Added |
| RK Capital Management, LLC | 255,100 | $13.7M | 3.00% | +115,900+83.3% | Added |
| Goldman Sachs Group Inc | 273,341 | $14.6M | 0.00% | −22,717−7.7% | Reduced |
| Royce & Associates LP | 284,588 | $15.3M | 0.15% | +99,230+53.5% | Added |
| Granite Investment Partners, LLC | 295,251 | $15.8M | 0.66% | +76,900+35.2% | Added |
| Morgan Stanley | 311,681 | $16.7M | 0.00% | −418,175−57.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 313,600 | $16.8M | 0.04% | +30,037+10.6% | Added |
| Millennium Management LLC | 371,992 | $19.9M | 0.02% | +185,999+100.0% | Added |
| SG Capital Management LLC | 373,415 | $20.0M | 7.26% | +271,424+266.1% | Added |
| JPMorgan Chase & Co | 380,459 | $20.4M | 0.00% | −390,070−50.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 396,037 | $21.2M | 0.04% | −196,257−33.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 400,000 | $21.4M | 0.52% | +300,090+300.4% | Added |
| Atika Capital Management LLC | 408,500 | $21.9M | 3.41% | −247,673−37.7% | Reduced |
| Congress Asset Management Co | 409,983 | $22.0M | 0.20% | +409,983 | New |
| Ophir Asset Management Pty Ltd | 414,414 | $22.2M | 4.13% | +13,787+3.4% | Added |
| Charles Schwab Investment Management Inc | 431,350 | $23.1M | 0.01% | +919+0.2% | Added |
| Lord, Abbett & Co. LLC | 435,030 | $23.3M | 0.08% | −1,841,697−80.9% | Reduced |
| Macquarie Group Ltd | 435,107 | $23.3M | 0.03% | +88,552+25.6% | Added |
| Driehaus Capital Management LLC | 454,272 | $24.3M | 0.34% | −1,328,603−74.5% | Reduced |
| Marshall Wace, LLP | 476,790 | $25.6M | 0.06% | +50,934+12.0% | Added |
| AXA S.A. | 479,892 | $25.7M | 0.09% | +158,792+49.5% | Added |
| Norges Bank | 516,100 | $27.7M | 0.01% | +17,058+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 570,600 | $30.6M | 0.29% | +18,200+3.3% | Added |
| Kornitzer Capital Management Inc | 656,823 | $35.2M | 0.70% | +4,673+0.7% | Added |
| Thrivent Financial for Lutherans | 760,533 | $40.8M | 0.10% | +297,271+64.2% | Added |
| Loomis Sayles & Co L P | 822,247 | $44.1M | 0.08% | +6,838+0.8% | Added |
| Northern Trust Corp | 839,561 | $45.0M | 0.01% | +24,682+3.0% | Added |
| Renaissance Technologies LLC | 850,653 | $45.6M | 0.06% | +175,218+25.9% | Added |
| Paradigm Capital Management Inc | 920,400 | $49.3M | 3.27% | +85,800+10.3% | Added |
| Assenagon Asset Management S.A. | 981,471 | $52.6M | 0.21% | +114,849+13.3% | Added |
| Geode Capital Management, LLC | 1,072,787 | $57.5M | 0.01% | +43,129+4.2% | Added |
| Wellington Management Group LLP | 1,128,013 | $60.5M | 0.01% | −63,057−5.3% | Reduced |
| Invesco Ltd. | 1,138,508 | $61.0M | 0.02% | −29,350−2.5% | Reduced |
| Ameriprise Financial Inc | 1,148,407 | $61.5M | 0.02% | +388,718+51.2% | Added |
| Neuberger Berman Group LLC | 1,184,298 | $62.3M | 0.06% | +1,071,443+949.4% | Added |
| Hood River Capital Management LLC | 1,314,374 | $70.4M | 2.28% | −139,023−9.6% | Reduced |
| Bank of New York Mellon Corp | 1,407,967 | $75.5M | 0.02% | −193,963−12.1% | Reduced |
| Dimensional Fund Advisors LP | 1,655,088 | $88.7M | 0.03% | −29,733−1.8% | Reduced |
| State Street Corp | 1,910,428 | $102.4M | 0.01% | +67,138+3.6% | Added |
| Alliancebernstein L.P. | 2,153,595 | $115.4M | 0.05% | +251,590+13.2% | Added |
| Gilder Gagnon Howe & Co LLC | 2,160,375 | $115.8M | 1.92% | −4,784−0.2% | Reduced |
| Vanguard Group Inc | 5,739,228 | $307.6M | 0.01% | +97,769+1.7% | Added |
| BlackRock Inc. | 7,886,858 | $422.7M | 0.01% | +110,916+1.4% | Added |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −428,651−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −206,515−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −171,400−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −135,900−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −43,393−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −37,680−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −35,332−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −34,888−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,279−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −18,956−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,794−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −8,393−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,148−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,165−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,276−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |