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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |