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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 51,290 | $2.75M | 0.00% | −224−0.4% | Reduced |
| Texas Permanent School Fund | 51,058 | $2.74M | 0.03% | +12,782+33.4% | Added |
| New York State Common Retirement Fund | 50,935 | $2.73M | 0.00% | −101,686−66.6% | Reduced |
| First Trust Advisors LP | 49,510 | $2.65M | 0.00% | −19,779−28.5% | Reduced |
| ExodusPoint Capital Management, LP | 49,132 | $2.63M | 0.03% | +49,132 | New |
| Boothbay Fund Management, LLC | 48,947 | $2.62M | 0.07% | +22,899+87.9% | Added |
| Moody Aldrich Partners LLC | 47,165 | $2.53M | 0.51% | −2,824−5.6% | Reduced |
| Great West Life Assurance Co | 46,457 | $2.49M | 0.01% | +8,385+22.0% | Added |
| State of New Jersey Common Pension Fund D | 45,333 | $2.43M | 0.01% | +9,432+26.3% | Added |
| Canada Pension Plan Investment Board | 43,300 | $2.32M | 0.00% | +43,300 | New |
| Chartwell Investment Partners, LLC | 43,029 | $2.31M | 0.09% | +11,763+37.6% | Added |
| Jefferies Financial Group Inc. | 42,668 | $2.29M | 0.05% | +42,668 | New |
| Verition Fund Management LLC | 42,097 | $2.26M | 0.04% | +38,729+1,149.9% | Added |
| Man Group plc | – | $2.06M | 0.01% | – | New |
| Qube Research & Technologies Ltd | 38,120 | $2.04M | 0.01% | +38,120 | New |
| Amalgamated Bank | 37,729 | $2.02M | 0.02% | −2,188−5.5% | Reduced |
| State of Tennessee, Treasury Department | 37,549 | $2.01M | 0.01% | −2,451−6.1% | Reduced |
| Barclays PLC | 37,432 | $2.01M | 0.00% | +17,070+83.8% | Added |
| Envestnet Asset Management Inc | 35,156 | $1.88M | 0.00% | +5,646+19.1% | Added |
| Mount Capital Ltd | 34,980 | $1.88M | 0.74% | 00.0% | Unchanged |
| UBS Group AG | 32,145 | $1.72M | 0.00% | +10,004+45.2% | Added |
| Thompson Investment Management, Inc. | 31,725 | $1.70M | 0.29% | +19,125+151.8% | Added |
| Yousif Capital Management, LLC | 29,380 | $1.57M | 0.02% | −230−0.8% | Reduced |
| Jane Street Group, LLC | 29,355 | $1.57M | 0.00% | +12,908+78.5% | Added |
| Price T Rowe Associates Inc | 28,500 | $1.53M | 0.00% | +891+3.2% | Added |
| Quadrature Capital Ltd | 28,149 | $1.51M | 0.04% | +28,149 | New |
| Quantbot Technologies LP | 27,625 | $1.48M | 0.10% | +27,625 | New |
| Los Angeles Capital Management LLC | 26,046 | $1.40M | 0.01% | −32,568−55.6% | Reduced |
| Navellier & Associates Inc | 25,840 | $1.38M | 0.29% | −1,412−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,643 | $1.37M | 0.01% | +31+0.1% | Added |
| Janus Henderson Group PLC | 25,500 | $1.37M | 0.00% | +5,794+29.4% | Added |
| Algert Global LLC | 25,195 | $1.35M | 0.06% | −30,897−55.1% | Reduced |
| TownSquare Capital, LLC | 22,554 | $1.21M | 0.03% | +12,802+131.3% | Added |
| Balyasny Asset Management LLC | 21,818 | $1.17M | 0.00% | +21,818 | New |
| STRS Ohio | 21,600 | $1.16M | 0.01% | +2,700+14.3% | Added |
| Millrace Asset Group, Inc. | 21,071 | $1.13M | 1.32% | +1,080+5.4% | Added |
| Putnam Investments LLC | 20,654 | $1.11M | 0.00% | −872−4.1% | Reduced |
| Teacher Retirement System of Texas | 20,636 | $1.11M | 0.01% | −3,100−13.1% | Reduced |
| Alpha DNA Investment Management LLC | 19,812 | $1.06M | 0.54% | +4,001+25.3% | Added |
| Ensign Peak Advisors, Inc | 19,710 | $1.06M | 0.00% | +1,550+8.5% | Added |
| Ameritas Investment Partners, Inc. | 19,201 | $1.03M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 18,870 | $1.01M | 0.01% | +18,870 | New |
| Hussman Strategic Advisors, Inc. | 18,600 | $996.8K | 0.16% | +18,600 | New |
| State Board of Administration of Florida Retirement System | 18,233 | $977.1K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 17,476 | $936.5K | 0.00% | +4,403+33.7% | Added |
| Royal Bank of Canada | 17,220 | $923.0K | 0.00% | −8,343−32.6% | Reduced |
| Arizona State Retirement System | 17,065 | $914.5K | 0.01% | +497+3.0% | Added |
| Oregon Public Employees Retirement Fund | 16,749 | $897.6K | 0.01% | +106+0.6% | Added |
| SG Americas Securities, LLC | 15,829 | $848.0K | 0.01% | −30.0% | Reduced |
| Wells Fargo & Company | 15,597 | $835.8K | 0.00% | +10,017+179.5% | Added |
| Oak Associates, Ltd | 15,293 | $819.6K | 0.07% | −11,000−41.8% | Reduced |
| Empowered Funds, LLC | 15,117 | $810.1K | 0.05% | +15,117 | New |
| Louisiana State Employees Retirement System | 15,100 | $809.2K | 0.02% | −100−0.7% | Reduced |
| LPL Financial LLC | 14,439 | $773.8K | 0.00% | −2,790−16.2% | Reduced |
| State of Michigan Retirement System | 14,418 | $772.7K | 0.01% | −100−0.7% | Reduced |
| Juncture Wealth Strategies, LLC | 14,009 | $750.7K | 0.37% | +14,009 | New |
| Woodline Partners LP | 13,325 | $714.1K | 0.01% | +5,722+75.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,631 | $676.9K | 0.02% | +7,363+139.8% | Added |
| Calamos Advisors LLC | 12,485 | $669.1K | 0.00% | −81,998−86.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,301 | $659.2K | 0.00% | −500−3.9% | Reduced |
| Atom Investors LP | 12,035 | $645.0K | 0.35% | +12,035 | New |
| Handelsbanken Fonder AB | 11,700 | $627.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,291 | $605.1K | 0.20% | +11,291 | New |
| Hillsdale Investment Management Inc. | 11,000 | $589.5K | 0.05% | −1,000−8.3% | Reduced |
| AE Wealth Management LLC | 10,840 | $580.9K | 0.00% | +2,166+25.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,505 | $563.0K | 0.10% | +10,505 | New |
| Baillie Gifford & Co | 10,492 | $562.3K | 0.00% | −134−1.3% | Reduced |
| New Mexico Educational Retirement Board | 10,300 | $552.0K | 0.03% | +1,600+18.4% | Added |
| ProShare Advisors LLC | 10,156 | $544.3K | 0.00% | −751−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,650 | $517.1K | 0.00% | +1,016+11.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,577 | $513.2K | 0.06% | +9,577 | New |
| Mesirow Institutional Investment Management, Inc. | 9,550 | $511.8K | 0.06% | +3,450+56.6% | Added |
| LVW Advisors, LLC | 9,352 | $501.2K | 0.10% | +30+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,073 | $487.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,071 | $486.1K | 0.06% | +9,071 | New |
| Magnetar Financial LLC | 8,999 | $482.3K | 0.01% | +8,999 | New |
| Ergoteles LLC | 8,931 | $478.6K | 0.02% | +8,931 | New |
| Xponance, Inc. | 8,894 | $476.6K | 0.01% | +64+0.7% | Added |
| Federated Hermes, Inc. | 8,789 | $471.0K | 0.00% | −33−0.4% | Reduced |
| US Bancorp | 8,788 | $470.9K | 0.00% | −1,008−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,723 | $467.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,700 | $466.2K | 0.00% | +8,700 | New |
| Bank of Montreal | 8,336 | $447.7K | 0.00% | +701+9.2% | Added |
| Van Eck Associates Corp | 8,200 | $439.0K | 0.00% | +6,062+283.5% | Added |
| Point72 Middle East FZE | 8,049 | $431.3K | 0.02% | +8,049 | New |
| Pacer Advisors, Inc. | 7,998 | $428.6K | 0.00% | −2,954−27.0% | Reduced |
| State of Alaska, Department of Revenue | 7,855 | $420.0K | 0.00% | −110−1.4% | Reduced |
| Guggenheim Capital LLC | 7,708 | $413.1K | 0.00% | −2,719−26.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,553 | $404.7K | 0.00% | +443+6.2% | Added |
| Hancock Whitney Corp | 7,430 | $398.0K | 0.02% | −936−11.2% | Reduced |
| Citigroup Inc | 7,164 | $383.9K | 0.00% | −1,733−19.5% | Reduced |
| Pictet Asset Management SA | 7,097 | $380.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,026 | $322.0K | 0.00% | +602+11.1% | Added |
| KLR Investment Advisors, LLC | 5,987 | $320.8K | 0.28% | +5,987 | New |
| Zacks Investment Management | 5,843 | $313.1K | 0.00% | +5,843 | New |
| Glenmede Trust Co NA | 5,786 | $310.1K | 0.00% | −563−8.9% | Reduced |
| Ieq Capital, LLC | 5,487 | $294.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,393 | $289.0K | 0.00% | +204+3.9% | Added |
| Westwood Holdings Group Inc. | 5,225 | $280.0K | 0.00% | +5,225 | New |
| Securian Asset Management, Inc | 5,183 | $277.8K | 0.01% | 00.0% | Unchanged |