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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 5,082 | $272.3K | 0.03% | +1,618+46.7% | Added |
| Shay Capital LLC | 5,000 | $267.9K | 0.11% | +5,000 | New |
| Crossmark Global Holdings, Inc. | 4,766 | $256.0K | 0.01% | +90+1.9% | Added |
| Walleye Capital LLC | 4,467 | $239.4K | 0.00% | −16,312−78.5% | Reduced |
| HRT Financial LP | 4,322 | $231.0K | 0.00% | −13,039−75.1% | Reduced |
| Vident Investment Advisory, LLC | 4,251 | $227.8K | 0.01% | +638+17.7% | Added |
| Creative Planning | 4,205 | $225.3K | 0.00% | −1,076−20.4% | Reduced |
| 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 |
| Private Advisor Group, LLC | 3,809 | $204.1K | 0.00% | +3,809 | New |
| SkyOak Wealth, LLC | 3,750 | $201.0K | 0.06% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,174 | $170.1K | 0.01% | +3,174 | New |
| Metropolitan Life Insurance Co | 3,074 | $164.7K | 0.01% | −480−13.5% | Reduced |
| Truvestments Capital LLC | 3,049 | $163.4K | 0.09% | +1,386+83.3% | Added |
| Trifecta Capital Advisors, LLC | 2,991 | $160.3K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,079 | $111.0K | 0.00% | +209+11.2% | Added |
| Quadrant Capital Group LLC | 1,877 | $100.6K | 0.01% | −170−8.3% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $96.0K | 0.01% | +1,600+800.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,514 | $81.1K | 0.00% | +1,514 | New |
| SJS Investment Consulting Inc. | 1,475 | $79.0K | 0.02% | −391−21.0% | Reduced |
| Lazard Asset Management LLC | 1,323 | $70.0K | 0.00% | +1,223+1,223.0% | Added |
| Signaturefd, LLC | 1,283 | $68.8K | 0.00% | −70−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,101 | $59.0K | 0.00% | −247−18.3% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $53.6K | 0.01% | +50+5.3% | Added |
| National Bank of Canada | 1,000 | $53.6K | 0.00% | −8,666−89.7% | Reduced |
| Quarry LP | 974 | $52.2K | 0.03% | +807+483.2% | Added |
| Assetmark, Inc | 823 | $44.1K | 0.00% | +257+45.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 801 | $42.0K | 0.00% | −230−22.3% | Reduced |
| Natixis | 749 | $40.1K | 0.00% | −134−15.2% | Reduced |
| Ronald Blue Trust, Inc. | 460 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $27.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,955 | $21.6K | 0.00% | −2,974−50.2% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 373 | $19.0K | 0.00% | +273+273.0% | Added |
| Ellevest, Inc. | 341 | $18.3K | 0.00% | −244−41.7% | Reduced |
| Altshuler Shaham Ltd | 279 | $15.0K | 0.00% | −503−64.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $14.7K | 0.00% | +275 | New |
| TCI Wealth Advisors, Inc. | 246 | $13.2K | 0.00% | −1−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 225 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 223 | $12.0K | 0.00% | +70+45.8% | Added |
| Macroview Investment Management LLC | 205 | $11.0K | 0.02% | +42+25.8% | Added |
| Advisors Asset Management, Inc. | 165 | $8.84K | 0.00% | +93+129.2% | Added |
| Byrne Asset Management LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 112 | $5.44K | 0.00% | +112 | New |
| Whittier Trust Co | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 96 | $5.14K | 0.00% | −55−36.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 90 | $4.82K | 0.00% | +90 | New |
| Parallel Advisors, LLC | 86 | $4.61K | 0.00% | −84−49.4% | Reduced |
| Lindbrook Capital, LLC | 56 | $3.00K | 0.00% | −111−66.5% | Reduced |
| EverSource Wealth Advisors, LLC | 48 | $2.57K | 0.00% | −191−79.9% | Reduced |
| Farther Finance Advisors, LLC | 38 | $2.04K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 34 | $2.00K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 30 | $1.61K | 0.00% | +7+30.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.39K | 0.00% | −7−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $1.23K | 0.00% | −13−36.1% | Reduced |
| Headlands Technologies LLC | 23 | $1.23K | 0.00% | +23 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $1.13K | 0.00% | +21 | New |
| Belpointe Asset Management LLC | 20 | $1.07K | 0.00% | −55−73.3% | 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 |
| Schubert & Co | 16 | $858 | 0.00% | −7−30.4% | Reduced |
| NewSquare Capital LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $643 | 0.00% | +7+140.0% | Added |
| Larson Financial Group LLC | 10 | $536 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 8 | $429 | 0.00% | −1−11.1% | Reduced |
| 25 LLC | 10 | $427 | 0.00% | +10 | New |
| Advisory Services Network, LLC | 3 | $161 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $54 | 0.00% | −1−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |