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, Q2 2023
Institutional positions in Calix, Inc as of Jun 30, 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
- 267
- −4 vs. Q1 2023
- Shares held
- 54.4M
- +301.4K (+0.6%) vs. Q1 2023
- Total value
- $2.71B
- −$184.5M (−6.4%) vs. Q1 2023
- New holders
- 35
- 114 more added
- Sold out
- 39
- 88 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $50 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 7 | $349 | 0.00% | +7 | New |
| Allworth Financial LP | 7 | $350 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 8 | $399 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $499 | 0.00% | −38−79.2% | Reduced |
| Larson Financial Group LLC | 10 | $499 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $749 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.10K | 0.00% | −1−4.3% | Reduced |
| Massmutual Trust Co FSB | 23 | $1.15K | 0.00% | −7−23.3% | Reduced |
| Bell Investment Advisors, Inc | 25 | $1.25K | 0.00% | −1−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $1.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $1.60K | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 42 | $2.00K | 0.00% | +16+61.5% | Added |
| Hillsdale Investment Management Inc. | 50 | $2.50K | 0.00% | −10,950−99.5% | Reduced |
| Lindbrook Capital, LLC | 59 | $2.94K | 0.00% | +3+5.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 54 | $3.00K | 0.00% | +20+58.8% | Added |
| Versant Capital Management, Inc | 64 | $3.19K | 0.00% | +64 | New |
| Parallel Advisors, LLC | 80 | $3.99K | 0.00% | −6−7.0% | Reduced |
| Whittier Trust Co | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 111 | $5.54K | 0.00% | +15+15.6% | Added |
| Byrne Asset Management LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 175 | $8.73K | 0.00% | −48−21.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 181 | $9.00K | 0.00% | −620−77.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 255 | $12.7K | 0.02% | +50+24.4% | Added |
| Bessemer Group Inc | 265 | $13.0K | 0.00% | +265 | New |
| GPS Wealth Strategies Group, LLC | 275 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 373 | $18.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 377 | $18.8K | 0.00% | −372−49.7% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,955 | $21.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 493 | $24.6K | 0.00% | +328+198.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 589 | $29.4K | 0.02% | −385−39.5% | Reduced |
| Ronald Blue Trust, Inc. | 757 | $41.0K | 0.00% | +297+64.6% | Added |
| Hexagon Capital Partners LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,061 | $53.6K | 0.02% | +1,061 | New |
| Signaturefd, LLC | 1,102 | $55.0K | 0.00% | −181−14.1% | Reduced |
| Assetmark, Inc | 1,196 | $59.7K | 0.00% | +373+45.3% | Added |
| Covestor Ltd | 1,252 | $62.0K | 0.05% | +1,118+834.3% | Added |
| SJS Investment Consulting Inc. | 1,476 | $73.7K | 0.02% | +1+0.1% | Added |
| FMR LLC | 1,724 | $86.0K | 0.00% | −51,792−96.8% | Reduced |
| Quadrant Capital Group LLC | 1,841 | $91.9K | 0.01% | −36−1.9% | Reduced |
| Trifecta Capital Advisors, LLC | 2,991 | $149.3K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,223 | $160.9K | 0.01% | +149+4.8% | Added |
| Tower Research Capital LLC (TRC) | 3,750 | $187.2K | 0.01% | +1,671+80.4% | Added |
| Truvestments Capital LLC | 3,910 | $195.1K | 0.10% | +861+28.2% | Added |
| Crossmark Global Holdings, Inc. | 4,545 | $201.0K | 0.00% | −221−4.6% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $205.0K | 0.01% | +2,300+127.8% | Added |
| Nisa Investment Advisors, LLC | 4,183 | $208.8K | 0.00% | +13+0.3% | Added |
| Quadrature Capital Ltd | 4,299 | $214.4K | 0.00% | −23,850−84.7% | Reduced |
| Zacks Investment Management | 4,349 | $217.0K | 0.00% | −1,494−25.6% | Reduced |
| Cipher Capital LP | 4,412 | $220.2K | 0.04% | +4,412 | New |
| Creative Planning | 4,650 | $232.1K | 0.00% | +445+10.6% | Added |
| Gsa Capital Partners LLP | 4,924 | $246.0K | 0.02% | +4,924 | New |
| Bank of Montreal | 4,830 | $246.1K | 0.00% | −3,506−42.1% | Reduced |
| Alliance Wealth Advisors, LLC | 5,057 | $252.4K | 0.09% | +5,057 | New |
| Securian Asset Management, Inc | 5,083 | $253.7K | 0.01% | −100−1.9% | Reduced |
| Portside Wealth Group, LLC | 5,147 | $256.9K | 0.05% | +5,147 | New |
| Hancock Whitney Corp | 5,201 | $260.0K | 0.01% | −2,229−30.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,200 | $260.0K | 0.00% | +5,200 | New |
| Vident Investment Advisory, LLC | 5,310 | $265.0K | 0.01% | +1,059+24.9% | Added |
| Ieq Capital, LLC | 5,487 | $273.9K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 5,842 | $291.6K | 0.24% | −145−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,986 | $299.0K | 0.00% | −40−0.7% | Reduced |
| Wolverine Trading, LLC | 5,959 | $300.9K | 0.00% | +5,959 | New |
| Walleye Trading LLC | 6,149 | $306.9K | 0.02% | +6,149 | New |
| Glenmede Trust Co NA | 5,786 | $310.1K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,280 | $313.4K | 0.04% | +1,198+23.6% | Added |
| Guggenheim Capital LLC | 6,380 | $318.4K | 0.00% | −1,328−17.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,554 | $327.1K | 0.00% | +5,453+495.3% | Added |
| Pictet Asset Management SA | 7,097 | $354.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,145 | $356.0K | 0.00% | −710−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,372 | $367.9K | 0.00% | −181−2.4% | Reduced |
| LVW Advisors, LLC | 7,800 | $389.3K | 0.08% | −1,552−16.6% | Reduced |
| Los Angeles Capital Management LLC | 7,910 | $394.8K | 0.00% | −18,136−69.6% | Reduced |
| US Bancorp | 8,012 | $399.9K | 0.00% | −776−8.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,357 | $417.1K | 0.04% | −1,220−12.7% | Reduced |
| Xponance, Inc. | 8,481 | $423.3K | 0.01% | −413−4.6% | Reduced |
| Diversified Trust Co | 8,511 | $424.8K | 0.02% | +8,511 | New |
| Federated Hermes, Inc. | 8,708 | $434.6K | 0.00% | −81−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 8,723 | $435.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 8,873 | $442.9K | 0.00% | −40,637−82.1% | Reduced |
| Cresset Asset Management, LLC | 8,996 | $449.0K | 0.00% | +8,996 | New |
| Lazard Asset Management LLC | 9,079 | $452.0K | 0.00% | +7,756+586.2% | Added |
| Virginia Retirement Systems Et Al | 9,200 | $459.2K | 0.00% | +500+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 10,008 | $499.0K | 0.00% | +935+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,360 | $517.1K | 0.00% | +710+7.4% | Added |
| LPL Financial LLC | 10,443 | $521.2K | 0.00% | −3,996−27.7% | Reduced |
| SG Americas Securities, LLC | 10,577 | $528.0K | 0.00% | −5,252−33.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,889 | $543.5K | 0.00% | −1,412−11.5% | Reduced |
| ProShare Advisors LLC | 11,041 | $551.1K | 0.00% | +885+8.7% | Added |
| Harbor Capital Advisors, Inc. | 11,135 | $555.7K | 0.11% | +11,135 | New |
| Capstone Investment Advisors, LLC | 11,368 | $567.4K | 0.02% | +11,368 | New |
| New Mexico Educational Retirement Board | 11,600 | $579.0K | 0.03% | +1,300+12.6% | Added |
| Ergoteles LLC | 11,961 | $597.0K | 0.03% | +3,030+33.9% | Added |
| Mach-1 Financial Group, Inc. | 11,991 | $598.5K | 0.24% | +11,991 | New |