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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.

Institutional holdersQ2 2023: 267 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ2 2023: $2.71B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2023.

Institutions holding CALX in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 Investments LLC12,004$599.1K0.05%+12,004New
Pacer Advisors, Inc.12,144$606.1K0.00%+4,146+51.8%Added
AE Wealth Management LLC12,418$619.8K0.00%+1,578+14.6%Added
Simplex Trading, LLC12,426$620.0K0.03%+12,426New
STRS Ohio12,800$638.0K0.00%−8,800−40.7%Reduced
Northwestern Mutual Investment Management Company, LLC12,808$639.2K0.02%+177+1.4%Added
Trellus Management Company, LLC12,935$645.6K0.99%+12,935New
Baillie Gifford & Co13,019$649.8K0.00%+2,527+24.1%Added
Handelsbanken Fonder AB13,200$659.0K0.00%+1,500+12.8%Added
State of Michigan Retirement System14,218$709.6K0.00%−200−1.4%Reduced
Arrowstreet Capital, Limited Partnership15,050$751.0K0.00%+15,050New
Oak Associates, Ltd15,293$763.3K0.06%00.0%Unchanged
Bayesian Capital Management, LP15,342$765.7K0.08%+6,271+69.1%Added
Woodline Partners LP15,889$793.0K0.01%+2,564+19.2%Added
Arizona State Retirement System16,741$835.5K0.01%−324−1.9%Reduced
State Board of Administration of Florida Retirement System16,753$836.1K0.00%−1,480−8.1%Reduced
Louisiana State Employees Retirement System16,800$838.5K0.02%+1,700+11.3%Added
Oregon Public Employees Retirement Fund16,856$841.3K0.01%+107+0.6%Added
Alpha DNA Investment Management LLC16,967$846.8K0.48%−2,845−14.4%Reduced
Teacher Retirement System of Texas17,997$898.0K0.01%−2,639−12.8%Reduced
Hussman Strategic Advisors, Inc.18,600$928.3K0.17%00.0%Unchanged
Ameritas Investment Partners, Inc.19,473$971.9K0.04%+272+1.4%Added
Ensign Peak Advisors, Inc19,710$983.7K0.00%00.0%Unchanged
Truist Financial Corp20,080$1.00M0.00%+2,604+14.9%Added
Fox Run Management, L.L.C.20,152$1.01M0.28%+8,861+78.5%Added
Jackson Creek Investment Advisors LLC20,261$1.01M0.40%+20,261New
Dynamic Technology Lab Private Ltd21,180$1.06M0.13%+21,180New
Boothbay Fund Management, LLC21,575$1.08M0.04%−27,372−55.9%Reduced
Jefferies Financial Group Inc.21,750$1.09M0.02%−20,918−49.0%Reduced
Edgestream Partners, L.P.22,181$1.11M0.10%+22,181New
Citigroup Inc22,787$1.14M0.00%+15,623+218.1%Added
Chartwell Investment Partners, LLC23,620$1.18M0.04%−19,409−45.1%Reduced
Navellier & Associates Inc23,920$1.19M0.23%−1,920−7.4%Reduced
Canada Pension Plan Investment Board24,900$1.24M0.00%−18,400−42.5%Reduced
Janus Henderson Group PLC25,475$1.27M0.00%−25−0.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,859$1.39M0.01%+2,216+8.6%Added
Yousif Capital Management, LLC28,715$1.43M0.02%−665−2.3%Reduced
Price T Rowe Associates Inc30,075$1.50M0.00%+1,575+5.5%Added
Wells Fargo & Company30,367$1.52M0.00%+14,770+94.7%Added
Royal Bank of Canada30,483$1.52M0.00%+13,263+77.0%Added
Thompson Investment Management, Inc.31,725$1.58M0.26%00.0%Unchanged
Algert Global LLC32,695$1.63M0.07%+7,500+29.8%Added
Empowered Funds, LLC32,896$1.64M0.06%+17,779+117.6%Added
EA Series Trust32,896$1.64M0.06%+32,896New
Voloridge Investment Management, LLC33,172$1.66M0.01%−28,650−46.3%Reduced
ExodusPoint Capital Management, LP33,402$1.67M0.02%−15,730−32.0%Reduced
Quantbot Technologies LP36,219$1.81M0.12%+8,594+31.1%Added
State of Tennessee, Treasury Department37,549$1.87M0.01%00.0%Unchanged
Amalgamated Bank37,828$1.89M0.02%+99+0.3%Added
Envestnet Asset Management Inc38,890$1.94M0.00%+3,734+10.6%Added
TownSquare Capital, LLC40,922$2.04M0.04%+18,368+81.4%Added
Qube Research & Technologies Ltd41,456$2.07M0.01%+3,336+8.8%Added
Great West Life Assurance Co41,825$2.09M0.00%−4,632−10.0%Reduced
Prudential Financial Inc44,175$2.20M0.00%−11,727−21.0%Reduced
Putnam Investments LLC45,285$2.26M0.00%+24,631+119.3%Added
Healthcare of Ontario Pension Plan Trust Fund46,000$2.30M0.01%+46,000New
UBS Group AG46,533$2.32M0.00%+14,388+44.8%Added
Barclays PLC46,627$2.33M0.00%+9,195+24.6%Added
Balyasny Asset Management LLC49,310$2.46M0.01%+27,492+126.0%Added
Connor, Clark & Lunn Investment Management Ltd.49,454$2.47M0.01%+30,584+162.1%Added
Texas Permanent School Fund50,744$2.53M0.02%−314−0.6%Reduced
Occudo Quantitative Strategies LP51,246$2.56M0.27%−17,400−25.3%Reduced
State of New Jersey Common Pension Fund D51,402$2.57M0.01%+6,069+13.4%Added
Verition Fund Management LLC52,062$2.60M0.04%+9,965+23.7%Added
Two Sigma Investments, LP52,559$2.62M0.01%−100,362−65.6%Reduced
Millrace Asset Group, Inc.52,970$2.64M2.77%+31,899+151.4%Added
Susquehanna International Group, LLP53,085$2.65M0.00%−52,677−49.8%Reduced
UBS Asset Management Americas Inc56,065$3.00M0.00%00.0%Unchanged
Credit Suisse AG61,405$3.06M0.00%+10,115+19.7%Added
New York State Teachers Retirement System64,407$3.21M0.01%−300−0.5%Reduced
MetLife Investment Management64,496$3.22M0.02%+758+1.2%Added
New York State Common Retirement Fund64,908$3.24M0.00%+13,973+27.4%Added
Manufacturers Life Insurance Company, The65,039$3.25M0.00%−362−0.6%Reduced
Summit Partners Public Asset Management, LLC66,000$3.29M0.17%+66,000New
Jetstream Capital LLC70,000$3.49M6.79%+6,000+9.4%Added
California State Teachers Retirement System72,076$3.60M0.01%−1,059−1.4%Reduced
Retirement Systems of Alabama74,270$3.71M0.02%−121−0.2%Reduced
Roubaix Capital, LLC77,962$3.89M2.86%+11,939+18.1%Added
Engineers Gate Manager LP78,129$3.90M0.15%−11,530−12.9%Reduced
Victory Capital Management Inc79,447$3.97M0.00%+15,203+23.7%Added
Trexquant Investment LP81,295$4.06M0.11%+81,295New
Jump Financial, LLC83,487$4.17M0.15%+11,197+15.5%Added
Mutual of America Capital Management LLC85,786$4.28M0.05%−7,280−7.8%Reduced
BNP Paribas Arbitrage, SA86,915$4.34M0.01%−18,493−17.5%Reduced
Legal & General Group Plc91,808$4.58M0.00%+2,954+3.3%Added
Capital Fund Management S.A.97,753$4.88M0.08%+37,997+63.6%Added
Discovery Capital Management, LLC99,118$4.95M0.58%+29,651+42.7%Added
Great Lakes Advisors, LLC101,232$5.05M0.05%−55,623−35.5%Reduced
Russell Investments Group, Ltd.101,877$5.08M0.01%−21,514−17.4%Reduced
Panagora Asset Management Inc102,884$5.13M0.03%+102,884New
Voce Capital Management LLC102,895$5.14M8.88%00.0%Unchanged
Jane Street Group, LLC103,782$5.18M0.01%+74,427+253.5%Added
Congress Wealth Management LLC110,461$5.51M0.13%+25,406+29.9%Added
American International Group, Inc.114,817$5.73M0.03%−212−0.2%Reduced
Citadel Advisors LLC118,415$5.91M0.01%−28,751−19.5%Reduced
National Bank of Canada120,020$5.92M0.01%+119,020+11,902.0%Added
Bank of America Corp120,937$6.04M0.00%−46,517−27.8%Reduced
Penserra Capital Management LLC122,803$6.13M0.12%+47,442+63.0%Added
Swiss National Bank129,700$6.47M0.00%+2,600+2.0%Added
AQR Capital Management LLC134,072$6.69M0.01%+53,340+66.1%Added