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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
State of Wisconsin Investment Board139,268$6.95M0.02%+7,293+5.5%Added
Thornburg Investment Management Inc145,388$7.26M0.12%−11,615−7.4%Reduced
Invesco Ltd.157,648$7.87M0.00%−980,860−86.2%Reduced
Man Group plc174,693$8.72M0.03%––
Cinctive Capital Management LP179,758$8.97M0.35%+179,758New
Rhumbline Advisers185,307$9.25M0.01%+529+0.3%Added
SEI Investments Co194,444$9.70M0.02%+29,143+17.6%Added
Intrinsic Edge Capital Management LLC200,000$9.98M0.78%−51,176−20.4%Reduced
Pier Capital, LLC200,425$10.0M1.44%+54,320+37.2%Added
Picton Mahoney Asset Management200,820$10.0M0.49%+16,523+9.0%Added
Cubist Systematic Strategies, LLC201,081$10.0M0.11%−25,541−11.3%Reduced
Alyeska Investment Group, L.P.213,782$10.7M0.08%+213,782New
Squarepoint Ops LLC215,253$10.7M0.06%+11,934+5.9%Added
Millennium Management LLC217,357$10.8M0.01%−154,635−41.6%Reduced
Principal Financial Group Inc219,079$10.9M0.01%−6,951−3.1%Reduced
Goldman Sachs Group Inc221,028$11.0M0.00%−52,313−19.1%Reduced
G2 Investment Partners Management LLC235,424$11.8M2.88%+139,424+145.2%Added
Deutsche Bank AG239,355$11.9M0.01%+33,628+16.3%Added
Liontrust Investment Partners LLP241,769$12.1M0.17%−11,300−4.5%Reduced
Two Sigma Advisers, LP244,400$12.2M0.03%+14,100+6.1%Added
Redwood Investments, LLC249,196$12.4M1.52%+37,773+17.9%Added
Atika Capital Management LLC252,900$12.6M1.59%−155,600−38.1%Reduced
Mesirow Institutional Investment Management, Inc.257,230$12.8M1.32%+247,680+2,593.5%Added
Morgan Stanley261,252$13.0M0.00%−50,429−16.2%Reduced
TD Asset Management Inc261,260$13.0M0.01%+39,657+17.9%Added
Epoch Investment Partners, Inc.269,709$13.5M0.08%+40,931+17.9%Added
Voya Investment Management LLC270,441$13.5M0.01%+200,821+288.5%Added
Neuberger Berman Group LLC281,119$14.0M0.01%−903,179−76.3%Reduced
RK Capital Management, LLC287,500$14.3M3.08%+32,400+12.7%Added
Nuveen Asset Management, LLC292,340$14.6M0.01%+57,689+24.6%Added
Granite Investment Partners, LLC292,788$14.6M0.58%−2,463−0.8%Reduced
Royce & Associates LP293,528$14.6M0.14%+8,940+3.1%Added
Analog Century Management LP332,509$16.6M4.61%+155,300+87.6%Added
Mirae Asset Global Investments Co., Ltd.339,404$16.9M0.04%+25,804+8.2%Added
Ophir Asset Management Pty Ltd390,132$19.5M4.06%−24,282−5.9%Reduced
JPMorgan Chase & Co415,108$20.7M0.00%+34,649+9.1%Added
Charles Schwab Investment Management Inc440,990$22.0M0.01%+9,640+2.2%Added
Polar Asset Management Partners Inc.478,179$23.9M0.47%+253,100+112.4%Added
AXA S.A.489,850$24.4M0.08%+9,958+2.1%Added
Lord, Abbett & Co. LLC495,170$24.7M0.09%+60,140+13.8%Added
Artisan Partners Limited Partnership520,172$26.0M0.04%+520,172New
Marshall Wace, LLP524,466$26.2M0.06%+47,676+10.0%Added
Westfield Capital Management Co LP531,402$26.5M0.17%+531,402New
Allspring Global Investments Holdings, LLC531,434$26.5M0.04%+135,397+34.2%Added
Congress Asset Management Co544,751$27.2M0.24%+134,768+32.9%Added
Norges Bank545,064$27.2M0.01%+28,964+5.6%Added
Weiss Multi-Strategy Advisers LLC583,527$29.1M0.63%+183,527+45.9%Added
Macquarie Group Ltd603,379$30.1M0.03%+168,272+38.7%Added
Renaissance Technologies LLC624,753$31.2M0.04%−225,900−26.6%Reduced
Kornitzer Capital Management Inc656,823$32.8M0.64%00.0%Unchanged
Schonfeld Strategic Advisors LLC713,200$35.6M0.31%+142,600+25.0%Added
Driehaus Capital Management LLC784,747$39.2M0.49%+330,475+72.7%Added
Loomis Sayles & Co L P814,716$40.7M0.07%−7,531−0.9%Reduced
Northern Trust Corp851,074$42.5M0.01%+11,513+1.4%Added
Paradigm Capital Management Inc914,100$45.6M2.61%−6,300−0.7%Reduced
Assenagon Asset Management S.A.951,273$47.5M0.19%−30,198−3.1%Reduced
Geode Capital Management, LLC1,136,887$56.7M0.01%+64,100+6.0%Added
Thrivent Financial for Lutherans1,232,452$61.5M0.14%+471,919+62.1%Added
Ameriprise Financial Inc1,239,948$61.9M0.02%+91,541+8.0%Added
Wellington Management Group LLP1,275,422$63.7M0.01%+147,409+13.1%Added
Bank of New York Mellon Corp1,347,966$67.3M0.01%−60,001−4.3%Reduced
Dimensional Fund Advisors LP1,644,692$82.1M0.03%−10,396−0.6%Reduced
Gilder Gagnon Howe & Co LLC1,834,294$91.5M1.25%−326,081−15.1%Reduced
Alliancebernstein L.P.1,874,552$93.6M0.04%−279,043−13.0%Reduced
State Street Corp1,928,673$96.3M0.01%+18,245+1.0%Added
Vanguard Group Inc6,066,569$302.8M0.01%+327,341+5.7%Added
BlackRock Inc.8,082,716$403.4M0.01%+195,858+2.5%Added
Hood River Capital Management LLC0$00.00%−1,314,374−100.0%Sold out
SG Capital Management LLC0$00.00%−373,415−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−220,000−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−183,389−100.0%Sold out
Clear Sky Advisers, LLC0$00.00%−138,000−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−96,160−100.0%Sold out
Oberweis Asset Management Inc0$00.00%−61,100−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−47,165−100.0%Sold out
Mount Capital Ltd0$00.00%−34,980−100.0%Sold out
Juncture Wealth Strategies, LLC0$00.00%−14,009−100.0%Sold out
Calamos Advisors LLC0$00.00%−12,485−100.0%Sold out
Atom Investors LP0$00.00%−12,035−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−10,505−100.0%Sold out
Magnetar Financial LLC0$00.00%−8,999−100.0%Sold out
Van Eck Associates Corp0$00.00%−8,200−100.0%Sold out
Point72 Middle East FZE0$00.00%−8,049−100.0%Sold out
Mackenzie Financial Corp0$00.00%−5,393−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−5,225−100.0%Sold out
Shay Capital LLC0$00.00%−5,000−100.0%Sold out
Walleye Capital LLC0$00.00%−4,467−100.0%Sold out
HRT Financial LP0$00.00%−4,322−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−4,167−100.0%Sold out
Private Advisor Group, LLC0$00.00%−3,809−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−3,750−100.0%Sold out
Systematic Financial Management LP0$00.00%−3,174−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−1,514−100.0%Sold out
Ellevest, Inc.0$00.00%−341−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−279−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−246−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−112−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−90−100.0%Sold out
Headlands Technologies LLC0$00.00%−23−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−21−100.0%Sold out