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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 53,085 | $2.65M | 0.00% | −52,677−49.8% | Reduced |
| Millrace Asset Group, Inc. | 52,970 | $2.64M | 2.77% | +31,899+151.4% | Added |
| Two Sigma Investments, LP | 52,559 | $2.62M | 0.01% | −100,362−65.6% | Reduced |
| Verition Fund Management LLC | 52,062 | $2.60M | 0.04% | +9,965+23.7% | Added |
| State of New Jersey Common Pension Fund D | 51,402 | $2.57M | 0.01% | +6,069+13.4% | Added |
| Occudo Quantitative Strategies LP | 51,246 | $2.56M | 0.27% | −17,400−25.3% | Reduced |
| Texas Permanent School Fund | 50,744 | $2.53M | 0.02% | −314−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,454 | $2.47M | 0.01% | +30,584+162.1% | Added |
| Balyasny Asset Management LLC | 49,310 | $2.46M | 0.01% | +27,492+126.0% | Added |
| Barclays PLC | 46,627 | $2.33M | 0.00% | +9,195+24.6% | Added |
| UBS Group AG | 46,533 | $2.32M | 0.00% | +14,388+44.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 46,000 | $2.30M | 0.01% | +46,000 | New |
| Putnam Investments LLC | 45,285 | $2.26M | 0.00% | +24,631+119.3% | Added |
| Prudential Financial Inc | 44,175 | $2.20M | 0.00% | −11,727−21.0% | Reduced |
| Great West Life Assurance Co | 41,825 | $2.09M | 0.00% | −4,632−10.0% | Reduced |
| Qube Research & Technologies Ltd | 41,456 | $2.07M | 0.01% | +3,336+8.8% | Added |
| TownSquare Capital, LLC | 40,922 | $2.04M | 0.04% | +18,368+81.4% | Added |
| Envestnet Asset Management Inc | 38,890 | $1.94M | 0.00% | +3,734+10.6% | Added |
| Amalgamated Bank | 37,828 | $1.89M | 0.02% | +99+0.3% | Added |
| State of Tennessee, Treasury Department | 37,549 | $1.87M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 36,219 | $1.81M | 0.12% | +8,594+31.1% | Added |
| ExodusPoint Capital Management, LP | 33,402 | $1.67M | 0.02% | −15,730−32.0% | Reduced |
| Voloridge Investment Management, LLC | 33,172 | $1.66M | 0.01% | −28,650−46.3% | Reduced |
| Empowered Funds, LLC | 32,896 | $1.64M | 0.06% | +17,779+117.6% | Added |
| EA Series Trust | 32,896 | $1.64M | 0.06% | +32,896 | New |
| Algert Global LLC | 32,695 | $1.63M | 0.07% | +7,500+29.8% | Added |
| Thompson Investment Management, Inc. | 31,725 | $1.58M | 0.26% | 00.0% | Unchanged |
| Royal Bank of Canada | 30,483 | $1.52M | 0.00% | +13,263+77.0% | Added |
| Wells Fargo & Company | 30,367 | $1.52M | 0.00% | +14,770+94.7% | Added |
| Price T Rowe Associates Inc | 30,075 | $1.50M | 0.00% | +1,575+5.5% | Added |
| Yousif Capital Management, LLC | 28,715 | $1.43M | 0.02% | −665−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,859 | $1.39M | 0.01% | +2,216+8.6% | Added |
| Janus Henderson Group PLC | 25,475 | $1.27M | 0.00% | −25−0.1% | Reduced |
| Canada Pension Plan Investment Board | 24,900 | $1.24M | 0.00% | −18,400−42.5% | Reduced |
| Navellier & Associates Inc | 23,920 | $1.19M | 0.23% | −1,920−7.4% | Reduced |
| Chartwell Investment Partners, LLC | 23,620 | $1.18M | 0.04% | −19,409−45.1% | Reduced |
| Citigroup Inc | 22,787 | $1.14M | 0.00% | +15,623+218.1% | Added |
| Edgestream Partners, L.P. | 22,181 | $1.11M | 0.10% | +22,181 | New |
| Jefferies Financial Group Inc. | 21,750 | $1.09M | 0.02% | −20,918−49.0% | Reduced |
| Boothbay Fund Management, LLC | 21,575 | $1.08M | 0.04% | −27,372−55.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,180 | $1.06M | 0.13% | +21,180 | New |
| Jackson Creek Investment Advisors LLC | 20,261 | $1.01M | 0.40% | +20,261 | New |
| Fox Run Management, L.L.C. | 20,152 | $1.01M | 0.28% | +8,861+78.5% | Added |
| Truist Financial Corp | 20,080 | $1.00M | 0.00% | +2,604+14.9% | Added |
| Ensign Peak Advisors, Inc | 19,710 | $983.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,473 | $971.9K | 0.04% | +272+1.4% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $928.3K | 0.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,997 | $898.0K | 0.01% | −2,639−12.8% | Reduced |
| Alpha DNA Investment Management LLC | 16,967 | $846.8K | 0.48% | −2,845−14.4% | Reduced |
| Oregon Public Employees Retirement Fund | 16,856 | $841.3K | 0.01% | +107+0.6% | Added |
| Louisiana State Employees Retirement System | 16,800 | $838.5K | 0.02% | +1,700+11.3% | Added |
| State Board of Administration of Florida Retirement System | 16,753 | $836.1K | 0.00% | −1,480−8.1% | Reduced |
| Arizona State Retirement System | 16,741 | $835.5K | 0.01% | −324−1.9% | Reduced |
| Woodline Partners LP | 15,889 | $793.0K | 0.01% | +2,564+19.2% | Added |
| Bayesian Capital Management, LP | 15,342 | $765.7K | 0.08% | +6,271+69.1% | Added |
| Oak Associates, Ltd | 15,293 | $763.3K | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 15,050 | $751.0K | 0.00% | +15,050 | New |
| State of Michigan Retirement System | 14,218 | $709.6K | 0.00% | −200−1.4% | Reduced |
| Handelsbanken Fonder AB | 13,200 | $659.0K | 0.00% | +1,500+12.8% | Added |
| Baillie Gifford & Co | 13,019 | $649.8K | 0.00% | +2,527+24.1% | Added |
| Trellus Management Company, LLC | 12,935 | $645.6K | 0.99% | +12,935 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,808 | $639.2K | 0.02% | +177+1.4% | Added |
| STRS Ohio | 12,800 | $638.0K | 0.00% | −8,800−40.7% | Reduced |
| Simplex Trading, LLC | 12,426 | $620.0K | 0.03% | +12,426 | New |
| AE Wealth Management LLC | 12,418 | $619.8K | 0.00% | +1,578+14.6% | Added |
| Pacer Advisors, Inc. | 12,144 | $606.1K | 0.00% | +4,146+51.8% | Added |
| PEAK6 Investments LLC | 12,004 | $599.1K | 0.05% | +12,004 | New |
| Mach-1 Financial Group, Inc. | 11,991 | $598.5K | 0.24% | +11,991 | New |
| Ergoteles LLC | 11,961 | $597.0K | 0.03% | +3,030+33.9% | Added |
| New Mexico Educational Retirement Board | 11,600 | $579.0K | 0.03% | +1,300+12.6% | Added |
| Capstone Investment Advisors, LLC | 11,368 | $567.4K | 0.02% | +11,368 | New |
| Harbor Capital Advisors, Inc. | 11,135 | $555.7K | 0.11% | +11,135 | New |
| ProShare Advisors LLC | 11,041 | $551.1K | 0.00% | +885+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,889 | $543.5K | 0.00% | −1,412−11.5% | Reduced |
| SG Americas Securities, LLC | 10,577 | $528.0K | 0.00% | −5,252−33.2% | Reduced |
| LPL Financial LLC | 10,443 | $521.2K | 0.00% | −3,996−27.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,360 | $517.1K | 0.00% | +710+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 10,008 | $499.0K | 0.00% | +935+10.3% | Added |
| Virginia Retirement Systems Et Al | 9,200 | $459.2K | 0.00% | +500+5.7% | Added |
| Lazard Asset Management LLC | 9,079 | $452.0K | 0.00% | +7,756+586.2% | Added |
| Cresset Asset Management, LLC | 8,996 | $449.0K | 0.00% | +8,996 | New |
| First Trust Advisors LP | 8,873 | $442.9K | 0.00% | −40,637−82.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,723 | $435.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,708 | $434.6K | 0.00% | −81−0.9% | Reduced |
| Diversified Trust Co | 8,511 | $424.8K | 0.02% | +8,511 | New |
| Xponance, Inc. | 8,481 | $423.3K | 0.01% | −413−4.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,357 | $417.1K | 0.04% | −1,220−12.7% | Reduced |
| US Bancorp | 8,012 | $399.9K | 0.00% | −776−8.8% | Reduced |
| Los Angeles Capital Management LLC | 7,910 | $394.8K | 0.00% | −18,136−69.6% | Reduced |
| LVW Advisors, LLC | 7,800 | $389.3K | 0.08% | −1,552−16.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,372 | $367.9K | 0.00% | −181−2.4% | Reduced |
| State of Alaska, Department of Revenue | 7,145 | $356.0K | 0.00% | −710−9.0% | Reduced |
| Pictet Asset Management SA | 7,097 | $354.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,554 | $327.1K | 0.00% | +5,453+495.3% | Added |
| Guggenheim Capital LLC | 6,380 | $318.4K | 0.00% | −1,328−17.2% | Reduced |
| CWM Advisors, LLC | 6,280 | $313.4K | 0.04% | +1,198+23.6% | Added |
| Glenmede Trust Co NA | 5,786 | $310.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,149 | $306.9K | 0.02% | +6,149 | New |
| Wolverine Trading, LLC | 5,959 | $300.9K | 0.00% | +5,959 | New |
| Commonwealth Equity Services, LLC | 5,986 | $299.0K | 0.00% | −40−0.7% | Reduced |