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 |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 5,842 | $291.6K | 0.24% | −145−2.4% | Reduced |
| Ieq Capital, LLC | 5,487 | $273.9K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 5,310 | $265.0K | 0.01% | +1,059+24.9% | Added |
| 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 |
| Portside Wealth Group, LLC | 5,147 | $256.9K | 0.05% | +5,147 | New |
| Securian Asset Management, Inc | 5,083 | $253.7K | 0.01% | −100−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 5,057 | $252.4K | 0.09% | +5,057 | New |
| Bank of Montreal | 4,830 | $246.1K | 0.00% | −3,506−42.1% | Reduced |
| Gsa Capital Partners LLP | 4,924 | $246.0K | 0.02% | +4,924 | New |
| Creative Planning | 4,650 | $232.1K | 0.00% | +445+10.6% | Added |
| Cipher Capital LP | 4,412 | $220.2K | 0.04% | +4,412 | New |
| Zacks Investment Management | 4,349 | $217.0K | 0.00% | −1,494−25.6% | Reduced |
| Quadrature Capital Ltd | 4,299 | $214.4K | 0.00% | −23,850−84.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,183 | $208.8K | 0.00% | +13+0.3% | Added |
| Aquatic Capital Management LLC | 4,100 | $205.0K | 0.01% | +2,300+127.8% | Added |
| Crossmark Global Holdings, Inc. | 4,545 | $201.0K | 0.00% | −221−4.6% | Reduced |
| Truvestments Capital LLC | 3,910 | $195.1K | 0.10% | +861+28.2% | Added |
| Tower Research Capital LLC (TRC) | 3,750 | $187.2K | 0.01% | +1,671+80.4% | Added |
| Metropolitan Life Insurance Co | 3,223 | $160.9K | 0.01% | +149+4.8% | Added |
| Trifecta Capital Advisors, LLC | 2,991 | $149.3K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,841 | $91.9K | 0.01% | −36−1.9% | Reduced |
| FMR LLC | 1,724 | $86.0K | 0.00% | −51,792−96.8% | Reduced |
| SJS Investment Consulting Inc. | 1,476 | $73.7K | 0.02% | +1+0.1% | Added |
| Covestor Ltd | 1,252 | $62.0K | 0.05% | +1,118+834.3% | Added |
| Assetmark, Inc | 1,196 | $59.7K | 0.00% | +373+45.3% | Added |
| Signaturefd, LLC | 1,102 | $55.0K | 0.00% | −181−14.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,061 | $53.6K | 0.02% | +1,061 | New |
| Hexagon Capital Partners LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 757 | $41.0K | 0.00% | +297+64.6% | Added |
| Quarry LP | 589 | $29.4K | 0.02% | −385−39.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 520 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 493 | $24.6K | 0.00% | +328+198.8% | Added |
| IFP Advisors, Inc | 2,955 | $21.6K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 377 | $18.8K | 0.00% | −372−49.7% | Reduced |
| Cutler Group LP | 373 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 265 | $13.0K | 0.00% | +265 | New |
| Macroview Investment Management LLC | 255 | $12.7K | 0.02% | +50+24.4% | Added |
| Cary Street Partner Investment Advisory LLC | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 181 | $9.00K | 0.00% | −620−77.4% | Reduced |
| Fifth Third Bancorp | 175 | $8.73K | 0.00% | −48−21.5% | Reduced |
| Byrne Asset Management LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 111 | $5.54K | 0.00% | +15+15.6% | Added |
| Whittier Trust Co | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 80 | $3.99K | 0.00% | −6−7.0% | Reduced |
| Versant Capital Management, Inc | 64 | $3.19K | 0.00% | +64 | New |
| Psagot Value Holdings Ltd. / (Israel) | 54 | $3.00K | 0.00% | +20+58.8% | Added |
| Lindbrook Capital, LLC | 59 | $2.94K | 0.00% | +3+5.4% | Added |
| Hillsdale Investment Management Inc. | 50 | $2.50K | 0.00% | −10,950−99.5% | Reduced |
| CWM, LLC | 42 | $2.00K | 0.00% | +16+61.5% | Added |
| Farther Finance Advisors, LLC | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $1.60K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 27 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $1.25K | 0.00% | −1−3.8% | Reduced |
| Massmutual Trust Co FSB | 23 | $1.15K | 0.00% | −7−23.3% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $1.10K | 0.00% | −1−4.3% | Reduced |
| NewSquare Capital LLC | 15 | $749 | 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 |
| Disciplined Investments, LLC | 8 | $399 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $350 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 7 | $349 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $50 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,314,374−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −373,415−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −183,389−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −138,000−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −96,160−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −47,165−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −34,980−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −14,009−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −12,035−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,505−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,049−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,467−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |