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, Q3 2023
Institutional positions in Calix, Inc as of Sep 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
- 277
- +13 vs. Q2 2023
- Shares held
- 54.6M
- +337.1K (+0.6%) vs. Q2 2023
- Total value
- $2.51B
- −$199.2M (−7.4%) vs. Q2 2023
- New holders
- 45
- 114 more added
- Sold out
- 32
- 96 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,430,706 | $386.5M | 0.01% | +347,990+4.3% | Added |
| Vanguard Group Inc | 6,364,846 | $291.8M | 0.01% | +298,277+4.9% | Added |
| Alliancebernstein L.P. | 2,369,752 | $108.6M | 0.05% | +495,200+26.4% | Added |
| State Street Corp | 1,972,834 | $90.4M | 0.01% | +44,161+2.3% | Added |
| Gilder Gagnon Howe & Co LLC | 1,736,227 | $79.6M | 1.21% | −98,067−5.3% | Reduced |
| Dimensional Fund Advisors LP | 1,636,154 | $75.0M | 0.02% | −8,538−0.5% | Reduced |
| Wellington Management Group LLP | 1,588,802 | $72.8M | 0.01% | +313,380+24.6% | Added |
| Ameriprise Financial Inc | 1,429,624 | $65.5M | 0.02% | +189,676+15.3% | Added |
| Bank of New York Mellon Corp | 1,321,324 | $60.6M | 0.01% | −26,642−2.0% | Reduced |
| Thrivent Financial for Lutherans | 1,253,968 | $57.5M | 0.14% | +21,516+1.7% | Added |
| Paradigm Capital Management Inc | 1,221,500 | $56.0M | 3.21% | +307,400+33.6% | Added |
| Geode Capital Management, LLC | 1,208,178 | $55.4M | 0.01% | +71,291+6.3% | Added |
| Artisan Partners Limited Partnership | 1,074,175 | $49.2M | 0.08% | +554,003+106.5% | Added |
| Northern Trust Corp | 842,834 | $38.6M | 0.01% | −8,240−1.0% | Reduced |
| Congress Asset Management Co | 799,141 | $36.6M | 0.32% | +254,390+46.7% | Added |
| Kornitzer Capital Management Inc | 790,453 | $36.2M | 0.75% | +133,630+20.3% | Added |
| Loomis Sayles & Co L P | 790,056 | $36.2M | 0.06% | −24,660−3.0% | Reduced |
| Westfield Capital Management Co LP | 679,187 | $31.1M | 0.21% | +147,785+27.8% | Added |
| Polar Asset Management Partners Inc. | 609,879 | $28.0M | 0.67% | +131,700+27.5% | Added |
| Macquarie Group Ltd | 609,724 | $27.9M | 0.04% | +6,345+1.1% | Added |
| Ophir Asset Management Pty Ltd | 587,869 | $26.9M | 6.35% | +197,737+50.7% | Added |
| Norges Bank | 553,163 | $25.4M | 0.01% | +8,099+1.5% | Added |
| Marshall Wace, LLP | 531,213 | $24.4M | 0.05% | +6,747+1.3% | Added |
| Intrinsic Edge Capital Management LLC | 516,338 | $23.7M | 2.92% | +316,338+158.2% | Added |
| AXA S.A. | 512,140 | $23.5M | 0.08% | +22,290+4.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 500,000 | $22.9M | 0.56% | −83,527−14.3% | Reduced |
| Charles Schwab Investment Management Inc | 461,005 | $21.1M | 0.01% | +20,015+4.5% | Added |
| Voya Investment Management LLC | 427,549 | $19.6M | 0.02% | +157,108+58.1% | Added |
| Nuveen Asset Management, LLC | 407,089 | $18.7M | 0.01% | +114,749+39.3% | Added |
| William Blair Investment Management, LLC | 373,712 | $17.1M | 0.06% | +373,712 | New |
| Mirae Asset Global Investments Co., Ltd. | 371,316 | $17.0M | 0.04% | +31,912+9.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 348,572 | $16.0M | 1.62% | +91,342+35.5% | Added |
| JPMorgan Chase & Co | 332,292 | $15.2M | 0.00% | −82,816−20.0% | Reduced |
| Assenagon Asset Management S.A. | 328,798 | $15.1M | 0.05% | −622,475−65.4% | Reduced |
| RK Capital Management, LLC | 315,400 | $14.5M | 3.42% | +27,900+9.7% | Added |
| Analog Century Management LP | 311,948 | $14.3M | 3.83% | −20,561−6.2% | Reduced |
| Epoch Investment Partners, Inc. | 300,958 | $13.8M | 0.09% | +31,249+11.6% | Added |
| Allspring Global Investments Holdings, LLC | 298,816 | $13.7M | 0.02% | −232,618−43.8% | Reduced |
| Granite Investment Partners, LLC | 293,532 | $13.5M | 0.56% | +744+0.3% | Added |
| Citadel Advisors LLC | 285,976 | $13.1M | 0.01% | +167,561+141.5% | Added |
| Morgan Stanley | 283,154 | $13.0M | 0.00% | +21,902+8.4% | Added |
| G2 Investment Partners Management LLC | 272,924 | $12.5M | 3.07% | +37,500+15.9% | Added |
| Two Sigma Advisers, LP | 265,400 | $12.2M | 0.03% | +21,000+8.6% | Added |
| TD Asset Management Inc | 261,260 | $12.0M | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 258,981 | $11.9M | 1.91% | +58,556+29.2% | Added |
| Two Sigma Investments, LP | 239,452 | $11.0M | 0.03% | +186,893+355.6% | Added |
| Redwood Investments, LLC | 231,972 | $10.6M | 1.44% | −17,224−6.9% | Reduced |
| Picton Mahoney Asset Management | 224,869 | $10.3M | 0.48% | +24,049+12.0% | Added |
| Principal Financial Group Inc | 219,261 | $10.1M | 0.01% | +182+0.1% | Added |
| Deutsche Bank AG | 216,715 | $9.93M | 0.01% | −22,640−9.5% | Reduced |
| Goldman Sachs Group Inc | 204,794 | $9.39M | 0.00% | −16,234−7.3% | Reduced |
| Rhumbline Advisers | 188,319 | $8.63M | 0.01% | +3,012+1.6% | Added |
| New York State Common Retirement Fund | 174,677 | $8.01M | 0.01% | +109,769+169.1% | Added |
| BNP Paribas Arbitrage, SA | 168,262 | $7.71M | 0.02% | +81,347+93.6% | Added |
| Penserra Capital Management LLC | 161,811 | $7.42M | 0.15% | +39,008+31.8% | Added |
| Squarepoint Ops LLC | 154,791 | $7.10M | 0.03% | −60,462−28.1% | Reduced |
| Congress Wealth Management LLC | 153,513 | $7.04M | 0.15% | +43,052+39.0% | Added |
| Renaissance Technologies LLC | 151,753 | $6.96M | 0.01% | −473,000−75.7% | Reduced |
| Sora Investors LLC | 150,000 | $6.88M | 1.54% | +150,000 | New |
| Thornburg Investment Management Inc | 141,680 | $6.50M | 0.11% | −3,708−2.6% | Reduced |
| SEI Investments Co | 141,598 | $6.49M | 0.01% | −52,846−27.2% | Reduced |
| Man Group plc | – | $6.30M | 0.02% | – | – |
| National Bank of Canada | 144,290 | $6.27M | 0.01% | +24,270+20.2% | Added |
| Penn Capital Management Co Inc | 134,622 | $6.18M | 0.63% | +134,622 | New |
| State of Wisconsin Investment Board | 132,939 | $6.09M | 0.02% | −6,329−4.5% | Reduced |
| Swiss National Bank | 131,000 | $6.01M | 0.00% | +1,300+1.0% | Added |
| Neuberger Berman Group LLC | 130,518 | $5.98M | 0.01% | −150,601−53.6% | Reduced |
| Invesco Ltd. | 118,575 | $5.44M | 0.00% | −39,073−24.8% | Reduced |
| Cubist Systematic Strategies, LLC | 116,547 | $5.34M | 0.07% | −84,534−42.0% | Reduced |
| Bank of America Corp | 115,517 | $5.30M | 0.00% | −5,420−4.5% | Reduced |
| American International Group, Inc. | 112,111 | $5.14M | 0.03% | −2,706−2.4% | Reduced |
| British Columbia Investment Management Corp | 110,000 | $5.04M | 0.05% | +110,000 | New |
| Engineers Gate Manager LP | 108,023 | $4.95M | 0.18% | +29,894+38.3% | Added |
| Summit Partners Public Asset Management, LLC | 104,000 | $4.77M | 0.30% | +38,000+57.6% | Added |
| Russell Investments Group, Ltd. | 103,733 | $4.76M | 0.01% | +1,856+1.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 103,600 | $4.75M | 0.02% | +57,600+125.2% | Added |
| Panagora Asset Management Inc | 103,223 | $4.73M | 0.03% | +339+0.3% | Added |
| Great Lakes Advisors, LLC | 101,781 | $4.67M | 0.04% | +549+0.5% | Added |
| Lord, Abbett & Co. LLC | 90,903 | $4.17M | 0.02% | −404,267−81.6% | Reduced |
| Legal & General Group Plc | 90,613 | $4.15M | 0.00% | −1,195−1.3% | Reduced |
| Mutual of America Capital Management LLC | 88,225 | $4.04M | 0.05% | +2,439+2.8% | Added |
| Capital Fund Management S.A. | 81,199 | $3.72M | 0.05% | −16,554−16.9% | Reduced |
| Jump Financial, LLC | 78,278 | $3.59M | 0.13% | −5,209−6.2% | Reduced |
| Retirement Systems of Alabama | 73,700 | $3.38M | 0.02% | −570−0.8% | Reduced |
| Millennium Management LLC | 73,263 | $3.36M | 0.00% | −144,094−66.3% | Reduced |
| Atika Capital Management LLC | 72,000 | $3.30M | 0.47% | −180,900−71.5% | Reduced |
| Manufacturers Life Insurance Company, The | 70,916 | $3.25M | 0.00% | +5,877+9.0% | Added |
| Algert Global LLC | 68,042 | $3.12M | 0.15% | +35,347+108.1% | Added |
| California State Teachers Retirement System | 65,743 | $3.01M | 0.00% | −6,333−8.8% | Reduced |
| Trexquant Investment LP | 63,991 | $2.93M | 0.07% | −17,304−21.3% | Reduced |
| MetLife Investment Management | 63,755 | $2.92M | 0.02% | −741−1.1% | Reduced |
| TownSquare Capital, LLC | 60,717 | $2.78M | 0.05% | +19,795+48.4% | Added |
| New York State Teachers Retirement System | 60,278 | $2.76M | 0.01% | −4,129−6.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,954 | $2.75M | 0.01% | +10,500+21.2% | Added |
| Credit Suisse AG | 59,218 | $2.71M | 0.00% | −2,187−3.6% | Reduced |
| AQR Capital Management LLC | 59,014 | $2.71M | 0.01% | −75,058−56.0% | Reduced |
| State of New Jersey Common Pension Fund D | 55,507 | $2.54M | 0.01% | +4,105+8.0% | Added |
| Magnetar Financial LLC | 55,258 | $2.53M | 0.06% | +55,258 | New |
| Marathon Capital Management | 54,080 | $2.48M | 0.62% | +54,080 | New |
| Royce & Associates LP | 50,969 | $2.34M | 0.02% | −242,559−82.6% | Reduced |