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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| Huntington National Bank | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $229 | 0.00% | −59−92.2% | Reduced |
| SJS Investment Consulting Inc. | 7 | $321 | 0.00% | −1,469−99.5% | Reduced |
| Tfo-TDC, LLC | 8 | $399 | 0.00% | +7+700.0% | Added |
| AdvisorNet Financial, Inc | 9 | $413 | 0.00% | +2+28.6% | Added |
| Larson Financial Group LLC | 10 | $458 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $550 | 0.00% | +12 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.15K | 0.00% | +3+13.6% | Added |
| Legacy Financial Group LLC | 25 | $1.15K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $1.38K | 0.00% | +5+20.0% | Added |
| Sunbelt Securities, Inc. | 31 | $1.42K | 0.00% | +31 | New |
| Central Trust Co | 36 | $1.65K | 0.00% | +36 | New |
| Highline Wealth Partners LLC | 37 | $1.70K | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 38 | $1.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 41 | $1.88K | 0.00% | +34+485.7% | Added |
| Lindbrook Capital, LLC | 44 | $2.02K | 0.00% | −15−25.4% | Reduced |
| Global Retirement Partners, LLC | 48 | $2.12K | 0.00% | +16+50.0% | Added |
| FinTrust Capital Advisors, LLC | 65 | $2.98K | 0.00% | +65 | New |
| Bessemer Group Inc | 64 | $3.00K | 0.00% | −201−75.8% | Reduced |
| IFP Advisors, Inc | 72 | $3.30K | 0.00% | −2,883−97.6% | Reduced |
| Parallel Advisors, LLC | 82 | $3.76K | 0.00% | +2+2.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $3.90K | 0.00% | +85 | New |
| Macroview Investment Management LLC | 89 | $4.08K | 0.01% | −166−65.1% | Reduced |
| Whittier Trust Co | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 113 | $5.00K | 0.00% | +59+109.3% | Added |
| First Horizon Advisors, Inc. | 151 | $6.92K | 0.00% | +40+36.0% | Added |
| Byrne Asset Management LLC | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $11.0K | 0.00% | +200+476.2% | Added |
| Fifth Third Bancorp | 264 | $12.1K | 0.00% | +89+50.9% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $12.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 375 | $17.2K | 0.00% | −2−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 651 | $29.8K | 0.02% | +62+10.5% | Added |
| US Bancorp | 806 | $36.9K | 0.00% | −7,206−89.9% | Reduced |
| Ronald Blue Trust, Inc. | 752 | $38.0K | 0.00% | −5−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 663 | $45.4K | 0.02% | −398−37.5% | Reduced |
| Advisors Asset Management, Inc. | 996 | $45.7K | 0.00% | +503+102.0% | Added |
| Hexagon Capital Partners LLC | 1,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,123 | $51.5K | 0.00% | +21+1.9% | Added |
| KBC Group NV | 1,152 | $53.0K | 0.00% | +1,152 | New |
| Covestor Ltd | 1,378 | $63.0K | 0.05% | +126+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,527 | $70.0K | 0.00% | +1,527 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,531 | $70.2K | 0.00% | +1,011+194.4% | Added |
| State of Wyoming | 1,531 | $70.2K | 0.02% | +1,531 | New |
| Assetmark, Inc | 1,578 | $72.3K | 0.00% | +382+31.9% | Added |
| FMR LLC | 1,806 | $82.8K | 0.00% | +82+4.8% | Added |
| Quadrant Capital Group LLC | 1,884 | $86.4K | 0.01% | +43+2.3% | Added |
| Group One Trading, L.P. | 2,053 | $94.1K | 0.00% | +2,053 | New |
| Trifecta Capital Advisors, LLC | 2,391 | $109.6K | 0.04% | −600−20.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,409 | $110.4K | 0.00% | −1,341−35.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,430 | $111.0K | 0.00% | +2,430 | New |
| Aquatic Capital Management LLC | 2,700 | $124.0K | 0.01% | −1,400−34.1% | Reduced |
| Metropolitan Life Insurance Co | 3,397 | $155.7K | 0.01% | +174+5.4% | Added |
| Lazard Asset Management LLC | 3,735 | $170.0K | 0.00% | −5,344−58.9% | Reduced |
| Citigroup Inc | 4,007 | $183.7K | 0.00% | −18,780−82.4% | Reduced |
| Acadian Asset Management LLC | 4,140 | $188.0K | 0.00% | +4,140 | New |
| Nisa Investment Advisors, LLC | 4,182 | $191.7K | 0.00% | −10.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 4,300 | $197.0K | 0.00% | −900−17.3% | Reduced |
| STRS Ohio | 4,400 | $201.0K | 0.00% | −8,400−65.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,394 | $201.4K | 0.03% | +4,394 | New |
| Dark Forest Capital Management LP | 4,573 | $209.6K | 0.02% | +4,573 | New |
| Cipher Capital LP | 4,612 | $211.4K | 0.15% | +200+4.5% | Added |
| Truvestments Capital LLC | 4,777 | $219.0K | 0.11% | +867+22.2% | Added |
| Securian Asset Management, Inc | 4,983 | $228.4K | 0.01% | −100−2.0% | Reduced |
| Creative Planning | 5,005 | $229.4K | 0.00% | +355+7.6% | Added |
| Jefferies Financial Group Inc. | 5,045 | $231.3K | 0.01% | −16,705−76.8% | Reduced |
| Hancock Whitney Corp | 5,049 | $231.4K | 0.01% | −152−2.9% | Reduced |
| Stifel Financial Corp | 5,130 | $235.2K | 0.00% | +5,130 | New |
| Teza Capital Management LLC | 5,153 | $236.2K | 0.04% | +5,153 | New |
| Pacer Advisors, Inc. | 5,205 | $238.6K | 0.00% | −6,939−57.1% | Reduced |
| NinePointTwo Capital | 5,344 | $244.0K | 0.10% | +5,344 | New |
| Ieq Capital, LLC | 5,487 | $251.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,737 | $263.0K | 0.01% | +5,737 | New |
| Commonwealth Equity Services, LLC | 5,933 | $272.0K | 0.00% | −53−0.9% | Reduced |
| Calamos Advisors LLC | 6,149 | $281.9K | 0.00% | +6,149 | New |
| Lloyd Advisory Services, LLC. | 6,155 | $282.1K | 0.09% | +6,155 | New |
| Norden Group LLC | 6,155 | $282.1K | 0.09% | +6,155 | New |
| Winton Group Ltd | 6,371 | $292.0K | 0.02% | +6,371 | New |
| Portside Wealth Group, LLC | 6,546 | $296.0K | 0.06% | +1,399+27.2% | Added |
| CWM Advisors, LLC | 6,628 | $303.8K | 0.04% | +348+5.5% | Added |
| XTX Topco Ltd | 6,710 | $307.6K | 0.05% | +6,710 | New |
| KLR Investment Advisors, LLC | 5,762 | $308.8K | 0.28% | −80−1.4% | Reduced |
| Simplex Trading, LLC | 6,843 | $313.0K | 0.01% | −5,583−44.9% | Reduced |
| State of Alaska, Department of Revenue | 6,995 | $320.0K | 0.00% | −150−2.1% | Reduced |
| Pictet Asset Management Holding SA | 7,097 | $325.3K | 0.00% | +7,097 | New |
| Bayesian Capital Management, LP | 7,442 | $341.1K | 0.04% | −7,900−51.5% | Reduced |
| LVW Advisors, LLC | 7,447 | $341.4K | 0.07% | −353−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,694 | $353.0K | 0.00% | −1,029−11.8% | Reduced |
| Los Angeles Capital Management LLC | 8,224 | $377.0K | 0.00% | +314+4.0% | Added |
| The PNC Financial Services Group, Inc. | 8,304 | $380.7K | 0.00% | +1,750+26.7% | Added |
| Alliance Wealth Advisors, LLC | 8,405 | $385.3K | 0.14% | +3,348+66.2% | Added |
| Federated Hermes, Inc. | 8,410 | $385.5K | 0.00% | −298−3.4% | Reduced |
| Xponance, Inc. | 8,469 | $388.2K | 0.01% | −12−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,889 | $407.5K | 0.00% | −2,000−18.4% | Reduced |