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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 9,100 | $417.1K | 0.00% | +104+1.2% | Added |
| Diversified Trust Co | 9,503 | $435.6K | 0.02% | +992+11.7% | Added |
| Point72 Middle East FZE | 9,686 | $444.0K | 0.03% | +9,686 | New |
| Shay Capital LLC | 10,000 | $458.4K | 0.14% | +10,000 | New |
| Guggenheim Capital LLC | 10,332 | $473.6K | 0.00% | +3,952+61.9% | Added |
| Advisor Group Holdings, Inc. | 10,376 | $475.6K | 0.00% | +3,004+40.7% | Added |
| ProShare Advisors LLC | 10,853 | $497.5K | 0.00% | −188−1.7% | Reduced |
| LPL Financial LLC | 11,271 | $516.7K | 0.00% | +828+7.9% | Added |
| Harbor Capital Advisors, Inc. | 11,529 | $528.5K | 0.11% | +394+3.5% | Added |
| Woodline Partners LP | 11,583 | $531.0K | 0.01% | −4,306−27.1% | Reduced |
| New Mexico Educational Retirement Board | 11,600 | $532.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,663 | $534.6K | 0.00% | +1,303+12.6% | Added |
| Virginia Retirement Systems Et Al | 11,800 | $540.9K | 0.01% | +2,600+28.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,953 | $547.9K | 0.00% | −15,906−57.1% | Reduced |
| Jane Street Group, LLC | 12,075 | $553.5K | 0.00% | −91,707−88.4% | Reduced |
| Baillie Gifford & Co | 13,019 | $596.8K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,039 | $597.7K | 0.01% | −39,023−75.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,090 | $600.0K | 0.02% | +282+2.2% | Added |
| Handelsbanken Fonder AB | 13,200 | $605.0K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 14,118 | $647.2K | 0.00% | −100−0.7% | Reduced |
| Susquehanna International Group, LLP | 14,196 | $650.7K | 0.00% | −38,889−73.3% | Reduced |
| HSBC Holdings PLC | 15,122 | $698.9K | 0.00% | +15,122 | New |
| Oak Associates, Ltd | 15,293 | $701.0K | 0.06% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,360 | $704.1K | 0.01% | +15,360 | New |
| Seven Eight Capital, LP | 15,402 | $706.0K | 0.08% | +15,402 | New |
| Walleye Trading LLC | 16,012 | $734.0K | 0.02% | +9,863+160.4% | Added |
| Oregon Public Employees Retirement Fund | 16,572 | $759.7K | 0.01% | −284−1.7% | Reduced |
| Louisiana State Employees Retirement System | 16,700 | $765.5K | 0.02% | −100−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 16,883 | $773.9K | 0.00% | +130+0.8% | Added |
| Arizona State Retirement System | 16,975 | $778.1K | 0.01% | +234+1.4% | Added |
| Wells Fargo & Company | 17,336 | $794.7K | 0.00% | −13,031−42.9% | Reduced |
| HRT Financial LP | 17,623 | $807.0K | 0.01% | +17,623 | New |
| Teacher Retirement System of Texas | 18,709 | $858.0K | 0.01% | +712+4.0% | Added |
| Liontrust Investment Partners LLP | 18,800 | $861.8K | 0.01% | −222,969−92.2% | Reduced |
| Ameritas Investment Partners, Inc. | 19,101 | $875.6K | 0.04% | −372−1.9% | Reduced |
| Bank of Montreal | 18,832 | $877.9K | 0.00% | +14,002+289.9% | Added |
| Teachers Retirement System of the State of Kentucky | 19,526 | $895.0K | 0.01% | +9,518+95.1% | Added |
| Ensign Peak Advisors, Inc | 19,710 | $903.5K | 0.00% | 00.0% | Unchanged |
| Formula Growth Ltd | 20,000 | $916.8K | 0.31% | +20,000 | New |
| Jackson Creek Investment Advisors LLC | 20,244 | $928.0K | 0.39% | −17−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 22,531 | $1.03M | 0.13% | −28,715−56.0% | Reduced |
| SG Americas Securities, LLC | 22,643 | $1.04M | 0.01% | +12,066+114.1% | Added |
| Chartwell Investment Partners, LLC | 23,620 | $1.08M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 23,749 | $1.09M | 0.00% | −13,800−36.8% | Reduced |
| Comerica Bank | 23,883 | $1.09M | 0.01% | +23,883 | New |
| Canada Pension Plan Investment Board | 24,900 | $1.14M | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 24,915 | $1.14M | 0.08% | +24,915 | New |
| PDT Partners, LLC | 25,274 | $1.16M | 0.15% | +25,274 | New |
| Janus Henderson Group PLC | 25,478 | $1.17M | 0.00% | +30.0% | Added |
| Holocene Advisors, LP | 25,495 | $1.17M | 0.01% | +25,495 | New |
| Truist Financial Corp | 25,502 | $1.17M | 0.00% | +5,422+27.0% | Added |
| Atom Investors LP | 25,552 | $1.17M | 0.27% | +25,552 | New |
| Quantbot Technologies LP | 25,992 | $1.19M | 0.08% | −10,227−28.2% | Reduced |
| Edgestream Partners, L.P. | 27,401 | $1.26M | 0.10% | +5,220+23.5% | Added |
| Yousif Capital Management, LLC | 28,055 | $1.29M | 0.02% | −660−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,835 | $1.46M | 0.01% | −681,365−95.5% | Reduced |
| Price T Rowe Associates Inc | 32,220 | $1.48M | 0.00% | +2,145+7.1% | Added |
| Empowered Funds, LLC | 33,795 | $1.55M | 0.05% | +899+2.7% | Added |
| Gsa Capital Partners LLP | 33,939 | $1.56M | 0.13% | +29,015+589.3% | Added |
| Boothbay Fund Management, LLC | 34,253 | $1.57M | 0.06% | +12,678+58.8% | Added |
| Qube Research & Technologies Ltd | 34,288 | $1.57M | 0.00% | −7,168−17.3% | Reduced |
| Royal Bank of Canada | 35,665 | $1.64M | 0.00% | +5,182+17.0% | Added |
| First Trust Advisors LP | 35,677 | $1.64M | 0.00% | +26,804+302.1% | Added |
| Amalgamated Bank | 36,490 | $1.67M | 0.01% | −1,338−3.5% | Reduced |
| Thompson Investment Management, Inc. | 41,425 | $1.90M | 0.34% | +9,700+30.6% | Added |
| UBS Group AG | 41,708 | $1.91M | 0.00% | −4,825−10.4% | Reduced |
| Putnam Investments LLC | 44,190 | $2.03M | 0.00% | −1,095−2.4% | Reduced |
| Prudential Financial Inc | 44,275 | $2.03M | 0.00% | +100+0.2% | Added |
| Voloridge Investment Management, LLC | 44,578 | $2.04M | 0.01% | +11,406+34.4% | Added |
| Great West Life Assurance Co | 45,016 | $2.06M | 0.00% | +3,191+7.6% | Added |
| Victory Capital Management Inc | 47,119 | $2.16M | 0.00% | −32,328−40.7% | Reduced |
| Balyasny Asset Management LLC | 48,162 | $2.21M | 0.01% | −1,148−2.3% | Reduced |
| Barclays PLC | 48,456 | $2.22M | 0.00% | +1,829+3.9% | Added |
| UBS Asset Management Americas Inc | 49,406 | $2.26M | 0.00% | −6,659−11.9% | Reduced |
| Millrace Asset Group, Inc. | 49,713 | $2.28M | 2.82% | −3,257−6.1% | Reduced |
| Envestnet Asset Management Inc | 50,102 | $2.30M | 0.00% | +11,212+28.8% | Added |
| Texas Permanent School Fund | 50,128 | $2.30M | 0.02% | −616−1.2% | Reduced |
| Royce & Associates LP | 50,969 | $2.34M | 0.02% | −242,559−82.6% | Reduced |
| Marathon Capital Management | 54,080 | $2.48M | 0.62% | +54,080 | New |
| Magnetar Financial LLC | 55,258 | $2.53M | 0.06% | +55,258 | New |
| State of New Jersey Common Pension Fund D | 55,507 | $2.54M | 0.01% | +4,105+8.0% | Added |
| AQR Capital Management LLC | 59,014 | $2.71M | 0.01% | −75,058−56.0% | Reduced |
| Credit Suisse AG | 59,218 | $2.71M | 0.00% | −2,187−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,954 | $2.75M | 0.01% | +10,500+21.2% | Added |
| New York State Teachers Retirement System | 60,278 | $2.76M | 0.01% | −4,129−6.4% | Reduced |
| TownSquare Capital, LLC | 60,717 | $2.78M | 0.05% | +19,795+48.4% | Added |
| MetLife Investment Management | 63,755 | $2.92M | 0.02% | −741−1.1% | Reduced |
| Trexquant Investment LP | 63,991 | $2.93M | 0.07% | −17,304−21.3% | Reduced |
| California State Teachers Retirement System | 65,743 | $3.01M | 0.00% | −6,333−8.8% | Reduced |
| Algert Global LLC | 68,042 | $3.12M | 0.15% | +35,347+108.1% | Added |
| Manufacturers Life Insurance Company, The | 70,916 | $3.25M | 0.00% | +5,877+9.0% | Added |
| Atika Capital Management LLC | 72,000 | $3.30M | 0.47% | −180,900−71.5% | Reduced |
| Millennium Management LLC | 73,263 | $3.36M | 0.00% | −144,094−66.3% | Reduced |
| Retirement Systems of Alabama | 73,700 | $3.38M | 0.02% | −570−0.8% | Reduced |
| Jump Financial, LLC | 78,278 | $3.59M | 0.13% | −5,209−6.2% | Reduced |
| Capital Fund Management S.A. | 81,199 | $3.72M | 0.05% | −16,554−16.9% | Reduced |
| Mutual of America Capital Management LLC | 88,225 | $4.04M | 0.05% | +2,439+2.8% | Added |
| Legal & General Group Plc | 90,613 | $4.15M | 0.00% | −1,195−1.3% | Reduced |
| Lord, Abbett & Co. LLC | 90,903 | $4.17M | 0.02% | −404,267−81.6% | Reduced |
| Great Lakes Advisors, LLC | 101,781 | $4.67M | 0.04% | +549+0.5% | Added |