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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 103,223 | $4.73M | 0.03% | +339+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 103,600 | $4.75M | 0.02% | +57,600+125.2% | Added |
| Russell Investments Group, Ltd. | 103,733 | $4.76M | 0.01% | +1,856+1.8% | Added |
| Summit Partners Public Asset Management, LLC | 104,000 | $4.77M | 0.30% | +38,000+57.6% | Added |
| Engineers Gate Manager LP | 108,023 | $4.95M | 0.18% | +29,894+38.3% | Added |
| British Columbia Investment Management Corp | 110,000 | $5.04M | 0.05% | +110,000 | New |
| American International Group, Inc. | 112,111 | $5.14M | 0.03% | −2,706−2.4% | Reduced |
| Bank of America Corp | 115,517 | $5.30M | 0.00% | −5,420−4.5% | Reduced |
| Cubist Systematic Strategies, LLC | 116,547 | $5.34M | 0.07% | −84,534−42.0% | Reduced |
| Invesco Ltd. | 118,575 | $5.44M | 0.00% | −39,073−24.8% | Reduced |
| Neuberger Berman Group LLC | 130,518 | $5.98M | 0.01% | −150,601−53.6% | Reduced |
| Swiss National Bank | 131,000 | $6.01M | 0.00% | +1,300+1.0% | Added |
| State of Wisconsin Investment Board | 132,939 | $6.09M | 0.02% | −6,329−4.5% | Reduced |
| Penn Capital Management Co Inc | 134,622 | $6.18M | 0.63% | +134,622 | New |
| National Bank of Canada | 144,290 | $6.27M | 0.01% | +24,270+20.2% | Added |
| Man Group plc | – | $6.30M | 0.02% | – | – |
| SEI Investments Co | 141,598 | $6.49M | 0.01% | −52,846−27.2% | Reduced |
| Thornburg Investment Management Inc | 141,680 | $6.50M | 0.11% | −3,708−2.6% | Reduced |
| Sora Investors LLC | 150,000 | $6.88M | 1.54% | +150,000 | New |
| Renaissance Technologies LLC | 151,753 | $6.96M | 0.01% | −473,000−75.7% | Reduced |
| Congress Wealth Management LLC | 153,513 | $7.04M | 0.15% | +43,052+39.0% | Added |
| Squarepoint Ops LLC | 154,791 | $7.10M | 0.03% | −60,462−28.1% | Reduced |
| Penserra Capital Management LLC | 161,811 | $7.42M | 0.15% | +39,008+31.8% | Added |
| BNP Paribas Arbitrage, SA | 168,262 | $7.71M | 0.02% | +81,347+93.6% | Added |
| New York State Common Retirement Fund | 174,677 | $8.01M | 0.01% | +109,769+169.1% | Added |
| Rhumbline Advisers | 188,319 | $8.63M | 0.01% | +3,012+1.6% | Added |
| Goldman Sachs Group Inc | 204,794 | $9.39M | 0.00% | −16,234−7.3% | Reduced |
| Deutsche Bank AG | 216,715 | $9.93M | 0.01% | −22,640−9.5% | Reduced |
| Principal Financial Group Inc | 219,261 | $10.1M | 0.01% | +182+0.1% | Added |
| Picton Mahoney Asset Management | 224,869 | $10.3M | 0.48% | +24,049+12.0% | Added |
| Redwood Investments, LLC | 231,972 | $10.6M | 1.44% | −17,224−6.9% | Reduced |
| Two Sigma Investments, LP | 239,452 | $11.0M | 0.03% | +186,893+355.6% | Added |
| Pier Capital, LLC | 258,981 | $11.9M | 1.91% | +58,556+29.2% | Added |
| TD Asset Management Inc | 261,260 | $12.0M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 265,400 | $12.2M | 0.03% | +21,000+8.6% | Added |
| G2 Investment Partners Management LLC | 272,924 | $12.5M | 3.07% | +37,500+15.9% | Added |
| Morgan Stanley | 283,154 | $13.0M | 0.00% | +21,902+8.4% | Added |
| Citadel Advisors LLC | 285,976 | $13.1M | 0.01% | +167,561+141.5% | Added |
| Granite Investment Partners, LLC | 293,532 | $13.5M | 0.56% | +744+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 298,816 | $13.7M | 0.02% | −232,618−43.8% | Reduced |
| Epoch Investment Partners, Inc. | 300,958 | $13.8M | 0.09% | +31,249+11.6% | Added |
| Analog Century Management LP | 311,948 | $14.3M | 3.83% | −20,561−6.2% | Reduced |
| RK Capital Management, LLC | 315,400 | $14.5M | 3.42% | +27,900+9.7% | Added |
| Assenagon Asset Management S.A. | 328,798 | $15.1M | 0.05% | −622,475−65.4% | Reduced |
| JPMorgan Chase & Co | 332,292 | $15.2M | 0.00% | −82,816−20.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 348,572 | $16.0M | 1.62% | +91,342+35.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 371,316 | $17.0M | 0.04% | +31,912+9.4% | Added |
| William Blair Investment Management, LLC | 373,712 | $17.1M | 0.06% | +373,712 | New |
| Nuveen Asset Management, LLC | 407,089 | $18.7M | 0.01% | +114,749+39.3% | Added |
| Voya Investment Management LLC | 427,549 | $19.6M | 0.02% | +157,108+58.1% | Added |
| Charles Schwab Investment Management Inc | 461,005 | $21.1M | 0.01% | +20,015+4.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 500,000 | $22.9M | 0.56% | −83,527−14.3% | Reduced |
| AXA S.A. | 512,140 | $23.5M | 0.08% | +22,290+4.6% | Added |
| Intrinsic Edge Capital Management LLC | 516,338 | $23.7M | 2.92% | +316,338+158.2% | Added |
| Marshall Wace, LLP | 531,213 | $24.4M | 0.05% | +6,747+1.3% | Added |
| Norges Bank | 553,163 | $25.4M | 0.01% | +8,099+1.5% | Added |
| Ophir Asset Management Pty Ltd | 587,869 | $26.9M | 6.35% | +197,737+50.7% | Added |
| Macquarie Group Ltd | 609,724 | $27.9M | 0.04% | +6,345+1.1% | Added |
| Polar Asset Management Partners Inc. | 609,879 | $28.0M | 0.67% | +131,700+27.5% | Added |
| Westfield Capital Management Co LP | 679,187 | $31.1M | 0.21% | +147,785+27.8% | Added |
| Loomis Sayles & Co L P | 790,056 | $36.2M | 0.06% | −24,660−3.0% | Reduced |
| Kornitzer Capital Management Inc | 790,453 | $36.2M | 0.75% | +133,630+20.3% | Added |
| Congress Asset Management Co | 799,141 | $36.6M | 0.32% | +254,390+46.7% | Added |
| Northern Trust Corp | 842,834 | $38.6M | 0.01% | −8,240−1.0% | Reduced |
| Artisan Partners Limited Partnership | 1,074,175 | $49.2M | 0.08% | +554,003+106.5% | Added |
| Geode Capital Management, LLC | 1,208,178 | $55.4M | 0.01% | +71,291+6.3% | Added |
| Paradigm Capital Management Inc | 1,221,500 | $56.0M | 3.21% | +307,400+33.6% | Added |
| Thrivent Financial for Lutherans | 1,253,968 | $57.5M | 0.14% | +21,516+1.7% | Added |
| Bank of New York Mellon Corp | 1,321,324 | $60.6M | 0.01% | −26,642−2.0% | Reduced |
| Ameriprise Financial Inc | 1,429,624 | $65.5M | 0.02% | +189,676+15.3% | Added |
| Wellington Management Group LLP | 1,588,802 | $72.8M | 0.01% | +313,380+24.6% | Added |
| Dimensional Fund Advisors LP | 1,636,154 | $75.0M | 0.02% | −8,538−0.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,736,227 | $79.6M | 1.21% | −98,067−5.3% | Reduced |
| State Street Corp | 1,972,834 | $90.4M | 0.01% | +44,161+2.3% | Added |
| Alliancebernstein L.P. | 2,369,752 | $108.6M | 0.05% | +495,200+26.4% | Added |
| Vanguard Group Inc | 6,364,846 | $291.8M | 0.01% | +298,277+4.9% | Added |
| BlackRock Inc. | 8,430,706 | $386.5M | 0.01% | +347,990+4.3% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −784,747−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −213,782−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −179,758−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −99,118−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −77,962−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,402−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −23,920−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,180−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,152−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −16,967−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Trellus Management Company, LLC | 0 | $0 | 0.00% | −12,935−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,418−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,004−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,368−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,786−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |