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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 0 | $0 | 0.00% | −4,349−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,299−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Voce Capital Management LLC | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |