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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 50,128 | $2.30M | 0.02% | −616−1.2% | Reduced |
| Envestnet Asset Management Inc | 50,102 | $2.30M | 0.00% | +11,212+28.8% | Added |
| Millrace Asset Group, Inc. | 49,713 | $2.28M | 2.82% | −3,257−6.1% | Reduced |
| UBS Asset Management Americas Inc | 49,406 | $2.26M | 0.00% | −6,659−11.9% | Reduced |
| Barclays PLC | 48,456 | $2.22M | 0.00% | +1,829+3.9% | Added |
| Balyasny Asset Management LLC | 48,162 | $2.21M | 0.01% | −1,148−2.3% | Reduced |
| Victory Capital Management Inc | 47,119 | $2.16M | 0.00% | −32,328−40.7% | Reduced |
| Great West Life Assurance Co | 45,016 | $2.06M | 0.00% | +3,191+7.6% | Added |
| Voloridge Investment Management, LLC | 44,578 | $2.04M | 0.01% | +11,406+34.4% | Added |
| Prudential Financial Inc | 44,275 | $2.03M | 0.00% | +100+0.2% | Added |
| Putnam Investments LLC | 44,190 | $2.03M | 0.00% | −1,095−2.4% | Reduced |
| UBS Group AG | 41,708 | $1.91M | 0.00% | −4,825−10.4% | Reduced |
| Thompson Investment Management, Inc. | 41,425 | $1.90M | 0.34% | +9,700+30.6% | Added |
| Amalgamated Bank | 36,490 | $1.67M | 0.01% | −1,338−3.5% | Reduced |
| First Trust Advisors LP | 35,677 | $1.64M | 0.00% | +26,804+302.1% | Added |
| Royal Bank of Canada | 35,665 | $1.64M | 0.00% | +5,182+17.0% | Added |
| Qube Research & Technologies Ltd | 34,288 | $1.57M | 0.00% | −7,168−17.3% | Reduced |
| Boothbay Fund Management, LLC | 34,253 | $1.57M | 0.06% | +12,678+58.8% | Added |
| Gsa Capital Partners LLP | 33,939 | $1.56M | 0.13% | +29,015+589.3% | Added |
| Empowered Funds, LLC | 33,795 | $1.55M | 0.05% | +899+2.7% | Added |
| Price T Rowe Associates Inc | 32,220 | $1.48M | 0.00% | +2,145+7.1% | Added |
| Schonfeld Strategic Advisors LLC | 31,835 | $1.46M | 0.01% | −681,365−95.5% | Reduced |
| Yousif Capital Management, LLC | 28,055 | $1.29M | 0.02% | −660−2.3% | Reduced |
| Edgestream Partners, L.P. | 27,401 | $1.26M | 0.10% | +5,220+23.5% | Added |
| Quantbot Technologies LP | 25,992 | $1.19M | 0.08% | −10,227−28.2% | Reduced |
| Atom Investors LP | 25,552 | $1.17M | 0.27% | +25,552 | New |
| Truist Financial Corp | 25,502 | $1.17M | 0.00% | +5,422+27.0% | Added |
| Holocene Advisors, LP | 25,495 | $1.17M | 0.01% | +25,495 | New |
| Janus Henderson Group PLC | 25,478 | $1.17M | 0.00% | +30.0% | Added |
| PDT Partners, LLC | 25,274 | $1.16M | 0.15% | +25,274 | New |
| Summit Global Investments | 24,915 | $1.14M | 0.08% | +24,915 | New |
| Canada Pension Plan Investment Board | 24,900 | $1.14M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 23,883 | $1.09M | 0.01% | +23,883 | New |
| State of Tennessee, Treasury Department | 23,749 | $1.09M | 0.00% | −13,800−36.8% | Reduced |
| Chartwell Investment Partners, LLC | 23,620 | $1.08M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,643 | $1.04M | 0.01% | +12,066+114.1% | Added |
| Occudo Quantitative Strategies LP | 22,531 | $1.03M | 0.13% | −28,715−56.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 20,244 | $928.0K | 0.39% | −17−0.1% | Reduced |
| Formula Growth Ltd | 20,000 | $916.8K | 0.31% | +20,000 | New |
| Ensign Peak Advisors, Inc | 19,710 | $903.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,526 | $895.0K | 0.01% | +9,518+95.1% | Added |
| Bank of Montreal | 18,832 | $877.9K | 0.00% | +14,002+289.9% | Added |
| Ameritas Investment Partners, Inc. | 19,101 | $875.6K | 0.04% | −372−1.9% | Reduced |
| Liontrust Investment Partners LLP | 18,800 | $861.8K | 0.01% | −222,969−92.2% | Reduced |
| Teacher Retirement System of Texas | 18,709 | $858.0K | 0.01% | +712+4.0% | Added |
| HRT Financial LP | 17,623 | $807.0K | 0.01% | +17,623 | New |
| Wells Fargo & Company | 17,336 | $794.7K | 0.00% | −13,031−42.9% | Reduced |
| Arizona State Retirement System | 16,975 | $778.1K | 0.01% | +234+1.4% | Added |
| State Board of Administration of Florida Retirement System | 16,883 | $773.9K | 0.00% | +130+0.8% | Added |
| Louisiana State Employees Retirement System | 16,700 | $765.5K | 0.02% | −100−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 16,572 | $759.7K | 0.01% | −284−1.7% | Reduced |
| Walleye Trading LLC | 16,012 | $734.0K | 0.02% | +9,863+160.4% | Added |
| Seven Eight Capital, LP | 15,402 | $706.0K | 0.08% | +15,402 | New |
| Walleye Capital LLC | 15,360 | $704.1K | 0.01% | +15,360 | New |
| Oak Associates, Ltd | 15,293 | $701.0K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,122 | $698.9K | 0.00% | +15,122 | New |
| Susquehanna International Group, LLP | 14,196 | $650.7K | 0.00% | −38,889−73.3% | Reduced |
| State of Michigan Retirement System | 14,118 | $647.2K | 0.00% | −100−0.7% | Reduced |
| Handelsbanken Fonder AB | 13,200 | $605.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 13,090 | $600.0K | 0.02% | +282+2.2% | Added |
| Verition Fund Management LLC | 13,039 | $597.7K | 0.01% | −39,023−75.0% | Reduced |
| Baillie Gifford & Co | 13,019 | $596.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,075 | $553.5K | 0.00% | −91,707−88.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,953 | $547.9K | 0.00% | −15,906−57.1% | Reduced |
| Virginia Retirement Systems Et Al | 11,800 | $540.9K | 0.01% | +2,600+28.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,663 | $534.6K | 0.00% | +1,303+12.6% | Added |
| New Mexico Educational Retirement Board | 11,600 | $532.0K | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 11,583 | $531.0K | 0.01% | −4,306−27.1% | Reduced |
| Harbor Capital Advisors, Inc. | 11,529 | $528.5K | 0.11% | +394+3.5% | Added |
| LPL Financial LLC | 11,271 | $516.7K | 0.00% | +828+7.9% | Added |
| ProShare Advisors LLC | 10,853 | $497.5K | 0.00% | −188−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 10,376 | $475.6K | 0.00% | +3,004+40.7% | Added |
| Guggenheim Capital LLC | 10,332 | $473.6K | 0.00% | +3,952+61.9% | Added |
| Shay Capital LLC | 10,000 | $458.4K | 0.14% | +10,000 | New |
| Point72 Middle East FZE | 9,686 | $444.0K | 0.03% | +9,686 | New |
| Diversified Trust Co | 9,503 | $435.6K | 0.02% | +992+11.7% | Added |
| Cresset Asset Management, LLC | 9,100 | $417.1K | 0.00% | +104+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,889 | $407.5K | 0.00% | −2,000−18.4% | Reduced |
| Xponance, Inc. | 8,469 | $388.2K | 0.01% | −12−0.1% | Reduced |
| Federated Hermes, Inc. | 8,410 | $385.5K | 0.00% | −298−3.4% | Reduced |
| Alliance Wealth Advisors, LLC | 8,405 | $385.3K | 0.14% | +3,348+66.2% | Added |
| The PNC Financial Services Group, Inc. | 8,304 | $380.7K | 0.00% | +1,750+26.7% | Added |
| Los Angeles Capital Management LLC | 8,224 | $377.0K | 0.00% | +314+4.0% | Added |
| Public Employees Retirement Association of Colorado | 7,694 | $353.0K | 0.00% | −1,029−11.8% | Reduced |
| LVW Advisors, LLC | 7,447 | $341.4K | 0.07% | −353−4.5% | Reduced |
| Bayesian Capital Management, LP | 7,442 | $341.1K | 0.04% | −7,900−51.5% | Reduced |
| Pictet Asset Management Holding SA | 7,097 | $325.3K | 0.00% | +7,097 | New |
| State of Alaska, Department of Revenue | 6,995 | $320.0K | 0.00% | −150−2.1% | Reduced |
| Simplex Trading, LLC | 6,843 | $313.0K | 0.01% | −5,583−44.9% | Reduced |
| KLR Investment Advisors, LLC | 5,762 | $308.8K | 0.28% | −80−1.4% | Reduced |
| XTX Topco Ltd | 6,710 | $307.6K | 0.05% | +6,710 | New |
| CWM Advisors, LLC | 6,628 | $303.8K | 0.04% | +348+5.5% | Added |
| Portside Wealth Group, LLC | 6,546 | $296.0K | 0.06% | +1,399+27.2% | Added |
| Winton Group Ltd | 6,371 | $292.0K | 0.02% | +6,371 | 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 |
| Calamos Advisors LLC | 6,149 | $281.9K | 0.00% | +6,149 | New |
| Commonwealth Equity Services, LLC | 5,933 | $272.0K | 0.00% | −53−0.9% | Reduced |
| Vident Advisory, LLC | 5,737 | $263.0K | 0.01% | +5,737 | New |
| Ieq Capital, LLC | 5,487 | $251.5K | 0.01% | 00.0% | Unchanged |