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 |
|---|---|---|---|---|---|
| NinePointTwo Capital | 5,344 | $244.0K | 0.10% | +5,344 | New |
| Pacer Advisors, Inc. | 5,205 | $238.6K | 0.00% | −6,939−57.1% | Reduced |
| Teza Capital Management LLC | 5,153 | $236.2K | 0.04% | +5,153 | New |
| Stifel Financial Corp | 5,130 | $235.2K | 0.00% | +5,130 | New |
| Hancock Whitney Corp | 5,049 | $231.4K | 0.01% | −152−2.9% | Reduced |
| Jefferies Financial Group Inc. | 5,045 | $231.3K | 0.01% | −16,705−76.8% | Reduced |
| Creative Planning | 5,005 | $229.4K | 0.00% | +355+7.6% | Added |
| Securian Asset Management, Inc | 4,983 | $228.4K | 0.01% | −100−2.0% | Reduced |
| Truvestments Capital LLC | 4,777 | $219.0K | 0.11% | +867+22.2% | Added |
| Cipher Capital LP | 4,612 | $211.4K | 0.15% | +200+4.5% | Added |
| Dark Forest Capital Management LP | 4,573 | $209.6K | 0.02% | +4,573 | New |
| Baker Tilly Wealth Management, LLC | 4,394 | $201.4K | 0.03% | +4,394 | New |
| STRS Ohio | 4,400 | $201.0K | 0.00% | −8,400−65.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 4,300 | $197.0K | 0.00% | −900−17.3% | Reduced |
| Nisa Investment Advisors, LLC | 4,182 | $191.7K | 0.00% | −10.0% | Reduced |
| Acadian Asset Management LLC | 4,140 | $188.0K | 0.00% | +4,140 | New |
| Citigroup Inc | 4,007 | $183.7K | 0.00% | −18,780−82.4% | Reduced |
| Lazard Asset Management LLC | 3,735 | $170.0K | 0.00% | −5,344−58.9% | Reduced |
| Metropolitan Life Insurance Co | 3,397 | $155.7K | 0.01% | +174+5.4% | Added |
| Aquatic Capital Management LLC | 2,700 | $124.0K | 0.01% | −1,400−34.1% | Reduced |
| DekaBank Deutsche Girozentrale | 2,430 | $111.0K | 0.00% | +2,430 | New |
| Tower Research Capital LLC (TRC) | 2,409 | $110.4K | 0.00% | −1,341−35.8% | Reduced |
| Trifecta Capital Advisors, LLC | 2,391 | $109.6K | 0.04% | −600−20.1% | Reduced |
| Group One Trading, L.P. | 2,053 | $94.1K | 0.00% | +2,053 | New |
| Quadrant Capital Group LLC | 1,884 | $86.4K | 0.01% | +43+2.3% | Added |
| FMR LLC | 1,806 | $82.8K | 0.00% | +82+4.8% | Added |
| Assetmark, Inc | 1,578 | $72.3K | 0.00% | +382+31.9% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 1,527 | $70.0K | 0.00% | +1,527 | New |
| Covestor Ltd | 1,378 | $63.0K | 0.05% | +126+10.1% | Added |
| KBC Group NV | 1,152 | $53.0K | 0.00% | +1,152 | New |
| Signaturefd, LLC | 1,123 | $51.5K | 0.00% | +21+1.9% | Added |
| Hexagon Capital Partners LLC | 1,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 996 | $45.7K | 0.00% | +503+102.0% | Added |
| Coppell Advisory Solutions LLC | 663 | $45.4K | 0.02% | −398−37.5% | Reduced |
| Ronald Blue Trust, Inc. | 752 | $38.0K | 0.00% | −5−0.7% | Reduced |
| US Bancorp | 806 | $36.9K | 0.00% | −7,206−89.9% | Reduced |
| Quarry LP | 651 | $29.8K | 0.02% | +62+10.5% | Added |
| Tower View Investment Management & Research LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 375 | $17.2K | 0.00% | −2−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 264 | $12.1K | 0.00% | +89+50.9% | Added |
| CWM, LLC | 242 | $11.0K | 0.00% | +200+476.2% | Added |
| Cary Street Partner Investment Advisory LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 151 | $6.92K | 0.00% | +40+36.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 113 | $5.00K | 0.00% | +59+109.3% | Added |
| Whittier Trust Co | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $4.08K | 0.01% | −166−65.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $3.90K | 0.00% | +85 | New |
| Parallel Advisors, LLC | 82 | $3.76K | 0.00% | +2+2.5% | Added |
| IFP Advisors, Inc | 72 | $3.30K | 0.00% | −2,883−97.6% | Reduced |
| Bessemer Group Inc | 64 | $3.00K | 0.00% | −201−75.8% | Reduced |
| FinTrust Capital Advisors, LLC | 65 | $2.98K | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 48 | $2.12K | 0.00% | +16+50.0% | Added |
| Lindbrook Capital, LLC | 44 | $2.02K | 0.00% | −15−25.4% | Reduced |
| Allworth Financial LP | 41 | $1.88K | 0.00% | +34+485.7% | Added |
| Farther Finance Advisors, LLC | 38 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.70K | 0.00% | +37 | New |
| Central Trust Co | 36 | $1.65K | 0.00% | +36 | New |
| Sunbelt Securities, Inc. | 31 | $1.42K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 30 | $1.38K | 0.00% | +5+20.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.24K | 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 |
| Massmutual Trust Co FSB | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Toronto Dominion Bank | 12 | $550 | 0.00% | +12 | New |
| Larson Financial Group LLC | 10 | $458 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $413 | 0.00% | +2+28.6% | Added |
| Tfo-TDC, LLC | 8 | $399 | 0.00% | +7+700.0% | Added |
| SJS Investment Consulting Inc. | 7 | $321 | 0.00% | −1,469−99.5% | Reduced |
| Versant Capital Management, Inc | 5 | $229 | 0.00% | −59−92.2% | Reduced |
| Huntington National Bank | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| 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 |