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, Q4 2023
Institutional positions in Calix, Inc as of Dec 31, 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
- 263
- −12 vs. Q3 2023
- Shares held
- 56.7M
- +2.17M (+4.0%) vs. Q3 2023
- Total value
- $2.48B
- −$28.6M (−1.1%) vs. Q3 2023
- New holders
- 29
- 103 more added
- Sold out
- 41
- 100 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,719,530 | $381.0M | 0.01% | +288,824+3.4% | Added |
| Vanguard Group Inc | 6,422,915 | $280.6M | 0.01% | +58,069+0.9% | Added |
| Alliancebernstein L.P. | 5,301,947 | $231.6M | 0.09% | +2,932,195+123.7% | Added |
| State Street Corp | 2,068,350 | $90.4M | 0.00% | +95,516+4.8% | Added |
| Wellington Management Group LLP | 1,755,497 | $76.7M | 0.01% | +166,695+10.5% | Added |
| Dimensional Fund Advisors LP | 1,672,146 | $73.1M | 0.02% | +35,992+2.2% | Added |
| TD Asset Management Inc | 1,610,885 | $70.4M | 0.07% | +1,349,625+516.6% | Added |
| Gilder Gagnon Howe & Co LLC | 1,551,613 | $67.8M | 0.93% | −184,614−10.6% | Reduced |
| Geode Capital Management, LLC | 1,266,705 | $55.3M | 0.01% | +58,527+4.8% | Added |
| Bank of New York Mellon Corp | 1,247,389 | $54.5M | 0.01% | −73,935−5.6% | Reduced |
| Thrivent Financial for Lutherans | 1,241,339 | $54.2M | 0.12% | −12,629−1.0% | Reduced |
| Artisan Partners Limited Partnership | 1,233,425 | $53.9M | 0.08% | +159,250+14.8% | Added |
| Paradigm Capital Management Inc | 1,221,400 | $53.4M | 2.78% | −1000.0% | Reduced |
| William Blair Investment Management, LLC | 966,631 | $42.2M | 0.12% | +592,919+158.7% | Added |
| Epoch Investment Partners, Inc. | 944,350 | $41.3M | 0.19% | +643,392+213.8% | Added |
| Congress Asset Management Co | 875,687 | $38.3M | 0.30% | +76,546+9.6% | Added |
| Kornitzer Capital Management Inc | 823,253 | $36.0M | 0.70% | +32,800+4.1% | Added |
| Loomis Sayles & Co L P | 765,817 | $33.5M | 0.05% | −24,239−3.1% | Reduced |
| Northern Trust Corp | 720,839 | $31.5M | 0.01% | −121,995−14.5% | Reduced |
| Westfield Capital Management Co LP | 681,620 | $29.8M | 0.17% | +2,433+0.4% | Added |
| Ameriprise Financial Inc | 658,128 | $28.8M | 0.01% | −771,496−54.0% | Reduced |
| Norges Bank | 606,152 | $26.5M | 0.00% | +52,989+9.6% | Added |
| Macquarie Group Ltd | 598,527 | $26.1M | 0.03% | −11,197−1.8% | Reduced |
| AXA S.A. | 510,653 | $22.3M | 0.07% | −1,487−0.3% | Reduced |
| Morgan Stanley | 497,441 | $21.7M | 0.00% | +214,287+75.7% | Added |
| Polar Asset Management Partners Inc. | 484,324 | $21.2M | 0.57% | −125,555−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 468,490 | $20.5M | 0.01% | +7,485+1.6% | Added |
| Artemis Investment Management LLP | 415,783 | $18.2M | 0.27% | +415,783 | New |
| Nuveen Asset Management, LLC | 409,880 | $17.9M | 0.01% | +2,791+0.7% | Added |
| Mesirow Institutional Investment Management, Inc. | 401,454 | $17.5M | 1.64% | +52,882+15.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 368,182 | $16.1M | 0.03% | −3,134−0.8% | Reduced |
| JPMorgan Chase & Co | 320,884 | $14.0M | 0.00% | −11,408−3.4% | Reduced |
| Analog Century Management LP | 277,536 | $12.1M | 2.80% | −34,412−11.0% | Reduced |
| Pier Capital, LLC | 274,262 | $12.0M | 1.71% | +15,281+5.9% | Added |
| Bank of America Corp | 256,559 | $11.2M | 0.00% | +141,042+122.1% | Added |
| Allspring Global Investments Holdings, LLC | 239,865 | $10.5M | 0.02% | −58,951−19.7% | Reduced |
| Susquehanna International Group, LLP | 230,680 | $10.1M | 0.02% | +216,484+1,525.0% | Added |
| Assenagon Asset Management S.A. | 220,683 | $9.64M | 0.03% | −108,115−32.9% | Reduced |
| Principal Financial Group Inc | 218,359 | $9.54M | 0.01% | −902−0.4% | Reduced |
| Deutsche Bank AG | 216,134 | $9.44M | 0.00% | −581−0.3% | Reduced |
| Squarepoint Ops LLC | 187,057 | $8.17M | 0.03% | +32,266+20.8% | Added |
| Rhumbline Advisers | 184,695 | $8.07M | 0.01% | −3,624−1.9% | Reduced |
| New York State Common Retirement Fund | 176,867 | $7.73M | 0.01% | +2,190+1.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 170,144 | $7.43M | 0.19% | −329,856−66.0% | Reduced |
| Neuberger Berman Group LLC | 167,851 | $7.33M | 0.01% | +37,333+28.6% | Added |
| Goldman Sachs Group Inc | 166,876 | $7.29M | 0.00% | −37,918−18.5% | Reduced |
| Cinctive Capital Management LP | 164,228 | $7.18M | 0.50% | +164,228 | New |
| State of Wisconsin Investment Board | 163,916 | $7.16M | 0.02% | +30,977+23.3% | Added |
| Penn Capital Management Co Inc | 153,366 | $6.71M | 0.62% | +18,744+13.9% | Added |
| Penserra Capital Management LLC | 153,360 | $6.70M | 0.13% | −8,451−5.2% | Reduced |
| Sora Investors LLC | 150,000 | $6.55M | 1.10% | 00.0% | Unchanged |
| DC Investments Management, LLC | 142,705 | $6.23M | 6.34% | +142,705 | New |
| Barclays PLC | 142,148 | $6.21M | 0.00% | +93,692+193.4% | Added |
| G2 Investment Partners Management LLC | 138,938 | $6.07M | 1.87% | −133,986−49.1% | Reduced |
| Algert Global LLC | 131,860 | $5.76M | 0.23% | +63,818+93.8% | Added |
| Man Group plc | 131,018 | $5.72M | 0.02% | – | – |
| Congress Wealth Management LLC | 124,723 | $5.45M | 0.10% | −28,790−18.8% | Reduced |
| OV Management LLC | 120,000 | $5.24M | 4.33% | +120,000 | New |
| Swiss National Bank | 117,600 | $5.14M | 0.00% | −13,400−10.2% | Reduced |
| Rockefeller Capital Management L.P. | 116,028 | $5.07M | 0.02% | +116,028 | New |
| Atika Capital Management LLC | 115,000 | $5.02M | 0.71% | +43,000+59.7% | Added |
| National Bank of Canada | 114,596 | $4.97M | 0.01% | −29,694−20.6% | Reduced |
| British Columbia Investment Management Corp | 110,000 | $4.81M | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 108,034 | $4.72M | 0.02% | −4,077−3.6% | Reduced |
| Russell Investments Group, Ltd. | 107,010 | $4.68M | 0.01% | +3,277+3.2% | Added |
| Engineers Gate Manager LP | 105,921 | $4.63M | 0.13% | −2,102−1.9% | Reduced |
| Dark Forest Capital Management LP | 103,829 | $4.54M | 0.68% | +99,256+2,170.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 103,600 | $4.53M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 102,919 | $4.50M | 0.03% | −304−0.3% | Reduced |
| Voya Investment Management LLC | 100,654 | $4.40M | 0.00% | −326,895−76.5% | Reduced |
| UBS Group AG | 95,332 | $4.17M | 0.00% | +53,624+128.6% | Added |
| Legal & General Group Plc | 91,917 | $4.02M | 0.00% | +1,304+1.4% | Added |
| Balyasny Asset Management LLC | 91,429 | $3.99M | 0.01% | +43,267+89.8% | Added |
| Guggenheim Capital LLC | 89,826 | $3.92M | 0.03% | +79,494+769.4% | Added |
| Jane Street Group, LLC | 88,849 | $3.88M | 0.00% | +76,774+635.8% | Added |
| Royce & Associates LP | 87,636 | $3.83M | 0.04% | +36,667+71.9% | Added |
| Comerica Bank | 84,515 | $3.69M | 0.02% | +60,632+253.9% | Added |
| SEI Investments Co | 83,147 | $3.63M | 0.01% | −58,451−41.3% | Reduced |
| Two Sigma Advisers, LP | 81,400 | $3.56M | 0.01% | −184,000−69.3% | Reduced |
| Envestnet Asset Management Inc | 81,121 | $3.54M | 0.00% | +31,019+61.9% | Added |
| Invesco Ltd. | 80,247 | $3.51M | 0.00% | −38,328−32.3% | Reduced |
| Edgestream Partners, L.P. | 79,562 | $3.48M | 0.25% | +52,161+190.4% | Added |
| Retirement Systems of Alabama | 73,420 | $3.21M | 0.01% | −280−0.4% | Reduced |
| Millennium Management LLC | 72,335 | $3.16M | 0.00% | −928−1.3% | Reduced |
| PDT Partners, LLC | 69,561 | $3.04M | 0.34% | +44,287+175.2% | Added |
| Manufacturers Life Insurance Company, The | 68,420 | $2.99M | 0.00% | −2,496−3.5% | Reduced |
| TownSquare Capital, LLC | 66,227 | $2.89M | 0.05% | +5,510+9.1% | Added |
| State of New Jersey Common Pension Fund D | 65,476 | $2.86M | 0.01% | +9,969+18.0% | Added |
| Redwood Investments, LLC | 63,304 | $2.77M | 0.72% | −168,668−72.7% | Reduced |
| MetLife Investment Management | 63,013 | $2.75M | 0.02% | −742−1.2% | Reduced |
| California State Teachers Retirement System | 62,878 | $2.75M | 0.00% | −2,865−4.4% | Reduced |
| Credit Suisse AG | 61,883 | $2.70M | 0.00% | +2,665+4.5% | Added |
| Capital Fund Management S.A. | 60,765 | $2.65M | 0.03% | −20,434−25.2% | Reduced |
| New York State Teachers Retirement System | 60,397 | $2.64M | 0.01% | +119+0.2% | Added |
| UBS Asset Management Americas Inc | 58,528 | $2.56M | 0.00% | +9,122+18.5% | Added |
| Marathon Capital Management | 57,105 | $2.49M | 0.63% | +3,025+5.6% | Added |
| Holocene Advisors, LP | 56,585 | $2.47M | 0.01% | +31,090+121.9% | Added |
| Qube Research & Technologies Ltd | 53,356 | $2.33M | 0.01% | +19,068+55.6% | Added |
| Great Lakes Advisors, LLC | 51,802 | $2.26M | 0.02% | −49,979−49.1% | Reduced |
| Texas Permanent School Fund | 50,305 | $2.20M | 0.02% | +177+0.4% | Added |