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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $131 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $219 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 8 | $350 | 0.00% | −1−11.1% | Reduced |
| Tfo-TDC, LLC | 8 | $350 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $350 | 0.00% | +1+14.3% | Added |
| Larson Financial Group LLC | 10 | $437 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $524 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16 | $699 | 0.00% | −66−80.5% | Reduced |
| Versant Capital Management, Inc | 21 | $917 | 0.00% | +16+320.0% | Added |
| CWM, LLC | 13 | $1.00K | 0.00% | −229−94.6% | Reduced |
| Bell Investment Advisors, Inc | 26 | $1.14K | 0.00% | −4−13.3% | Reduced |
| Main Street Group, LTD | 27 | $1.18K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 27 | $1.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.18K | 0.00% | +2+8.0% | Added |
| Massmutual Trust Co FSB | 28 | $1.22K | 0.00% | +5+21.7% | Added |
| Central Trust Co | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.62K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $1.71K | 0.00% | −8−16.7% | Reduced |
| Lindbrook Capital, LLC | 40 | $1.75K | 0.00% | −4−9.1% | Reduced |
| EntryPoint Capital, LLC | 41 | $1.79K | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 42 | $1.83K | 0.00% | +4+10.5% | Added |
| Byrne Asset Management LLC | 50 | $2.17K | 0.00% | −100−66.7% | Reduced |
| GAMMA Investing LLC | 73 | $2.42K | 0.00% | +73 | New |
| IFP Advisors, Inc | 59 | $2.58K | 0.00% | −13−18.1% | Reduced |
| FinTrust Capital Advisors, LLC | 65 | $2.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $4.37K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 151 | $6.60K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 172 | $7.51K | 0.00% | −92−34.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 179 | $8.00K | 0.00% | +66+58.4% | Added |
| Cutler Group LP | 208 | $9.00K | 0.00% | +208 | New |
| Allworth Financial LP | 220 | $9.61K | 0.00% | +179+436.6% | Added |
| Johnson Financial Group, Inc. | 233 | $10.2K | 0.00% | +233 | New |
| GPS Wealth Strategies Group, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 282 | $12.3K | 0.00% | −381−57.5% | Reduced |
| Ronald Blue Trust, Inc. | 292 | $13.0K | 0.00% | −460−61.2% | Reduced |
| Natixis | 358 | $15.6K | 0.00% | −17−4.5% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 470 | $20.5K | 0.01% | −181−27.8% | Reduced |
| Principal Securities, Inc. | 551 | $24.1K | 0.00% | +551 | New |
| US Bancorp | 861 | $37.6K | 0.00% | +55+6.8% | Added |
| Group One Trading, L.P. | 946 | $41.3K | 0.00% | −1,107−53.9% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $43.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,152 | $50.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,155 | $50.5K | 0.00% | +32+2.8% | Added |
| Advisors Asset Management, Inc. | 1,235 | $54.0K | 0.00% | +239+24.0% | Added |
| Covestor Ltd | 1,439 | $63.0K | 0.04% | +61+4.4% | Added |
| FMR LLC | 1,726 | $75.4K | 0.00% | −80−4.4% | Reduced |
| State of Wyoming | 1,994 | $87.1K | 0.02% | +463+30.2% | Added |
| Nisa Investment Advisors, LLC | 2,154 | $94.1K | 0.00% | −2,028−48.5% | Reduced |
| Quadrant Capital Group LLC | 2,232 | $97.5K | 0.01% | +348+18.5% | Added |
| Assetmark, Inc | 2,233 | $97.6K | 0.00% | +655+41.5% | Added |
| Trifecta Capital Advisors, LLC | 2,391 | $104.5K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,430 | $106.0K | 0.00% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 3,258 | $142.0K | 0.06% | +3,258 | New |
| Metropolitan Life Insurance Co | 3,397 | $148.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 4,400 | $192.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,621 | $202.0K | 0.00% | +4,621 | New |
| Hancock Whitney Corp | 4,716 | $206.0K | 0.01% | −333−6.6% | Reduced |
| Securian Asset Management, Inc | 4,883 | $213.3K | 0.01% | −100−2.0% | Reduced |
| Jump Financial, LLC | 4,900 | $214.1K | 0.01% | −73,378−93.7% | Reduced |
| Mirabella Financial Services LLP | 5,254 | $229.6K | 0.03% | +5,254 | New |
| Bank of Montreal | 5,226 | $229.7K | 0.00% | −13,606−72.2% | Reduced |
| NinePointTwo Capital | 5,344 | $233.0K | 0.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,487 | $239.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,540 | $242.0K | 0.00% | −17,103−75.5% | Reduced |
| Creative Planning | 5,558 | $242.8K | 0.00% | +553+11.0% | Added |
| Private Advisor Group, LLC | 5,668 | $247.6K | 0.00% | +5,668 | New |
| Skandinaviska Enskilda Banken AB (publ) | 5,700 | $249.0K | 0.00% | +1,400+32.6% | Added |
| Stifel Financial Corp | 5,895 | $257.6K | 0.00% | +765+14.9% | Added |
| DFPG Investments, LLC | 5,885 | $260.4K | 0.02% | +5,885 | New |
| JustInvest LLC | 6,097 | $266.4K | 0.01% | +6,097 | New |
| Commonwealth Equity Services, LLC | 6,222 | $272.0K | 0.00% | +289+4.9% | Added |
| State of Alaska, Department of Revenue | 6,335 | $276.0K | 0.00% | −660−9.4% | Reduced |
| Portside Wealth Group, LLC | 6,570 | $287.0K | 0.05% | +24+0.4% | Added |
| Vident Advisory, LLC | 6,674 | $291.6K | 0.01% | +937+16.3% | Added |
| Prudential Financial Inc | 6,717 | $293.5K | 0.00% | −37,558−84.8% | Reduced |
| Truvestments Capital LLC | 6,739 | $294.4K | 0.13% | +1,962+41.1% | Added |
| Harbour Capital Advisors, LLC | 6,875 | $304.2K | 0.08% | +6,875 | New |
| The PNC Financial Services Group, Inc. | 7,018 | $306.6K | 0.00% | −1,286−15.5% | Reduced |
| Lazard Asset Management LLC | 7,101 | $310.0K | 0.00% | +3,366+90.1% | Added |
| Pictet Asset Management Holding SA | 7,097 | $310.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,314 | $320.0K | 0.00% | −380−4.9% | Reduced |
| LVW Advisors, LLC | 7,333 | $320.4K | 0.06% | −114−1.5% | Reduced |
| Federated Hermes, Inc. | 7,552 | $329.9K | 0.00% | −858−10.2% | Reduced |
| Los Angeles Capital Management LLC | 7,656 | $334.5K | 0.00% | −568−6.9% | Reduced |
| KLR Investment Advisors, LLC | 7,714 | $337.0K | 0.24% | +1,952+33.9% | Added |
| Centiva Capital, LP | 7,791 | $340.4K | 0.02% | +7,791 | New |
| HSBC Holdings PLC | 7,862 | $343.5K | 0.00% | −7,260−48.0% | Reduced |
| Keebeck Alpha, LP | 7,935 | $346.7K | 0.27% | +7,935 | New |
| Norden Group LLC | 8,260 | $360.9K | 0.06% | +2,105+34.2% | Added |
| Advisor Group Holdings, Inc. | 8,351 | $364.8K | 0.00% | −2,025−19.5% | Reduced |
| Winton Group Ltd | 8,395 | $366.8K | 0.03% | +2,024+31.8% | Added |
| Prelude Capital Management, LLC | 8,423 | $368.0K | 0.03% | +8,423 | New |
| Xponance, Inc. | 8,524 | $372.4K | 0.00% | +55+0.6% | Added |
| CWM Advisors, LLC | 8,744 | $382.0K | 0.04% | +2,116+31.9% | Added |
| Alliance Wealth Advisors, LLC | 8,780 | $383.6K | 0.13% | +375+4.5% | Added |
| Pacer Advisors, Inc. | 9,091 | $397.2K | 0.00% | +3,886+74.7% | Added |
| Cresset Asset Management, LLC | 9,246 | $404.0K | 0.00% | +146+1.6% | Added |