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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 9,391 | $410.3K | 0.01% | −112−1.2% | Reduced |
| Teza Capital Management LLC | 9,534 | $416.5K | 0.07% | +4,381+85.0% | Added |
| Walleye Trading LLC | 9,795 | $427.9K | 0.01% | −6,217−38.8% | Reduced |
| Cipher Capital LP | 9,965 | $435.4K | 0.14% | +5,353+116.1% | Added |
| First Trust Advisors LP | 10,672 | $466.3K | 0.00% | −25,005−70.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,744 | $469.4K | 0.01% | +8,335+346.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,810 | $472.3K | 0.00% | −853−7.3% | Reduced |
| LPL Financial LLC | 11,483 | $501.7K | 0.00% | +212+1.9% | Added |
| Harbor Capital Advisors, Inc. | 11,486 | $501.8K | 0.10% | −43−0.4% | Reduced |
| New Mexico Educational Retirement Board | 11,600 | $507.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,625 | $507.9K | 0.02% | +11,625 | New |
| Brevan Howard Capital Management LP | 11,939 | $521.6K | 0.05% | +11,939 | New |
| Citigroup Inc | 12,133 | $530.1K | 0.00% | +8,126+202.8% | Added |
| ProShare Advisors LLC | 12,851 | $561.5K | 0.00% | +1,998+18.4% | Added |
| Baillie Gifford & Co | 12,896 | $563.4K | 0.00% | −123−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,935 | $565.1K | 0.00% | +982+8.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,042 | $569.8K | 0.01% | −48−0.4% | Reduced |
| Handelsbanken Fonder AB | 13,200 | $577.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,200 | $577.0K | 0.01% | +10,500+388.9% | Added |
| State of Michigan Retirement System | 14,018 | $612.4K | 0.00% | −100−0.7% | Reduced |
| Marshall Wace, LLP | 14,302 | $624.9K | 0.00% | −516,911−97.3% | Reduced |
| Walleye Capital LLC | 15,573 | $680.4K | 0.01% | +213+1.4% | Added |
| Louisiana State Employees Retirement System | 16,500 | $720.9K | 0.01% | −200−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 16,572 | $724.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,686 | $729.0K | 0.01% | −289−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,883 | $737.6K | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 17,007 | $743.0K | 0.50% | +17,007 | New |
| Twinbeech Capital LP | 17,100 | $747.1K | 0.01% | +17,100 | New |
| American Century Companies Inc | 17,182 | $750.7K | 0.00% | +17,182 | New |
| Citadel Advisors LLC | 18,096 | $790.6K | 0.00% | −267,880−93.7% | Reduced |
| Victory Capital Management Inc | 18,127 | $792.0K | 0.00% | −28,992−61.5% | Reduced |
| Liontrust Investment Partners LLP | 18,213 | $795.7K | 0.01% | −587−3.1% | Reduced |
| Seven Eight Capital, LP | 18,312 | $800.1K | 0.09% | +2,910+18.9% | Added |
| Ameritas Investment Partners, Inc. | 19,346 | $845.2K | 0.03% | +245+1.3% | Added |
| Wells Fargo & Company | 19,506 | $852.2K | 0.00% | +2,170+12.5% | Added |
| Teachers Retirement System of the State of Kentucky | 19,526 | $853.0K | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 20,240 | $884.0K | 0.34% | −40.0% | Reduced |
| Ensign Peak Advisors, Inc | 21,810 | $952.9K | 0.00% | +2,100+10.7% | Added |
| HRT Financial LP | 21,859 | $955.0K | 0.01% | +4,236+24.0% | Added |
| AQR Capital Management LLC | 21,954 | $959.2K | 0.00% | −37,060−62.8% | Reduced |
| Truist Financial Corp | 22,052 | $963.5K | 0.00% | −3,450−13.5% | Reduced |
| Jefferies Financial Group Inc. | 23,591 | $1.03M | 0.02% | +18,546+367.6% | Added |
| Renaissance Technologies LLC | 24,700 | $1.08M | 0.00% | −127,053−83.7% | Reduced |
| Janus Henderson Group PLC | 25,431 | $1.11M | 0.00% | −47−0.2% | Reduced |
| State of Tennessee, Treasury Department | 25,749 | $1.12M | 0.00% | +2,000+8.4% | Added |
| Two Sigma Investments, LP | 26,390 | $1.15M | 0.00% | −213,062−89.0% | Reduced |
| Yousif Capital Management, LLC | 27,225 | $1.19M | 0.01% | −830−3.0% | Reduced |
| Voloridge Investment Management, LLC | 31,018 | $1.36M | 0.01% | −13,560−30.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,852 | $1.39M | 0.01% | +30,325+1,985.9% | Added |
| Magnetar Financial LLC | 32,313 | $1.41M | 0.04% | −22,945−41.5% | Reduced |
| Price T Rowe Associates Inc | 33,527 | $1.47M | 0.00% | +1,307+4.1% | Added |
| Boothbay Fund Management, LLC | 35,803 | $1.56M | 0.06% | +1,550+4.5% | Added |
| Mutual of America Capital Management LLC | 36,195 | $1.58M | 0.02% | −52,030−59.0% | Reduced |
| Trexquant Investment LP | 36,936 | $1.61M | 0.04% | −27,055−42.3% | Reduced |
| Amalgamated Bank | 37,058 | $1.62M | 0.01% | +568+1.6% | Added |
| Thompson Investment Management, Inc. | 39,225 | $1.71M | 0.28% | −2,200−5.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,854 | $1.83M | 0.16% | +41,854 | New |
| Putnam Investments LLC | 42,834 | $1.87M | 0.00% | −1,356−3.1% | Reduced |
| Royal Bank of Canada | 43,776 | $1.91M | 0.00% | +8,111+22.7% | Added |
| Great West Life Assurance Co | 44,984 | $1.96M | 0.00% | −32−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,495 | $2.12M | 0.01% | −11,459−19.1% | Reduced |
| BNP Paribas Arbitrage, SA | 49,764 | $2.17M | 0.00% | −118,498−70.4% | Reduced |
| Canada Pension Plan Investment Board | 49,900 | $2.18M | 0.00% | +25,000+100.4% | Added |
| Texas Permanent School Fund | 50,305 | $2.20M | 0.02% | +177+0.4% | Added |
| Great Lakes Advisors, LLC | 51,802 | $2.26M | 0.02% | −49,979−49.1% | Reduced |
| Qube Research & Technologies Ltd | 53,356 | $2.33M | 0.01% | +19,068+55.6% | Added |
| Holocene Advisors, LP | 56,585 | $2.47M | 0.01% | +31,090+121.9% | Added |
| Marathon Capital Management | 57,105 | $2.49M | 0.63% | +3,025+5.6% | Added |
| UBS Asset Management Americas Inc | 58,528 | $2.56M | 0.00% | +9,122+18.5% | Added |
| New York State Teachers Retirement System | 60,397 | $2.64M | 0.01% | +119+0.2% | Added |
| Capital Fund Management S.A. | 60,765 | $2.65M | 0.03% | −20,434−25.2% | Reduced |
| Credit Suisse AG | 61,883 | $2.70M | 0.00% | +2,665+4.5% | Added |
| California State Teachers Retirement System | 62,878 | $2.75M | 0.00% | −2,865−4.4% | Reduced |
| MetLife Investment Management | 63,013 | $2.75M | 0.02% | −742−1.2% | Reduced |
| Redwood Investments, LLC | 63,304 | $2.77M | 0.72% | −168,668−72.7% | Reduced |
| State of New Jersey Common Pension Fund D | 65,476 | $2.86M | 0.01% | +9,969+18.0% | Added |
| TownSquare Capital, LLC | 66,227 | $2.89M | 0.05% | +5,510+9.1% | Added |
| Manufacturers Life Insurance Company, The | 68,420 | $2.99M | 0.00% | −2,496−3.5% | Reduced |
| PDT Partners, LLC | 69,561 | $3.04M | 0.34% | +44,287+175.2% | Added |
| Millennium Management LLC | 72,335 | $3.16M | 0.00% | −928−1.3% | Reduced |
| Retirement Systems of Alabama | 73,420 | $3.21M | 0.01% | −280−0.4% | Reduced |
| Edgestream Partners, L.P. | 79,562 | $3.48M | 0.25% | +52,161+190.4% | Added |
| Invesco Ltd. | 80,247 | $3.51M | 0.00% | −38,328−32.3% | Reduced |
| Envestnet Asset Management Inc | 81,121 | $3.54M | 0.00% | +31,019+61.9% | Added |
| Two Sigma Advisers, LP | 81,400 | $3.56M | 0.01% | −184,000−69.3% | Reduced |
| SEI Investments Co | 83,147 | $3.63M | 0.01% | −58,451−41.3% | Reduced |
| Comerica Bank | 84,515 | $3.69M | 0.02% | +60,632+253.9% | Added |
| Royce & Associates LP | 87,636 | $3.83M | 0.04% | +36,667+71.9% | Added |
| Jane Street Group, LLC | 88,849 | $3.88M | 0.00% | +76,774+635.8% | Added |
| Guggenheim Capital LLC | 89,826 | $3.92M | 0.03% | +79,494+769.4% | Added |
| Balyasny Asset Management LLC | 91,429 | $3.99M | 0.01% | +43,267+89.8% | Added |
| Legal & General Group Plc | 91,917 | $4.02M | 0.00% | +1,304+1.4% | Added |
| UBS Group AG | 95,332 | $4.17M | 0.00% | +53,624+128.6% | Added |
| Voya Investment Management LLC | 100,654 | $4.40M | 0.00% | −326,895−76.5% | Reduced |
| Panagora Asset Management Inc | 102,919 | $4.50M | 0.03% | −304−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 103,600 | $4.53M | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 103,829 | $4.54M | 0.68% | +99,256+2,170.5% | Added |
| Engineers Gate Manager LP | 105,921 | $4.63M | 0.13% | −2,102−1.9% | Reduced |
| Russell Investments Group, Ltd. | 107,010 | $4.68M | 0.01% | +3,277+3.2% | Added |
| American International Group, Inc. | 108,034 | $4.72M | 0.02% | −4,077−3.6% | Reduced |