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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 110,000 | $4.81M | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 114,596 | $4.97M | 0.01% | −29,694−20.6% | Reduced |
| Atika Capital Management LLC | 115,000 | $5.02M | 0.71% | +43,000+59.7% | Added |
| Rockefeller Capital Management L.P. | 116,028 | $5.07M | 0.02% | +116,028 | New |
| Swiss National Bank | 117,600 | $5.14M | 0.00% | −13,400−10.2% | Reduced |
| OV Management LLC | 120,000 | $5.24M | 4.33% | +120,000 | New |
| Congress Wealth Management LLC | 124,723 | $5.45M | 0.10% | −28,790−18.8% | Reduced |
| Man Group plc | 131,018 | $5.72M | 0.02% | – | – |
| Algert Global LLC | 131,860 | $5.76M | 0.23% | +63,818+93.8% | Added |
| G2 Investment Partners Management LLC | 138,938 | $6.07M | 1.87% | −133,986−49.1% | Reduced |
| Barclays PLC | 142,148 | $6.21M | 0.00% | +93,692+193.4% | Added |
| DC Investments Management, LLC | 142,705 | $6.23M | 6.34% | +142,705 | New |
| Sora Investors LLC | 150,000 | $6.55M | 1.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 153,360 | $6.70M | 0.13% | −8,451−5.2% | Reduced |
| Penn Capital Management Co Inc | 153,366 | $6.71M | 0.62% | +18,744+13.9% | Added |
| State of Wisconsin Investment Board | 163,916 | $7.16M | 0.02% | +30,977+23.3% | Added |
| Cinctive Capital Management LP | 164,228 | $7.18M | 0.50% | +164,228 | New |
| Goldman Sachs Group Inc | 166,876 | $7.29M | 0.00% | −37,918−18.5% | Reduced |
| Neuberger Berman Group LLC | 167,851 | $7.33M | 0.01% | +37,333+28.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 170,144 | $7.43M | 0.19% | −329,856−66.0% | Reduced |
| New York State Common Retirement Fund | 176,867 | $7.73M | 0.01% | +2,190+1.3% | Added |
| Rhumbline Advisers | 184,695 | $8.07M | 0.01% | −3,624−1.9% | Reduced |
| Squarepoint Ops LLC | 187,057 | $8.17M | 0.03% | +32,266+20.8% | Added |
| Deutsche Bank AG | 216,134 | $9.44M | 0.00% | −581−0.3% | Reduced |
| Principal Financial Group Inc | 218,359 | $9.54M | 0.01% | −902−0.4% | Reduced |
| Assenagon Asset Management S.A. | 220,683 | $9.64M | 0.03% | −108,115−32.9% | Reduced |
| Susquehanna International Group, LLP | 230,680 | $10.1M | 0.02% | +216,484+1,525.0% | Added |
| Allspring Global Investments Holdings, LLC | 239,865 | $10.5M | 0.02% | −58,951−19.7% | Reduced |
| Bank of America Corp | 256,559 | $11.2M | 0.00% | +141,042+122.1% | Added |
| Pier Capital, LLC | 274,262 | $12.0M | 1.71% | +15,281+5.9% | Added |
| Analog Century Management LP | 277,536 | $12.1M | 2.80% | −34,412−11.0% | Reduced |
| JPMorgan Chase & Co | 320,884 | $14.0M | 0.00% | −11,408−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 368,182 | $16.1M | 0.03% | −3,134−0.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 401,454 | $17.5M | 1.64% | +52,882+15.2% | Added |
| Nuveen Asset Management, LLC | 409,880 | $17.9M | 0.01% | +2,791+0.7% | Added |
| Artemis Investment Management LLP | 415,783 | $18.2M | 0.27% | +415,783 | New |
| Charles Schwab Investment Management Inc | 468,490 | $20.5M | 0.01% | +7,485+1.6% | Added |
| Polar Asset Management Partners Inc. | 484,324 | $21.2M | 0.57% | −125,555−20.6% | Reduced |
| Morgan Stanley | 497,441 | $21.7M | 0.00% | +214,287+75.7% | Added |
| AXA S.A. | 510,653 | $22.3M | 0.07% | −1,487−0.3% | Reduced |
| Macquarie Group Ltd | 598,527 | $26.1M | 0.03% | −11,197−1.8% | Reduced |
| Norges Bank | 606,152 | $26.5M | 0.00% | +52,989+9.6% | Added |
| Ameriprise Financial Inc | 658,128 | $28.8M | 0.01% | −771,496−54.0% | Reduced |
| Westfield Capital Management Co LP | 681,620 | $29.8M | 0.17% | +2,433+0.4% | Added |
| Northern Trust Corp | 720,839 | $31.5M | 0.01% | −121,995−14.5% | Reduced |
| Loomis Sayles & Co L P | 765,817 | $33.5M | 0.05% | −24,239−3.1% | Reduced |
| Kornitzer Capital Management Inc | 823,253 | $36.0M | 0.70% | +32,800+4.1% | Added |
| Congress Asset Management Co | 875,687 | $38.3M | 0.30% | +76,546+9.6% | Added |
| Epoch Investment Partners, Inc. | 944,350 | $41.3M | 0.19% | +643,392+213.8% | Added |
| William Blair Investment Management, LLC | 966,631 | $42.2M | 0.12% | +592,919+158.7% | Added |
| Paradigm Capital Management Inc | 1,221,400 | $53.4M | 2.78% | −1000.0% | Reduced |
| Artisan Partners Limited Partnership | 1,233,425 | $53.9M | 0.08% | +159,250+14.8% | Added |
| Thrivent Financial for Lutherans | 1,241,339 | $54.2M | 0.12% | −12,629−1.0% | Reduced |
| Bank of New York Mellon Corp | 1,247,389 | $54.5M | 0.01% | −73,935−5.6% | Reduced |
| Geode Capital Management, LLC | 1,266,705 | $55.3M | 0.01% | +58,527+4.8% | Added |
| Gilder Gagnon Howe & Co LLC | 1,551,613 | $67.8M | 0.93% | −184,614−10.6% | Reduced |
| TD Asset Management Inc | 1,610,885 | $70.4M | 0.07% | +1,349,625+516.6% | Added |
| Dimensional Fund Advisors LP | 1,672,146 | $73.1M | 0.02% | +35,992+2.2% | Added |
| Wellington Management Group LLP | 1,755,497 | $76.7M | 0.01% | +166,695+10.5% | Added |
| State Street Corp | 2,068,350 | $90.4M | 0.00% | +95,516+4.8% | Added |
| Alliancebernstein L.P. | 5,301,947 | $231.6M | 0.09% | +2,932,195+123.7% | Added |
| Vanguard Group Inc | 6,422,915 | $280.6M | 0.01% | +58,069+0.9% | Added |
| BlackRock Inc. | 8,719,530 | $381.0M | 0.01% | +288,824+3.4% | Added |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −587,869−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −516,338−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −315,400−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −293,532−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −224,869−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −141,680−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −116,547−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −90,903−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −49,713−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,939−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −33,795−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,835−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,992−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −25,552−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −24,915−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −23,620−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,531−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −18,709−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −15,293−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,039−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −8,889−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,442−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,843−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −6,149−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |