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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 49,900 | $2.18M | 0.00% | +25,000+100.4% | Added |
| BNP Paribas Arbitrage, SA | 49,764 | $2.17M | 0.00% | −118,498−70.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,495 | $2.12M | 0.01% | −11,459−19.1% | Reduced |
| Great West Life Assurance Co | 44,984 | $1.96M | 0.00% | −32−0.1% | Reduced |
| Royal Bank of Canada | 43,776 | $1.91M | 0.00% | +8,111+22.7% | Added |
| Putnam Investments LLC | 42,834 | $1.87M | 0.00% | −1,356−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,854 | $1.83M | 0.16% | +41,854 | New |
| Thompson Investment Management, Inc. | 39,225 | $1.71M | 0.28% | −2,200−5.3% | Reduced |
| Amalgamated Bank | 37,058 | $1.62M | 0.01% | +568+1.6% | Added |
| Trexquant Investment LP | 36,936 | $1.61M | 0.04% | −27,055−42.3% | Reduced |
| Mutual of America Capital Management LLC | 36,195 | $1.58M | 0.02% | −52,030−59.0% | Reduced |
| Boothbay Fund Management, LLC | 35,803 | $1.56M | 0.06% | +1,550+4.5% | Added |
| Price T Rowe Associates Inc | 33,527 | $1.47M | 0.00% | +1,307+4.1% | Added |
| Magnetar Financial LLC | 32,313 | $1.41M | 0.04% | −22,945−41.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,852 | $1.39M | 0.01% | +30,325+1,985.9% | Added |
| Voloridge Investment Management, LLC | 31,018 | $1.36M | 0.01% | −13,560−30.4% | Reduced |
| Yousif Capital Management, LLC | 27,225 | $1.19M | 0.01% | −830−3.0% | Reduced |
| Two Sigma Investments, LP | 26,390 | $1.15M | 0.00% | −213,062−89.0% | Reduced |
| State of Tennessee, Treasury Department | 25,749 | $1.12M | 0.00% | +2,000+8.4% | Added |
| Janus Henderson Group PLC | 25,431 | $1.11M | 0.00% | −47−0.2% | Reduced |
| Renaissance Technologies LLC | 24,700 | $1.08M | 0.00% | −127,053−83.7% | Reduced |
| Jefferies Financial Group Inc. | 23,591 | $1.03M | 0.02% | +18,546+367.6% | Added |
| Truist Financial Corp | 22,052 | $963.5K | 0.00% | −3,450−13.5% | Reduced |
| AQR Capital Management LLC | 21,954 | $959.2K | 0.00% | −37,060−62.8% | Reduced |
| HRT Financial LP | 21,859 | $955.0K | 0.01% | +4,236+24.0% | Added |
| Ensign Peak Advisors, Inc | 21,810 | $952.9K | 0.00% | +2,100+10.7% | Added |
| Jackson Creek Investment Advisors LLC | 20,240 | $884.0K | 0.34% | −40.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,526 | $853.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,506 | $852.2K | 0.00% | +2,170+12.5% | Added |
| Ameritas Investment Partners, Inc. | 19,346 | $845.2K | 0.03% | +245+1.3% | Added |
| Seven Eight Capital, LP | 18,312 | $800.1K | 0.09% | +2,910+18.9% | Added |
| Liontrust Investment Partners LLP | 18,213 | $795.7K | 0.01% | −587−3.1% | Reduced |
| Victory Capital Management Inc | 18,127 | $792.0K | 0.00% | −28,992−61.5% | Reduced |
| Citadel Advisors LLC | 18,096 | $790.6K | 0.00% | −267,880−93.7% | Reduced |
| American Century Companies Inc | 17,182 | $750.7K | 0.00% | +17,182 | New |
| Twinbeech Capital LP | 17,100 | $747.1K | 0.01% | +17,100 | New |
| Semanteon Capital Management, LP | 17,007 | $743.0K | 0.50% | +17,007 | New |
| State Board of Administration of Florida Retirement System | 16,883 | $737.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,686 | $729.0K | 0.01% | −289−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 16,572 | $724.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 16,500 | $720.9K | 0.01% | −200−1.2% | Reduced |
| Walleye Capital LLC | 15,573 | $680.4K | 0.01% | +213+1.4% | Added |
| Marshall Wace, LLP | 14,302 | $624.9K | 0.00% | −516,911−97.3% | Reduced |
| State of Michigan Retirement System | 14,018 | $612.4K | 0.00% | −100−0.7% | 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 |
| Northwestern Mutual Investment Management Company, LLC | 13,042 | $569.8K | 0.01% | −48−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,935 | $565.1K | 0.00% | +982+8.2% | Added |
| Baillie Gifford & Co | 12,896 | $563.4K | 0.00% | −123−0.9% | Reduced |
| ProShare Advisors LLC | 12,851 | $561.5K | 0.00% | +1,998+18.4% | Added |
| Citigroup Inc | 12,133 | $530.1K | 0.00% | +8,126+202.8% | Added |
| Brevan Howard Capital Management LP | 11,939 | $521.6K | 0.05% | +11,939 | New |
| PEAK6 Investments LLC | 11,625 | $507.9K | 0.02% | +11,625 | New |
| New Mexico Educational Retirement Board | 11,600 | $507.0K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 11,486 | $501.8K | 0.10% | −43−0.4% | Reduced |
| LPL Financial LLC | 11,483 | $501.7K | 0.00% | +212+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,810 | $472.3K | 0.00% | −853−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,744 | $469.4K | 0.01% | +8,335+346.0% | Added |
| First Trust Advisors LP | 10,672 | $466.3K | 0.00% | −25,005−70.1% | Reduced |
| Cipher Capital LP | 9,965 | $435.4K | 0.14% | +5,353+116.1% | Added |
| Walleye Trading LLC | 9,795 | $427.9K | 0.01% | −6,217−38.8% | Reduced |
| Teza Capital Management LLC | 9,534 | $416.5K | 0.07% | +4,381+85.0% | Added |
| Diversified Trust Co | 9,391 | $410.3K | 0.01% | −112−1.2% | Reduced |
| Cresset Asset Management, LLC | 9,246 | $404.0K | 0.00% | +146+1.6% | Added |
| Pacer Advisors, Inc. | 9,091 | $397.2K | 0.00% | +3,886+74.7% | Added |
| Alliance Wealth Advisors, LLC | 8,780 | $383.6K | 0.13% | +375+4.5% | Added |
| CWM Advisors, LLC | 8,744 | $382.0K | 0.04% | +2,116+31.9% | Added |
| Xponance, Inc. | 8,524 | $372.4K | 0.00% | +55+0.6% | Added |
| Prelude Capital Management, LLC | 8,423 | $368.0K | 0.03% | +8,423 | New |
| Winton Group Ltd | 8,395 | $366.8K | 0.03% | +2,024+31.8% | Added |
| Advisor Group Holdings, Inc. | 8,351 | $364.8K | 0.00% | −2,025−19.5% | Reduced |
| Norden Group LLC | 8,260 | $360.9K | 0.06% | +2,105+34.2% | Added |
| Keebeck Alpha, LP | 7,935 | $346.7K | 0.27% | +7,935 | New |
| HSBC Holdings PLC | 7,862 | $343.5K | 0.00% | −7,260−48.0% | Reduced |
| Centiva Capital, LP | 7,791 | $340.4K | 0.02% | +7,791 | New |
| KLR Investment Advisors, LLC | 7,714 | $337.0K | 0.24% | +1,952+33.9% | Added |
| Los Angeles Capital Management LLC | 7,656 | $334.5K | 0.00% | −568−6.9% | Reduced |
| Federated Hermes, Inc. | 7,552 | $329.9K | 0.00% | −858−10.2% | Reduced |
| LVW Advisors, LLC | 7,333 | $320.4K | 0.06% | −114−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,314 | $320.0K | 0.00% | −380−4.9% | Reduced |
| Pictet Asset Management Holding SA | 7,097 | $310.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,101 | $310.0K | 0.00% | +3,366+90.1% | Added |
| The PNC Financial Services Group, Inc. | 7,018 | $306.6K | 0.00% | −1,286−15.5% | Reduced |
| Harbour Capital Advisors, LLC | 6,875 | $304.2K | 0.08% | +6,875 | New |
| Truvestments Capital LLC | 6,739 | $294.4K | 0.13% | +1,962+41.1% | Added |
| Prudential Financial Inc | 6,717 | $293.5K | 0.00% | −37,558−84.8% | Reduced |
| Vident Advisory, LLC | 6,674 | $291.6K | 0.01% | +937+16.3% | Added |
| Portside Wealth Group, LLC | 6,570 | $287.0K | 0.05% | +24+0.4% | Added |
| State of Alaska, Department of Revenue | 6,335 | $276.0K | 0.00% | −660−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,222 | $272.0K | 0.00% | +289+4.9% | Added |
| JustInvest LLC | 6,097 | $266.4K | 0.01% | +6,097 | New |
| DFPG Investments, LLC | 5,885 | $260.4K | 0.02% | +5,885 | New |
| Stifel Financial Corp | 5,895 | $257.6K | 0.00% | +765+14.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 5,700 | $249.0K | 0.00% | +1,400+32.6% | Added |
| Private Advisor Group, LLC | 5,668 | $247.6K | 0.00% | +5,668 | New |
| Creative Planning | 5,558 | $242.8K | 0.00% | +553+11.0% | Added |
| SG Americas Securities, LLC | 5,540 | $242.0K | 0.00% | −17,103−75.5% | Reduced |
| Ieq Capital, LLC | 5,487 | $239.7K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,344 | $233.0K | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 5,226 | $229.7K | 0.00% | −13,606−72.2% | Reduced |