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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 5,254 | $229.6K | 0.03% | +5,254 | New |
| Jump Financial, LLC | 4,900 | $214.1K | 0.01% | −73,378−93.7% | Reduced |
| Securian Asset Management, Inc | 4,883 | $213.3K | 0.01% | −100−2.0% | Reduced |
| Hancock Whitney Corp | 4,716 | $206.0K | 0.01% | −333−6.6% | Reduced |
| ExodusPoint Capital Management, LP | 4,621 | $202.0K | 0.00% | +4,621 | New |
| STRS Ohio | 4,400 | $192.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,397 | $148.4K | 0.01% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 3,258 | $142.0K | 0.06% | +3,258 | New |
| DekaBank Deutsche Girozentrale | 2,430 | $106.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,391 | $104.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 2,233 | $97.6K | 0.00% | +655+41.5% | Added |
| Quadrant Capital Group LLC | 2,232 | $97.5K | 0.01% | +348+18.5% | Added |
| Nisa Investment Advisors, LLC | 2,154 | $94.1K | 0.00% | −2,028−48.5% | Reduced |
| State of Wyoming | 1,994 | $87.1K | 0.02% | +463+30.2% | Added |
| FMR LLC | 1,726 | $75.4K | 0.00% | −80−4.4% | Reduced |
| Covestor Ltd | 1,439 | $63.0K | 0.04% | +61+4.4% | Added |
| Advisors Asset Management, Inc. | 1,235 | $54.0K | 0.00% | +239+24.0% | Added |
| Signaturefd, LLC | 1,155 | $50.5K | 0.00% | +32+2.8% | Added |
| KBC Group NV | 1,152 | $50.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $43.7K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 946 | $41.3K | 0.00% | −1,107−53.9% | Reduced |
| US Bancorp | 861 | $37.6K | 0.00% | +55+6.8% | Added |
| Principal Securities, Inc. | 551 | $24.1K | 0.00% | +551 | New |
| Quarry LP | 470 | $20.5K | 0.01% | −181−27.8% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 358 | $15.6K | 0.00% | −17−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 292 | $13.0K | 0.00% | −460−61.2% | Reduced |
| Coppell Advisory Solutions LLC | 282 | $12.3K | 0.00% | −381−57.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 233 | $10.2K | 0.00% | +233 | New |
| Allworth Financial LP | 220 | $9.61K | 0.00% | +179+436.6% | Added |
| Cutler Group LP | 208 | $9.00K | 0.00% | +208 | New |
| Psagot Value Holdings Ltd. / (Israel) | 179 | $8.00K | 0.00% | +66+58.4% | Added |
| Fifth Third Bancorp | 172 | $7.51K | 0.00% | −92−34.8% | Reduced |
| First Horizon Advisors, Inc. | 151 | $6.60K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $4.37K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $2.84K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 59 | $2.58K | 0.00% | −13−18.1% | Reduced |
| GAMMA Investing LLC | 73 | $2.42K | 0.00% | +73 | New |
| Byrne Asset Management LLC | 50 | $2.17K | 0.00% | −100−66.7% | Reduced |
| Farther Finance Advisors, LLC | 42 | $1.83K | 0.00% | +4+10.5% | Added |
| EntryPoint Capital, LLC | 41 | $1.79K | 0.00% | +41 | New |
| Lindbrook Capital, LLC | 40 | $1.75K | 0.00% | −4−9.1% | Reduced |
| Global Retirement Partners, LLC | 40 | $1.71K | 0.00% | −8−16.7% | Reduced |
| Highline Wealth Partners LLC | 37 | $1.62K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $1.22K | 0.00% | +5+21.7% | Added |
| 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 |
| Main Street Group, LTD | 27 | $1.18K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 26 | $1.14K | 0.00% | −4−13.3% | Reduced |
| CWM, LLC | 13 | $1.00K | 0.00% | −229−94.6% | Reduced |
| Versant Capital Management, Inc | 21 | $917 | 0.00% | +16+320.0% | Added |
| Parallel Advisors, LLC | 16 | $699 | 0.00% | −66−80.5% | Reduced |
| Toronto Dominion Bank | 12 | $524 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $437 | 0.00% | 00.0% | Unchanged |
| 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 |
| DiNuzzo Private Wealth, Inc. | 5 | $219 | 0.00% | +5 | New |
| Advisory Services Network, LLC | 3 | $131 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |