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, Q1 2024
Institutional positions in Calix, Inc as of Mar 31, 2024. 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
- 260
- +1 vs. Q4 2023
- Shares held
- 57.4M
- +761.1K (+1.3%) vs. Q4 2023
- Total value
- $1.91B
- −$565.3M (−22.8%) vs. Q4 2023
- New holders
- 45
- 100 more added
- Sold out
- 44
- 89 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,944,759 | $362.9M | 0.01% | +2,225,229+25.5% | Added |
| Vanguard Group Inc | 7,323,628 | $242.9M | 0.00% | +900,713+14.0% | Added |
| Alliancebernstein L.P. | 5,443,340 | $180.5M | 0.06% | +141,393+2.7% | Added |
| State Street Corp | 2,309,649 | $76.6M | 0.00% | +241,299+11.7% | Added |
| TD Asset Management Inc | 2,063,430 | $68.4M | 0.06% | +452,545+28.1% | Added |
| Dimensional Fund Advisors LP | 1,747,889 | $58.0M | 0.02% | +75,743+4.5% | Added |
| Bank of New York Mellon Corp | 1,502,646 | $49.8M | 0.01% | +255,257+20.5% | Added |
| Geode Capital Management, LLC | 1,271,089 | $42.2M | 0.00% | +4,384+0.3% | Added |
| Paradigm Capital Management Inc | 1,221,400 | $40.5M | 1.94% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 1,218,347 | $40.4M | 0.06% | −15,078−1.2% | Reduced |
| Epoch Investment Partners, Inc. | 1,164,049 | $38.6M | 0.17% | +219,699+23.3% | Added |
| Congress Asset Management Co | 1,045,867 | $34.7M | 0.25% | +170,180+19.4% | Added |
| William Blair Investment Management, LLC | 923,288 | $30.6M | 0.08% | −43,343−4.5% | Reduced |
| Trigran Investments, Inc. | 850,598 | $28.2M | 2.73% | +850,598 | New |
| Morgan Stanley | 845,342 | $28.0M | 0.00% | +347,901+69.9% | Added |
| Kornitzer Capital Management Inc | 743,753 | $24.7M | 0.45% | −79,500−9.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 662,146 | $22.0M | 0.27% | −889,467−57.3% | Reduced |
| Assenagon Asset Management S.A. | 607,001 | $20.1M | 0.05% | +386,318+175.1% | Added |
| Northern Trust Corp | 606,889 | $20.1M | 0.00% | −113,950−15.8% | Reduced |
| Westfield Capital Management Co LP | 584,576 | $19.4M | 0.10% | −97,044−14.2% | Reduced |
| Charles Schwab Investment Management Inc | 536,968 | $17.8M | 0.00% | +68,478+14.6% | Added |
| Polar Asset Management Partners Inc. | 529,124 | $17.5M | 0.47% | +44,800+9.3% | Added |
| Analog Century Management LP | 505,852 | $16.8M | 2.34% | +228,316+82.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 314,520 | $16.3M | 0.04% | −53,662−14.6% | Reduced |
| Nuveen Asset Management, LLC | 413,078 | $13.7M | 0.00% | +3,198+0.8% | Added |
| Artemis Investment Management LLP | 361,873 | $12.0M | 0.16% | −53,910−13.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 329,280 | $10.9M | 0.97% | −72,174−18.0% | Reduced |
| Principal Financial Group Inc | 305,569 | $10.1M | 0.01% | +87,210+39.9% | Added |
| Bank of America Corp | 287,361 | $9.53M | 0.00% | +30,802+12.0% | Added |
| Deutsche Bank AG | 277,766 | $9.21M | 0.00% | +61,632+28.5% | Added |
| Pier Capital, LLC | 267,219 | $8.86M | 1.22% | −7,043−2.6% | Reduced |
| Balyasny Asset Management LLC | 249,792 | $8.28M | 0.02% | +158,363+173.2% | Added |
| Invesco Ltd. | 243,222 | $8.07M | 0.00% | +162,975+203.1% | Added |
| Ameriprise Financial Inc | 232,178 | $7.70M | 0.00% | −425,950−64.7% | Reduced |
| Voloridge Investment Management, LLC | 228,928 | $7.59M | 0.03% | +197,910+638.0% | Added |
| Goldman Sachs Group Inc | 215,398 | $7.14M | 0.00% | +48,522+29.1% | Added |
| Rockefeller Capital Management L.P. | 214,891 | $7.13M | 0.02% | +98,863+85.2% | Added |
| Penserra Capital Management LLC | 211,854 | $7.03M | 0.09% | +58,494+38.1% | Added |
| Allspring Global Investments Holdings, LLC | 204,944 | $6.80M | 0.01% | −34,921−14.6% | Reduced |
| DC Investments Management, LLC | 202,705 | $6.72M | 5.68% | +60,000+42.0% | Added |
| Wellington Management Group LLP | 202,278 | $6.71M | 0.00% | −1,553,219−88.5% | Reduced |
| Qube Research & Technologies Ltd | 199,266 | $6.61M | 0.01% | +145,910+273.5% | Added |
| Citadel Advisors LLC | 193,898 | $6.43M | 0.01% | +175,802+971.5% | Added |
| New York State Common Retirement Fund | 176,879 | $5.87M | 0.01% | +120.0% | Added |
| Congress Wealth Management LLC | 175,807 | $5.83M | 0.10% | +51,084+41.0% | Added |
| Rhumbline Advisers | 168,409 | $5.58M | 0.01% | −16,286−8.8% | Reduced |
| Legal & General Group Plc | 167,120 | $5.54M | 0.00% | +75,203+81.8% | Added |
| Edgestream Partners, L.P. | 166,995 | $5.54M | 0.28% | +87,433+109.9% | Added |
| British Columbia Investment Management Corp | 165,000 | $5.47M | 0.04% | +55,000+50.0% | Added |
| Squarepoint Ops LLC | 164,430 | $5.45M | 0.02% | −22,627−12.1% | Reduced |
| Sora Investors LLC | 155,000 | $5.14M | 0.85% | +5,000+3.3% | Added |
| Engineers Gate Manager LP | 153,668 | $5.10M | 0.13% | +47,747+45.1% | Added |
| Penn Capital Management Co Inc | 151,807 | $5.04M | 0.45% | −1,559−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 149,596 | $4.96M | 0.00% | +149,596 | New |
| State of Wisconsin Investment Board | 145,990 | $4.84M | 0.01% | −17,926−10.9% | Reduced |
| Loomis Sayles & Co L P | 136,889 | $4.54M | 0.01% | −628,928−82.1% | Reduced |
| Neuberger Berman Group LLC | 135,053 | $4.48M | 0.00% | −32,798−19.5% | Reduced |
| Russell Investments Group, Ltd. | 132,990 | $4.41M | 0.01% | +25,980+24.3% | Added |
| G2 Investment Partners Management LLC | 121,201 | $4.02M | 1.07% | −17,737−12.8% | Reduced |
| Public Sector Pension Investment Board | 120,160 | $3.98M | 0.03% | +120,160 | New |
| OV Management LLC | 120,000 | $3.98M | 2.89% | 00.0% | Unchanged |
| Formula Growth Ltd | 120,000 | $3.98M | 1.27% | +120,000 | New |
| Swiss National Bank | 117,000 | $3.88M | 0.00% | −600−0.5% | Reduced |
| Guggenheim Capital LLC | 114,078 | $3.78M | 0.03% | +24,252+27.0% | Added |
| National Bank of Canada | 118,813 | $3.64M | 0.01% | +4,217+3.7% | Added |
| AXA S.A. | 107,805 | $3.57M | 0.01% | −402,848−78.9% | Reduced |
| Holocene Advisors, LP | 106,777 | $3.54M | 0.01% | +50,192+88.7% | Added |
| Millennium Management LLC | 102,414 | $3.40M | 0.00% | +30,079+41.6% | Added |
| Panagora Asset Management Inc | 101,338 | $3.36M | 0.02% | −1,581−1.5% | Reduced |
| Man Group plc | 100,933 | $3.35M | 0.01% | −30,085−23.0% | Reduced |
| Envestnet Asset Management Inc | 100,674 | $3.34M | 0.00% | +19,553+24.1% | Added |
| Cinctive Capital Management LP | 94,206 | $3.12M | 0.16% | −70,022−42.6% | Reduced |
| Walleye Capital LLC | 89,691 | $2.97M | 0.03% | +74,118+475.9% | Added |
| Marathon Capital Management | 83,640 | $2.77M | 0.66% | +26,535+46.5% | Added |
| State of New Jersey Common Pension Fund D | 80,768 | $2.68M | 0.01% | +15,292+23.4% | Added |
| SEI Investments Co | 77,547 | $2.57M | 0.00% | −5,600−6.7% | Reduced |
| TownSquare Capital, LLC | 76,158 | $2.53M | 0.04% | +9,931+15.0% | Added |
| PDT Partners, LLC | 74,530 | $2.47M | 0.23% | +4,969+7.1% | Added |
| JPMorgan Chase & Co | 72,992 | $2.42M | 0.00% | −247,892−77.3% | Reduced |
| Kepos Capital LP | 70,000 | $2.32M | 0.60% | +70,000 | New |
| Comerica Bank | 68,544 | $2.27M | 0.01% | −15,971−18.9% | Reduced |
| Trexquant Investment LP | 66,037 | $2.19M | 0.04% | +29,101+78.8% | Added |
| Two Sigma Investments, LP | 65,994 | $2.19M | 0.01% | +39,604+150.1% | Added |
| Prudential Financial Inc | 65,739 | $2.18M | 0.00% | +59,022+878.7% | Added |
| North Star Asset Management Inc | 65,656 | $2.18M | 0.10% | +65,656 | New |
| UBS Asset Management Americas Inc | 64,373 | $2.13M | 0.00% | +5,845+10.0% | Added |
| Barclays PLC | 63,429 | $2.10M | 0.00% | −78,719−55.4% | Reduced |
| Credit Suisse AG | 62,767 | $2.08M | 0.00% | +884+1.4% | Added |
| Great West Life Assurance Co | 62,677 | $2.08M | 0.00% | +17,693+39.3% | Added |
| New York State Teachers Retirement System | 61,300 | $2.03M | 0.00% | +903+1.5% | Added |
| AQR Capital Management LLC | 60,100 | $1.99M | 0.00% | +38,146+173.8% | Added |
| California State Teachers Retirement System | 59,246 | $1.96M | 0.00% | −3,632−5.8% | Reduced |
| Connors Investor Services Inc | 58,542 | $1.94M | 0.20% | +58,542 | New |
| Thompson Investment Management, Inc. | 55,950 | $1.86M | 0.28% | +16,725+42.6% | Added |
| Dynamic Technology Lab Private Ltd | 55,744 | $1.85M | 0.20% | +55,744 | New |
| Jane Street Group, LLC | 54,091 | $1.79M | 0.00% | −34,758−39.1% | Reduced |
| BNP Paribas Arbitrage, SA | 53,995 | $1.79M | 0.00% | +4,231+8.5% | Added |
| Texas Permanent School Fund | 51,305 | $1.70M | 0.01% | +1,000+2.0% | Added |
| Thrivent Financial for Lutherans | 50,855 | $1.69M | 0.00% | −1,190,484−95.9% | Reduced |
| Needham Investment Management LLC | 50,000 | $1.66M | 0.15% | +50,000 | New |