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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.

Q1 2024 vs. Q4 2023

How the institutions holding Calix, Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CALX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2634260+1
Shares56.7M54.3K57.4M+761.1K (+1.3%)
Value$2.48B$2.38M$1.91B−$565.3M (−22.8%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Calix, Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to CALX in Q1 2024
InstitutionSharesValue% of portfolio
Trigran Investments, Inc.850,598$28.2M2.73%
Arrowstreet Capital, Limited Partnership149,596$4.96M0.00%
Public Sector Pension Investment Board120,160$3.98M0.03%
Formula Growth Ltd120,000$3.98M1.27%
Kepos Capital LP70,000$2.32M0.60%
North Star Asset Management Inc65,656$2.18M0.10%
Connors Investor Services Inc58,542$1.94M0.20%
Dynamic Technology Lab Private Ltd55,744$1.85M0.20%
Needham Investment Management LLC50,000$1.66M0.15%
Franklin Resources Inc43,614$1.45M0.00%
Gsa Capital Partners LLP36,230$1.20M0.10%
Quantbot Technologies LP34,536$1.15M0.06%
B. Riley Asset Management, LLC34,470$1.14M0.46%
Atom Investors LP29,239$969.6K0.12%
Pathstone Holdings, LLC27,681$917.9K0.00%
Schonfeld Strategic Advisors LLC21,989$729.2K0.01%
FORA Capital, LLC21,825$723.7K0.06%
Y-Intercept (Hong Kong) Ltd20,997$696.3K0.05%
Koshinski Asset Management, Inc.20,175$669.0K0.07%
Maryland State Retirement & Pension System21,124$624.2K0.01%
Woodline Partners LP18,113$600.6K0.01%
D. E. Shaw & Co., Inc.15,221$504.7K0.00%
Petrus Trust Company, LTA15,064$499.5K0.05%
Quadrature Capital Ltd11,775$390.7K0.01%
Sherbrooke Park Advisers LLC11,062$366.8K0.07%
Cubist Systematic Strategies, LLC10,972$363.8K0.00%
Capstone Investment Advisors, LLC9,695$321.5K0.01%
Stoneridge Investment Partners LLC8,981$298.0K0.11%
Diversify Advisory Services, LLC7,466$242.1K0.01%
Wolverine Trading, LLC7,218$239.3K0.00%
Simplex Trading, LLC3,068$101.0K0.00%
Headlands Technologies LLC1,452$48.1K0.01%
nVerses Capital, LLC1,000$33.2K0.08%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC812$26.9K0.00%
CIBC Private Wealth Group, LLC793$25.7K0.00%
Rise Advisors, LLC405$13.4K0.01%
LRI Investments, LLC230$7.63K0.00%
Public Employees Retirement System of Ohio105$3.48K0.00%
Crewe Advisors LLC87$2.88K0.00%
Cape Investment Advisory, Inc.28$9280.00%
Umb Bank N A24$7960.00%
Private Wealth Management Group, LLC14$4650.00%
Parkside Financial Bank & Trust10$3320.00%
Abound Wealth Management8$2660.00%
Rothschild Investment LLC5$1660.00%

Sold out (44)

Institutions that held Calix, Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of CALX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Norges Bank606,152$26.5M
Weiss Multi-Strategy Advisers LLC170,144$7.43M
Atika Capital Management LLC115,000$5.02M
Dark Forest Capital Management LP103,829$4.54M
Healthcare of Ontario Pension Plan Trust Fund103,600$4.53M
Retirement Systems of Alabama73,420$3.21M
Redwood Investments, LLC63,304$2.77M
Connor, Clark & Lunn Investment Management Ltd.48,495$2.12M
Campbell & CO Investment Adviser LLC41,854$1.83M
Magnetar Financial LLC32,313$1.41M
Jefferies Financial Group Inc.23,591$1.03M
Truist Financial Corp22,052$963.5K
HRT Financial LP21,859$955.0K
Jackson Creek Investment Advisors LLC20,240$884.0K
Twinbeech Capital LP17,100$747.1K
Marshall Wace, LLP14,302$624.9K
State of Michigan Retirement System14,018$612.4K
Northwestern Mutual Investment Management Company, LLC13,042$569.8K
Brevan Howard Capital Management LP11,939$521.6K
PEAK6 Investments LLC11,625$507.9K
New Mexico Educational Retirement Board11,600$507.0K
Cipher Capital LP9,965$435.4K
Xponance, Inc.8,524$372.4K
Los Angeles Capital Management LLC7,656$334.5K
Federated Hermes, Inc.7,552$329.9K
LVW Advisors, LLC7,333$320.4K
Vident Advisory, LLC6,674$291.6K
JustInvest LLC6,097$266.4K
Skandinaviska Enskilda Banken AB (publ)5,700$249.0K
Private Advisor Group, LLC5,668$247.6K
Creative Planning5,558$242.8K
Ieq Capital, LLC5,487$239.7K
Bank of Montreal5,226$229.7K
Mirabella Financial Services LLP5,254$229.6K
Securian Asset Management, Inc4,883$213.3K
Hancock Whitney Corp4,716$206.0K
ExodusPoint Capital Management, LP4,621$202.0K
Johnson Financial Group, Inc.233$10.2K
Psagot Value Holdings Ltd. / (Israel)179$8.00K
First Horizon Advisors, Inc.151$6.60K
Byrne Asset Management LLC50$2.17K
Massmutual Trust Co FSB28$1.22K
AdvisorNet Financial, Inc8$350
Advisory Services Network, LLC3$131

Not filed for Q1 2024 yet (4)

Institutions that held Calix, Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC42,834$1.87M
DFPG Investments, LLC5,885$260.4K
NinePointTwo Capital5,344$233.0K
Coppell Advisory Solutions LLC282$12.3K