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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $33 | 0.00% | −7−87.5% | Reduced |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $166 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $166 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $199 | 0.00% | −2−25.0% | Reduced |
| Abound Wealth Management | 8 | $266 | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $332 | 0.00% | +10 | New |
| Toronto Dominion Bank | 12 | $398 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $464 | 0.00% | −7−33.3% | Reduced |
| Private Wealth Management Group, LLC | 14 | $465 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 18 | $597 | 0.00% | −9−33.3% | Reduced |
| Umb Bank N A | 24 | $796 | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 26 | $863 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $876 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $895 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 28 | $928 | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| Farther Finance Advisors, LLC | 31 | $1.00K | 0.00% | −11−26.2% | Reduced |
| Central Trust Co | 36 | $1.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 53 | $1.76K | 0.00% | +37+231.3% | Added |
| IFP Advisors, Inc | 59 | $1.96K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $2.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 78 | $2.59K | 0.00% | +5+6.8% | Added |
| Crewe Advisors LLC | 87 | $2.88K | 0.00% | +87 | New |
| Public Employees Retirement System of Ohio | 105 | $3.48K | 0.00% | +105 | New |
| Macquarie Group Ltd | 119 | $4.00K | 0.00% | −598,408−100.0% | Reduced |
| Fifth Third Bancorp | 128 | $4.24K | 0.00% | −44−25.6% | Reduced |
| Cutler Group LP | 208 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $6.86K | 0.00% | +167+417.5% | Added |
| Allworth Financial LP | 226 | $7.50K | 0.00% | +6+2.7% | Added |
| LRI Investments, LLC | 230 | $7.63K | 0.00% | +230 | New |
| Covestor Ltd | 285 | $9.00K | 0.01% | −1,154−80.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $9.12K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 292 | $9.68K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 300 | $9.95K | 0.00% | −646−68.3% | Reduced |
| Natixis | 355 | $11.8K | 0.00% | −3−0.8% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $13.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $13.4K | 0.01% | +405 | New |
| Principal Securities, Inc. | 559 | $18.5K | 0.00% | +8+1.5% | Added |
| CWM, LLC | 612 | $20.0K | 0.00% | +599+4,607.7% | Added |
| Whittier Trust Co | 615 | $20.4K | 0.00% | +515+515.0% | Added |
| US Bancorp | 699 | $23.2K | 0.00% | −162−18.8% | Reduced |
| CIBC Private Wealth Group, LLC | 793 | $25.7K | 0.00% | +793 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 812 | $26.9K | 0.00% | +812 | New |
| DekaBank Deutsche Girozentrale | 902 | $30.0K | 0.00% | −1,528−62.9% | Reduced |
| Quarry LP | 917 | $30.4K | 0.01% | +447+95.1% | Added |
| nVerses Capital, LLC | 1,000 | $33.2K | 0.08% | +1,000 | New |
| Hexagon Capital Partners LLC | 1,025 | $34.0K | 0.01% | +25+2.5% | Added |
| Pacer Advisors, Inc. | 1,050 | $34.8K | 0.00% | −8,041−88.5% | Reduced |
| Signaturefd, LLC | 1,108 | $36.7K | 0.00% | −47−4.1% | Reduced |
| Advisors Asset Management, Inc. | 1,172 | $38.9K | 0.00% | −63−5.1% | Reduced |
| State of Wyoming | 1,186 | $39.3K | 0.01% | −808−40.5% | Reduced |
| Trifecta Capital Advisors, LLC | 1,191 | $39.5K | 0.01% | −1,200−50.2% | Reduced |
| FMR LLC | 1,344 | $44.6K | 0.00% | −382−22.1% | Reduced |
| Headlands Technologies LLC | 1,452 | $48.1K | 0.01% | +1,452 | New |
| KBC Group NV | 1,757 | $58.0K | 0.00% | +605+52.5% | Added |
| Handelsinvest Investeringsforvaltning | 2,145 | $71.0K | 0.03% | −1,113−34.2% | Reduced |
| Assetmark, Inc | 2,179 | $72.3K | 0.00% | −54−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,217 | $73.5K | 0.00% | +63+2.9% | Added |
| Quadrant Capital Group LLC | 2,298 | $76.2K | 0.01% | +66+3.0% | Added |
| Truvestments Capital LLC | 2,458 | $81.5K | 0.03% | −4,281−63.5% | Reduced |
| STRS Ohio | 3,000 | $99.0K | 0.00% | −1,400−31.8% | Reduced |
| Simplex Trading, LLC | 3,068 | $101.0K | 0.00% | +3,068 | New |
| Aquatic Capital Management LLC | 3,100 | $102.8K | 0.00% | −10,100−76.5% | Reduced |
| Metropolitan Life Insurance Co | 3,221 | $106.8K | 0.00% | −176−5.2% | Reduced |
| SG Americas Securities, LLC | 3,559 | $118.0K | 0.00% | −1,981−35.8% | Reduced |
| EntryPoint Capital, LLC | 3,700 | $122.7K | 0.11% | +3,659+8,924.4% | Added |
| Lazard Asset Management LLC | 3,779 | $124.0K | 0.00% | −3,322−46.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,108 | $202.5K | 0.01% | −13,238−68.4% | Reduced |
| KLR Investment Advisors, LLC | 6,921 | $204.6K | 0.15% | −793−10.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,810 | $225.8K | 0.00% | −208−3.0% | Reduced |
| Portside Wealth Group, LLC | 6,913 | $229.2K | 0.04% | +343+5.2% | Added |
| Pictet Asset Management Holding SA | 7,097 | $235.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,218 | $239.3K | 0.00% | +7,218 | New |
| Advisor Group Holdings, Inc. | 7,237 | $240.0K | 0.00% | −1,114−13.3% | Reduced |
| Diversify Advisory Services, LLC | 7,466 | $242.1K | 0.01% | +7,466 | New |
| Public Employees Retirement Association of Colorado | 7,314 | $243.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,552 | $250.4K | 0.00% | +1,657+28.1% | Added |
| Semanteon Capital Management, LP | 7,754 | $257.1K | 0.16% | −9,253−54.4% | Reduced |
| Walleye Trading LLC | 8,228 | $272.8K | 0.00% | −1,567−16.0% | Reduced |
| Teza Capital Management LLC | 8,511 | $282.2K | 0.04% | −1,023−10.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,519 | $282.5K | 0.00% | −2,291−21.2% | Reduced |
| Stoneridge Investment Partners LLC | 8,981 | $298.0K | 0.11% | +8,981 | New |
| Diversified Trust Co | 9,007 | $298.7K | 0.01% | −384−4.1% | Reduced |
| Cresset Asset Management, LLC | 9,409 | $312.0K | 0.00% | +163+1.8% | Added |
| Baillie Gifford & Co | 9,485 | $314.5K | 0.00% | −3,411−26.5% | Reduced |
| Capstone Investment Advisors, LLC | 9,695 | $321.5K | 0.01% | +9,695 | New |
| Alliance Wealth Advisors, LLC | 10,080 | $334.3K | 0.10% | +1,300+14.8% | Added |
| Harbour Capital Advisors, LLC | 10,450 | $334.7K | 0.08% | +3,575+52.0% | Added |
| Mutual of America Capital Management LLC | 10,098 | $334.9K | 0.00% | −26,097−72.1% | Reduced |
| CWM Advisors, LLC | 10,740 | $356.1K | 0.04% | +1,996+22.8% | Added |
| Keebeck Alpha, LP | 10,961 | $363.5K | 0.24% | +3,026+38.1% | Added |
| Cubist Systematic Strategies, LLC | 10,972 | $363.8K | 0.00% | +10,972 | New |
| Norden Group LLC | 10,981 | $364.1K | 0.07% | +2,721+32.9% | Added |
| Sherbrooke Park Advisers LLC | 11,062 | $366.8K | 0.07% | +11,062 | New |
| Susquehanna International Group, LLP | 11,140 | $369.4K | 0.00% | −219,540−95.2% | Reduced |
| Quadrature Capital Ltd | 11,775 | $390.7K | 0.01% | +11,775 | New |