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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 11,846 | $392.8K | 0.00% | +363+3.2% | Added |
| ProShare Advisors LLC | 11,884 | $394.1K | 0.00% | −967−7.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,660 | $419.8K | 0.00% | −275−2.1% | Reduced |
| First Trust Advisors LP | 12,724 | $421.9K | 0.00% | +2,052+19.2% | Added |
| Handelsbanken Fonder AB | 13,200 | $438.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,655 | $452.8K | 0.03% | +5,864+75.3% | Added |
| Prelude Capital Management, LLC | 14,022 | $465.0K | 0.03% | +5,599+66.5% | Added |
| Harbor Capital Advisors, Inc. | 14,702 | $488.0K | 0.06% | +3,216+28.0% | Added |
| Petrus Trust Company, LTA | 15,064 | $499.5K | 0.05% | +15,064 | New |
| D. E. Shaw & Co., Inc. | 15,221 | $504.7K | 0.00% | +15,221 | New |
| HSBC Holdings PLC | 15,326 | $508.2K | 0.00% | +7,464+94.9% | Added |
| Commonwealth Equity Services, LLC | 15,531 | $515.0K | 0.00% | +9,309+149.6% | Added |
| Oregon Public Employees Retirement Fund | 15,700 | $520.6K | 0.01% | −872−5.3% | Reduced |
| State of Tennessee, Treasury Department | 15,850 | $525.6K | 0.00% | −9,899−38.4% | Reduced |
| Arizona State Retirement System | 16,292 | $540.2K | 0.00% | −394−2.4% | Reduced |
| Woodline Partners LP | 18,113 | $600.6K | 0.01% | +18,113 | New |
| Liontrust Investment Partners LLP | 18,213 | $603.9K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 18,547 | $615.0K | 0.01% | −18,511−50.0% | Reduced |
| Maryland State Retirement & Pension System | 21,124 | $624.2K | 0.01% | +21,124 | New |
| Teachers Retirement System of the State of Kentucky | 19,526 | $648.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,608 | $650.2K | 0.00% | +1,481+8.2% | Added |
| Koshinski Asset Management, Inc. | 20,175 | $669.0K | 0.07% | +20,175 | New |
| Ensign Peak Advisors, Inc | 20,763 | $688.5K | 0.00% | −1,047−4.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,997 | $696.3K | 0.05% | +20,997 | New |
| Wells Fargo & Company | 21,589 | $715.9K | 0.00% | +2,083+10.7% | Added |
| FORA Capital, LLC | 21,825 | $723.7K | 0.06% | +21,825 | New |
| Schonfeld Strategic Advisors LLC | 21,989 | $729.2K | 0.01% | +21,989 | New |
| Voya Investment Management LLC | 23,690 | $785.6K | 0.00% | −76,964−76.5% | Reduced |
| Jump Financial, LLC | 24,349 | $807.4K | 0.02% | +19,449+396.9% | Added |
| Janus Henderson Group PLC | 25,431 | $843.2K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 26,209 | $869.1K | 0.06% | +17,814+212.2% | Added |
| Yousif Capital Management, LLC | 26,332 | $873.2K | 0.01% | −893−3.3% | Reduced |
| Pathstone Holdings, LLC | 27,681 | $917.9K | 0.00% | +27,681 | New |
| Tower Research Capital LLC (TRC) | 28,549 | $946.7K | 0.02% | +17,805+165.7% | Added |
| Louisiana State Employees Retirement System | 29,000 | $961.6K | 0.02% | +12,500+75.8% | Added |
| Atom Investors LP | 29,239 | $969.6K | 0.12% | +29,239 | New |
| State Board of Administration of Florida Retirement System | 18,233 | $977.1K | 0.00% | +1,350+8.0% | Added |
| American Century Companies Inc | 30,388 | $1.01M | 0.00% | +13,206+76.9% | Added |
| MetLife Investment Management | 31,100 | $1.03M | 0.01% | −31,913−50.6% | Reduced |
| American International Group, Inc. | 31,801 | $1.05M | 0.00% | −76,233−70.6% | Reduced |
| Manufacturers Life Insurance Company, The | 32,102 | $1.06M | 0.00% | −36,318−53.1% | Reduced |
| Renaissance Technologies LLC | 32,218 | $1.07M | 0.00% | +7,518+30.4% | Added |
| B. Riley Asset Management, LLC | 34,470 | $1.14M | 0.46% | +34,470 | New |
| Quantbot Technologies LP | 34,536 | $1.15M | 0.06% | +34,536 | New |
| Seven Eight Capital, LP | 34,555 | $1.15M | 0.12% | +16,243+88.7% | Added |
| Royal Bank of Canada | 35,041 | $1.16M | 0.00% | −8,735−20.0% | Reduced |
| Capital Fund Management S.A. | 35,307 | $1.17M | 0.01% | −25,458−41.9% | Reduced |
| Price T Rowe Associates Inc | 35,624 | $1.18M | 0.00% | +2,097+6.3% | Added |
| State of Alaska, Department of Revenue | 35,711 | $1.18M | 0.01% | +29,376+463.7% | Added |
| Gsa Capital Partners LLP | 36,230 | $1.20M | 0.10% | +36,230 | New |
| Citigroup Inc | 38,794 | $1.29M | 0.00% | +26,661+219.7% | Added |
| Federation des caisses Desjardins du Quebec | 31,852 | $1.39M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 42,300 | $1.40M | 0.00% | −39,100−48.0% | Reduced |
| Franklin Resources Inc | 43,614 | $1.45M | 0.00% | +43,614 | New |
| Royce & Associates LP | 45,594 | $1.51M | 0.01% | −42,042−48.0% | Reduced |
| Algert Global LLC | 45,805 | $1.52M | 0.06% | −86,055−65.3% | Reduced |
| UBS Group AG | 46,310 | $1.54M | 0.00% | −49,022−51.4% | Reduced |
| Boothbay Fund Management, LLC | 48,608 | $1.61M | 0.05% | +12,805+35.8% | Added |
| Great Lakes Advisors, LLC | 49,101 | $1.63M | 0.01% | −2,701−5.2% | Reduced |
| Canada Pension Plan Investment Board | 49,900 | $1.65M | 0.00% | 00.0% | Unchanged |
| Needham Investment Management LLC | 50,000 | $1.66M | 0.15% | +50,000 | New |
| Thrivent Financial for Lutherans | 50,855 | $1.69M | 0.00% | −1,190,484−95.9% | Reduced |
| Texas Permanent School Fund | 51,305 | $1.70M | 0.01% | +1,000+2.0% | Added |
| BNP Paribas Arbitrage, SA | 53,995 | $1.79M | 0.00% | +4,231+8.5% | Added |
| Jane Street Group, LLC | 54,091 | $1.79M | 0.00% | −34,758−39.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 55,744 | $1.85M | 0.20% | +55,744 | New |
| Thompson Investment Management, Inc. | 55,950 | $1.86M | 0.28% | +16,725+42.6% | Added |
| Connors Investor Services Inc | 58,542 | $1.94M | 0.20% | +58,542 | New |
| California State Teachers Retirement System | 59,246 | $1.96M | 0.00% | −3,632−5.8% | Reduced |
| AQR Capital Management LLC | 60,100 | $1.99M | 0.00% | +38,146+173.8% | Added |
| New York State Teachers Retirement System | 61,300 | $2.03M | 0.00% | +903+1.5% | Added |
| Great West Life Assurance Co | 62,677 | $2.08M | 0.00% | +17,693+39.3% | Added |
| Credit Suisse AG | 62,767 | $2.08M | 0.00% | +884+1.4% | Added |
| Barclays PLC | 63,429 | $2.10M | 0.00% | −78,719−55.4% | Reduced |
| UBS Asset Management Americas Inc | 64,373 | $2.13M | 0.00% | +5,845+10.0% | Added |
| North Star Asset Management Inc | 65,656 | $2.18M | 0.10% | +65,656 | New |
| Prudential Financial Inc | 65,739 | $2.18M | 0.00% | +59,022+878.7% | Added |
| Two Sigma Investments, LP | 65,994 | $2.19M | 0.01% | +39,604+150.1% | Added |
| Trexquant Investment LP | 66,037 | $2.19M | 0.04% | +29,101+78.8% | Added |
| Comerica Bank | 68,544 | $2.27M | 0.01% | −15,971−18.9% | Reduced |
| Kepos Capital LP | 70,000 | $2.32M | 0.60% | +70,000 | New |
| JPMorgan Chase & Co | 72,992 | $2.42M | 0.00% | −247,892−77.3% | Reduced |
| PDT Partners, LLC | 74,530 | $2.47M | 0.23% | +4,969+7.1% | Added |
| TownSquare Capital, LLC | 76,158 | $2.53M | 0.04% | +9,931+15.0% | Added |
| SEI Investments Co | 77,547 | $2.57M | 0.00% | −5,600−6.7% | Reduced |
| State of New Jersey Common Pension Fund D | 80,768 | $2.68M | 0.01% | +15,292+23.4% | Added |
| Marathon Capital Management | 83,640 | $2.77M | 0.66% | +26,535+46.5% | Added |
| Walleye Capital LLC | 89,691 | $2.97M | 0.03% | +74,118+475.9% | Added |
| Cinctive Capital Management LP | 94,206 | $3.12M | 0.16% | −70,022−42.6% | Reduced |
| Envestnet Asset Management Inc | 100,674 | $3.34M | 0.00% | +19,553+24.1% | Added |
| Man Group plc | 100,933 | $3.35M | 0.01% | −30,085−23.0% | Reduced |
| Panagora Asset Management Inc | 101,338 | $3.36M | 0.02% | −1,581−1.5% | Reduced |
| Millennium Management LLC | 102,414 | $3.40M | 0.00% | +30,079+41.6% | Added |
| Holocene Advisors, LP | 106,777 | $3.54M | 0.01% | +50,192+88.7% | Added |
| AXA S.A. | 107,805 | $3.57M | 0.01% | −402,848−78.9% | Reduced |
| National Bank of Canada | 118,813 | $3.64M | 0.01% | +4,217+3.7% | Added |
| Guggenheim Capital LLC | 114,078 | $3.78M | 0.03% | +24,252+27.0% | Added |
| Swiss National Bank | 117,000 | $3.88M | 0.00% | −600−0.5% | Reduced |
| OV Management LLC | 120,000 | $3.98M | 2.89% | 00.0% | Unchanged |
| Formula Growth Ltd | 120,000 | $3.98M | 1.27% | +120,000 | New |