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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.

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.

Institutional holdersQ1 2024: 260 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ1 2024: $1.91B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2023.

Institutions holding CALX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Canada Pension Plan Investment Board49,900$1.65M0.00%00.0%Unchanged
Great Lakes Advisors, LLC49,101$1.63M0.01%−2,701−5.2%Reduced
Boothbay Fund Management, LLC48,608$1.61M0.05%+12,805+35.8%Added
UBS Group AG46,310$1.54M0.00%−49,022−51.4%Reduced
Algert Global LLC45,805$1.52M0.06%−86,055−65.3%Reduced
Royce & Associates LP45,594$1.51M0.01%−42,042−48.0%Reduced
Franklin Resources Inc43,614$1.45M0.00%+43,614New
Two Sigma Advisers, LP42,300$1.40M0.00%−39,100−48.0%Reduced
Federation des caisses Desjardins du Quebec31,852$1.39M0.01%00.0%Unchanged
Citigroup Inc38,794$1.29M0.00%+26,661+219.7%Added
Gsa Capital Partners LLP36,230$1.20M0.10%+36,230New
State of Alaska, Department of Revenue35,711$1.18M0.01%+29,376+463.7%Added
Price T Rowe Associates Inc35,624$1.18M0.00%+2,097+6.3%Added
Capital Fund Management S.A.35,307$1.17M0.01%−25,458−41.9%Reduced
Royal Bank of Canada35,041$1.16M0.00%−8,735−20.0%Reduced
Seven Eight Capital, LP34,555$1.15M0.12%+16,243+88.7%Added
Quantbot Technologies LP34,536$1.15M0.06%+34,536New
B. Riley Asset Management, LLC34,470$1.14M0.46%+34,470New
Renaissance Technologies LLC32,218$1.07M0.00%+7,518+30.4%Added
Manufacturers Life Insurance Company, The32,102$1.06M0.00%−36,318−53.1%Reduced
American International Group, Inc.31,801$1.05M0.00%−76,233−70.6%Reduced
MetLife Investment Management31,100$1.03M0.01%−31,913−50.6%Reduced
American Century Companies Inc30,388$1.01M0.00%+13,206+76.9%Added
State Board of Administration of Florida Retirement System18,233$977.1K0.00%+1,350+8.0%Added
Atom Investors LP29,239$969.6K0.12%+29,239New
Louisiana State Employees Retirement System29,000$961.6K0.02%+12,500+75.8%Added
Tower Research Capital LLC (TRC)28,549$946.7K0.02%+17,805+165.7%Added
Pathstone Holdings, LLC27,681$917.9K0.00%+27,681New
Yousif Capital Management, LLC26,332$873.2K0.01%−893−3.3%Reduced
Winton Group Ltd26,209$869.1K0.06%+17,814+212.2%Added
Janus Henderson Group PLC25,431$843.2K0.00%00.0%Unchanged
Jump Financial, LLC24,349$807.4K0.02%+19,449+396.9%Added
Voya Investment Management LLC23,690$785.6K0.00%−76,964−76.5%Reduced
Schonfeld Strategic Advisors LLC21,989$729.2K0.01%+21,989New
FORA Capital, LLC21,825$723.7K0.06%+21,825New
Wells Fargo & Company21,589$715.9K0.00%+2,083+10.7%Added
Y-Intercept (Hong Kong) Ltd20,997$696.3K0.05%+20,997New
Ensign Peak Advisors, Inc20,763$688.5K0.00%−1,047−4.8%Reduced
Koshinski Asset Management, Inc.20,175$669.0K0.07%+20,175New
Victory Capital Management Inc19,608$650.2K0.00%+1,481+8.2%Added
Teachers Retirement System of the State of Kentucky19,526$648.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System21,124$624.2K0.01%+21,124New
Amalgamated Bank18,547$615.0K0.01%−18,511−50.0%Reduced
Liontrust Investment Partners LLP18,213$603.9K0.01%00.0%Unchanged
Woodline Partners LP18,113$600.6K0.01%+18,113New
Arizona State Retirement System16,292$540.2K0.00%−394−2.4%Reduced
State of Tennessee, Treasury Department15,850$525.6K0.00%−9,899−38.4%Reduced
Oregon Public Employees Retirement Fund15,700$520.6K0.01%−872−5.3%Reduced
Commonwealth Equity Services, LLC15,531$515.0K0.00%+9,309+149.6%Added
HSBC Holdings PLC15,326$508.2K0.00%+7,464+94.9%Added
D. E. Shaw & Co., Inc.15,221$504.7K0.00%+15,221New
Petrus Trust Company, LTA15,064$499.5K0.05%+15,064New
Harbor Capital Advisors, Inc.14,702$488.0K0.06%+3,216+28.0%Added
Prelude Capital Management, LLC14,022$465.0K0.03%+5,599+66.5%Added
Centiva Capital, LP13,655$452.8K0.03%+5,864+75.3%Added
Handelsbanken Fonder AB13,200$438.0K0.00%00.0%Unchanged
First Trust Advisors LP12,724$421.9K0.00%+2,052+19.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,660$419.8K0.00%−275−2.1%Reduced
ProShare Advisors LLC11,884$394.1K0.00%−967−7.5%Reduced
LPL Financial LLC11,846$392.8K0.00%+363+3.2%Added
Quadrature Capital Ltd11,775$390.7K0.01%+11,775New
Susquehanna International Group, LLP11,140$369.4K0.00%−219,540−95.2%Reduced
Sherbrooke Park Advisers LLC11,062$366.8K0.07%+11,062New
Norden Group LLC10,981$364.1K0.07%+2,721+32.9%Added
Cubist Systematic Strategies, LLC10,972$363.8K0.00%+10,972New
Keebeck Alpha, LP10,961$363.5K0.24%+3,026+38.1%Added
CWM Advisors, LLC10,740$356.1K0.04%+1,996+22.8%Added
Mutual of America Capital Management LLC10,098$334.9K0.00%−26,097−72.1%Reduced
Harbour Capital Advisors, LLC10,450$334.7K0.08%+3,575+52.0%Added
Alliance Wealth Advisors, LLC10,080$334.3K0.10%+1,300+14.8%Added
Capstone Investment Advisors, LLC9,695$321.5K0.01%+9,695New
Baillie Gifford & Co9,485$314.5K0.00%−3,411−26.5%Reduced
Cresset Asset Management, LLC9,409$312.0K0.00%+163+1.8%Added
Diversified Trust Co9,007$298.7K0.01%−384−4.1%Reduced
Stoneridge Investment Partners LLC8,981$298.0K0.11%+8,981New
Zurcher Kantonalbank (Zurich Cantonalbank)8,519$282.5K0.00%−2,291−21.2%Reduced
Teza Capital Management LLC8,511$282.2K0.04%−1,023−10.7%Reduced
Walleye Trading LLC8,228$272.8K0.00%−1,567−16.0%Reduced
Semanteon Capital Management, LP7,754$257.1K0.16%−9,253−54.4%Reduced
Stifel Financial Corp7,552$250.4K0.00%+1,657+28.1%Added
Public Employees Retirement Association of Colorado7,314$243.0K0.00%00.0%Unchanged
Diversify Advisory Services, LLC7,466$242.1K0.01%+7,466New
Advisor Group Holdings, Inc.7,237$240.0K0.00%−1,114−13.3%Reduced
Wolverine Trading, LLC7,218$239.3K0.00%+7,218New
Pictet Asset Management Holding SA7,097$235.3K0.00%00.0%Unchanged
Portside Wealth Group, LLC6,913$229.2K0.04%+343+5.2%Added
The PNC Financial Services Group, Inc.6,810$225.8K0.00%−208−3.0%Reduced
KLR Investment Advisors, LLC6,921$204.6K0.15%−793−10.3%Reduced
Ameritas Investment Partners, Inc.6,108$202.5K0.01%−13,238−68.4%Reduced
Lazard Asset Management LLC3,779$124.0K0.00%−3,322−46.8%Reduced
EntryPoint Capital, LLC3,700$122.7K0.11%+3,659+8,924.4%Added
SG Americas Securities, LLC3,559$118.0K0.00%−1,981−35.8%Reduced
Metropolitan Life Insurance Co3,221$106.8K0.00%−176−5.2%Reduced
Aquatic Capital Management LLC3,100$102.8K0.00%−10,100−76.5%Reduced
Simplex Trading, LLC3,068$101.0K0.00%+3,068New
STRS Ohio3,000$99.0K0.00%−1,400−31.8%Reduced
Truvestments Capital LLC2,458$81.5K0.03%−4,281−63.5%Reduced
Quadrant Capital Group LLC2,298$76.2K0.01%+66+3.0%Added
Nisa Investment Advisors, LLC2,217$73.5K0.00%+63+2.9%Added
Assetmark, Inc2,179$72.3K0.00%−54−2.4%Reduced