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 |
|---|---|---|---|---|---|
| Handelsinvest Investeringsforvaltning | 2,145 | $71.0K | 0.03% | −1,113−34.2% | Reduced |
| KBC Group NV | 1,757 | $58.0K | 0.00% | +605+52.5% | Added |
| Headlands Technologies LLC | 1,452 | $48.1K | 0.01% | +1,452 | New |
| FMR LLC | 1,344 | $44.6K | 0.00% | −382−22.1% | Reduced |
| Trifecta Capital Advisors, LLC | 1,191 | $39.5K | 0.01% | −1,200−50.2% | Reduced |
| State of Wyoming | 1,186 | $39.3K | 0.01% | −808−40.5% | Reduced |
| Advisors Asset Management, Inc. | 1,172 | $38.9K | 0.00% | −63−5.1% | Reduced |
| Signaturefd, LLC | 1,108 | $36.7K | 0.00% | −47−4.1% | Reduced |
| Pacer Advisors, Inc. | 1,050 | $34.8K | 0.00% | −8,041−88.5% | Reduced |
| Hexagon Capital Partners LLC | 1,025 | $34.0K | 0.01% | +25+2.5% | Added |
| nVerses Capital, LLC | 1,000 | $33.2K | 0.08% | +1,000 | New |
| Quarry LP | 917 | $30.4K | 0.01% | +447+95.1% | Added |
| DekaBank Deutsche Girozentrale | 902 | $30.0K | 0.00% | −1,528−62.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 812 | $26.9K | 0.00% | +812 | New |
| CIBC Private Wealth Group, LLC | 793 | $25.7K | 0.00% | +793 | New |
| US Bancorp | 699 | $23.2K | 0.00% | −162−18.8% | Reduced |
| Whittier Trust Co | 615 | $20.4K | 0.00% | +515+515.0% | Added |
| CWM, LLC | 612 | $20.0K | 0.00% | +599+4,607.7% | Added |
| Principal Securities, Inc. | 559 | $18.5K | 0.00% | +8+1.5% | Added |
| Rise Advisors, LLC | 405 | $13.4K | 0.01% | +405 | New |
| Tower View Investment Management & Research LLC | 400 | $13.3K | 0.01% | 00.0% | Unchanged |
| Natixis | 355 | $11.8K | 0.00% | −3−0.8% | Reduced |
| Group One Trading, L.P. | 300 | $9.95K | 0.00% | −646−68.3% | Reduced |
| Ronald Blue Trust, Inc. | 292 | $9.68K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $9.12K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 285 | $9.00K | 0.01% | −1,154−80.2% | Reduced |
| LRI Investments, LLC | 230 | $7.63K | 0.00% | +230 | New |
| Allworth Financial LP | 226 | $7.50K | 0.00% | +6+2.7% | Added |
| Lindbrook Capital, LLC | 207 | $6.86K | 0.00% | +167+417.5% | Added |
| Cutler Group LP | 208 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 128 | $4.24K | 0.00% | −44−25.6% | Reduced |
| Macquarie Group Ltd | 119 | $4.00K | 0.00% | −598,408−100.0% | Reduced |
| Public Employees Retirement System of Ohio | 105 | $3.48K | 0.00% | +105 | New |
| Crewe Advisors LLC | 87 | $2.88K | 0.00% | +87 | New |
| GAMMA Investing LLC | 78 | $2.59K | 0.00% | +5+6.8% | Added |
| FinTrust Capital Advisors, LLC | 65 | $2.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 59 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 53 | $1.76K | 0.00% | +37+231.3% | Added |
| Global Retirement Partners, LLC | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $1.00K | 0.00% | −11−26.2% | Reduced |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| Cape Investment Advisory, Inc. | 28 | $928 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 27 | $895 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $876 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $863 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $796 | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 18 | $597 | 0.00% | −9−33.3% | Reduced |
| Private Wealth Management Group, LLC | 14 | $465 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 14 | $464 | 0.00% | −7−33.3% | Reduced |
| Toronto Dominion Bank | 12 | $398 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $332 | 0.00% | +10 | New |
| Abound Wealth Management | 8 | $266 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 6 | $199 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $166 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $166 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 1 | $33 | 0.00% | −7−87.5% | Reduced |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −606,152−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −170,144−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −103,829−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −103,600−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −73,420−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −63,304−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −48,495−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −41,854−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −32,313−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,591−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −22,052−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,859−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,240−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,302−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,939−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,965−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,656−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,552−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −7,333−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −6,674−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,668−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −4,716−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |