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, Q2 2024
Institutional positions in Calix, Inc as of Jun 30, 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
- 254
- −2 vs. Q1 2024
- Shares held
- 57.6M
- +242.5K (+0.4%) vs. Q1 2024
- Total value
- $2.04B
- +$132.5M (+6.9%) vs. Q1 2024
- New holders
- 43
- 103 more added
- Sold out
- 45
- 89 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,682,565 | $378.5M | 0.01% | −262,194−2.4% | Reduced |
| Vanguard Group Inc | 7,510,147 | $266.1M | 0.01% | +186,519+2.5% | Added |
| Alliancebernstein L.P. | 6,066,520 | $214.9M | 0.08% | +623,180+11.4% | Added |
| State Street Corp | 2,310,712 | $81.9M | 0.00% | +1,0630.0% | Added |
| TD Asset Management Inc | 1,921,775 | $68.1M | 0.06% | −141,655−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,793,545 | $63.5M | 0.02% | +45,656+2.6% | Added |
| Bank of New York Mellon Corp | 1,465,912 | $51.9M | 0.01% | −36,734−2.4% | Reduced |
| Paradigm Capital Management Inc | 1,336,900 | $47.4M | 2.16% | +115,500+9.5% | Added |
| Geode Capital Management, LLC | 1,316,840 | $46.7M | 0.00% | +45,751+3.6% | Added |
| Congress Asset Management Co | 1,203,666 | $42.6M | 0.31% | +157,799+15.1% | Added |
| Artisan Partners Limited Partnership | 1,194,412 | $42.3M | 0.06% | −23,935−2.0% | Reduced |
| Epoch Investment Partners, Inc. | 1,166,389 | $41.3M | 0.19% | +2,340+0.2% | Added |
| Trigran Investments, Inc. | 1,008,276 | $35.7M | 3.74% | +157,678+18.5% | Added |
| Morgan Stanley | 884,120 | $31.3M | 0.00% | +38,778+4.6% | Added |
| Kornitzer Capital Management Inc | 812,053 | $28.8M | 0.55% | +68,300+9.2% | Added |
| Gilder Gagnon Howe & Co LLC | 807,226 | $28.6M | 0.36% | +145,080+21.9% | Added |
| Alyeska Investment Group, L.P. | 626,378 | $22.2M | 0.13% | +626,378 | New |
| Charles Schwab Investment Management Inc | 588,509 | $20.9M | 0.00% | +51,541+9.6% | Added |
| Northern Trust Corp | 585,785 | $20.8M | 0.00% | −21,104−3.5% | Reduced |
| Polar Asset Management Partners Inc. | 532,400 | $18.9M | 0.48% | +3,276+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 502,913 | $17.8M | 0.04% | +502,913 | New |
| Assenagon Asset Management S.A. | 483,017 | $17.1M | 0.04% | −123,984−20.4% | Reduced |
| Analog Century Management LP | 449,439 | $15.9M | 1.58% | −56,413−11.2% | Reduced |
| Divisar Capital Management LLC | 448,108 | $15.9M | 3.01% | +448,108 | New |
| SG Capital Management LLC | 442,887 | $15.7M | 2.65% | +442,887 | New |
| Nuveen Asset Management, LLC | 407,543 | $14.4M | 0.00% | −5,535−1.3% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 358,647 | $12.7M | 1.11% | +29,367+8.9% | Added |
| Bank of America Corp | 340,151 | $12.1M | 0.00% | +52,790+18.4% | Added |
| Schonfeld Strategic Advisors LLC | 321,637 | $11.4M | 0.09% | +299,648+1,362.7% | Added |
| Rockefeller Capital Management L.P. | 304,494 | $10.8M | 0.03% | +89,603+41.7% | Added |
| Squarepoint Ops LLC | 300,346 | $10.6M | 0.04% | +135,916+82.7% | Added |
| Principal Financial Group Inc | 289,320 | $10.3M | 0.01% | −16,249−5.3% | Reduced |
| Deutsche Bank AG | 273,193 | $9.68M | 0.00% | −4,573−1.6% | Reduced |
| Artemis Investment Management LLP | 270,877 | $9.60M | 0.13% | −90,996−25.1% | Reduced |
| Pier Capital, LLC | 239,025 | $8.47M | 1.26% | −28,194−10.6% | Reduced |
| Invesco Ltd. | 233,085 | $8.26M | 0.00% | −10,137−4.2% | Reduced |
| Kettle Hill Capital Management, LLC | 229,535 | $8.13M | 2.05% | +229,535 | New |
| DC Investments Management, LLC | 229,372 | $8.13M | 6.85% | +26,667+13.2% | Added |
| Penserra Capital Management LLC | 203,450 | $7.21M | 0.09% | −8,404−4.0% | Reduced |
| Voloridge Investment Management, LLC | 200,780 | $7.11M | 0.03% | −28,148−12.3% | Reduced |
| Wellington Management Group LLP | 198,908 | $7.05M | 0.00% | −3,370−1.7% | Reduced |
| Edgestream Partners, L.P. | 191,252 | $6.78M | 0.33% | +24,257+14.5% | Added |
| Congress Wealth Management LLC | 190,484 | $6.75M | 0.11% | +14,677+8.3% | Added |
| Millennium Management LLC | 179,801 | $6.37M | 0.01% | +77,387+75.6% | Added |
| Goldman Sachs Group Inc | 177,181 | $6.28M | 0.00% | −38,217−17.7% | Reduced |
| Needham Investment Management LLC | 175,000 | $6.20M | 0.51% | +125,000+250.0% | Added |
| Rhumbline Advisers | 173,563 | $6.15M | 0.01% | +5,154+3.1% | Added |
| Citadel Advisors LLC | 169,547 | $6.01M | 0.01% | −24,351−12.6% | Reduced |
| Legal & General Group Plc | 165,919 | $5.88M | 0.00% | −1,201−0.7% | Reduced |
| Ameriprise Financial Inc | 158,563 | $5.62M | 0.00% | −73,615−31.7% | Reduced |
| Engineers Gate Manager LP | 151,366 | $5.36M | 0.12% | −2,302−1.5% | Reduced |
| National Bank of Canada | 141,667 | $4.94M | 0.01% | +22,854+19.2% | Added |
| OV Management LLC | 130,767 | $4.63M | 3.24% | +10,767+9.0% | Added |
| State of Wisconsin Investment Board | 130,712 | $4.63M | 0.01% | −15,278−10.5% | Reduced |
| Envestnet Asset Management Inc | 129,359 | $4.58M | 0.00% | +28,685+28.5% | Added |
| Tudor Investment Corp Et Al | 129,334 | $4.58M | 0.05% | +129,334 | New |
| Public Sector Pension Investment Board | 128,358 | $4.55M | 0.03% | +8,198+6.8% | Added |
| Russell Investments Group, Ltd. | 124,605 | $4.41M | 0.01% | −8,385−6.3% | Reduced |
| UBS Asset Management Americas Inc | 122,624 | $4.34M | 0.00% | +58,251+90.5% | Added |
| Balyasny Asset Management LLC | 121,312 | $4.30M | 0.01% | −128,480−51.4% | Reduced |
| Swiss National Bank | 115,800 | $4.10M | 0.00% | −1,200−1.0% | Reduced |
| Atom Investors LP | 114,667 | $4.06M | 0.41% | +85,428+292.2% | Added |
| Jacobs Levy Equity Management, Inc | 114,643 | $4.06M | 0.02% | +114,643 | New |
| Guggenheim Capital LLC | 113,180 | $4.01M | 0.03% | −898−0.8% | Reduced |
| Panagora Asset Management Inc | 111,113 | $3.94M | 0.02% | +9,775+9.6% | Added |
| Formula Growth Ltd | 110,000 | $3.90M | 1.42% | −10,000−8.3% | Reduced |
| Canada Pension Plan Investment Board | 100,300 | $3.55M | 0.00% | +50,400+101.0% | Added |
| Thompson Investment Management, Inc. | 94,325 | $3.34M | 0.52% | +38,375+68.6% | Added |
| Marathon Capital Management | 90,415 | $3.20M | 0.82% | +6,775+8.1% | Added |
| PDT Partners, LLC | 88,791 | $3.15M | 0.30% | +14,261+19.1% | Added |
| TownSquare Capital, LLC | 87,648 | $3.11M | 0.04% | +11,490+15.1% | Added |
| JPMorgan Chase & Co | 87,264 | $3.09M | 0.00% | +14,272+19.6% | Added |
| Connors Investor Services Inc | 84,790 | $3.00M | 0.31% | +26,248+44.8% | Added |
| North Star Asset Management Inc | 84,316 | $2.99M | 0.14% | +18,660+28.4% | Added |
| G2 Investment Partners Management LLC | 80,826 | $2.86M | 0.74% | −40,375−33.3% | Reduced |
| Capital Fund Management S.A. | 78,652 | $2.79M | 0.03% | +43,345+122.8% | Added |
| Renaissance Technologies LLC | 78,518 | $2.78M | 0.00% | +46,300+143.7% | Added |
| Jane Street Group, LLC | 77,674 | $2.75M | 0.00% | +23,583+43.6% | Added |
| SEI Investments Co | 76,082 | $2.70M | 0.00% | −1,465−1.9% | Reduced |
| Qube Research & Technologies Ltd | 75,583 | $2.68M | 0.00% | −123,683−62.1% | Reduced |
| New York State Common Retirement Fund | 73,563 | $2.61M | 0.00% | −103,316−58.4% | Reduced |
| Great West Life Assurance Co | 72,374 | $2.56M | 0.00% | +9,697+15.5% | Added |
| Jefferies Financial Group Inc. | 65,900 | $2.33M | 0.05% | +65,900 | New |
| Arrowstreet Capital, Limited Partnership | 64,623 | $2.29M | 0.00% | −84,973−56.8% | Reduced |
| Holocene Advisors, LP | 64,528 | $2.29M | 0.01% | −42,249−39.6% | Reduced |
| Prudential Financial Inc | 62,814 | $2.23M | 0.00% | −2,925−4.4% | Reduced |
| New York State Teachers Retirement System | 61,300 | $2.17M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 57,422 | $2.03M | 0.00% | −1,824−3.1% | Reduced |
| Eisler Capital (US) LLC | 56,269 | $1.99M | 0.38% | +56,269 | New |
| Kepos Capital LP | 55,000 | $1.95M | 0.76% | −15,000−21.4% | Reduced |
| Thrivent Financial for Lutherans | 48,412 | $1.72M | 0.00% | −2,443−4.8% | Reduced |
| Two Sigma Investments, LP | 46,688 | $1.65M | 0.00% | −19,306−29.3% | Reduced |
| Citigroup Inc | 44,049 | $1.56M | 0.00% | +5,255+13.5% | Added |
| Pathstone Holdings, LLC | 40,924 | $1.45M | 0.01% | +13,243+47.8% | Added |
| Barclays PLC | 39,991 | $1.42M | 0.00% | −23,438−37.0% | Reduced |
| Price T Rowe Associates Inc | 37,484 | $1.33M | 0.00% | +1,860+5.2% | Added |
| Federation des caisses Desjardins du Quebec | 37,342 | $1.32M | 0.01% | +5,490+17.2% | Added |
| Quadrature Capital Ltd | 36,455 | $1.29M | 0.02% | +24,680+209.6% | Added |
| MetLife Investment Management | 34,339 | $1.22M | 0.01% | +3,239+10.4% | Added |
| State of Alaska, Department of Revenue | 34,240 | $1.21M | 0.01% | −1,471−4.1% | Reduced |