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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $142 | 0.00% | −2−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | +1+20.0% | Added |
| Abound Wealth Management | 8 | $284 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $390 | 0.00% | −15−57.7% | Reduced |
| Parkside Financial Bank & Trust | 12 | $426 | 0.00% | +2+20.0% | Added |
| Larson Financial Group LLC | 14 | $496 | 0.00% | +4+40.0% | Added |
| Innealta Capital, LLC | 16 | $567 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 18 | $638 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $638 | 0.00% | +18 | New |
| Ashton Thomas Private Wealth, LLC | 20 | $709 | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 24 | $850 | 0.00% | +24 | New |
| Main Street Group, LTD | 27 | $941 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $957 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 32 | $1.13K | 0.00% | +32 | New |
| CIBC Private Wealth Group, LLC | 35 | $1.21K | 0.00% | −758−95.6% | Reduced |
| Rothschild Investment LLC | 35 | $1.24K | 0.00% | +30+600.0% | Added |
| IFP Advisors, Inc | 36 | $1.27K | 0.00% | −23−39.0% | Reduced |
| Central Trust Co | 36 | $1.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $1.42K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 41 | $1.45K | 0.00% | +41 | New |
| Global Retirement Partners, LLC | 45 | $1.59K | 0.00% | +5+12.5% | Added |
| Quarry LP | 49 | $1.74K | 0.00% | −868−94.7% | Reduced |
| Financial Network Wealth Advisors LLC | 57 | $2.02K | 0.00% | +57 | New |
| Umb Bank N A | 64 | $2.27K | 0.00% | +40+166.7% | Added |
| Parallel Advisors, LLC | 65 | $2.30K | 0.00% | +12+22.6% | Added |
| Triad Wealth Partners, LLC | 66 | $2.34K | 0.00% | +66 | New |
| FinTrust Capital Advisors, LLC | 96 | $3.40K | 0.00% | +31+47.7% | Added |
| Headlands Technologies LLC | 97 | $3.44K | 0.00% | −1,355−93.3% | Reduced |
| Whittier Trust Co | 100 | $3.54K | 0.00% | −515−83.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $3.83K | 0.00% | −704−86.7% | Reduced |
| Cape Investment Advisory, Inc. | 110 | $3.90K | 0.00% | +82+292.9% | Added |
| Versant Capital Management, Inc | 113 | $4.00K | 0.00% | +99+707.1% | Added |
| Private Wealth Management Group, LLC | 140 | $4.96K | 0.00% | +126+900.0% | Added |
| Smartleaf Asset Management LLC | 150 | $5.31K | 0.00% | +150 | New |
| Fifth Third Bancorp | 163 | $5.78K | 0.00% | +35+27.3% | Added |
| Public Employees Retirement System of Ohio | 224 | $7.94K | 0.00% | +119+113.3% | Added |
| LRI Investments, LLC | 230 | $8.15K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 232 | $8.22K | 0.00% | +154+197.4% | Added |
| Allworth Financial LP | 229 | $8.33K | 0.00% | +3+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $9.74K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 275 | $9.74K | 0.00% | +275 | New |
| Coppell Advisory Solutions LLC | 282 | $9.99K | 0.00% | +282 | New |
| Redwood Wealth Management Group, LLC | 284 | $10.1K | 0.01% | +284 | New |
| Ronald Blue Trust, Inc. | 304 | $10.1K | 0.00% | +12+4.1% | Added |
| Crewe Advisors LLC | 325 | $11.5K | 0.00% | +238+273.6% | Added |
| Natixis | 345 | $12.2K | 0.00% | −10−2.8% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $14.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 475 | $16.8K | 0.00% | +475 | New |
| CWM, LLC | 469 | $17.0K | 0.00% | −143−23.4% | Reduced |
| Principal Securities, Inc. | 585 | $20.7K | 0.00% | +26+4.7% | Added |
| Covestor Ltd | 600 | $22.0K | 0.01% | +315+110.5% | Added |
| Lindbrook Capital, LLC | 622 | $22.0K | 0.00% | +415+200.5% | Added |
| Allspring Global Investments Holdings, LLC | 669 | $23.7K | 0.00% | −204,275−99.7% | Reduced |
| Group One Trading, L.P. | 815 | $28.9K | 0.00% | +515+171.7% | Added |
| Pacer Advisors, Inc. | 843 | $29.9K | 0.00% | −207−19.7% | Reduced |
| Signaturefd, LLC | 849 | $30.1K | 0.00% | −259−23.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $31.9K | 0.01% | +900 | New |
| Advisors Asset Management, Inc. | 1,044 | $37.0K | 0.00% | −128−10.9% | Reduced |
| Hexagon Capital Partners LLC | 1,067 | $37.8K | 0.01% | +42+4.1% | Added |
| US Bancorp | 1,136 | $40.2K | 0.00% | +437+62.5% | Added |
| Farther Finance Advisors, LLC | 1,241 | $43.2K | 0.00% | +1,210+3,903.2% | Added |
| FMR LLC | 1,609 | $57.0K | 0.00% | +265+19.7% | Added |
| KBC Group NV | 1,757 | $62.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,225 | $78.8K | 0.04% | −1,475−39.9% | Reduced |
| Quadrant Capital Group LLC | 2,355 | $83.4K | 0.01% | +57+2.5% | Added |
| Nisa Investment Advisors, LLC | 2,520 | $89.3K | 0.00% | +303+13.7% | Added |
| State of Wyoming | 2,601 | $92.2K | 0.02% | +1,415+119.3% | Added |
| Assetmark, Inc | 2,896 | $102.6K | 0.00% | +717+32.9% | Added |
| The PNC Financial Services Group, Inc. | 3,219 | $114.0K | 0.00% | −3,591−52.7% | Reduced |
| Simplex Trading, LLC | 3,464 | $122.0K | 0.00% | +396+12.9% | Added |
| Advisor Group Holdings, Inc. | 5,495 | $194.7K | 0.00% | −1,742−24.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,759 | $204.0K | 0.01% | −349−5.7% | Reduced |
| LVW Advisors, LLC | 5,860 | $207.6K | 0.03% | +5,860 | New |
| Qsemble Capital Management, LP | 6,223 | $220.5K | 0.04% | +6,223 | New |
| Meeder Asset Management Inc | 6,434 | $228.0K | 0.02% | +6,434 | New |
| Wolverine Trading, LLC | 6,443 | $228.3K | 0.00% | −775−10.7% | Reduced |
| Mackenzie Financial Corp | 7,011 | $248.4K | 0.00% | +7,011 | New |
| Pictet Asset Management Holding SA | 7,097 | $251.4K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 7,214 | $255.6K | 0.05% | +301+4.4% | Added |
| Gibbs Wealth Management | 7,301 | $258.7K | 0.10% | +7,301 | New |
| Public Employees Retirement Association of Colorado | 7,306 | $259.0K | 0.00% | −8−0.1% | Reduced |
| AQR Capital Management LLC | 7,834 | $277.6K | 0.00% | −52,266−87.0% | Reduced |
| SG Americas Securities, LLC | 7,943 | $281.0K | 0.00% | +4,384+123.2% | Added |
| Stifel Financial Corp | 8,249 | $292.3K | 0.00% | +697+9.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,519 | $301.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,520 | $303.8K | 0.00% | +8,520 | New |
| Diversify Wealth Management, LLC | 8,438 | $304.9K | 0.04% | +8,438 | New |
| Stoneridge Investment Partners LLC | 8,659 | $307.0K | 0.12% | −322−3.6% | Reduced |
| HSBC Holdings PLC | 8,719 | $310.3K | 0.00% | −6,607−43.1% | Reduced |
| ProShare Advisors LLC | 9,068 | $321.3K | 0.00% | −2,816−23.7% | Reduced |
| STRS Ohio | 9,400 | $333.0K | 0.00% | +6,400+213.3% | Added |
| Mutual of America Capital Management LLC | 9,586 | $339.6K | 0.00% | −512−5.1% | Reduced |
| Woodline Partners LP | 9,613 | $340.6K | 0.00% | −8,500−46.9% | Reduced |
| CWM Advisors, LLC | 9,862 | $349.4K | 0.04% | −878−8.2% | Reduced |
| Harbor Capital Advisors, Inc. | 9,907 | $351.0K | 0.03% | −4,795−32.6% | Reduced |
| Diversified Trust Co | 10,033 | $355.5K | 0.01% | +1,026+11.4% | Added |