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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, 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.

Institutional holdersQ2 2024: 254 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 heldQ2 2024: $2.04B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2024.

Institutions holding CALX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dynamic Technology Lab Private Ltd10,060$356.0K0.04%−45,684−82.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,967$388.6K0.00%+10,967New
Alliance Wealth Advisors, LLC11,029$390.8K0.11%+949+9.4%Added
Brevan Howard Capital Management LP11,382$403.3K0.03%+11,382New
Torno Capital, LLC11,575$410.1K0.04%+11,575New
TradeLink Capital LLC11,748$416.0K1.20%+11,748New
Susquehanna Fundamental Investments, LLC12,130$429.8K0.01%+12,130New
LPL Financial LLC12,220$433.0K0.00%+374+3.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,566$445.2K0.00%−94−0.7%Reduced
Susquehanna International Group, LLP13,309$471.5K0.00%+2,169+19.5%Added
Lazard Asset Management LLC13,360$473.0K0.00%+9,581+253.5%Added
Koshinski Asset Management, Inc.14,100$474.2K0.04%−6,075−30.1%Reduced
Commonwealth Equity Services, LLC13,425$476.0K0.00%−2,106−13.6%Reduced
Norden Group LLC13,541$479.8K0.10%+2,560+23.3%Added
Walleye Capital LLC13,595$481.7K0.01%−76,096−84.8%Reduced
Oregon Public Employees Retirement Fund14,200$503.1K0.01%−1,500−9.6%Reduced
Cresset Asset Management, LLC14,321$507.4K0.00%+4,912+52.2%Added
Creative Planning14,482$513.1K0.00%+14,482New
Franklin Resources Inc14,538$515.1K0.00%−29,076−66.7%Reduced
Fox Run Management, L.L.C.14,669$519.7K0.10%+14,669New
Handelsbanken Fonder AB14,800$524.0K0.00%+1,600+12.1%Added
Baillie Gifford & Co14,972$530.5K0.00%+5,487+57.8%Added
UBS Group AG16,028$567.9K0.00%−30,282−65.4%Reduced
Arizona State Retirement System16,480$583.9K0.00%+188+1.2%Added
First Trust Advisors LP16,606$588.4K0.00%+3,882+30.5%Added
Tower Research Capital LLC (TRC)16,851$597.0K0.01%−11,698−41.0%Reduced
State Board of Administration of Florida Retirement System16,883$598.2K0.00%−1,350−7.4%Reduced
Amalgamated Bank17,842$632.0K0.01%−705−3.8%Reduced
Liontrust Investment Partners LLP18,213$645.3K0.01%00.0%Unchanged
Gsa Capital Partners LLP18,492$655.0K0.05%−17,738−49.0%Reduced
Nebula Research & Development LLC19,319$684.5K0.11%+19,319New
Teachers Retirement System of the State of Kentucky19,526$692.0K0.01%00.0%Unchanged
Royal Bank of Canada19,723$699.0K0.00%−15,318−43.7%Reduced
Victory Capital Management Inc20,262$717.9K0.00%+654+3.3%Added
Maryland State Retirement & Pension System20,333$720.4K0.01%−791−3.7%Reduced
Ensign Peak Advisors, Inc20,763$735.6K0.00%00.0%Unchanged
Comerica Bank21,454$760.1K0.00%−47,090−68.7%Reduced
Boothbay Fund Management, LLC21,829$773.4K0.03%−26,779−55.1%Reduced
BNP Paribas Arbitrage, SA22,014$780.0K0.00%−31,981−59.2%Reduced
Yousif Capital Management, LLC23,303$825.6K0.01%−3,029−11.5%Reduced
Janus Henderson Group PLC25,131$890.3K0.00%−300−1.2%Reduced
State of Tennessee, Treasury Department25,674$909.6K0.00%+9,824+62.0%Added
Winton Group Ltd26,942$954.6K0.06%+733+2.8%Added
Wells Fargo & Company29,134$1.03M0.00%+7,545+34.9%Added
Louisiana State Employees Retirement System29,300$1.04M0.02%+300+1.0%Added
Jump Financial, LLC30,228$1.07M0.02%+5,879+24.1%Added
Two Sigma Advisers, LP30,300$1.07M0.00%−12,000−28.4%Reduced
American Century Companies Inc30,388$1.08M0.00%00.0%Unchanged
Jackson Square Capital, LLC30,556$1.08M0.27%+30,556New
Voya Investment Management LLC32,588$1.15M0.00%+8,898+37.6%Added
Manufacturers Life Insurance Company, The32,959$1.17M0.00%+857+2.7%Added
Algert Global LLC33,675$1.19M0.04%−12,130−26.5%Reduced
Corebridge Financial, Inc.34,080$1.21M0.01%+34,080New
State of Alaska, Department of Revenue34,240$1.21M0.01%−1,471−4.1%Reduced
MetLife Investment Management34,339$1.22M0.01%+3,239+10.4%Added
Quadrature Capital Ltd36,455$1.29M0.02%+24,680+209.6%Added
Federation des caisses Desjardins du Quebec37,342$1.32M0.01%+5,490+17.2%Added
Price T Rowe Associates Inc37,484$1.33M0.00%+1,860+5.2%Added
Barclays PLC39,991$1.42M0.00%−23,438−37.0%Reduced
Pathstone Holdings, LLC40,924$1.45M0.01%+13,243+47.8%Added
Citigroup Inc44,049$1.56M0.00%+5,255+13.5%Added
Two Sigma Investments, LP46,688$1.65M0.00%−19,306−29.3%Reduced
Thrivent Financial for Lutherans48,412$1.72M0.00%−2,443−4.8%Reduced
Kepos Capital LP55,000$1.95M0.76%−15,000−21.4%Reduced
Eisler Capital (US) LLC56,269$1.99M0.38%+56,269New
California State Teachers Retirement System57,422$2.03M0.00%−1,824−3.1%Reduced
New York State Teachers Retirement System61,300$2.17M0.00%00.0%Unchanged
Prudential Financial Inc62,814$2.23M0.00%−2,925−4.4%Reduced
Holocene Advisors, LP64,528$2.29M0.01%−42,249−39.6%Reduced
Arrowstreet Capital, Limited Partnership64,623$2.29M0.00%−84,973−56.8%Reduced
Jefferies Financial Group Inc.65,900$2.33M0.05%+65,900New
Great West Life Assurance Co72,374$2.56M0.00%+9,697+15.5%Added
New York State Common Retirement Fund73,563$2.61M0.00%−103,316−58.4%Reduced
Qube Research & Technologies Ltd75,583$2.68M0.00%−123,683−62.1%Reduced
SEI Investments Co76,082$2.70M0.00%−1,465−1.9%Reduced
Jane Street Group, LLC77,674$2.75M0.00%+23,583+43.6%Added
Renaissance Technologies LLC78,518$2.78M0.00%+46,300+143.7%Added
Capital Fund Management S.A.78,652$2.79M0.03%+43,345+122.8%Added
G2 Investment Partners Management LLC80,826$2.86M0.74%−40,375−33.3%Reduced
North Star Asset Management Inc84,316$2.99M0.14%+18,660+28.4%Added
Connors Investor Services Inc84,790$3.00M0.31%+26,248+44.8%Added
JPMorgan Chase & Co87,264$3.09M0.00%+14,272+19.6%Added
TownSquare Capital, LLC87,648$3.11M0.04%+11,490+15.1%Added
PDT Partners, LLC88,791$3.15M0.30%+14,261+19.1%Added
Marathon Capital Management90,415$3.20M0.82%+6,775+8.1%Added
Thompson Investment Management, Inc.94,325$3.34M0.52%+38,375+68.6%Added
Canada Pension Plan Investment Board100,300$3.55M0.00%+50,400+101.0%Added
Formula Growth Ltd110,000$3.90M1.42%−10,000−8.3%Reduced
Panagora Asset Management Inc111,113$3.94M0.02%+9,775+9.6%Added
Guggenheim Capital LLC113,180$4.01M0.03%−898−0.8%Reduced
Jacobs Levy Equity Management, Inc114,643$4.06M0.02%+114,643New
Atom Investors LP114,667$4.06M0.41%+85,428+292.2%Added
Swiss National Bank115,800$4.10M0.00%−1,200−1.0%Reduced
Balyasny Asset Management LLC121,312$4.30M0.01%−128,480−51.4%Reduced
UBS Asset Management Americas Inc122,624$4.34M0.00%+58,251+90.5%Added
Russell Investments Group, Ltd.124,605$4.41M0.01%−8,385−6.3%Reduced
Public Sector Pension Investment Board128,358$4.55M0.03%+8,198+6.8%Added
Tudor Investment Corp Et Al129,334$4.58M0.05%+129,334New
Envestnet Asset Management Inc129,359$4.58M0.00%+28,685+28.5%Added
State of Wisconsin Investment Board130,712$4.63M0.01%−15,278−10.5%Reduced