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 |
|---|---|---|---|---|---|
| OV Management LLC | 130,767 | $4.63M | 3.24% | +10,767+9.0% | Added |
| National Bank of Canada | 141,667 | $4.94M | 0.01% | +22,854+19.2% | Added |
| Engineers Gate Manager LP | 151,366 | $5.36M | 0.12% | −2,302−1.5% | Reduced |
| Ameriprise Financial Inc | 158,563 | $5.62M | 0.00% | −73,615−31.7% | Reduced |
| Legal & General Group Plc | 165,919 | $5.88M | 0.00% | −1,201−0.7% | Reduced |
| Citadel Advisors LLC | 169,547 | $6.01M | 0.01% | −24,351−12.6% | Reduced |
| Rhumbline Advisers | 173,563 | $6.15M | 0.01% | +5,154+3.1% | Added |
| Needham Investment Management LLC | 175,000 | $6.20M | 0.51% | +125,000+250.0% | Added |
| Goldman Sachs Group Inc | 177,181 | $6.28M | 0.00% | −38,217−17.7% | Reduced |
| Millennium Management LLC | 179,801 | $6.37M | 0.01% | +77,387+75.6% | Added |
| Congress Wealth Management LLC | 190,484 | $6.75M | 0.11% | +14,677+8.3% | Added |
| Edgestream Partners, L.P. | 191,252 | $6.78M | 0.33% | +24,257+14.5% | Added |
| Wellington Management Group LLP | 198,908 | $7.05M | 0.00% | −3,370−1.7% | Reduced |
| Voloridge Investment Management, LLC | 200,780 | $7.11M | 0.03% | −28,148−12.3% | Reduced |
| Penserra Capital Management LLC | 203,450 | $7.21M | 0.09% | −8,404−4.0% | Reduced |
| DC Investments Management, LLC | 229,372 | $8.13M | 6.85% | +26,667+13.2% | Added |
| Kettle Hill Capital Management, LLC | 229,535 | $8.13M | 2.05% | +229,535 | New |
| Invesco Ltd. | 233,085 | $8.26M | 0.00% | −10,137−4.2% | Reduced |
| Pier Capital, LLC | 239,025 | $8.47M | 1.26% | −28,194−10.6% | Reduced |
| Artemis Investment Management LLP | 270,877 | $9.60M | 0.13% | −90,996−25.1% | Reduced |
| Deutsche Bank AG | 273,193 | $9.68M | 0.00% | −4,573−1.6% | Reduced |
| Principal Financial Group Inc | 289,320 | $10.3M | 0.01% | −16,249−5.3% | Reduced |
| Squarepoint Ops LLC | 300,346 | $10.6M | 0.04% | +135,916+82.7% | Added |
| Rockefeller Capital Management L.P. | 304,494 | $10.8M | 0.03% | +89,603+41.7% | Added |
| Schonfeld Strategic Advisors LLC | 321,637 | $11.4M | 0.09% | +299,648+1,362.7% | Added |
| Bank of America Corp | 340,151 | $12.1M | 0.00% | +52,790+18.4% | Added |
| Mesirow Institutional Investment Management, Inc. | 358,647 | $12.7M | 1.11% | +29,367+8.9% | Added |
| Nuveen Asset Management, LLC | 407,543 | $14.4M | 0.00% | −5,535−1.3% | Reduced |
| SG Capital Management LLC | 442,887 | $15.7M | 2.65% | +442,887 | New |
| Divisar Capital Management LLC | 448,108 | $15.9M | 3.01% | +448,108 | New |
| Analog Century Management LP | 449,439 | $15.9M | 1.58% | −56,413−11.2% | Reduced |
| Assenagon Asset Management S.A. | 483,017 | $17.1M | 0.04% | −123,984−20.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 502,913 | $17.8M | 0.04% | +502,913 | New |
| Polar Asset Management Partners Inc. | 532,400 | $18.9M | 0.48% | +3,276+0.6% | Added |
| Northern Trust Corp | 585,785 | $20.8M | 0.00% | −21,104−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 588,509 | $20.9M | 0.00% | +51,541+9.6% | Added |
| Alyeska Investment Group, L.P. | 626,378 | $22.2M | 0.13% | +626,378 | New |
| Gilder Gagnon Howe & Co LLC | 807,226 | $28.6M | 0.36% | +145,080+21.9% | Added |
| Kornitzer Capital Management Inc | 812,053 | $28.8M | 0.55% | +68,300+9.2% | Added |
| Morgan Stanley | 884,120 | $31.3M | 0.00% | +38,778+4.6% | Added |
| Trigran Investments, Inc. | 1,008,276 | $35.7M | 3.74% | +157,678+18.5% | Added |
| Epoch Investment Partners, Inc. | 1,166,389 | $41.3M | 0.19% | +2,340+0.2% | Added |
| Artisan Partners Limited Partnership | 1,194,412 | $42.3M | 0.06% | −23,935−2.0% | Reduced |
| Congress Asset Management Co | 1,203,666 | $42.6M | 0.31% | +157,799+15.1% | Added |
| Geode Capital Management, LLC | 1,316,840 | $46.7M | 0.00% | +45,751+3.6% | Added |
| Paradigm Capital Management Inc | 1,336,900 | $47.4M | 2.16% | +115,500+9.5% | Added |
| Bank of New York Mellon Corp | 1,465,912 | $51.9M | 0.01% | −36,734−2.4% | Reduced |
| Dimensional Fund Advisors LP | 1,793,545 | $63.5M | 0.02% | +45,656+2.6% | Added |
| TD Asset Management Inc | 1,921,775 | $68.1M | 0.06% | −141,655−6.9% | Reduced |
| State Street Corp | 2,310,712 | $81.9M | 0.00% | +1,0630.0% | Added |
| Alliancebernstein L.P. | 6,066,520 | $214.9M | 0.08% | +623,180+11.4% | Added |
| Vanguard Group Inc | 7,510,147 | $266.1M | 0.01% | +186,519+2.5% | Added |
| BlackRock Inc. | 10,682,565 | $378.5M | 0.01% | −262,194−2.4% | Reduced |
| Ariadne Wealth Management, LP | 1,689 | – | – | +1,689 | New |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −923,288−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −584,576−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −314,520−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −151,807−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −136,889−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −135,053−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −107,805−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −100,933−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −94,206−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −80,768−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −66,037−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −51,305−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −49,101−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −45,594−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −34,555−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,536−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −34,470−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −31,801−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,825−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,997−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,221−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −15,064−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,022−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,062−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,961−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,228−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |