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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
Corebridge Financial, Inc.34,080$1.21M0.01%+34,080New
Algert Global LLC33,675$1.19M0.04%−12,130−26.5%Reduced
Manufacturers Life Insurance Company, The32,959$1.17M0.00%+857+2.7%Added
Voya Investment Management LLC32,588$1.15M0.00%+8,898+37.6%Added
Jackson Square Capital, LLC30,556$1.08M0.27%+30,556New
American Century Companies Inc30,388$1.08M0.00%00.0%Unchanged
Two Sigma Advisers, LP30,300$1.07M0.00%−12,000−28.4%Reduced
Jump Financial, LLC30,228$1.07M0.02%+5,879+24.1%Added
Louisiana State Employees Retirement System29,300$1.04M0.02%+300+1.0%Added
Wells Fargo & Company29,134$1.03M0.00%+7,545+34.9%Added
Winton Group Ltd26,942$954.6K0.06%+733+2.8%Added
State of Tennessee, Treasury Department25,674$909.6K0.00%+9,824+62.0%Added
Janus Henderson Group PLC25,131$890.3K0.00%−300−1.2%Reduced
Yousif Capital Management, LLC23,303$825.6K0.01%−3,029−11.5%Reduced
BNP Paribas Arbitrage, SA22,014$780.0K0.00%−31,981−59.2%Reduced
Boothbay Fund Management, LLC21,829$773.4K0.03%−26,779−55.1%Reduced
Comerica Bank21,454$760.1K0.00%−47,090−68.7%Reduced
Ensign Peak Advisors, Inc20,763$735.6K0.00%00.0%Unchanged
Maryland State Retirement & Pension System20,333$720.4K0.01%−791−3.7%Reduced
Victory Capital Management Inc20,262$717.9K0.00%+654+3.3%Added
Royal Bank of Canada19,723$699.0K0.00%−15,318−43.7%Reduced
Teachers Retirement System of the State of Kentucky19,526$692.0K0.01%00.0%Unchanged
Nebula Research & Development LLC19,319$684.5K0.11%+19,319New
Gsa Capital Partners LLP18,492$655.0K0.05%−17,738−49.0%Reduced
Liontrust Investment Partners LLP18,213$645.3K0.01%00.0%Unchanged
Amalgamated Bank17,842$632.0K0.01%−705−3.8%Reduced
State Board of Administration of Florida Retirement System16,883$598.2K0.00%−1,350−7.4%Reduced
Tower Research Capital LLC (TRC)16,851$597.0K0.01%−11,698−41.0%Reduced
First Trust Advisors LP16,606$588.4K0.00%+3,882+30.5%Added
Arizona State Retirement System16,480$583.9K0.00%+188+1.2%Added
UBS Group AG16,028$567.9K0.00%−30,282−65.4%Reduced
Baillie Gifford & Co14,972$530.5K0.00%+5,487+57.8%Added
Handelsbanken Fonder AB14,800$524.0K0.00%+1,600+12.1%Added
Fox Run Management, L.L.C.14,669$519.7K0.10%+14,669New
Franklin Resources Inc14,538$515.1K0.00%−29,076−66.7%Reduced
Creative Planning14,482$513.1K0.00%+14,482New
Cresset Asset Management, LLC14,321$507.4K0.00%+4,912+52.2%Added
Oregon Public Employees Retirement Fund14,200$503.1K0.01%−1,500−9.6%Reduced
Walleye Capital LLC13,595$481.7K0.01%−76,096−84.8%Reduced
Norden Group LLC13,541$479.8K0.10%+2,560+23.3%Added
Commonwealth Equity Services, LLC13,425$476.0K0.00%−2,106−13.6%Reduced
Koshinski Asset Management, Inc.14,100$474.2K0.04%−6,075−30.1%Reduced
Lazard Asset Management LLC13,360$473.0K0.00%+9,581+253.5%Added
Susquehanna International Group, LLP13,309$471.5K0.00%+2,169+19.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,566$445.2K0.00%−94−0.7%Reduced
LPL Financial LLC12,220$433.0K0.00%+374+3.2%Added
Susquehanna Fundamental Investments, LLC12,130$429.8K0.01%+12,130New
TradeLink Capital LLC11,748$416.0K1.20%+11,748New
Torno Capital, LLC11,575$410.1K0.04%+11,575New
Brevan Howard Capital Management LP11,382$403.3K0.03%+11,382New
Alliance Wealth Advisors, LLC11,029$390.8K0.11%+949+9.4%Added
Connor, Clark & Lunn Investment Management Ltd.10,967$388.6K0.00%+10,967New
Dynamic Technology Lab Private Ltd10,060$356.0K0.04%−45,684−82.0%Reduced
Diversified Trust Co10,033$355.5K0.01%+1,026+11.4%Added
Harbor Capital Advisors, Inc.9,907$351.0K0.03%−4,795−32.6%Reduced
CWM Advisors, LLC9,862$349.4K0.04%−878−8.2%Reduced
Woodline Partners LP9,613$340.6K0.00%−8,500−46.9%Reduced
Mutual of America Capital Management LLC9,586$339.6K0.00%−512−5.1%Reduced
STRS Ohio9,400$333.0K0.00%+6,400+213.3%Added
ProShare Advisors LLC9,068$321.3K0.00%−2,816−23.7%Reduced
HSBC Holdings PLC8,719$310.3K0.00%−6,607−43.1%Reduced
Stoneridge Investment Partners LLC8,659$307.0K0.12%−322−3.6%Reduced
Diversify Wealth Management, LLC8,438$304.9K0.04%+8,438New
Bank of Montreal8,520$303.8K0.00%+8,520New
Zurcher Kantonalbank (Zurich Cantonalbank)8,519$301.8K0.00%00.0%Unchanged
Stifel Financial Corp8,249$292.3K0.00%+697+9.2%Added
SG Americas Securities, LLC7,943$281.0K0.00%+4,384+123.2%Added
AQR Capital Management LLC7,834$277.6K0.00%−52,266−87.0%Reduced
Public Employees Retirement Association of Colorado7,306$259.0K0.00%−8−0.1%Reduced
Gibbs Wealth Management7,301$258.7K0.10%+7,301New
Portside Wealth Group, LLC7,214$255.6K0.05%+301+4.4%Added
Pictet Asset Management Holding SA7,097$251.4K0.00%00.0%Unchanged
Mackenzie Financial Corp7,011$248.4K0.00%+7,011New
Wolverine Trading, LLC6,443$228.3K0.00%−775−10.7%Reduced
Meeder Asset Management Inc6,434$228.0K0.02%+6,434New
Qsemble Capital Management, LP6,223$220.5K0.04%+6,223New
LVW Advisors, LLC5,860$207.6K0.03%+5,860New
Ameritas Investment Partners, Inc.5,759$204.0K0.01%−349−5.7%Reduced
Advisor Group Holdings, Inc.5,495$194.7K0.00%−1,742−24.1%Reduced
Simplex Trading, LLC3,464$122.0K0.00%+396+12.9%Added
The PNC Financial Services Group, Inc.3,219$114.0K0.00%−3,591−52.7%Reduced
Assetmark, Inc2,896$102.6K0.00%+717+32.9%Added
State of Wyoming2,601$92.2K0.02%+1,415+119.3%Added
Nisa Investment Advisors, LLC2,520$89.3K0.00%+303+13.7%Added
Quadrant Capital Group LLC2,355$83.4K0.01%+57+2.5%Added
EntryPoint Capital, LLC2,225$78.8K0.04%−1,475−39.9%Reduced
KBC Group NV1,757$62.0K0.00%00.0%Unchanged
FMR LLC1,609$57.0K0.00%+265+19.7%Added
Farther Finance Advisors, LLC1,241$43.2K0.00%+1,210+3,903.2%Added
US Bancorp1,136$40.2K0.00%+437+62.5%Added
Hexagon Capital Partners LLC1,067$37.8K0.01%+42+4.1%Added
Advisors Asset Management, Inc.1,044$37.0K0.00%−128−10.9%Reduced
Catalyst Funds Management Pty Ltd900$31.9K0.01%+900New
Signaturefd, LLC849$30.1K0.00%−259−23.4%Reduced
Pacer Advisors, Inc.843$29.9K0.00%−207−19.7%Reduced
Group One Trading, L.P.815$28.9K0.00%+515+171.7%Added
Allspring Global Investments Holdings, LLC669$23.7K0.00%−204,275−99.7%Reduced
Lindbrook Capital, LLC622$22.0K0.00%+415+200.5%Added
Covestor Ltd600$22.0K0.01%+315+110.5%Added
Principal Securities, Inc.585$20.7K0.00%+26+4.7%Added