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 |
|---|---|---|---|---|---|
| CWM, LLC | 469 | $17.0K | 0.00% | −143−23.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 475 | $16.8K | 0.00% | +475 | New |
| Rise Advisors, LLC | 405 | $14.3K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Natixis | 345 | $12.2K | 0.00% | −10−2.8% | Reduced |
| Crewe Advisors LLC | 325 | $11.5K | 0.00% | +238+273.6% | Added |
| Ronald Blue Trust, Inc. | 304 | $10.1K | 0.00% | +12+4.1% | Added |
| Redwood Wealth Management Group, LLC | 284 | $10.1K | 0.01% | +284 | New |
| Coppell Advisory Solutions LLC | 282 | $9.99K | 0.00% | +282 | New |
| GPS Wealth Strategies Group, LLC | 275 | $9.74K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 275 | $9.74K | 0.00% | +275 | New |
| Allworth Financial LP | 229 | $8.33K | 0.00% | +3+1.3% | Added |
| GAMMA Investing LLC | 232 | $8.22K | 0.00% | +154+197.4% | Added |
| LRI Investments, LLC | 230 | $8.15K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 224 | $7.94K | 0.00% | +119+113.3% | Added |
| Fifth Third Bancorp | 163 | $5.78K | 0.00% | +35+27.3% | Added |
| Smartleaf Asset Management LLC | 150 | $5.31K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 140 | $4.96K | 0.00% | +126+900.0% | Added |
| Versant Capital Management, Inc | 113 | $4.00K | 0.00% | +99+707.1% | Added |
| Cape Investment Advisory, Inc. | 110 | $3.90K | 0.00% | +82+292.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $3.83K | 0.00% | −704−86.7% | Reduced |
| Whittier Trust Co | 100 | $3.54K | 0.00% | −515−83.7% | Reduced |
| Headlands Technologies LLC | 97 | $3.44K | 0.00% | −1,355−93.3% | Reduced |
| FinTrust Capital Advisors, LLC | 96 | $3.40K | 0.00% | +31+47.7% | Added |
| Triad Wealth Partners, LLC | 66 | $2.34K | 0.00% | +66 | New |
| Parallel Advisors, LLC | 65 | $2.30K | 0.00% | +12+22.6% | Added |
| Umb Bank N A | 64 | $2.27K | 0.00% | +40+166.7% | Added |
| Financial Network Wealth Advisors LLC | 57 | $2.02K | 0.00% | +57 | New |
| Quarry LP | 49 | $1.74K | 0.00% | −868−94.7% | Reduced |
| Global Retirement Partners, LLC | 45 | $1.59K | 0.00% | +5+12.5% | Added |
| AdvisorNet Financial, Inc | 41 | $1.45K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 40 | $1.42K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 37 | $1.31K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.28K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $1.27K | 0.00% | −23−39.0% | Reduced |
| Rothschild Investment LLC | 35 | $1.24K | 0.00% | +30+600.0% | Added |
| CIBC Private Wealth Group, LLC | 35 | $1.21K | 0.00% | −758−95.6% | Reduced |
| Massmutual Trust Co FSB | 32 | $1.13K | 0.00% | +32 | New |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 27 | $957 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $941 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24 | $850 | 0.00% | +24 | New |
| Ashton Thomas Private Wealth, LLC | 20 | $709 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 18 | $638 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $638 | 0.00% | +18 | New |
| Innealta Capital, LLC | 16 | $567 | 0.00% | +16 | New |
| Larson Financial Group LLC | 14 | $496 | 0.00% | +4+40.0% | Added |
| Parkside Financial Bank & Trust | 12 | $426 | 0.00% | +2+20.0% | Added |
| Bell Investment Advisors, Inc | 11 | $390 | 0.00% | −15−57.7% | Reduced |
| Abound Wealth Management | 8 | $284 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 4 | $142 | 0.00% | −2−33.3% | Reduced |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| 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 |