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, Q3 2024
Institutional positions in Calix, Inc as of Sep 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
- 241
- −11 vs. Q2 2024
- Shares held
- 57.1M
- +10.2M (+21.7%) vs. Q2 2024
- Total value
- $2.21B
- +$552.3M (+33.2%) vs. Q2 2024
- New holders
- 27
- 105 more added
- Sold out
- 38
- 76 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,809,906 | $419.3M | 0.01% | +10,809,906 | New |
| Vanguard Group Inc | 7,564,787 | $293.4M | 0.01% | +54,640+0.7% | Added |
| Alliancebernstein L.P. | 5,255,451 | $203.9M | 0.07% | −811,069−13.4% | Reduced |
| State Street Corp | 2,316,174 | $89.8M | 0.00% | +5,462+0.2% | Added |
| Dimensional Fund Advisors LP | 1,757,687 | $68.2M | 0.02% | −35,858−2.0% | Reduced |
| Congress Asset Management Co | 1,565,471 | $60.7M | 0.41% | +361,805+30.1% | Added |
| TD Asset Management Inc | 1,574,496 | $60.6M | 0.05% | −347,279−18.1% | Reduced |
| Geode Capital Management, LLC | 1,331,565 | $51.7M | 0.00% | +14,725+1.1% | Added |
| Bank of New York Mellon Corp | 1,328,051 | $51.5M | 0.01% | −137,861−9.4% | Reduced |
| Paradigm Capital Management Inc | 1,327,100 | $51.5M | 2.29% | −9,800−0.7% | Reduced |
| Millennium Management LLC | 1,142,110 | $44.3M | 0.04% | +962,309+535.2% | Added |
| Artisan Partners Limited Partnership | 1,139,561 | $44.2M | 0.07% | −54,851−4.6% | Reduced |
| Morgan Stanley | 1,026,961 | $39.8M | 0.00% | +142,841+16.2% | Added |
| Gilder Gagnon Howe & Co LLC | 955,668 | $37.1M | 0.44% | +148,442+18.4% | Added |
| Alyeska Investment Group, L.P. | 928,899 | $36.0M | 0.18% | +302,521+48.3% | Added |
| Epoch Investment Partners, Inc. | 866,424 | $33.6M | 0.15% | −299,965−25.7% | Reduced |
| Invesco Ltd. | 775,103 | $30.1M | 0.01% | +542,018+232.5% | Added |
| Trigran Investments, Inc. | 742,313 | $28.8M | 3.15% | −265,963−26.4% | Reduced |
| Charles Schwab Investment Management Inc | 601,146 | $23.3M | 0.00% | +12,637+2.1% | Added |
| Northern Trust Corp | 578,350 | $22.4M | 0.00% | −7,435−1.3% | Reduced |
| Polar Asset Management Partners Inc. | 560,300 | $21.7M | 0.52% | +27,900+5.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 522,220 | $20.3M | 0.05% | +19,307+3.8% | Added |
| Divisar Capital Management LLC | 448,108 | $17.4M | 3.21% | 00.0% | Unchanged |
| SG Capital Management LLC | 436,383 | $16.9M | 2.45% | −6,504−1.5% | Reduced |
| Kornitzer Capital Management Inc | 429,771 | $16.7M | 0.31% | −382,282−47.1% | Reduced |
| Rockefeller Capital Management L.P. | 410,463 | $15.9M | 0.04% | +105,969+34.8% | Added |
| Nuveen Asset Management, LLC | 402,869 | $15.6M | 0.00% | −4,674−1.1% | Reduced |
| Assenagon Asset Management S.A. | 401,615 | $15.6M | 0.03% | −81,402−16.9% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 361,677 | $14.0M | 1.07% | +3,030+0.8% | Added |
| Bank of America Corp | 354,034 | $13.7M | 0.00% | +13,883+4.1% | Added |
| Jacobs Levy Equity Management, Inc | 344,514 | $13.4M | 0.05% | +229,871+200.5% | Added |
| ACK Asset Management LLC | 321,124 | $12.5M | 1.54% | +321,124 | New |
| Deutsche Bank AG | 280,716 | $10.9M | 0.00% | +7,523+2.8% | Added |
| Principal Financial Group Inc | 277,116 | $10.7M | 0.01% | −12,204−4.2% | Reduced |
| Driehaus Capital Management LLC | 258,618 | $10.0M | 0.09% | +258,618 | New |
| Goldman Sachs Group Inc | 258,279 | $10.0M | 0.00% | +81,098+45.8% | Added |
| Needham Investment Management LLC | 250,000 | $9.70M | 0.74% | +75,000+42.9% | Added |
| Congress Wealth Management LLC | 246,830 | $9.57M | 0.13% | +56,346+29.6% | Added |
| Pier Capital, LLC | 238,434 | $9.25M | 1.30% | −591−0.2% | Reduced |
| DC Investments Management, LLC | 229,372 | $8.90M | 6.22% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 203,918 | $7.91M | 0.01% | +125,400+159.7% | Added |
| Wellington Management Group LLP | 201,139 | $7.80M | 0.00% | +2,231+1.1% | Added |
| Citadel Advisors LLC | 177,990 | $6.90M | 0.01% | +8,443+5.0% | Added |
| Legal & General Group Plc | 168,604 | $6.54M | 0.00% | +2,685+1.6% | Added |
| Rhumbline Advisers | 166,293 | $6.45M | 0.01% | −7,270−4.2% | Reduced |
| Envestnet Asset Management Inc | 158,918 | $6.16M | 0.00% | +29,559+22.9% | Added |
| National Bank of Canada | 142,187 | $5.52M | 0.01% | +520+0.4% | Added |
| Ameriprise Financial Inc | 140,983 | $5.47M | 0.00% | −17,580−11.1% | Reduced |
| OV Management LLC | 138,509 | $5.37M | 3.57% | +7,742+5.9% | Added |
| UBS Asset Management Americas Inc | 129,608 | $5.03M | 0.00% | +6,984+5.7% | Added |
| State of Wisconsin Investment Board | 129,223 | $5.01M | 0.01% | −1,489−1.1% | Reduced |
| JPMorgan Chase & Co | 127,570 | $4.95M | 0.00% | +40,306+46.2% | Added |
| Public Sector Pension Investment Board | 124,258 | $4.82M | 0.03% | −4,100−3.2% | Reduced |
| Russell Investments Group, Ltd. | 124,113 | $4.81M | 0.01% | −492−0.4% | Reduced |
| Squarepoint Ops LLC | 121,100 | $4.70M | 0.02% | −179,246−59.7% | Reduced |
| Marathon Capital Management | 120,840 | $4.69M | 1.14% | +30,425+33.7% | Added |
| American Century Companies Inc | 116,008 | $4.50M | 0.00% | +85,620+281.8% | Added |
| Swiss National Bank | 115,200 | $4.47M | 0.00% | −600−0.5% | Reduced |
| Kettle Hill Capital Management, LLC | 114,057 | $4.42M | 1.13% | −115,478−50.3% | Reduced |
| TownSquare Capital, LLC | 113,655 | $4.41M | 0.05% | +26,007+29.7% | Added |
| Guggenheim Capital LLC | 113,593 | $4.41M | 0.03% | +413+0.4% | Added |
| Barclays PLC | 113,579 | $4.41M | 0.00% | +73,588+184.0% | Added |
| Panagora Asset Management Inc | 110,979 | $4.30M | 0.02% | −134−0.1% | Reduced |
| G2 Investment Partners Management LLC | 104,929 | $4.07M | 1.16% | +24,103+29.8% | Added |
| Atom Investors LP | 103,631 | $4.02M | 0.42% | −11,036−9.6% | Reduced |
| Formula Growth Ltd | 100,000 | $3.88M | 1.33% | −10,000−9.1% | Reduced |
| Engineers Gate Manager LP | 93,216 | $3.62M | 0.07% | −58,150−38.4% | Reduced |
| Jefferies Financial Group Inc. | 91,306 | $3.54M | 0.06% | +25,406+38.6% | Added |
| HighTower Advisors, LLC | 90,623 | $3.51M | 0.01% | +90,623 | New |
| Qube Research & Technologies Ltd | 90,221 | $3.50M | 0.01% | +14,638+19.4% | Added |
| North Star Asset Management Inc | 89,663 | $3.48M | 0.16% | +5,347+6.3% | Added |
| Thompson Investment Management, Inc. | 86,940 | $3.37M | 0.48% | −7,385−7.8% | Reduced |
| Connors Investor Services Inc | 81,736 | $3.17M | 0.31% | −3,054−3.6% | Reduced |
| Citigroup Inc | 75,610 | $2.93M | 0.00% | +31,561+71.6% | Added |
| PDT Partners, LLC | 71,754 | $2.78M | 0.25% | −17,037−19.2% | Reduced |
| Great West Life Assurance Co | 71,441 | $2.77M | 0.00% | −933−1.3% | Reduced |
| New York State Common Retirement Fund | 67,363 | $2.61M | 0.00% | −6,200−8.4% | Reduced |
| SEI Investments Co | 65,377 | $2.54M | 0.00% | −10,705−14.1% | Reduced |
| UBS Group AG | 62,581 | $2.43M | 0.00% | +46,553+290.4% | Added |
| Castleark Management LLC | 61,850 | $2.40M | 0.10% | +61,850 | New |
| New York State Teachers Retirement System | 61,400 | $2.38M | 0.00% | +100+0.2% | Added |
| Prudential Financial Inc | 61,002 | $2.37M | 0.00% | −1,812−2.9% | Reduced |
| California State Teachers Retirement System | 55,774 | $2.16M | 0.00% | −1,648−2.9% | Reduced |
| Balyasny Asset Management LLC | 53,735 | $2.08M | 0.01% | −67,577−55.7% | Reduced |
| State of New Jersey Common Pension Fund D | 52,615 | $2.04M | 0.01% | +52,615 | New |
| Pathstone Holdings, LLC | 48,445 | $1.88M | 0.01% | +7,521+18.4% | Added |
| Thrivent Financial for Lutherans | 45,989 | $1.78M | 0.00% | −2,423−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 42,610 | $1.65M | 0.00% | +25,727+152.4% | Added |
| Tudor Investment Corp Et Al | 42,380 | $1.64M | 0.02% | −86,954−67.2% | Reduced |
| Price T Rowe Associates Inc | 39,149 | $1.52M | 0.00% | +1,665+4.4% | Added |
| Wells Fargo & Company | 38,113 | $1.48M | 0.00% | +8,979+30.8% | Added |
| Corebridge Financial, Inc. | 33,735 | $1.31M | 0.01% | −345−1.0% | Reduced |
| MetLife Investment Management | 33,661 | $1.31M | 0.01% | −678−2.0% | Reduced |
| State of Alaska, Department of Revenue | 33,428 | $1.30M | 0.01% | −812−2.4% | Reduced |
| Edgestream Partners, L.P. | 33,247 | $1.29M | 0.06% | −158,005−82.6% | Reduced |
| Manufacturers Life Insurance Company, The | 32,499 | $1.26M | 0.00% | −460−1.4% | Reduced |
| Voya Investment Management LLC | 32,167 | $1.25M | 0.00% | −421−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 32,050 | $1.24M | 0.02% | +32,050 | New |
| Jane Street Group, LLC | 31,594 | $1.23M | 0.00% | −46,080−59.3% | Reduced |
| Jackson Square Capital, LLC | 30,500 | $1.18M | 0.29% | −56−0.2% | Reduced |