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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | +9 | New |
| Claris Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 4 | $156 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $233 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $233 | 0.00% | +2+50.0% | Added |
| Huntington National Bank | 7 | $272 | 0.00% | +6+600.0% | Added |
| Abound Wealth Management | 8 | $311 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $427 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $466 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $738 | 0.00% | +1+5.6% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $1.36K | 0.00% | +3+9.4% | Added |
| IFP Advisors, Inc | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39 | $1.51K | 0.00% | +21+116.7% | Added |
| Global Retirement Partners, LLC | 40 | $1.55K | 0.00% | −5−11.1% | Reduced |
| Fortitude Family Office, LLC | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $1.78K | 0.00% | +22+91.7% | Added |
| Beacon Capital Management, LLC | 51 | $1.98K | 0.00% | +51 | New |
| Parallel Advisors, LLC | 65 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.52K | 0.00% | +30+85.7% | Added |
| Quarry LP | 74 | $2.87K | 0.00% | +25+51.0% | Added |
| Bessemer Group Inc | 65 | $3.00K | 0.00% | +65 | New |
| Financial Network Wealth Advisors LLC | 78 | $3.03K | 0.00% | +21+36.8% | Added |
| FinTrust Capital Advisors, LLC | 96 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 99 | $3.84K | 0.00% | +99 | New |
| Whittier Trust Co | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $4.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 140 | $5.43K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 140 | $5.43K | 0.00% | +76+118.8% | Added |
| Cape Investment Advisory, Inc. | 155 | $6.01K | 0.00% | +45+40.9% | Added |
| Smartleaf Asset Management LLC | 174 | $6.69K | 0.00% | +24+16.0% | Added |
| LRI Investments, LLC | 230 | $6.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 230 | $8.92K | 0.00% | +1+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $10.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 282 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 292 | $11.0K | 0.01% | −308−51.3% | Reduced |
| Public Employees Retirement System of Ohio | 334 | $13.0K | 0.00% | +110+49.1% | Added |
| Fifth Third Bancorp | 363 | $14.1K | 0.00% | +200+122.7% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $15.5K | 0.00% | −500−55.6% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $15.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 424 | $16.4K | 0.00% | −198−31.8% | Reduced |
| Signaturefd, LLC | 546 | $21.2K | 0.00% | −303−35.7% | Reduced |
| CWM, LLC | 596 | $23.0K | 0.00% | +127+27.1% | Added |
| Ronald Blue Trust, Inc. | 650 | $23.0K | 0.00% | +346+113.8% | Added |
| GAMMA Investing LLC | 668 | $25.9K | 0.00% | +436+187.9% | Added |
| Allspring Global Investments Holdings, LLC | 669 | $25.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 676 | $26.2K | 0.00% | −368−35.2% | Reduced |
| Principal Securities, Inc. | 742 | $28.8K | 0.00% | +157+26.8% | Added |
| DekaBank Deutsche Girozentrale | 902 | $34.0K | 0.00% | +902 | New |
| Natixis | 894 | $34.7K | 0.00% | +549+159.1% | Added |
| Arcadia Investment Management Corp | 1,000 | $38.8K | 0.01% | +1,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,186 | $46.0K | 0.00% | +1,078+998.1% | Added |
| Pacer Advisors, Inc. | 1,200 | $46.5K | 0.00% | +357+42.3% | Added |
| Hexagon Capital Partners LLC | 1,385 | $53.7K | 0.01% | +318+29.8% | Added |
| Danske Bank A/S | 1,400 | $54.3K | 0.00% | +1,400 | New |
| KBC Group NV | 1,757 | $68.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,763 | $68.4K | 0.00% | +522+42.1% | Added |
| Truvestments Capital LLC | 1,969 | $76.4K | 0.02% | +1,969 | New |
| FMR LLC | 2,398 | $93.0K | 0.00% | +789+49.0% | Added |
| Quadrant Capital Group LLC | 2,487 | $96.5K | 0.01% | +132+5.6% | Added |
| The PNC Financial Services Group, Inc. | 2,493 | $96.7K | 0.00% | −726−22.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,502 | $97.1K | 0.00% | −18−0.7% | Reduced |
| Acadian Asset Management LLC | 2,720 | $105.0K | 0.00% | +2,720 | New |
| Assetmark, Inc | 3,381 | $131.1K | 0.00% | +485+16.7% | Added |
| Tower Research Capital LLC (TRC) | 3,837 | $148.8K | 0.00% | −13,014−77.2% | Reduced |
| State of Wyoming | 4,894 | $189.8K | 0.03% | +2,293+88.2% | Added |
| Magnus Financial Group LLC | 5,430 | $210.6K | 0.02% | +5,430 | New |
| Ieq Capital, LLC | 5,487 | $212.8K | 0.00% | +5,487 | New |
| Advisor Group Holdings, Inc. | 5,599 | $217.2K | 0.00% | +104+1.9% | Added |
| US Bancorp | 5,672 | $220.0K | 0.00% | +4,536+399.3% | Added |
| Ameritas Investment Partners, Inc. | 5,759 | $223.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,659 | $256.1K | 0.01% | +216+3.4% | Added |
| Atria Investments LLC | 6,651 | $258.0K | 0.00% | +6,651 | New |
| Brevan Howard Capital Management LP | 7,132 | $276.6K | 0.01% | −4,250−37.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,306 | $283.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,040 | $309.7K | 0.00% | +206+2.6% | Added |
| Everence Capital Management Inc | 8,010 | $311.0K | 0.02% | +8,010 | New |
| LVW Advisors, LLC | 8,047 | $312.1K | 0.04% | +2,187+37.3% | Added |
| Woodline Partners LP | 8,172 | $317.0K | 0.00% | −1,441−15.0% | Reduced |
| Baldwin Brothers Inc | 8,363 | $324.4K | 0.02% | +8,363 | New |
| Pictet Asset Management Holding SA | 8,444 | $327.5K | 0.00% | +1,347+19.0% | Added |
| Bank of Montreal | 8,699 | $334.6K | 0.00% | +179+2.1% | Added |
| Mutual of America Capital Management LLC | 8,809 | $341.7K | 0.00% | −777−8.1% | Reduced |
| Mackenzie Financial Corp | 9,143 | $354.7K | 0.00% | +2,132+30.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,368 | $363.4K | 0.00% | −1,599−14.6% | Reduced |
| Diversify Wealth Management, LLC | 10,066 | $372.9K | 0.04% | +1,628+19.3% | Added |
| Diversified Trust Co | 10,185 | $395.1K | 0.01% | +152+1.5% | Added |
| Portside Wealth Group, LLC | 10,317 | $400.2K | 0.07% | +3,103+43.0% | Added |
| Nebula Research & Development LLC | 10,627 | $412.2K | 0.05% | −8,692−45.0% | Reduced |
| CWM Advisors, LLC | 10,635 | $412.5K | 0.04% | +773+7.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,024 | $427.6K | 0.00% | +2,505+29.4% | Added |
| Gibbs Wealth Management | 11,311 | $438.8K | 0.14% | +4,010+54.9% | Added |
| Harbor Capital Advisors, Inc. | 11,390 | $442.0K | 0.02% | +1,483+15.0% | Added |