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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 11,777 | $456.8K | 0.00% | −2,544−17.8% | Reduced |
| Alliance Wealth Advisors, LLC | 12,189 | $472.8K | 0.12% | +1,160+10.5% | Added |
| ProShare Advisors LLC | 12,259 | $475.5K | 0.00% | +3,191+35.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,518 | $485.6K | 0.00% | −48−0.4% | Reduced |
| Meeder Asset Management Inc | 13,026 | $505.3K | 0.03% | +6,592+102.5% | Added |
| Franklin Resources Inc | 13,343 | $509.7K | 0.00% | −1,195−8.2% | Reduced |
| Creative Planning | 13,654 | $529.6K | 0.00% | −828−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 13,700 | $531.0K | 0.00% | +275+2.0% | Added |
| Oregon Public Employees Retirement Fund | 13,800 | $535.3K | 0.01% | −400−2.8% | Reduced |
| Aquatic Capital Management LLC | 13,800 | $535.3K | 0.01% | +13,800 | New |
| Intech Investment Management LLC | 14,148 | $548.8K | 0.01% | +14,148 | New |
| Norden Group LLC | 14,455 | $560.7K | 0.07% | +914+6.7% | Added |
| STRS Ohio | 14,500 | $562.5K | 0.00% | +5,100+54.3% | Added |
| Baillie Gifford & Co | 14,765 | $572.7K | 0.00% | −207−1.4% | Reduced |
| LPL Financial LLC | 16,274 | $631.3K | 0.00% | +4,054+33.2% | Added |
| Liontrust Investment Partners LLP | 18,213 | $645.3K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,981 | $658.7K | 0.00% | +501+3.0% | Added |
| Amalgamated Bank | 17,266 | $670.0K | 0.01% | −576−3.2% | Reduced |
| HSBC Holdings PLC | 17,507 | $678.6K | 0.00% | +8,788+100.8% | Added |
| Stifel Financial Corp | 17,588 | $682.2K | 0.00% | +9,339+113.2% | Added |
| Handelsbanken Fonder AB | 19,300 | $749.0K | 0.00% | +4,500+30.4% | Added |
| Teachers Retirement System of the State of Kentucky | 19,526 | $758.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,776 | $767.1K | 0.02% | −557−2.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,995 | $775.6K | 0.05% | +19,995 | New |
| Boothbay Fund Management, LLC | 20,252 | $785.6K | 0.02% | −1,577−7.2% | Reduced |
| Victory Capital Management Inc | 20,436 | $792.7K | 0.00% | +174+0.9% | Added |
| Ensign Peak Advisors, Inc | 20,763 | $805.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 21,284 | $825.6K | 0.00% | −170−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 21,891 | $849.0K | 0.01% | +21,891 | New |
| Yousif Capital Management, LLC | 22,716 | $881.2K | 0.01% | −587−2.5% | Reduced |
| Capital Fund Management S.A. | 22,775 | $883.4K | 0.01% | −55,877−71.0% | Reduced |
| Two Sigma Investments, LP | 22,894 | $888.1K | 0.00% | −23,794−51.0% | Reduced |
| Walleye Capital LLC | 24,455 | $948.6K | 0.01% | +10,860+79.9% | Added |
| Janus Henderson Group PLC | 25,131 | $974.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 25,204 | $977.7K | 0.00% | +3,190+14.5% | Added |
| Royal Bank of Canada | 26,613 | $1.03M | 0.00% | +6,890+34.9% | Added |
| State of Tennessee, Treasury Department | 26,771 | $1.04M | 0.00% | +1,097+4.3% | Added |
| Winton Group Ltd | 27,221 | $1.06M | 0.07% | +279+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 28,262 | $1.10M | 0.01% | −9,080−24.3% | Reduced |
| Louisiana State Employees Retirement System | 28,300 | $1.10M | 0.02% | −1,000−3.4% | Reduced |
| Jump Financial, LLC | 29,645 | $1.15M | 0.02% | −583−1.9% | Reduced |
| Jackson Square Capital, LLC | 30,500 | $1.18M | 0.29% | −56−0.2% | Reduced |
| Jane Street Group, LLC | 31,594 | $1.23M | 0.00% | −46,080−59.3% | Reduced |
| Illinois Municipal Retirement Fund | 32,050 | $1.24M | 0.02% | +32,050 | New |
| Voya Investment Management LLC | 32,167 | $1.25M | 0.00% | −421−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 32,499 | $1.26M | 0.00% | −460−1.4% | Reduced |
| Edgestream Partners, L.P. | 33,247 | $1.29M | 0.06% | −158,005−82.6% | Reduced |
| State of Alaska, Department of Revenue | 33,428 | $1.30M | 0.01% | −812−2.4% | Reduced |
| MetLife Investment Management | 33,661 | $1.31M | 0.01% | −678−2.0% | Reduced |
| Corebridge Financial, Inc. | 33,735 | $1.31M | 0.01% | −345−1.0% | Reduced |
| Wells Fargo & Company | 38,113 | $1.48M | 0.00% | +8,979+30.8% | Added |
| Price T Rowe Associates Inc | 39,149 | $1.52M | 0.00% | +1,665+4.4% | Added |
| Tudor Investment Corp Et Al | 42,380 | $1.64M | 0.02% | −86,954−67.2% | Reduced |
| State Board of Administration of Florida Retirement System | 42,610 | $1.65M | 0.00% | +25,727+152.4% | Added |
| Thrivent Financial for Lutherans | 45,989 | $1.78M | 0.00% | −2,423−5.0% | Reduced |
| Pathstone Holdings, LLC | 48,445 | $1.88M | 0.01% | +7,521+18.4% | Added |
| State of New Jersey Common Pension Fund D | 52,615 | $2.04M | 0.01% | +52,615 | New |
| Balyasny Asset Management LLC | 53,735 | $2.08M | 0.01% | −67,577−55.7% | Reduced |
| California State Teachers Retirement System | 55,774 | $2.16M | 0.00% | −1,648−2.9% | Reduced |
| Prudential Financial Inc | 61,002 | $2.37M | 0.00% | −1,812−2.9% | Reduced |
| New York State Teachers Retirement System | 61,400 | $2.38M | 0.00% | +100+0.2% | Added |
| Castleark Management LLC | 61,850 | $2.40M | 0.10% | +61,850 | New |
| UBS Group AG | 62,581 | $2.43M | 0.00% | +46,553+290.4% | Added |
| SEI Investments Co | 65,377 | $2.54M | 0.00% | −10,705−14.1% | Reduced |
| New York State Common Retirement Fund | 67,363 | $2.61M | 0.00% | −6,200−8.4% | Reduced |
| Great West Life Assurance Co | 71,441 | $2.77M | 0.00% | −933−1.3% | Reduced |
| PDT Partners, LLC | 71,754 | $2.78M | 0.25% | −17,037−19.2% | Reduced |
| Citigroup Inc | 75,610 | $2.93M | 0.00% | +31,561+71.6% | Added |
| Connors Investor Services Inc | 81,736 | $3.17M | 0.31% | −3,054−3.6% | Reduced |
| Thompson Investment Management, Inc. | 86,940 | $3.37M | 0.48% | −7,385−7.8% | Reduced |
| North Star Asset Management Inc | 89,663 | $3.48M | 0.16% | +5,347+6.3% | Added |
| Qube Research & Technologies Ltd | 90,221 | $3.50M | 0.01% | +14,638+19.4% | Added |
| HighTower Advisors, LLC | 90,623 | $3.51M | 0.01% | +90,623 | New |
| Jefferies Financial Group Inc. | 91,306 | $3.54M | 0.06% | +25,406+38.6% | Added |
| Engineers Gate Manager LP | 93,216 | $3.62M | 0.07% | −58,150−38.4% | Reduced |
| Formula Growth Ltd | 100,000 | $3.88M | 1.33% | −10,000−9.1% | Reduced |
| Atom Investors LP | 103,631 | $4.02M | 0.42% | −11,036−9.6% | Reduced |
| G2 Investment Partners Management LLC | 104,929 | $4.07M | 1.16% | +24,103+29.8% | Added |
| Panagora Asset Management Inc | 110,979 | $4.30M | 0.02% | −134−0.1% | Reduced |
| Barclays PLC | 113,579 | $4.41M | 0.00% | +73,588+184.0% | Added |
| Guggenheim Capital LLC | 113,593 | $4.41M | 0.03% | +413+0.4% | Added |
| TownSquare Capital, LLC | 113,655 | $4.41M | 0.05% | +26,007+29.7% | Added |
| Kettle Hill Capital Management, LLC | 114,057 | $4.42M | 1.13% | −115,478−50.3% | Reduced |
| Swiss National Bank | 115,200 | $4.47M | 0.00% | −600−0.5% | Reduced |
| American Century Companies Inc | 116,008 | $4.50M | 0.00% | +85,620+281.8% | Added |
| Marathon Capital Management | 120,840 | $4.69M | 1.14% | +30,425+33.7% | Added |
| Squarepoint Ops LLC | 121,100 | $4.70M | 0.02% | −179,246−59.7% | Reduced |
| Russell Investments Group, Ltd. | 124,113 | $4.81M | 0.01% | −492−0.4% | Reduced |
| Public Sector Pension Investment Board | 124,258 | $4.82M | 0.03% | −4,100−3.2% | Reduced |
| JPMorgan Chase & Co | 127,570 | $4.95M | 0.00% | +40,306+46.2% | Added |
| State of Wisconsin Investment Board | 129,223 | $5.01M | 0.01% | −1,489−1.1% | Reduced |
| UBS Asset Management Americas Inc | 129,608 | $5.03M | 0.00% | +6,984+5.7% | Added |
| OV Management LLC | 138,509 | $5.37M | 3.57% | +7,742+5.9% | Added |
| Ameriprise Financial Inc | 140,983 | $5.47M | 0.00% | −17,580−11.1% | Reduced |
| National Bank of Canada | 142,187 | $5.52M | 0.01% | +520+0.4% | Added |
| Envestnet Asset Management Inc | 158,918 | $6.16M | 0.00% | +29,559+22.9% | Added |
| Rhumbline Advisers | 166,293 | $6.45M | 0.01% | −7,270−4.2% | Reduced |
| Legal & General Group Plc | 168,604 | $6.54M | 0.00% | +2,685+1.6% | Added |
| Citadel Advisors LLC | 177,990 | $6.90M | 0.01% | +8,443+5.0% | Added |
| Wellington Management Group LLP | 201,139 | $7.80M | 0.00% | +2,231+1.1% | Added |