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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 203,918 | $7.91M | 0.01% | +125,400+159.7% | Added |
| DC Investments Management, LLC | 229,372 | $8.90M | 6.22% | 00.0% | Unchanged |
| Pier Capital, LLC | 238,434 | $9.25M | 1.30% | −591−0.2% | Reduced |
| Congress Wealth Management LLC | 246,830 | $9.57M | 0.13% | +56,346+29.6% | Added |
| Needham Investment Management LLC | 250,000 | $9.70M | 0.74% | +75,000+42.9% | Added |
| Goldman Sachs Group Inc | 258,279 | $10.0M | 0.00% | +81,098+45.8% | Added |
| Driehaus Capital Management LLC | 258,618 | $10.0M | 0.09% | +258,618 | New |
| Principal Financial Group Inc | 277,116 | $10.7M | 0.01% | −12,204−4.2% | Reduced |
| Deutsche Bank AG | 280,716 | $10.9M | 0.00% | +7,523+2.8% | Added |
| ACK Asset Management LLC | 321,124 | $12.5M | 1.54% | +321,124 | New |
| Jacobs Levy Equity Management, Inc | 344,514 | $13.4M | 0.05% | +229,871+200.5% | Added |
| Bank of America Corp | 354,034 | $13.7M | 0.00% | +13,883+4.1% | Added |
| Mesirow Institutional Investment Management, Inc. | 361,677 | $14.0M | 1.07% | +3,030+0.8% | Added |
| Assenagon Asset Management S.A. | 401,615 | $15.6M | 0.03% | −81,402−16.9% | Reduced |
| Nuveen Asset Management, LLC | 402,869 | $15.6M | 0.00% | −4,674−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 410,463 | $15.9M | 0.04% | +105,969+34.8% | Added |
| Kornitzer Capital Management Inc | 429,771 | $16.7M | 0.31% | −382,282−47.1% | Reduced |
| SG Capital Management LLC | 436,383 | $16.9M | 2.45% | −6,504−1.5% | Reduced |
| Divisar Capital Management LLC | 448,108 | $17.4M | 3.21% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 522,220 | $20.3M | 0.05% | +19,307+3.8% | Added |
| Polar Asset Management Partners Inc. | 560,300 | $21.7M | 0.52% | +27,900+5.2% | Added |
| Northern Trust Corp | 578,350 | $22.4M | 0.00% | −7,435−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 601,146 | $23.3M | 0.00% | +12,637+2.1% | Added |
| Trigran Investments, Inc. | 742,313 | $28.8M | 3.15% | −265,963−26.4% | Reduced |
| Invesco Ltd. | 775,103 | $30.1M | 0.01% | +542,018+232.5% | Added |
| Epoch Investment Partners, Inc. | 866,424 | $33.6M | 0.15% | −299,965−25.7% | Reduced |
| Alyeska Investment Group, L.P. | 928,899 | $36.0M | 0.18% | +302,521+48.3% | Added |
| Gilder Gagnon Howe & Co LLC | 955,668 | $37.1M | 0.44% | +148,442+18.4% | Added |
| Morgan Stanley | 1,026,961 | $39.8M | 0.00% | +142,841+16.2% | Added |
| Artisan Partners Limited Partnership | 1,139,561 | $44.2M | 0.07% | −54,851−4.6% | Reduced |
| Millennium Management LLC | 1,142,110 | $44.3M | 0.04% | +962,309+535.2% | Added |
| Paradigm Capital Management Inc | 1,327,100 | $51.5M | 2.29% | −9,800−0.7% | Reduced |
| Bank of New York Mellon Corp | 1,328,051 | $51.5M | 0.01% | −137,861−9.4% | Reduced |
| Geode Capital Management, LLC | 1,331,565 | $51.7M | 0.00% | +14,725+1.1% | Added |
| TD Asset Management Inc | 1,574,496 | $60.6M | 0.05% | −347,279−18.1% | Reduced |
| Congress Asset Management Co | 1,565,471 | $60.7M | 0.41% | +361,805+30.1% | Added |
| Dimensional Fund Advisors LP | 1,757,687 | $68.2M | 0.02% | −35,858−2.0% | Reduced |
| State Street Corp | 2,316,174 | $89.8M | 0.00% | +5,462+0.2% | Added |
| Alliancebernstein L.P. | 5,255,451 | $203.9M | 0.07% | −811,069−13.4% | Reduced |
| Vanguard Group Inc | 7,564,787 | $293.4M | 0.01% | +54,640+0.7% | Added |
| BlackRock, Inc. | 10,809,906 | $419.3M | 0.01% | +10,809,906 | New |
| Analog Century Management LP | 0 | $0 | 0.00% | −449,439−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −321,637−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −270,877−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −203,450−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −200,780−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −100,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −64,623−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −64,528−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −56,269−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −36,455−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −33,675−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,492−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,669−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,309−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −11,575−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |