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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 29,645 | $1.15M | 0.02% | −583−1.9% | Reduced |
| Louisiana State Employees Retirement System | 28,300 | $1.10M | 0.02% | −1,000−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,262 | $1.10M | 0.01% | −9,080−24.3% | Reduced |
| Winton Group Ltd | 27,221 | $1.06M | 0.07% | +279+1.0% | Added |
| State of Tennessee, Treasury Department | 26,771 | $1.04M | 0.00% | +1,097+4.3% | Added |
| Royal Bank of Canada | 26,613 | $1.03M | 0.00% | +6,890+34.9% | Added |
| BNP Paribas Arbitrage, SA | 25,204 | $977.7K | 0.00% | +3,190+14.5% | Added |
| Janus Henderson Group PLC | 25,131 | $974.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 24,455 | $948.6K | 0.01% | +10,860+79.9% | Added |
| Two Sigma Investments, LP | 22,894 | $888.1K | 0.00% | −23,794−51.0% | Reduced |
| Capital Fund Management S.A. | 22,775 | $883.4K | 0.01% | −55,877−71.0% | Reduced |
| Yousif Capital Management, LLC | 22,716 | $881.2K | 0.01% | −587−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 21,891 | $849.0K | 0.01% | +21,891 | New |
| Comerica Bank | 21,284 | $825.6K | 0.00% | −170−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 20,763 | $805.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,436 | $792.7K | 0.00% | +174+0.9% | Added |
| Boothbay Fund Management, LLC | 20,252 | $785.6K | 0.02% | −1,577−7.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,995 | $775.6K | 0.05% | +19,995 | New |
| Maryland State Retirement & Pension System | 19,776 | $767.1K | 0.02% | −557−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,526 | $758.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,300 | $749.0K | 0.00% | +4,500+30.4% | Added |
| Stifel Financial Corp | 17,588 | $682.2K | 0.00% | +9,339+113.2% | Added |
| HSBC Holdings PLC | 17,507 | $678.6K | 0.00% | +8,788+100.8% | Added |
| Amalgamated Bank | 17,266 | $670.0K | 0.01% | −576−3.2% | Reduced |
| Arizona State Retirement System | 16,981 | $658.7K | 0.00% | +501+3.0% | Added |
| Liontrust Investment Partners LLP | 18,213 | $645.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 16,274 | $631.3K | 0.00% | +4,054+33.2% | Added |
| Baillie Gifford & Co | 14,765 | $572.7K | 0.00% | −207−1.4% | Reduced |
| STRS Ohio | 14,500 | $562.5K | 0.00% | +5,100+54.3% | Added |
| Norden Group LLC | 14,455 | $560.7K | 0.07% | +914+6.7% | Added |
| Intech Investment Management LLC | 14,148 | $548.8K | 0.01% | +14,148 | New |
| 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 |
| Commonwealth Equity Services, LLC | 13,700 | $531.0K | 0.00% | +275+2.0% | Added |
| Creative Planning | 13,654 | $529.6K | 0.00% | −828−5.7% | Reduced |
| Franklin Resources Inc | 13,343 | $509.7K | 0.00% | −1,195−8.2% | Reduced |
| Meeder Asset Management Inc | 13,026 | $505.3K | 0.03% | +6,592+102.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,518 | $485.6K | 0.00% | −48−0.4% | Reduced |
| ProShare Advisors LLC | 12,259 | $475.5K | 0.00% | +3,191+35.2% | Added |
| Alliance Wealth Advisors, LLC | 12,189 | $472.8K | 0.12% | +1,160+10.5% | Added |
| Cresset Asset Management, LLC | 11,777 | $456.8K | 0.00% | −2,544−17.8% | Reduced |
| Harbor Capital Advisors, Inc. | 11,390 | $442.0K | 0.02% | +1,483+15.0% | Added |
| Gibbs Wealth Management | 11,311 | $438.8K | 0.14% | +4,010+54.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,024 | $427.6K | 0.00% | +2,505+29.4% | Added |
| CWM Advisors, LLC | 10,635 | $412.5K | 0.04% | +773+7.8% | Added |
| Nebula Research & Development LLC | 10,627 | $412.2K | 0.05% | −8,692−45.0% | Reduced |
| Portside Wealth Group, LLC | 10,317 | $400.2K | 0.07% | +3,103+43.0% | Added |
| Diversified Trust Co | 10,185 | $395.1K | 0.01% | +152+1.5% | Added |
| Diversify Wealth Management, LLC | 10,066 | $372.9K | 0.04% | +1,628+19.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,368 | $363.4K | 0.00% | −1,599−14.6% | Reduced |
| Mackenzie Financial Corp | 9,143 | $354.7K | 0.00% | +2,132+30.4% | Added |
| Mutual of America Capital Management LLC | 8,809 | $341.7K | 0.00% | −777−8.1% | Reduced |
| Bank of Montreal | 8,699 | $334.6K | 0.00% | +179+2.1% | Added |
| Pictet Asset Management Holding SA | 8,444 | $327.5K | 0.00% | +1,347+19.0% | Added |
| Baldwin Brothers Inc | 8,363 | $324.4K | 0.02% | +8,363 | New |
| Woodline Partners LP | 8,172 | $317.0K | 0.00% | −1,441−15.0% | Reduced |
| LVW Advisors, LLC | 8,047 | $312.1K | 0.04% | +2,187+37.3% | Added |
| Everence Capital Management Inc | 8,010 | $311.0K | 0.02% | +8,010 | New |
| AQR Capital Management LLC | 8,040 | $309.7K | 0.00% | +206+2.6% | Added |
| Public Employees Retirement Association of Colorado | 7,306 | $283.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,132 | $276.6K | 0.01% | −4,250−37.3% | Reduced |
| Atria Investments LLC | 6,651 | $258.0K | 0.00% | +6,651 | New |
| Wolverine Trading, LLC | 6,659 | $256.1K | 0.01% | +216+3.4% | Added |
| Ameritas Investment Partners, Inc. | 5,759 | $223.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,672 | $220.0K | 0.00% | +4,536+399.3% | Added |
| Advisor Group Holdings, Inc. | 5,599 | $217.2K | 0.00% | +104+1.9% | Added |
| Ieq Capital, LLC | 5,487 | $212.8K | 0.00% | +5,487 | New |
| Magnus Financial Group LLC | 5,430 | $210.6K | 0.02% | +5,430 | New |
| State of Wyoming | 4,894 | $189.8K | 0.03% | +2,293+88.2% | Added |
| Tower Research Capital LLC (TRC) | 3,837 | $148.8K | 0.00% | −13,014−77.2% | Reduced |
| Assetmark, Inc | 3,381 | $131.1K | 0.00% | +485+16.7% | Added |
| Acadian Asset Management LLC | 2,720 | $105.0K | 0.00% | +2,720 | New |
| Nisa Investment Advisors, LLC | 2,502 | $97.1K | 0.00% | −18−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,493 | $96.7K | 0.00% | −726−22.6% | Reduced |
| Quadrant Capital Group LLC | 2,487 | $96.5K | 0.01% | +132+5.6% | Added |
| FMR LLC | 2,398 | $93.0K | 0.00% | +789+49.0% | Added |
| Truvestments Capital LLC | 1,969 | $76.4K | 0.02% | +1,969 | New |
| Farther Finance Advisors, LLC | 1,763 | $68.4K | 0.00% | +522+42.1% | Added |
| KBC Group NV | 1,757 | $68.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,400 | $54.3K | 0.00% | +1,400 | New |
| Hexagon Capital Partners LLC | 1,385 | $53.7K | 0.01% | +318+29.8% | Added |
| Pacer Advisors, Inc. | 1,200 | $46.5K | 0.00% | +357+42.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,186 | $46.0K | 0.00% | +1,078+998.1% | Added |
| Arcadia Investment Management Corp | 1,000 | $38.8K | 0.01% | +1,000 | New |
| Natixis | 894 | $34.7K | 0.00% | +549+159.1% | Added |
| DekaBank Deutsche Girozentrale | 902 | $34.0K | 0.00% | +902 | New |
| Principal Securities, Inc. | 742 | $28.8K | 0.00% | +157+26.8% | Added |
| Advisors Asset Management, Inc. | 676 | $26.2K | 0.00% | −368−35.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 669 | $25.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 668 | $25.9K | 0.00% | +436+187.9% | Added |
| Ronald Blue Trust, Inc. | 650 | $23.0K | 0.00% | +346+113.8% | Added |
| CWM, LLC | 596 | $23.0K | 0.00% | +127+27.1% | Added |
| Signaturefd, LLC | 546 | $21.2K | 0.00% | −303−35.7% | Reduced |
| Lindbrook Capital, LLC | 424 | $16.4K | 0.00% | −198−31.8% | Reduced |
| Rise Advisors, LLC | 405 | $15.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 363 | $14.1K | 0.00% | +200+122.7% | Added |
| Public Employees Retirement System of Ohio | 334 | $13.0K | 0.00% | +110+49.1% | Added |
| Covestor Ltd | 292 | $11.0K | 0.01% | −308−51.3% | Reduced |