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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 282 | $10.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $10.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 230 | $8.92K | 0.00% | +1+0.4% | Added |
| LRI Investments, LLC | 230 | $6.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 174 | $6.69K | 0.00% | +24+16.0% | Added |
| Cape Investment Advisory, Inc. | 155 | $6.01K | 0.00% | +45+40.9% | Added |
| 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 |
| Versant Capital Management, Inc | 113 | $4.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 99 | $3.84K | 0.00% | +99 | New |
| FinTrust Capital Advisors, LLC | 96 | $3.72K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 78 | $3.03K | 0.00% | +21+36.8% | Added |
| Bessemer Group Inc | 65 | $3.00K | 0.00% | +65 | New |
| Quarry LP | 74 | $2.87K | 0.00% | +25+51.0% | Added |
| Parallel Advisors, LLC | 65 | $2.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.52K | 0.00% | +30+85.7% | Added |
| Beacon Capital Management, LLC | 51 | $1.98K | 0.00% | +51 | New |
| Steward Partners Investment Advisory, LLC | 46 | $1.78K | 0.00% | +22+91.7% | Added |
| AdvisorNet Financial, Inc | 41 | $1.59K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 39 | $1.51K | 0.00% | +21+116.7% | Added |
| Highline Wealth Partners LLC | 37 | $1.44K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $1.40K | 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 |
| Farmers & Merchants Investments Inc | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $738 | 0.00% | +1+5.6% | Added |
| Larson Financial Group LLC | 14 | $543 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $466 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $427 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $311 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $272 | 0.00% | +6+600.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $233 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $233 | 0.00% | +2+50.0% | Added |
| Mendota Financial Group, LLC | 4 | $156 | 0.00% | +4 | New |
| Claris Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Hemington Wealth Management | 9 | $0 | 0.00% | +9 | 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 |