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, Q4 2024
Institutional positions in Calix, Inc as of Dec 31, 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
- 253
- +13 vs. Q3 2024
- Shares held
- 57.3M
- +189.3K (+0.3%) vs. Q3 2024
- Total value
- $2.00B
- −$216.9M (−9.8%) vs. Q3 2024
- New holders
- 46
- 93 more added
- Sold out
- 33
- 81 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,340,168 | $395.4M | 0.01% | +530,262+4.9% | Added |
| Vanguard Group Inc | 7,977,769 | $278.2M | 0.00% | +412,982+5.5% | Added |
| State Street Corp | 2,465,307 | $86.0M | 0.00% | +149,133+6.4% | Added |
| Alliancebernstein L.P. | 2,238,826 | $78.1M | 0.03% | −3,016,625−57.4% | Reduced |
| Millennium Management LLC | 2,031,212 | $70.8M | 0.06% | +889,102+77.8% | Added |
| Dimensional Fund Advisors LP | 1,832,407 | $63.9M | 0.02% | +74,720+4.3% | Added |
| TD Asset Management Inc | 1,393,158 | $48.6M | 0.04% | −181,338−11.5% | Reduced |
| Bank of New York Mellon Corp | 1,373,246 | $47.9M | 0.01% | +45,195+3.4% | Added |
| Geode Capital Management, LLC | 1,337,709 | $46.7M | 0.00% | +6,144+0.5% | Added |
| Congress Asset Management Co | 1,275,322 | $44.5M | 0.30% | −290,149−18.5% | Reduced |
| Artisan Partners Limited Partnership | 1,110,105 | $38.7M | 0.06% | −29,456−2.6% | Reduced |
| Paradigm Capital Management Inc | 1,057,200 | $36.9M | 1.71% | −269,900−20.3% | Reduced |
| Morgan Stanley | 990,683 | $34.5M | 0.00% | −36,278−3.5% | Reduced |
| Alyeska Investment Group, L.P. | 817,264 | $28.5M | 0.11% | −111,635−12.0% | Reduced |
| Epoch Investment Partners, Inc. | 790,320 | $27.6M | 0.13% | −76,104−8.8% | Reduced |
| Trigran Investments, Inc. | 721,648 | $25.2M | 2.89% | −20,665−2.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 708,723 | $24.7M | 0.09% | +364,209+105.7% | Added |
| Gilder Gagnon Howe & Co LLC | 683,878 | $23.8M | 0.26% | −271,790−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 649,244 | $22.6M | 0.00% | +48,098+8.0% | Added |
| Rockefeller Capital Management L.P. | 644,984 | $22.5M | 0.06% | +234,521+57.1% | Added |
| Northern Trust Corp | 632,486 | $22.1M | 0.00% | +54,136+9.4% | Added |
| Polar Asset Management Partners Inc. | 607,500 | $21.2M | 0.31% | +47,200+8.4% | Added |
| Divisar Capital Management LLC | 594,357 | $20.7M | 4.50% | +146,249+32.6% | Added |
| SG Capital Management LLC | 572,224 | $20.0M | 2.19% | +135,841+31.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 551,545 | $19.2M | 0.04% | +29,325+5.6% | Added |
| Balyasny Asset Management LLC | 436,036 | $15.2M | 0.04% | +382,301+711.5% | Added |
| Goldman Sachs Group Inc | 434,872 | $15.2M | 0.00% | +176,593+68.4% | Added |
| Nuveen Asset Management, LLC | 432,623 | $15.1M | 0.00% | +29,754+7.4% | Added |
| Harvey Partners, LLC | 425,000 | $14.8M | 1.67% | +425,000 | New |
| Mesirow Institutional Investment Management, Inc. | 385,323 | $13.4M | 1.03% | +23,646+6.5% | Added |
| Kornitzer Capital Management Inc | 373,726 | $13.0M | 0.25% | −56,045−13.0% | Reduced |
| Assenagon Asset Management S.A. | 369,638 | $12.9M | 0.02% | −31,977−8.0% | Reduced |
| Norges Bank | 330,300 | $11.5M | 0.00% | +330,300 | New |
| Bank of America Corp | 290,925 | $10.1M | 0.00% | −63,109−17.8% | Reduced |
| Principal Financial Group Inc | 287,509 | $10.0M | 0.01% | +10,393+3.8% | Added |
| Deutsche Bank AG | 280,596 | $9.78M | 0.00% | −1200.0% | Reduced |
| Needham Investment Management LLC | 275,000 | $9.59M | 0.74% | +25,000+10.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 266,197 | $9.28M | 0.04% | +256,829+2,741.6% | Added |
| JPMorgan Chase & Co | 246,199 | $8.58M | 0.00% | +118,629+93.0% | Added |
| Invesco Ltd. | 238,948 | $8.33M | 0.00% | −536,155−69.2% | Reduced |
| DC Investments Management, LLC | 229,372 | $8.00M | 5.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 218,142 | $7.61M | 0.03% | +218,142 | New |
| Barclays PLC | 214,511 | $7.48M | 0.00% | +100,932+88.9% | Added |
| Wellington Management Group LLP | 202,274 | $7.05M | 0.00% | +1,135+0.6% | Added |
| UBS Group AG | 195,498 | $6.82M | 0.00% | +132,917+212.4% | Added |
| Jain Global LLC | 179,726 | $6.27M | 0.19% | +179,726 | New |
| Legal & General Group Plc | 174,469 | $6.08M | 0.00% | +5,865+3.5% | Added |
| Panagora Asset Management Inc | 171,687 | $5.99M | 0.03% | +60,708+54.7% | Added |
| Rhumbline Advisers | 168,531 | $5.88M | 0.01% | +2,238+1.3% | Added |
| Renaissance Technologies LLC | 160,419 | $5.59M | 0.01% | −43,499−21.3% | Reduced |
| UBS Asset Management Americas Inc | 159,423 | $5.56M | 0.00% | +29,815+23.0% | Added |
| Formula Growth Ltd | 155,000 | $5.40M | 1.83% | +55,000+55.0% | Added |
| Divisadero Street Capital Management, LP | 154,742 | $5.40M | 0.67% | +154,742 | New |
| Envestnet Asset Management Inc | 152,555 | $5.32M | 0.00% | −6,363−4.0% | Reduced |
| Tudor Investment Corp Et Al | 151,281 | $5.28M | 0.06% | +108,901+257.0% | Added |
| Congress Wealth Management LLC | 150,617 | $5.25M | 0.07% | −96,213−39.0% | Reduced |
| Public Sector Pension Investment Board | 147,014 | $5.13M | 0.02% | +22,756+18.3% | Added |
| Squarepoint Ops LLC | 146,452 | $5.11M | 0.01% | +25,352+20.9% | Added |
| OV Management LLC | 139,603 | $4.87M | 2.26% | +1,094+0.8% | Added |
| Ameriprise Financial Inc | 135,803 | $4.74M | 0.00% | −5,180−3.7% | Reduced |
| HighTower Advisors, LLC | 118,245 | $4.12M | 0.01% | +27,622+30.5% | Added |
| American Century Companies Inc | 117,545 | $4.10M | 0.00% | +1,537+1.3% | Added |
| Swiss National Bank | 116,500 | $4.06M | 0.00% | +1,300+1.1% | Added |
| Marathon Capital Management | 115,135 | $4.01M | 1.00% | −5,705−4.7% | Reduced |
| Acadian Asset Management LLC | 114,690 | $4.00M | 0.01% | +111,970+4,116.5% | Added |
| State of Wisconsin Investment Board | 113,874 | $3.97M | 0.01% | −15,349−11.9% | Reduced |
| G2 Investment Partners Management LLC | 112,994 | $3.94M | 1.02% | +8,065+7.7% | Added |
| D. E. Shaw & Co., Inc. | 110,231 | $3.84M | 0.00% | +110,231 | New |
| Engineers Gate Manager LP | 108,260 | $3.78M | 0.07% | +15,044+16.1% | Added |
| Connors Investor Services Inc | 103,169 | $3.60M | 0.34% | +21,433+26.2% | Added |
| North Star Asset Management Inc | 92,390 | $3.22M | 0.14% | +2,727+3.0% | Added |
| Thompson Investment Management, Inc. | 90,940 | $3.17M | 0.46% | +4,000+4.6% | Added |
| New Age Alpha Advisors, LLC | 85,502 | $2.98M | 0.12% | +85,502 | New |
| Citigroup Inc | 84,340 | $2.94M | 0.00% | +8,730+11.5% | Added |
| Jump Financial, LLC | 76,963 | $2.68M | 0.06% | +47,318+159.6% | Added |
| TownSquare Capital, LLC | 76,243 | $2.66M | 0.03% | −37,412−32.9% | Reduced |
| Russell Investments Group, Ltd. | 71,337 | $2.49M | 0.00% | −52,776−42.5% | Reduced |
| Great West Life Assurance Co | 68,867 | $2.40M | 0.00% | −2,574−3.6% | Reduced |
| Jefferies Financial Group Inc. | 67,400 | $2.35M | 0.03% | −23,906−26.2% | Reduced |
| New York State Common Retirement Fund | 66,228 | $2.31M | 0.00% | −1,135−1.7% | Reduced |
| Edgestream Partners, L.P. | 65,945 | $2.30M | 0.10% | +32,698+98.3% | Added |
| Citadel Advisors LLC | 65,511 | $2.28M | 0.00% | −112,479−63.2% | Reduced |
| New York State Teachers Retirement System | 61,400 | $2.14M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 61,187 | $2.13M | 0.00% | −4,190−6.4% | Reduced |
| Marshall Wace, LLP | 57,950 | $2.02M | 0.00% | +57,950 | New |
| PDT Partners, LLC | 57,354 | $2.00M | 0.18% | −14,400−20.1% | Reduced |
| California State Teachers Retirement System | 55,407 | $1.93M | 0.00% | −367−0.7% | Reduced |
| Trexquant Investment LP | 51,413 | $1.79M | 0.02% | +51,413 | New |
| BNP Paribas Arbitrage, SA | 51,004 | $1.78M | 0.00% | +25,800+102.4% | Added |
| Prudential Financial Inc | 60,134 | $1.76M | 0.00% | −868−1.4% | Reduced |
| Thrivent Financial for Lutherans | 45,620 | $1.59M | 0.00% | −369−0.8% | Reduced |
| Price T Rowe Associates Inc | 43,189 | $1.51M | 0.00% | +4,040+10.3% | Added |
| State Board of Administration of Florida Retirement System | 42,610 | $1.49M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 42,012 | $1.47M | 0.02% | +20,121+91.9% | Added |
| Boothbay Fund Management, LLC | 41,207 | $1.44M | 0.04% | +20,955+103.5% | Added |
| Qube Research & Technologies Ltd | 39,396 | $1.37M | 0.00% | −50,825−56.3% | Reduced |
| Atom Investors LP | 38,621 | $1.35M | 0.17% | −65,010−62.7% | Reduced |
| 1492 Capital Management LLC | 38,311 | $1.34M | 0.64% | +38,311 | New |
| Gsa Capital Partners LLP | 35,846 | $1.25M | 0.09% | +35,846 | New |
| MetLife Investment Management | 35,632 | $1.24M | 0.01% | +1,971+5.9% | Added |