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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 11 | $0 | 0.00% | +2+22.2% | Added |
| Huntington National Bank | 1 | $35 | 0.00% | −6−85.7% | Reduced |
| Global Financial Private Client, LLC | 1 | $35 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 4 | $139 | 0.00% | +4 | New |
| Kohmann Bosshard Financial Services, LLC | 5 | $174 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $175 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $210 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $290 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 13 | $453 | 0.00% | +13 | New |
| Larson Financial Group LLC | 14 | $488 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21 | $732 | 0.00% | −25−54.3% | Reduced |
| Massmutual Trust Co FSB | 22 | $767 | 0.00% | −13−37.1% | Reduced |
| Parkside Financial Bank & Trust | 24 | $838 | 0.00% | +12+100.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $941 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $942 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.01K | 0.00% | +10+52.6% | Added |
| Highline Wealth Partners LLC | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 37 | $1.29K | 0.00% | +1+2.8% | Added |
| CIBC Private Wealth Group, LLC | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $1.43K | 0.00% | −5−13.9% | Reduced |
| Creative Financial Designs Inc | 45 | $1.57K | 0.00% | +45 | New |
| Beacon Capital Management, LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 55 | $1.92K | 0.00% | −10−15.4% | Reduced |
| Bank of Jackson Hole Trust | 56 | $1.95K | 0.00% | +56 | New |
| Rothschild Investment LLC | 60 | $2.09K | 0.00% | −5−7.7% | Reduced |
| Quarry LP | 75 | $2.62K | 0.00% | +1+1.4% | Added |
| Bessemer Group Inc | 98 | $3.00K | 0.00% | +33+50.8% | Added |
| Versant Capital Management, Inc | 87 | $3.03K | 0.00% | −26−23.0% | Reduced |
| Lindbrook Capital, LLC | 88 | $3.07K | 0.00% | −336−79.2% | Reduced |
| Whittier Trust Co | 100 | $3.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 133 | $4.64K | 0.00% | −7−5.0% | Reduced |
| Private Wealth Management Group, LLC | 140 | $4.88K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 155 | $5.41K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 195 | $6.80K | 0.00% | +156+400.0% | Added |
| Danske Bank A/S | 200 | $6.97K | 0.00% | −1,200−85.7% | Reduced |
| Advisors Asset Management, Inc. | 203 | $7.08K | 0.00% | −473−70.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 222 | $7.74K | 0.00% | +222 | New |
| Assetmark, Inc | 223 | $7.78K | 0.00% | −3,158−93.4% | Reduced |
| LRI Investments, LLC | 230 | $8.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 229 | $8.89K | 0.00% | −1−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $9.59K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 282 | $9.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 292 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 288 | $10.0K | 0.00% | −75−20.7% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $13.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $14.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 463 | $16.0K | 0.00% | −133−22.3% | Reduced |
| Public Employees Retirement System of Ohio | 471 | $16.4K | 0.00% | +137+41.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $17.2K | 0.00% | −694−58.5% | Reduced |
| Signaturefd, LLC | 527 | $18.4K | 0.00% | −19−3.5% | Reduced |
| GAMMA Investing LLC | 528 | $18.4K | 0.00% | −140−21.0% | Reduced |
| Sterling Capital Management LLC | 539 | $18.8K | 0.00% | +440+444.4% | Added |
| Caitong International Asset Management Co., Ltd | 668 | $23.3K | 0.02% | +668 | New |
| Natixis | 782 | $27.3K | 0.00% | −112−12.5% | Reduced |
| Smartleaf Asset Management LLC | 814 | $28.4K | 0.00% | +640+367.8% | Added |
| DekaBank Deutsche Girozentrale | 902 | $31.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,021 | $35.6K | 0.00% | −4,578−81.8% | Reduced |
| Hexagon Capital Partners LLC | 1,168 | $40.7K | 0.01% | −217−15.7% | Reduced |
| Farther Finance Advisors, LLC | 1,544 | $53.8K | 0.00% | −219−12.4% | Reduced |
| Pacer Advisors, Inc. | 1,558 | $54.3K | 0.00% | +358+29.8% | Added |
| Tower Research Capital LLC (TRC) | 1,612 | $56.2K | 0.00% | −2,225−58.0% | Reduced |
| Truvestments Capital LLC | 1,824 | $63.6K | 0.02% | −145−7.4% | Reduced |
| FMR LLC | 2,202 | $76.8K | 0.00% | −196−8.2% | Reduced |
| Quadrant Capital Group LLC | 2,238 | $78.0K | 0.01% | −249−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,241 | $78.1K | 0.00% | −252−10.1% | Reduced |
| Quantbot Technologies LP | 2,415 | $84.2K | 0.00% | +2,415 | New |
| Nisa Investment Advisors, LLC | 2,616 | $91.2K | 0.00% | +114+4.6% | Added |
| KBC Group NV | 2,772 | $97.0K | 0.00% | +1,015+57.8% | Added |
| US Bancorp | 5,376 | $187.5K | 0.00% | −296−5.2% | Reduced |
| Mercer Global Advisors Inc | 5,966 | $208.0K | 0.00% | +5,966 | New |
| Ameritas Investment Partners, Inc. | 6,224 | $217.0K | 0.01% | +465+8.1% | Added |
| Cornerstone Investment Partners, LLC | 6,257 | $218.2K | 0.01% | +6,257 | New |
| Magnetar Financial LLC | 6,363 | $221.9K | 0.01% | +6,363 | New |
| Verition Fund Management LLC | 6,494 | $226.4K | 0.00% | +6,494 | New |
| Public Employees Retirement Association of Colorado | 7,045 | $246.0K | 0.00% | −261−3.6% | Reduced |
| Atria Investments LLC | 7,120 | $248.3K | 0.00% | +469+7.1% | Added |
| State of Wyoming | 7,657 | $267.0K | 0.03% | +2,763+56.5% | Added |
| Portside Wealth Group, LLC | 7,793 | $271.7K | 0.05% | −2,524−24.5% | Reduced |
| LPL Financial LLC | 8,128 | $283.4K | 0.00% | −8,146−50.1% | Reduced |
| Huntleigh Advisors, Inc. | 8,425 | $293.8K | 0.06% | +8,425 | New |
| Pictet Asset Management Holding SA | 8,444 | $294.4K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 8,583 | $299.0K | 2.95% | +8,583 | New |
| Neo Ivy Capital Management | 8,616 | $300.0K | 0.06% | +8,616 | New |
| Mutual of America Capital Management LLC | 8,940 | $311.7K | 0.00% | +131+1.5% | Added |
| Yorktown Management & Research Co Inc | 9,000 | $313.8K | 0.30% | +9,000 | New |
| Dark Forest Capital Management LP | 9,190 | $320.5K | 0.05% | +9,190 | New |
| Amundi | 8,639 | $329.8K | 0.00% | +8,639 | New |
| Cresset Asset Management, LLC | 9,934 | $346.4K | 0.00% | −1,843−15.6% | Reduced |
| Guggenheim Capital LLC | 10,317 | $359.8K | 0.00% | −103,276−90.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,024 | $384.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 11,057 | $385.6K | 0.00% | +2,358+27.1% | Added |
| AQR Capital Management LLC | 11,105 | $387.2K | 0.00% | +3,065+38.1% | Added |
| Creative Planning | 11,177 | $389.7K | 0.00% | −2,477−18.1% | Reduced |
| SG Americas Securities, LLC | 11,221 | $391.0K | 0.00% | +11,221 | New |
| CWM Advisors, LLC | 11,613 | $404.9K | 0.05% | +978+9.2% | Added |
| Gibbs Wealth Management | 11,667 | $406.8K | 0.11% | +356+3.1% | Added |
| Diversified Trust Co | 12,030 | $419.5K | 0.01% | +1,845+18.1% | Added |