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 |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 154,742 | $5.40M | 0.67% | +154,742 | New |
| Formula Growth Ltd | 155,000 | $5.40M | 1.83% | +55,000+55.0% | Added |
| UBS Asset Management Americas Inc | 159,423 | $5.56M | 0.00% | +29,815+23.0% | Added |
| Renaissance Technologies LLC | 160,419 | $5.59M | 0.01% | −43,499−21.3% | Reduced |
| Rhumbline Advisers | 168,531 | $5.88M | 0.01% | +2,238+1.3% | Added |
| Panagora Asset Management Inc | 171,687 | $5.99M | 0.03% | +60,708+54.7% | Added |
| Legal & General Group Plc | 174,469 | $6.08M | 0.00% | +5,865+3.5% | Added |
| Jain Global LLC | 179,726 | $6.27M | 0.19% | +179,726 | New |
| UBS Group AG | 195,498 | $6.82M | 0.00% | +132,917+212.4% | Added |
| Wellington Management Group LLP | 202,274 | $7.05M | 0.00% | +1,135+0.6% | Added |
| Barclays PLC | 214,511 | $7.48M | 0.00% | +100,932+88.9% | Added |
| Voloridge Investment Management, LLC | 218,142 | $7.61M | 0.03% | +218,142 | New |
| DC Investments Management, LLC | 229,372 | $8.00M | 5.22% | 00.0% | Unchanged |
| Invesco Ltd. | 238,948 | $8.33M | 0.00% | −536,155−69.2% | Reduced |
| JPMorgan Chase & Co | 246,199 | $8.58M | 0.00% | +118,629+93.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 266,197 | $9.28M | 0.04% | +256,829+2,741.6% | Added |
| Needham Investment Management LLC | 275,000 | $9.59M | 0.74% | +25,000+10.0% | Added |
| Deutsche Bank AG | 280,596 | $9.78M | 0.00% | −1200.0% | Reduced |
| Principal Financial Group Inc | 287,509 | $10.0M | 0.01% | +10,393+3.8% | Added |
| Bank of America Corp | 290,925 | $10.1M | 0.00% | −63,109−17.8% | Reduced |
| Norges Bank | 330,300 | $11.5M | 0.00% | +330,300 | New |
| Assenagon Asset Management S.A. | 369,638 | $12.9M | 0.02% | −31,977−8.0% | Reduced |
| Kornitzer Capital Management Inc | 373,726 | $13.0M | 0.25% | −56,045−13.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 385,323 | $13.4M | 1.03% | +23,646+6.5% | Added |
| Harvey Partners, LLC | 425,000 | $14.8M | 1.67% | +425,000 | New |
| Nuveen Asset Management, LLC | 432,623 | $15.1M | 0.00% | +29,754+7.4% | Added |
| Goldman Sachs Group Inc | 434,872 | $15.2M | 0.00% | +176,593+68.4% | Added |
| Balyasny Asset Management LLC | 436,036 | $15.2M | 0.04% | +382,301+711.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 551,545 | $19.2M | 0.04% | +29,325+5.6% | Added |
| SG Capital Management LLC | 572,224 | $20.0M | 2.19% | +135,841+31.1% | Added |
| Divisar Capital Management LLC | 594,357 | $20.7M | 4.50% | +146,249+32.6% | Added |
| Polar Asset Management Partners Inc. | 607,500 | $21.2M | 0.31% | +47,200+8.4% | Added |
| Northern Trust Corp | 632,486 | $22.1M | 0.00% | +54,136+9.4% | Added |
| Rockefeller Capital Management L.P. | 644,984 | $22.5M | 0.06% | +234,521+57.1% | Added |
| Charles Schwab Investment Management Inc | 649,244 | $22.6M | 0.00% | +48,098+8.0% | Added |
| Gilder Gagnon Howe & Co LLC | 683,878 | $23.8M | 0.26% | −271,790−28.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 708,723 | $24.7M | 0.09% | +364,209+105.7% | Added |
| Trigran Investments, Inc. | 721,648 | $25.2M | 2.89% | −20,665−2.8% | Reduced |
| Epoch Investment Partners, Inc. | 790,320 | $27.6M | 0.13% | −76,104−8.8% | Reduced |
| Alyeska Investment Group, L.P. | 817,264 | $28.5M | 0.11% | −111,635−12.0% | Reduced |
| Morgan Stanley | 990,683 | $34.5M | 0.00% | −36,278−3.5% | Reduced |
| Paradigm Capital Management Inc | 1,057,200 | $36.9M | 1.71% | −269,900−20.3% | Reduced |
| Artisan Partners Limited Partnership | 1,110,105 | $38.7M | 0.06% | −29,456−2.6% | Reduced |
| Congress Asset Management Co | 1,275,322 | $44.5M | 0.30% | −290,149−18.5% | Reduced |
| Geode Capital Management, LLC | 1,337,709 | $46.7M | 0.00% | +6,144+0.5% | Added |
| Bank of New York Mellon Corp | 1,373,246 | $47.9M | 0.01% | +45,195+3.4% | Added |
| TD Asset Management Inc | 1,393,158 | $48.6M | 0.04% | −181,338−11.5% | Reduced |
| Dimensional Fund Advisors LP | 1,832,407 | $63.9M | 0.02% | +74,720+4.3% | Added |
| Millennium Management LLC | 2,031,212 | $70.8M | 0.06% | +889,102+77.8% | Added |
| Alliancebernstein L.P. | 2,238,826 | $78.1M | 0.03% | −3,016,625−57.4% | Reduced |
| State Street Corp | 2,465,307 | $86.0M | 0.00% | +149,133+6.4% | Added |
| Vanguard Group Inc | 7,977,769 | $278.2M | 0.00% | +412,982+5.5% | Added |
| BlackRock, Inc. | 11,340,168 | $395.4M | 0.01% | +530,262+4.9% | Added |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −321,124−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −258,618−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −238,434−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −142,187−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −114,057−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −61,850−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −52,615−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,594−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −24,455−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,775−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −14,455−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,189−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −10,066−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −8,363−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −8,172−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −8,047−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,659−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |