Skip to main content

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.

Institutional holdersQ4 2024: 253 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ4 2024: $2.00B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2024.

Institutions holding CALX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Winton Group Ltd35,569$1.24M0.08%+8,348+30.7%Added
Susquehanna International Group, LLP33,605$1.17M0.00%+33,605New
State of Alaska, Department of Revenue33,543$1.17M0.01%+115+0.3%Added
Nebula Research & Development LLC33,251$1.16M0.14%+22,624+212.9%Added
Wells Fargo & Company32,601$1.14M0.00%−5,512−14.5%Reduced
Manufacturers Life Insurance Company, The31,712$1.11M0.00%−787−2.4%Reduced
Pathstone Holdings, LLC31,709$1.11M0.00%−16,736−34.5%Reduced
Corebridge Financial, Inc.31,660$1.10M0.01%−2,075−6.2%Reduced
Voya Investment Management LLC30,950$1.08M0.00%−1,217−3.8%Reduced
Arrowstreet Capital, Limited Partnership30,946$1.08M0.00%+30,946New
Jackson Square Capital, LLC30,500$1.06M0.26%00.0%Unchanged
Holocene Advisors, LP30,096$1.05M0.00%+30,096New
Two Sigma Investments, LP29,994$1.05M0.00%+7,100+31.0%Added
Illinois Municipal Retirement Fund28,714$1.00M0.01%−3,336−10.4%Reduced
Louisiana State Employees Retirement System28,500$993.8K0.02%+200+0.7%Added
Federation des caisses Desjardins du Quebec28,262$985.5K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC26,488$923.6K0.02%+26,488New
State of Tennessee, Treasury Department26,145$911.7K0.00%−626−2.3%Reduced
Intech Investment Management LLC25,961$905.3K0.01%+11,813+83.5%Added
STRS Ohio25,700$896.2K0.00%+11,200+77.2%Added
Royal Bank of Canada25,249$881.0K0.00%−1,364−5.1%Reduced
Janus Henderson Group PLC25,131$875.9K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd24,592$857.5K0.06%+4,597+23.0%Added
Mackenzie Financial Corp23,710$826.8K0.00%+14,567+159.3%Added
Victory Capital Management Inc23,324$813.3K0.00%+2,888+14.1%Added
Schonfeld Strategic Advisors LLC23,060$804.1K0.01%+23,060New
EntryPoint Capital, LLC22,464$783.3K0.33%+22,464New
Yousif Capital Management, LLC22,331$778.7K0.01%−385−1.7%Reduced
Aquatic Capital Management LLC20,896$728.6K0.02%+7,096+51.4%Added
Ensign Peak Advisors, Inc20,763$724.0K0.00%00.0%Unchanged
Comerica Bank20,445$712.9K0.00%−839−3.9%Reduced
HSBC Holdings PLC20,200$699.7K0.00%+2,693+15.4%Added
Maryland State Retirement & Pension System19,776$689.6K0.01%00.0%Unchanged
Graham Capital Management, L.P.19,754$688.8K0.02%+19,754New
Teachers Retirement System of the State of Kentucky19,526$681.0K0.01%00.0%Unchanged
Stifel Financial Corp19,512$680.4K0.00%+1,924+10.9%Added
Handelsbanken Fonder AB19,300$673.0K0.00%00.0%Unchanged
Liontrust Investment Partners LLP18,213$635.1K0.01%00.0%Unchanged
ProShare Advisors LLC17,921$624.9K0.00%+5,662+46.2%Added
Amalgamated Bank17,266$602.0K0.00%00.0%Unchanged
Arizona State Retirement System17,187$599.3K0.00%+206+1.2%Added
Maxi Investments CY Ltd16,798$586.0K0.11%+16,798New
Occudo Quantitative Strategies LP16,485$574.8K0.10%+16,485New
Franklin Resources Inc15,780$550.2K0.00%+2,437+18.3%Added
Dynamic Technology Lab Private Ltd14,686$512.0K0.08%+14,686New
Harbor Capital Advisors, Inc.14,301$499.0K0.02%+2,911+25.6%Added
Oregon Public Employees Retirement Fund13,900$484.7K0.01%+100+0.7%Added
Fox Run Management, L.L.C.13,619$474.9K0.09%+13,619New
Baillie Gifford & Co13,308$464.1K0.00%−1,457−9.9%Reduced
Police & Firemen's Retirement System of New Jersey12,683$442.3K0.00%+12,683New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,600$439.4K0.00%+82+0.7%Added
Commonwealth Equity Services, LLC12,546$437.0K0.00%−1,154−8.4%Reduced
KLP Kapitalforvaltning AS12,200$425.4K0.00%+12,200New
Diversified Trust Co12,030$419.5K0.01%+1,845+18.1%Added
Gibbs Wealth Management11,667$406.8K0.11%+356+3.1%Added
CWM Advisors, LLC11,613$404.9K0.05%+978+9.2%Added
SG Americas Securities, LLC11,221$391.0K0.00%+11,221New
Creative Planning11,177$389.7K0.00%−2,477−18.1%Reduced
AQR Capital Management LLC11,105$387.2K0.00%+3,065+38.1%Added
Bank of Montreal11,057$385.6K0.00%+2,358+27.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,024$384.4K0.00%00.0%Unchanged
Guggenheim Capital LLC10,317$359.8K0.00%−103,276−90.9%Reduced
Cresset Asset Management, LLC9,934$346.4K0.00%−1,843−15.6%Reduced
Amundi8,639$329.8K0.00%+8,639New
Dark Forest Capital Management LP9,190$320.5K0.05%+9,190New
Yorktown Management & Research Co Inc9,000$313.8K0.30%+9,000New
Mutual of America Capital Management LLC8,940$311.7K0.00%+131+1.5%Added
Neo Ivy Capital Management8,616$300.0K0.06%+8,616New
TradeLink Capital LLC8,583$299.0K2.95%+8,583New
Pictet Asset Management Holding SA8,444$294.4K0.00%00.0%Unchanged
Huntleigh Advisors, Inc.8,425$293.8K0.06%+8,425New
LPL Financial LLC8,128$283.4K0.00%−8,146−50.1%Reduced
Portside Wealth Group, LLC7,793$271.7K0.05%−2,524−24.5%Reduced
State of Wyoming7,657$267.0K0.03%+2,763+56.5%Added
Atria Investments LLC7,120$248.3K0.00%+469+7.1%Added
Public Employees Retirement Association of Colorado7,045$246.0K0.00%−261−3.6%Reduced
Verition Fund Management LLC6,494$226.4K0.00%+6,494New
Magnetar Financial LLC6,363$221.9K0.01%+6,363New
Cornerstone Investment Partners, LLC6,257$218.2K0.01%+6,257New
Ameritas Investment Partners, Inc.6,224$217.0K0.01%+465+8.1%Added
Mercer Global Advisors Inc5,966$208.0K0.00%+5,966New
US Bancorp5,376$187.5K0.00%−296−5.2%Reduced
KBC Group NV2,772$97.0K0.00%+1,015+57.8%Added
Nisa Investment Advisors, LLC2,616$91.2K0.00%+114+4.6%Added
Quantbot Technologies LP2,415$84.2K0.00%+2,415New
The PNC Financial Services Group, Inc.2,241$78.1K0.00%−252−10.1%Reduced
Quadrant Capital Group LLC2,238$78.0K0.01%−249−10.0%Reduced
FMR LLC2,202$76.8K0.00%−196−8.2%Reduced
Truvestments Capital LLC1,824$63.6K0.02%−145−7.4%Reduced
Tower Research Capital LLC (TRC)1,612$56.2K0.00%−2,225−58.0%Reduced
Pacer Advisors, Inc.1,558$54.3K0.00%+358+29.8%Added
Farther Finance Advisors, LLC1,544$53.8K0.00%−219−12.4%Reduced
Hexagon Capital Partners LLC1,168$40.7K0.01%−217−15.7%Reduced
Advisor Group Holdings, Inc.1,021$35.6K0.00%−4,578−81.8%Reduced
DekaBank Deutsche Girozentrale902$31.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC814$28.4K0.00%+640+367.8%Added
Natixis782$27.3K0.00%−112−12.5%Reduced
Caitong International Asset Management Co., Ltd668$23.3K0.02%+668New
Sterling Capital Management LLC539$18.8K0.00%+440+444.4%Added
GAMMA Investing LLC528$18.4K0.00%−140−21.0%Reduced