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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 527 | $18.4K | 0.00% | −19−3.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 492 | $17.2K | 0.00% | −694−58.5% | Reduced |
| Public Employees Retirement System of Ohio | 471 | $16.4K | 0.00% | +137+41.0% | Added |
| CWM, LLC | 463 | $16.0K | 0.00% | −133−22.3% | Reduced |
| Rise Advisors, LLC | 405 | $14.1K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 400 | $13.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 288 | $10.0K | 0.00% | −75−20.7% | Reduced |
| Covestor Ltd | 292 | $10.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 282 | $9.84K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $9.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 229 | $8.89K | 0.00% | −1−0.4% | Reduced |
| LRI Investments, LLC | 230 | $8.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 223 | $7.78K | 0.00% | −3,158−93.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 222 | $7.74K | 0.00% | +222 | New |
| Advisors Asset Management, Inc. | 203 | $7.08K | 0.00% | −473−70.0% | Reduced |
| Danske Bank A/S | 200 | $6.97K | 0.00% | −1,200−85.7% | Reduced |
| TD Private Client Wealth LLC | 195 | $6.80K | 0.00% | +156+400.0% | Added |
| Cape Investment Advisory, Inc. | 155 | $5.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 140 | $4.88K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 133 | $4.64K | 0.00% | −7−5.0% | Reduced |
| Whittier Trust Co | 100 | $3.49K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 88 | $3.07K | 0.00% | −336−79.2% | Reduced |
| Versant Capital Management, Inc | 87 | $3.03K | 0.00% | −26−23.0% | Reduced |
| Bessemer Group Inc | 98 | $3.00K | 0.00% | +33+50.8% | Added |
| Quarry LP | 75 | $2.62K | 0.00% | +1+1.4% | Added |
| Rothschild Investment LLC | 60 | $2.09K | 0.00% | −5−7.7% | Reduced |
| Bank of Jackson Hole Trust | 56 | $1.95K | 0.00% | +56 | New |
| Parallel Advisors, LLC | 55 | $1.92K | 0.00% | −10−15.4% | Reduced |
| Beacon Capital Management, LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $1.57K | 0.00% | +45 | New |
| IFP Advisors, Inc | 31 | $1.43K | 0.00% | −5−13.9% | Reduced |
| Fortitude Family Office, LLC | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 37 | $1.29K | 0.00% | +1+2.8% | Added |
| Highline Wealth Partners LLC | 37 | $1.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.01K | 0.00% | +10+52.6% | Added |
| Main Street Group, LTD | 27 | $942 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $941 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $838 | 0.00% | +12+100.0% | Added |
| Massmutual Trust Co FSB | 22 | $767 | 0.00% | −13−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 21 | $732 | 0.00% | −25−54.3% | Reduced |
| Larson Financial Group LLC | 14 | $488 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $453 | 0.00% | +13 | New |
| Bokf, NA | 8 | $290 | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $279 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $210 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $175 | 0.00% | −1−16.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 5 | $174 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 4 | $139 | 0.00% | +4 | New |
| 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 |
| Hemington Wealth Management | 11 | $0 | 0.00% | +2+22.2% | 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 |