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, Q1 2025
Institutional positions in Calix, Inc as of Mar 31, 2025. 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
- 260
- +9 vs. Q4 2024
- Shares held
- 56.5M
- +59.6K (+0.1%) vs. Q4 2024
- Total value
- $2.00B
- +$34.2M (+1.7%) vs. Q4 2024
- New holders
- 37
- 94 more added
- Sold out
- 28
- 95 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,096,296 | $393.3M | 0.01% | −243,872−2.2% | Reduced |
| Vanguard Group Inc | 8,015,370 | $284.1M | 0.01% | +37,601+0.5% | Added |
| Alliancebernstein L.P. | 2,509,223 | $88.9M | 0.03% | +270,397+12.1% | Added |
| State Street Corp | 2,379,920 | $84.3M | 0.00% | −85,387−3.5% | Reduced |
| Millennium Management LLC | 1,765,017 | $62.6M | 0.06% | −266,195−13.1% | Reduced |
| Dimensional Fund Advisors LP | 1,725,522 | $61.1M | 0.02% | −106,885−5.8% | Reduced |
| Congress Asset Management Co | 1,378,497 | $48.9M | 0.37% | +103,175+8.1% | Added |
| Geode Capital Management, LLC | 1,377,307 | $48.8M | 0.00% | +39,598+3.0% | Added |
| TD Asset Management Inc | 1,313,762 | $46.6M | 0.04% | −79,396−5.7% | Reduced |
| Bank of New York Mellon Corp | 1,144,749 | $40.6M | 0.01% | −228,497−16.6% | Reduced |
| Morgan Stanley | 1,103,975 | $39.1M | 0.00% | +113,292+11.4% | Added |
| Artisan Partners Limited Partnership | 1,052,214 | $37.3M | 0.06% | −57,891−5.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,032,292 | $36.6M | 0.15% | +215,028+26.3% | Added |
| Paradigm Capital Management Inc | 1,027,300 | $36.4M | 2.02% | −29,900−2.8% | Reduced |
| UBS Group AG | 851,085 | $30.2M | 0.01% | +655,587+335.3% | Added |
| Gilder Gagnon Howe & Co LLC | 796,459 | $28.2M | 0.37% | +112,581+16.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 751,936 | $26.6M | 0.06% | +200,391+36.3% | Added |
| Epoch Investment Partners, Inc. | 748,566 | $26.5M | 0.14% | −41,754−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 679,367 | $24.1M | 0.00% | +30,123+4.6% | Added |
| Northern Trust Corp | 618,793 | $21.9M | 0.00% | −13,693−2.2% | Reduced |
| Balyasny Asset Management LLC | 566,057 | $20.1M | 0.05% | +130,021+29.8% | Added |
| Jacobs Levy Equity Management, Inc | 552,602 | $19.6M | 0.08% | −156,121−22.0% | Reduced |
| Harvey Partners, LLC | 521,000 | $18.5M | 2.19% | +96,000+22.6% | Added |
| Rockefeller Capital Management L.P. | 507,540 | $18.0M | 0.04% | −137,444−21.3% | Reduced |
| Divisar Capital Management LLC | 460,765 | $16.3M | 4.25% | −133,592−22.5% | Reduced |
| Nuveen, LLC | 429,088 | $15.2M | 0.00% | +429,088 | New |
| Polar Asset Management Partners Inc. | 414,952 | $14.7M | 0.49% | −192,548−31.7% | Reduced |
| Assenagon Asset Management S.A. | 402,248 | $14.3M | 0.03% | +32,610+8.8% | Added |
| SG Capital Management LLC | 341,740 | $12.1M | 1.22% | −230,484−40.3% | Reduced |
| Penn Capital Management Co Inc | 338,311 | $12.0M | 1.17% | +338,311 | New |
| Barclays PLC | 327,262 | $11.6M | 0.01% | +112,751+52.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 315,794 | $11.2M | 0.05% | +49,597+18.6% | Added |
| Principal Financial Group Inc | 294,539 | $10.4M | 0.01% | +7,030+2.4% | Added |
| New York State Common Retirement Fund | 286,719 | $10.2M | 0.01% | +220,491+332.9% | Added |
| Deutsche Bank AG | 275,095 | $9.75M | 0.00% | −5,501−2.0% | Reduced |
| Bank of America Corp | 274,542 | $9.73M | 0.00% | −16,383−5.6% | Reduced |
| Goldman Sachs Group Inc | 265,468 | $9.41M | 0.00% | −169,404−39.0% | Reduced |
| G2 Investment Partners Management LLC | 253,994 | $9.00M | 2.93% | +141,000+124.8% | Added |
| Arrowstreet Capital, Limited Partnership | 253,207 | $8.97M | 0.01% | +222,261+718.2% | Added |
| JPMorgan Chase & Co | 249,908 | $8.86M | 0.00% | +3,709+1.5% | Added |
| Neuberger Berman Group LLC | 243,222 | $8.62M | 0.01% | +243,222 | New |
| Invesco Ltd. | 237,528 | $8.42M | 0.00% | −1,420−0.6% | Reduced |
| DC Investments Management, LLC | 229,372 | $8.13M | 4.18% | 00.0% | Unchanged |
| Needham Investment Management LLC | 212,000 | $7.51M | 0.70% | −63,000−22.9% | Reduced |
| Congress Wealth Management LLC | 208,017 | $7.37M | 0.09% | +57,400+38.1% | Added |
| Wellington Management Group LLP | 200,541 | $7.11M | 0.00% | −1,733−0.9% | Reduced |
| Public Sector Pension Investment Board | 187,189 | $6.63M | 0.03% | +40,175+27.3% | Added |
| Acadian Asset Management LLC | 183,627 | $6.50M | 0.02% | +68,937+60.1% | Added |
| Legal & General Group Plc | 178,596 | $6.33M | 0.00% | +4,127+2.4% | Added |
| UBS Asset Management Americas Inc | 176,328 | $6.25M | 0.00% | +16,905+10.6% | Added |
| Norges Bank | 174,500 | $6.18M | 0.00% | −155,800−47.2% | Reduced |
| Rhumbline Advisers | 167,217 | $5.93M | 0.01% | −1,314−0.8% | Reduced |
| Tudor Investment Corp Et Al | 164,701 | $5.84M | 0.05% | +13,420+8.9% | Added |
| American Century Companies Inc | 144,323 | $5.11M | 0.00% | +26,778+22.8% | Added |
| OV Management LLC | 144,145 | $5.11M | 2.39% | +4,542+3.3% | Added |
| Engineers Gate Manager LP | 137,295 | $4.87M | 0.08% | +29,035+26.8% | Added |
| Citigroup Inc | 131,384 | $4.66M | 0.00% | +47,044+55.8% | Added |
| Envestnet Asset Management Inc | 130,303 | $4.62M | 0.00% | −22,252−14.6% | Reduced |
| Trexquant Investment LP | 129,132 | $4.58M | 0.05% | +77,719+151.2% | Added |
| Ameriprise Financial Inc | 129,032 | $4.57M | 0.00% | −6,771−5.0% | Reduced |
| Panagora Asset Management Inc | 119,759 | $4.24M | 0.02% | −51,928−30.2% | Reduced |
| HighTower Advisors, LLC | 119,253 | $4.23M | 0.01% | +1,008+0.9% | Added |
| Swiss National Bank | 115,700 | $4.10M | 0.00% | −800−0.7% | Reduced |
| Marathon Capital Management | 114,390 | $4.05M | 1.08% | −745−0.6% | Reduced |
| Russell Investments Group, Ltd. | 107,313 | $3.80M | 0.01% | +35,976+50.4% | Added |
| Renaissance Technologies LLC | 105,318 | $3.73M | 0.01% | −55,101−34.3% | Reduced |
| State of Wisconsin Investment Board | 103,908 | $3.68M | 0.01% | −9,966−8.8% | Reduced |
| Connors Investor Services Inc | 102,532 | $3.63M | 0.36% | −637−0.6% | Reduced |
| North Star Asset Management Inc | 95,347 | $3.38M | 0.15% | +2,957+3.2% | Added |
| Thompson Investment Management, Inc. | 90,240 | $3.20M | 0.48% | −700−0.8% | Reduced |
| TownSquare Capital, LLC | 89,219 | $3.16M | 0.03% | +12,976+17.0% | Added |
| Marshall Wace, LLP | 80,635 | $2.86M | 0.00% | +22,685+39.1% | Added |
| SEI Investments Co | 77,296 | $2.74M | 0.00% | +16,109+26.3% | Added |
| New Age Alpha Advisors, LLC | 76,838 | $2.72M | 0.12% | −8,664−10.1% | Reduced |
| Inspire Advisors, LLC | 74,985 | $2.66M | 0.31% | +74,985 | New |
| Susquehanna International Group, LLP | 73,753 | $2.61M | 0.00% | +40,148+119.5% | Added |
| Citadel Advisors LLC | 73,297 | $2.60M | 0.00% | +7,786+11.9% | Added |
| Formula Growth Ltd | 70,000 | $2.48M | 1.01% | −85,000−54.8% | Reduced |
| Jefferies Financial Group Inc. | 64,800 | $2.30M | 0.04% | −2,600−3.9% | Reduced |
| Great West Life Assurance Co | 61,410 | $2.18M | 0.00% | −7,457−10.8% | Reduced |
| New York State Teachers Retirement System | 61,400 | $2.18M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 59,996 | $2.13M | 0.08% | +18,789+45.6% | Added |
| Nebula Research & Development LLC | 57,746 | $2.05M | 0.19% | +24,495+73.7% | Added |
| Edgestream Partners, L.P. | 55,040 | $1.95M | 0.07% | −10,905−16.5% | Reduced |
| California State Teachers Retirement System | 54,175 | $1.92M | 0.00% | −1,232−2.2% | Reduced |
| Canada Pension Plan Investment Board | 53,500 | $1.90M | 0.00% | +53,500 | New |
| Divisadero Street Capital Management, LP | 53,022 | $1.88M | 0.22% | −101,720−65.7% | Reduced |
| BNP Paribas Arbitrage, SA | 50,452 | $1.79M | 0.00% | −552−1.1% | Reduced |
| Prudential Financial Inc | 58,044 | $1.70M | 0.00% | −2,090−3.5% | Reduced |
| Price T Rowe Associates Inc | 46,944 | $1.66M | 0.00% | +3,755+8.7% | Added |
| Qube Research & Technologies Ltd | 46,139 | $1.64M | 0.00% | +6,743+17.1% | Added |
| D. E. Shaw & Co., Inc. | 44,356 | $1.57M | 0.00% | −65,875−59.8% | Reduced |
| Danske Bank A/S | 43,525 | $1.54M | 0.00% | +43,325+21,662.5% | Added |
| AQR Capital Management LLC | 44,874 | $1.54M | 0.00% | +33,769+304.1% | Added |
| Thrivent Financial for Lutherans | 43,352 | $1.54M | 0.00% | −2,268−5.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 42,109 | $1.49M | 0.03% | +15,621+59.0% | Added |
| Squarepoint Ops LLC | 38,419 | $1.36M | 0.00% | −108,033−73.8% | Reduced |
| 1492 Capital Management LLC | 38,312 | $1.36M | 0.73% | +10.0% | Added |
| Voya Investment Management LLC | 38,278 | $1.36M | 0.00% | +7,328+23.7% | Added |
| PDT Partners, LLC | 37,535 | $1.33M | 0.09% | −19,819−34.6% | Reduced |