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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 14 | $0 | 0.00% | +14 | New |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Abound Wealth Management | 4 | $142 | 0.00% | −4−50.0% | Reduced |
| Assetmark, Inc | 5 | $177 | 0.00% | −218−97.8% | Reduced |
| Global Financial Private Client, LLC | 5 | $177 | 0.00% | +4+400.0% | Added |
| SJS Investment Consulting Inc. | 5 | $178 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $178 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $284 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $461 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $496 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $602 | 0.00% | +17 | New |
| Stephens Consulting, LLC | 20 | $709 | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 21 | $744 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $815 | 0.00% | −22−48.9% | Reduced |
| CoreCap Advisors, LLC | 23 | $815 | 0.00% | +23 | New |
| Boston Private Wealth LLC | 25 | $886 | 0.00% | +25 | New |
| IFP Advisors, Inc | 17 | $957 | 0.00% | −14−45.2% | Reduced |
| Main Street Group, LTD | 27 | $957 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $957 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 38 | $1.00K | 0.00% | +27+245.5% | Added |
| JFS Wealth Advisors, LLC | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $1.28K | 0.00% | −1−2.7% | Reduced |
| TD Private Client Wealth LLC | 39 | $1.38K | 0.00% | −156−80.0% | Reduced |
| Fortitude Family Office, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $1.81K | 0.00% | 00.0% | Unchanged |
| Amundi | 59 | $1.91K | 0.00% | −8,580−99.3% | Reduced |
| Highline Wealth Partners LLC | 55 | $1.95K | 0.00% | +18+48.6% | Added |
| Parkside Financial Bank & Trust | 55 | $1.95K | 0.00% | +31+129.2% | Added |
| Financial Network Wealth Advisors LLC | 56 | $1.99K | 0.00% | +56 | New |
| Farther Finance Advisors, LLC | 66 | $2.32K | 0.00% | −1,478−95.7% | Reduced |
| EverSource Wealth Advisors, LLC | 76 | $2.69K | 0.00% | +72+1,800.0% | Added |
| N.E.W. Advisory Services LLC | 85 | $3.01K | 0.00% | +85 | New |
| Versant Capital Management, Inc | 87 | $3.08K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 88 | $3.12K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 89 | $3.15K | 0.00% | +89 | New |
| Rothschild Investment LLC | 95 | $3.37K | 0.00% | +35+58.3% | Added |
| Whittier Trust Co | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $4.68K | 0.00% | +77+140.0% | Added |
| Massmutual Trust Co FSB | 132 | $4.68K | 0.00% | +110+500.0% | Added |
| Private Wealth Management Group, LLC | 139 | $4.93K | 0.00% | −1−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 155 | $5.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 209 | $7.41K | 0.00% | +76+57.1% | Added |
| Bessemer Group Inc | 222 | $8.00K | 0.00% | +124+126.5% | Added |
| LRI Investments, LLC | 230 | $8.15K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 237 | $8.40K | 0.00% | +237 | New |
| Allworth Financial LP | 225 | $8.79K | 0.00% | −4−1.7% | Reduced |
| Truvestments Capital LLC | 262 | $9.29K | 0.00% | −1,562−85.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $9.75K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 293 | $10.0K | 0.01% | +1+0.3% | Added |
| Fifth Third Bancorp | 284 | $10.1K | 0.00% | −4−1.4% | Reduced |
| Sterling Capital Management LLC | 314 | $11.1K | 0.00% | −225−41.7% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 426 | $15.1K | 0.00% | +426 | New |
| Public Employees Retirement System of Ohio | 528 | $18.7K | 0.00% | +57+12.1% | Added |
| CWM, LLC | 628 | $22.0K | 0.00% | +165+35.6% | Added |
| GAMMA Investing LLC | 670 | $23.7K | 0.00% | +142+26.9% | Added |
| Natixis | 736 | $25.6K | 0.00% | −46−5.9% | Reduced |
| Meeder Asset Management Inc | 804 | $28.5K | 0.00% | +804 | New |
| Tower Research Capital LLC (TRC) | 843 | $29.9K | 0.00% | −769−47.7% | Reduced |
| DekaBank Deutsche Girozentrale | 902 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 980 | $34.3K | 0.00% | +166+20.4% | Added |
| Group One Trading, L.P. | 997 | $35.3K | 0.00% | +997 | New |
| Signaturefd, LLC | 1,007 | $35.7K | 0.00% | +480+91.1% | Added |
| Hexagon Capital Partners LLC | 1,170 | $41.5K | 0.01% | +2+0.2% | Added |
| Quarry LP | 1,353 | $48.0K | 0.01% | +1,278+1,704.0% | Added |
| Pacer Advisors, Inc. | 1,542 | $54.6K | 0.00% | −16−1.0% | Reduced |
| Quadrant Capital Group LLC | 2,020 | $71.6K | 0.00% | −218−9.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,054 | $72.8K | 0.00% | −187−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,235 | $79.2K | 0.00% | +1,214+118.9% | Added |
| Nisa Investment Advisors, LLC | 2,508 | $88.9K | 0.00% | −108−4.1% | Reduced |
| Point72 Hong Kong Ltd | 2,653 | $94.0K | 0.01% | +2,653 | New |
| KBC Group NV | 2,772 | $98.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,958 | $104.8K | 0.01% | −4,699−61.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,916 | $138.8K | 0.04% | +3,916 | New |
| Gsa Capital Partners LLP | 5,705 | $202.0K | 0.02% | −30,141−84.1% | Reduced |
| Cornerstone Investment Partners, LLC | 5,754 | $203.9K | 0.01% | −503−8.0% | Reduced |
| MML Investors Services, LLC | 6,118 | $217.0K | 0.00% | +6,118 | New |
| Ameritas Investment Partners, Inc. | 6,224 | $220.6K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,365 | $225.6K | 0.03% | +6,365 | New |
| Quadrature Capital Ltd | 6,497 | $230.6K | 0.01% | +6,497 | New |
| Public Employees Retirement Association of Colorado | 7,045 | $250.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,152 | $253.5K | 0.00% | −2,782−28.0% | Reduced |
| Jump Financial, LLC | 7,272 | $257.7K | 0.00% | −69,691−90.6% | Reduced |
| Kera Capital Partners, Inc. | 7,360 | $260.8K | 0.08% | +7,360 | New |
| US Bancorp | 7,372 | $261.3K | 0.00% | +1,996+37.1% | Added |
| Mariner, LLC | 7,790 | $276.1K | 0.00% | +7,790 | New |
| Point72 Asset Management, L.P. | 8,041 | $285.0K | 0.00% | +8,041 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,240 | $292.0K | 0.00% | +8,240 | New |
| Portside Wealth Group, LLC | 8,414 | $298.2K | 0.05% | +621+8.0% | Added |
| Mutual of America Capital Management LLC | 8,595 | $304.6K | 0.00% | −345−3.9% | Reduced |
| Atria Investments LLC | 8,968 | $317.8K | 0.00% | +1,848+26.0% | Added |
| Yorktown Management & Research Co Inc | 9,000 | $319.0K | 0.35% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,307 | $329.8K | 0.00% | −1,010−9.8% | Reduced |
| Pictet Asset Management Holding SA | 9,392 | $332.9K | 0.00% | +948+11.2% | Added |
| Brevan Howard Capital Management LP | 9,664 | $342.5K | 0.01% | +9,664 | New |
| Huntleigh Advisors, Inc. | 9,822 | $348.1K | 0.06% | +1,397+16.6% | Added |