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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 129,032 | $4.57M | 0.00% | −6,771−5.0% | Reduced |
| Trexquant Investment LP | 129,132 | $4.58M | 0.05% | +77,719+151.2% | Added |
| Envestnet Asset Management Inc | 130,303 | $4.62M | 0.00% | −22,252−14.6% | Reduced |
| Citigroup Inc | 131,384 | $4.66M | 0.00% | +47,044+55.8% | Added |
| Engineers Gate Manager LP | 137,295 | $4.87M | 0.08% | +29,035+26.8% | Added |
| OV Management LLC | 144,145 | $5.11M | 2.39% | +4,542+3.3% | Added |
| American Century Companies Inc | 144,323 | $5.11M | 0.00% | +26,778+22.8% | Added |
| Tudor Investment Corp Et Al | 164,701 | $5.84M | 0.05% | +13,420+8.9% | Added |
| Rhumbline Advisers | 167,217 | $5.93M | 0.01% | −1,314−0.8% | Reduced |
| Norges Bank | 174,500 | $6.18M | 0.00% | −155,800−47.2% | Reduced |
| UBS Asset Management Americas Inc | 176,328 | $6.25M | 0.00% | +16,905+10.6% | Added |
| Legal & General Group Plc | 178,596 | $6.33M | 0.00% | +4,127+2.4% | Added |
| Acadian Asset Management LLC | 183,627 | $6.50M | 0.02% | +68,937+60.1% | Added |
| Public Sector Pension Investment Board | 187,189 | $6.63M | 0.03% | +40,175+27.3% | Added |
| Wellington Management Group LLP | 200,541 | $7.11M | 0.00% | −1,733−0.9% | Reduced |
| Congress Wealth Management LLC | 208,017 | $7.37M | 0.09% | +57,400+38.1% | Added |
| Needham Investment Management LLC | 212,000 | $7.51M | 0.70% | −63,000−22.9% | Reduced |
| DC Investments Management, LLC | 229,372 | $8.13M | 4.18% | 00.0% | Unchanged |
| Invesco Ltd. | 237,528 | $8.42M | 0.00% | −1,420−0.6% | Reduced |
| Neuberger Berman Group LLC | 243,222 | $8.62M | 0.01% | +243,222 | New |
| JPMorgan Chase & Co | 249,908 | $8.86M | 0.00% | +3,709+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 253,207 | $8.97M | 0.01% | +222,261+718.2% | Added |
| G2 Investment Partners Management LLC | 253,994 | $9.00M | 2.93% | +141,000+124.8% | Added |
| Goldman Sachs Group Inc | 265,468 | $9.41M | 0.00% | −169,404−39.0% | Reduced |
| Bank of America Corp | 274,542 | $9.73M | 0.00% | −16,383−5.6% | Reduced |
| Deutsche Bank AG | 275,095 | $9.75M | 0.00% | −5,501−2.0% | Reduced |
| New York State Common Retirement Fund | 286,719 | $10.2M | 0.01% | +220,491+332.9% | Added |
| Principal Financial Group Inc | 294,539 | $10.4M | 0.01% | +7,030+2.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 315,794 | $11.2M | 0.05% | +49,597+18.6% | Added |
| Barclays PLC | 327,262 | $11.6M | 0.01% | +112,751+52.6% | Added |
| Penn Capital Management Co Inc | 338,311 | $12.0M | 1.17% | +338,311 | New |
| SG Capital Management LLC | 341,740 | $12.1M | 1.22% | −230,484−40.3% | Reduced |
| Assenagon Asset Management S.A. | 402,248 | $14.3M | 0.03% | +32,610+8.8% | Added |
| Polar Asset Management Partners Inc. | 414,952 | $14.7M | 0.49% | −192,548−31.7% | Reduced |
| Nuveen, LLC | 429,088 | $15.2M | 0.00% | +429,088 | New |
| Divisar Capital Management LLC | 460,765 | $16.3M | 4.25% | −133,592−22.5% | Reduced |
| Rockefeller Capital Management L.P. | 507,540 | $18.0M | 0.04% | −137,444−21.3% | Reduced |
| Harvey Partners, LLC | 521,000 | $18.5M | 2.19% | +96,000+22.6% | Added |
| Jacobs Levy Equity Management, Inc | 552,602 | $19.6M | 0.08% | −156,121−22.0% | Reduced |
| Balyasny Asset Management LLC | 566,057 | $20.1M | 0.05% | +130,021+29.8% | Added |
| Northern Trust Corp | 618,793 | $21.9M | 0.00% | −13,693−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 679,367 | $24.1M | 0.00% | +30,123+4.6% | Added |
| Epoch Investment Partners, Inc. | 748,566 | $26.5M | 0.14% | −41,754−5.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 751,936 | $26.6M | 0.06% | +200,391+36.3% | Added |
| Gilder Gagnon Howe & Co LLC | 796,459 | $28.2M | 0.37% | +112,581+16.5% | Added |
| UBS Group AG | 851,085 | $30.2M | 0.01% | +655,587+335.3% | Added |
| Paradigm Capital Management Inc | 1,027,300 | $36.4M | 2.02% | −29,900−2.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,032,292 | $36.6M | 0.15% | +215,028+26.3% | Added |
| Artisan Partners Limited Partnership | 1,052,214 | $37.3M | 0.06% | −57,891−5.2% | Reduced |
| Morgan Stanley | 1,103,975 | $39.1M | 0.00% | +113,292+11.4% | Added |
| Bank of New York Mellon Corp | 1,144,749 | $40.6M | 0.01% | −228,497−16.6% | Reduced |
| TD Asset Management Inc | 1,313,762 | $46.6M | 0.04% | −79,396−5.7% | Reduced |
| Geode Capital Management, LLC | 1,377,307 | $48.8M | 0.00% | +39,598+3.0% | Added |
| Congress Asset Management Co | 1,378,497 | $48.9M | 0.37% | +103,175+8.1% | Added |
| Dimensional Fund Advisors LP | 1,725,522 | $61.1M | 0.02% | −106,885−5.8% | Reduced |
| Millennium Management LLC | 1,765,017 | $62.6M | 0.06% | −266,195−13.1% | Reduced |
| State Street Corp | 2,379,920 | $84.3M | 0.00% | −85,387−3.5% | Reduced |
| Alliancebernstein L.P. | 2,509,223 | $88.9M | 0.03% | +270,397+12.1% | Added |
| Vanguard Group Inc | 8,015,370 | $284.1M | 0.01% | +37,601+0.5% | Added |
| BlackRock, Inc. | 11,096,296 | $393.3M | 0.01% | −243,872−2.2% | Reduced |
| Trigran Investments, Inc. | 0 | $0 | 0.00% | −721,648−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −179,726−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,012−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −38,621−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,592−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,896−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,754−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −18,213−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,686−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,619−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −13,308−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,546−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −8,616−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −8,583−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,966−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |