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, Q2 2025
Institutional positions in Calix, Inc as of Jun 30, 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
- 296
- +37 vs. Q1 2025
- Shares held
- 55.9M
- −596.8K (−1.1%) vs. Q1 2025
- Total value
- $2.97B
- +$972.0M (+48.5%) vs. Q1 2025
- New holders
- 66
- 99 more added
- Sold out
- 29
- 102 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $53 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $106 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 3 | $160 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 4 | $213 | 0.00% | −1−20.0% | Reduced |
| Abound Wealth Management | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $266 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $320 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $320 | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $372 | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $373 | 0.00% | +7 | New |
| Bokf, NA | 8 | $426 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $479 | 0.00% | −20−69.0% | Reduced |
| SBI Securities Co., Ltd. | 13 | $691 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $798 | 0.00% | +1+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.33K | 0.00% | −30−54.5% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.44K | 0.00% | +10+58.8% | Added |
| UMA Financial Services, Inc. | 35 | $1.86K | 0.00% | +35 | New |
| Central Trust Co | 36 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 43 | $2.00K | 0.00% | +29+207.1% | Added |
| MAI Capital Management | 38 | $2.02K | 0.00% | +38 | New |
| Principal Securities, Inc. | 42 | $2.23K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 44 | $2.34K | 0.00% | +4+10.0% | Added |
| Beacon Capital Management, LLC | 51 | $2.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 56 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 71 | $3.00K | 0.00% | +33+86.8% | Added |
| Massmutual Trust Co FSB | 62 | $3.30K | 0.00% | −70−53.0% | Reduced |
| Parallel Advisors, LLC | 63 | $3.35K | 0.00% | −69−52.3% | Reduced |
| Farther Finance Advisors, LLC | 83 | $4.42K | 0.00% | +17+25.8% | Added |
| N.E.W. Advisory Services LLC | 85 | $4.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $4.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $4.68K | 0.00% | +88 | New |
| Whittier Trust Co | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 97 | $5.67K | 0.00% | +97 | New |
| Rothschild Investment LLC | 110 | $5.85K | 0.00% | +15+15.8% | Added |
| Private Wealth Management Group, LLC | 122 | $6.49K | 0.00% | −17−12.2% | Reduced |
| EverSource Wealth Advisors, LLC | 134 | $7.13K | 0.00% | +58+76.3% | Added |
| Sterling Capital Management LLC | 143 | $7.61K | 0.00% | −171−54.5% | Reduced |
| Hillsdale Investment Management Inc. | 160 | $8.51K | 0.00% | +160 | New |
| Aster Capital Management (DIFC) Ltd | 164 | $8.72K | 0.00% | +164 | New |
| Umb Bank N A | 167 | $8.88K | 0.00% | −42−20.1% | Reduced |
| Clearstead Advisors, LLC | 183 | $9.73K | 0.00% | +183 | New |
| Bayforest Capital Ltd | 216 | $11.5K | 0.01% | +216 | New |
| LRI Investments, LLC | 230 | $12.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $13.4K | 0.00% | −17−100.0% | Reduced |
| Truvestments Capital LLC | 262 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 261 | $14.0K | 0.00% | +39+17.6% | Added |
| Allworth Financial LP | 267 | $14.2K | 0.00% | +42+18.7% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $14.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 291 | $15.0K | 0.01% | −2−0.7% | Reduced |
| Group One Trading, L.P. | 297 | $15.8K | 0.00% | −700−70.2% | Reduced |
| Fifth Third Bancorp | 376 | $20.0K | 0.00% | +92+32.4% | Added |
| Tower View Investment Management & Research LLC | 400 | $21.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 455 | $24.0K | 0.00% | +455 | New |
| Quarry LP | 493 | $26.2K | 0.01% | −860−63.6% | Reduced |
| South State Corp. | 505 | $26.9K | 0.00% | +500+10,000.0% | Added |
| Public Employees Retirement System of Ohio | 507 | $27.0K | 0.00% | −21−4.0% | Reduced |
| Raymond James Financial Inc | 564 | $30.0K | 0.00% | +564 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | $36.0K | 0.00% | +674 | New |
| Natixis | 707 | $37.6K | 0.00% | −29−3.9% | Reduced |
| DekaBank Deutsche Girozentrale | 902 | $46.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,174 | $62.4K | 0.00% | −368−23.9% | Reduced |
| Smartleaf Asset Management LLC | 1,245 | $63.9K | 0.01% | +265+27.0% | Added |
| CWM, LLC | 1,335 | $71.0K | 0.00% | +707+112.6% | Added |
| Signaturefd, LLC | 1,370 | $72.9K | 0.00% | +363+36.0% | Added |
| GAMMA Investing LLC | 1,472 | $78.3K | 0.00% | +802+119.7% | Added |
| KBC Group NV | 2,090 | $111.0K | 0.00% | −682−24.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,178 | $115.8K | 0.00% | −57−2.6% | Reduced |
| Skopos Labs, Inc. | 2,708 | $144.0K | 0.02% | +2,282+535.7% | Added |
| The PNC Financial Services Group, Inc. | 2,895 | $154.0K | 0.00% | +841+40.9% | Added |
| SG Americas Securities, LLC | 3,193 | $170.0K | 0.00% | −25,935−89.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,676 | $195.5K | 0.03% | −240−6.1% | Reduced |
| Guggenheim Capital LLC | 3,856 | $205.1K | 0.00% | −5,451−58.6% | Reduced |
| Jones Financial Companies LLLP | 4,041 | $207.3K | 0.00% | +4,041 | New |
| Quantinno Capital Management LP | 3,949 | $210.0K | 0.00% | +3,949 | New |
| Nisa Investment Advisors, LLC | 4,004 | $213.0K | 0.00% | +1,496+59.6% | Added |
| Linden Thomas Advisory Services, LLC | 4,064 | $216.2K | 0.02% | +4,064 | New |
| Quadrature Capital Ltd | 4,079 | $217.0K | 0.00% | −2,418−37.2% | Reduced |
| Teza Capital Management LLC | 4,132 | $219.8K | 0.16% | +4,132 | New |
| Evergreen Capital Management LLC | 4,185 | $222.6K | 0.01% | +4,185 | New |
| Everence Capital Management Inc | 4,210 | $224.0K | 0.01% | +4,210 | New |
| Crossmark Global Holdings, Inc. | 4,327 | $230.2K | 0.00% | +4,327 | New |
| Vident Advisory, LLC | 4,398 | $233.9K | 0.00% | +4,398 | New |
| Enterprise Financial Services Corp | 4,400 | $234.0K | 0.12% | +4,400 | New |
| CIBC Asset Management Inc | 4,442 | $236.3K | 0.00% | +4,442 | New |
| CI Private Wealth, LLC | 4,447 | $236.5K | 0.00% | +4,447 | New |
| Cooper Financial Group | 4,480 | $238.3K | 0.03% | +4,480 | New |
| Xponance, Inc. | 4,574 | $243.3K | 0.00% | +4,574 | New |
| Versor Investments LP | 4,800 | $255.3K | 0.04% | +4,800 | New |
| Mercer Global Advisors Inc | 4,953 | $263.4K | 0.00% | +4,953 | New |
| Sanctuary Advisors, LLC | 4,973 | $264.5K | 0.00% | +4,973 | New |
| Ieq Capital, LLC | 5,487 | $291.9K | 0.00% | +5,487 | New |
| Capstone Investment Advisors, LLC | 5,596 | $297.7K | 0.00% | +5,596 | New |