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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 5,757 | $306.2K | 0.01% | +3+0.1% | Added |
| Summit Global Investments | 5,793 | $308.0K | 0.02% | +5,793 | New |
| MML Investors Services, LLC | 5,861 | $312.0K | 0.00% | −257−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,023 | $320.4K | 0.01% | −201−3.2% | Reduced |
| US Bancorp | 6,760 | $359.6K | 0.00% | −612−8.3% | Reduced |
| Legato Capital Management LLC | 7,050 | $375.0K | 0.04% | +7,050 | New |
| Public Employees Retirement Association of Colorado | 7,045 | $375.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,162 | $381.0K | 0.03% | +1,457+25.5% | Added |
| CIBC World Markets Corp | 7,269 | $386.6K | 0.00% | −5,933−44.9% | Reduced |
| CWM Advisors, LLC | 7,316 | $389.1K | 0.04% | −20,908−74.1% | Reduced |
| Gotham Asset Management, LLC | 7,321 | $389.4K | 0.00% | +7,321 | New |
| Kera Capital Partners, Inc. | 7,363 | $391.6K | 0.08% | +30.0% | Added |
| Mutual of America Capital Management LLC | 7,411 | $394.2K | 0.00% | −1,184−13.8% | Reduced |
| Bridgefront Capital, LLC | 7,831 | $416.5K | 0.11% | +7,831 | New |
| Portside Wealth Group, LLC | 8,015 | $426.3K | 0.06% | −399−4.7% | Reduced |
| Pictet Asset Management Holding SA | 8,322 | $442.6K | 0.00% | −1,070−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,550 | $454.8K | 0.01% | +7,707+914.2% | Added |
| Yorktown Management & Research Co Inc | 9,000 | $478.7K | 0.46% | 00.0% | Unchanged |
| OV Management LLC | 9,053 | $481.5K | 0.40% | −135,092−93.7% | Reduced |
| State of Wyoming | 9,272 | $493.2K | 0.06% | +6,314+213.5% | Added |
| LPL Financial LLC | 9,353 | $497.5K | 0.00% | −866−8.5% | Reduced |
| Atria Investments LLC | 9,384 | $499.1K | 0.01% | +416+4.6% | Added |
| TownSquare Capital, LLC | 9,482 | $504.3K | 0.05% | −79,737−89.4% | Reduced |
| LVW Advisors, LLC | 9,571 | $509.1K | 0.06% | +3,206+50.4% | Added |
| Amundi | 9,781 | $517.5K | 0.00% | +9,722+16,478.0% | Added |
| Occudo Quantitative Strategies LP | 9,980 | $530.8K | 0.06% | −8,501−46.0% | Reduced |
| Formula Growth Ltd | 10,000 | $531.9K | 0.20% | −60,000−85.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,262 | $545.8K | 0.00% | +2,022+24.5% | Added |
| Huntleigh Advisors, Inc. | 10,383 | $552.3K | 0.11% | +561+5.7% | Added |
| Schroder Investment Management Group | 10,767 | $552.3K | 0.00% | +10,767 | New |
| Verition Fund Management LLC | 11,065 | $588.5K | 0.00% | −593−5.1% | Reduced |
| Landscape Capital Management, L.L.C. | 11,065 | $588.5K | 0.05% | +11,065 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,352 | $657.0K | 0.00% | +1,351+12.3% | Added |
| Toroso Investments, LLC | 12,866 | $684.3K | 0.00% | +12,866 | New |
| ProShare Advisors LLC | 13,144 | $699.1K | 0.00% | −857−6.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,200 | $702.1K | 0.01% | −300−2.2% | Reduced |
| Bank of Montreal | 13,229 | $703.7K | 0.00% | +76+0.6% | Added |
| KLP Kapitalforvaltning AS | 13,300 | $707.4K | 0.00% | +1,100+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,431 | $714.4K | 0.01% | +748+5.9% | Added |
| Victory Capital Management Inc | 13,462 | $716.0K | 0.00% | −8,327−38.2% | Reduced |
| Kornitzer Capital Management Inc | 13,505 | $718.3K | 0.01% | −2,200−14.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,811 | $787.8K | 0.00% | +687+4.9% | Added |
| Fox Run Management, L.L.C. | 15,217 | $809.4K | 0.13% | +15,217 | New |
| Susquehanna Fundamental Investments, LLC | 15,976 | $849.8K | 0.02% | −26,133−62.1% | Reduced |
| Scott Marsh Financial, LLC | 16,228 | $863.2K | 0.32% | +16,228 | New |
| Amalgamated Bank | 16,518 | $879.0K | 0.01% | −376−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,883 | $898.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,954 | $901.8K | 0.02% | −262−1.5% | Reduced |
| Gibbs Wealth Management | 16,976 | $902.9K | 0.17% | +1,994+13.3% | Added |
| Campbell & CO Investment Adviser LLC | 17,105 | $909.8K | 0.06% | +17,105 | New |
| Boston Partners | 17,126 | $910.9K | 0.00% | +17,126 | New |
| Quantbot Technologies LP | 17,685 | $940.7K | 0.02% | +17,685 | New |
| Handelsbanken Fonder AB | 18,000 | $957.0K | 0.00% | −1,300−6.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,148 | $965.0K | 0.01% | −1,378−7.1% | Reduced |
| Arizona State Retirement System | 18,478 | $982.8K | 0.01% | +1,358+7.9% | Added |
| Walleye Trading LLC | 18,589 | $988.7K | 0.02% | +18,589 | New |
| Harbor Capital Advisors, Inc. | 18,656 | $992.0K | 0.04% | +4,935+36.0% | Added |
| Federation des caisses Desjardins du Quebec | 18,938 | $1.01M | 0.00% | −13,094−40.9% | Reduced |
| Magnetar Financial LLC | 19,910 | $1.06M | 0.01% | +19,910 | New |
| STRS Ohio | 20,400 | $1.09M | 0.00% | −3,600−15.0% | Reduced |
| Ensign Peak Advisors, Inc | 20,763 | $1.10M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 21,525 | $1.14M | 0.01% | −295−1.4% | Reduced |
| Royal Bank of Canada | 21,675 | $1.15M | 0.00% | −6,347−22.7% | Reduced |
| Stifel Financial Corp | 22,044 | $1.17M | 0.00% | +953+4.5% | Added |
| Squarepoint Ops LLC | 22,243 | $1.18M | 0.00% | −16,176−42.1% | Reduced |
| Jefferies Financial Group Inc. | 22,900 | $1.22M | 0.02% | −41,900−64.7% | Reduced |
| Two Sigma Investments, LP | 24,789 | $1.32M | 0.00% | +6,700+37.0% | Added |
| Janus Henderson Group PLC | 25,131 | $1.34M | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 25,470 | $1.35M | 0.07% | −9,893−28.0% | Reduced |
| Jackson Square Capital, LLC | 25,486 | $1.36M | 0.30% | −4,014−13.6% | Reduced |
| Louisiana State Employees Retirement System | 27,000 | $1.44M | 0.03% | −800−2.9% | Reduced |
| State of Tennessee, Treasury Department | 28,070 | $1.49M | 0.01% | +1,925+7.4% | Added |
| Lazard Asset Management LLC | 28,097 | $1.49M | 0.00% | +28,097 | New |
| Mackenzie Financial Corp | 28,261 | $1.50M | 0.00% | −1,736−5.8% | Reduced |
| Creative Planning | 28,464 | $1.51M | 0.00% | +9,823+52.7% | Added |
| Illinois Municipal Retirement Fund | 30,701 | $1.63M | 0.02% | −3,058−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 30,849 | $1.64M | 0.00% | −2,081−6.3% | Reduced |
| Franklin Resources Inc | 30,936 | $1.65M | 0.00% | +14,946+93.5% | Added |
| Graham Capital Management, L.P. | 31,439 | $1.67M | 0.05% | +31,439 | New |
| Pathstone Holdings, LLC | 31,864 | $1.69M | 0.01% | −2,658−7.7% | Reduced |
| Intech Investment Management LLC | 32,923 | $1.75M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 33,564 | $1.79M | 0.01% | +7,560+29.1% | Added |
| State of Alaska, Department of Revenue | 34,361 | $1.83M | 0.02% | +1,658+5.1% | Added |
| MetLife Investment Management | 35,025 | $1.86M | 0.01% | −61−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 35,283 | $1.88M | 0.01% | +10,500+42.4% | Added |
| Wells Fargo & Company | 35,840 | $1.91M | 0.00% | +2,717+8.2% | Added |
| Comerica Bank | 36,816 | $1.96M | 0.01% | +16,869+84.6% | Added |
| Marshall Wace, LLP | 36,867 | $1.96M | 0.00% | −43,768−54.3% | Reduced |
| Lisanti Capital Growth, LLC | 37,240 | $1.98M | 0.55% | +37,240 | New |
| Schonfeld Strategic Advisors LLC | 37,841 | $2.01M | 0.02% | +6,794+21.9% | Added |
| Voya Investment Management LLC | 38,036 | $2.02M | 0.00% | −242−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 38,573 | $2.05M | 0.55% | +38,573 | New |
| Jump Financial, LLC | 39,220 | $2.09M | 0.03% | +31,948+439.3% | Added |
| Needham Investment Management LLC | 40,000 | $2.13M | 0.17% | −172,000−81.1% | Reduced |
| State of New Jersey Common Pension Fund D | 40,253 | $2.14M | 0.01% | +40,253 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 42,100 | $2.24M | 0.00% | +42,100 | New |
| Thrivent Financial for Lutherans | 42,420 | $2.26M | 0.00% | −932−2.1% | Reduced |
| AQR Capital Management LLC | 43,584 | $2.28M | 0.00% | −1,290−2.9% | Reduced |
| FMR LLC | 43,250 | $2.30M | 0.00% | +14,126+48.5% | Added |
| HSBC Holdings PLC | 46,883 | $2.51M | 0.00% | +36,423+348.2% | Added |