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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 42,100 | $2.24M | 0.00% | +42,100 | New |
| State of New Jersey Common Pension Fund D | 40,253 | $2.14M | 0.01% | +40,253 | New |
| Needham Investment Management LLC | 40,000 | $2.13M | 0.17% | −172,000−81.1% | Reduced |
| Jump Financial, LLC | 39,220 | $2.09M | 0.03% | +31,948+439.3% | Added |
| Jackson Creek Investment Advisors LLC | 38,573 | $2.05M | 0.55% | +38,573 | New |
| Voya Investment Management LLC | 38,036 | $2.02M | 0.00% | −242−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,841 | $2.01M | 0.02% | +6,794+21.9% | Added |
| Lisanti Capital Growth, LLC | 37,240 | $1.98M | 0.55% | +37,240 | New |
| Marshall Wace, LLP | 36,867 | $1.96M | 0.00% | −43,768−54.3% | Reduced |
| Comerica Bank | 36,816 | $1.96M | 0.01% | +16,869+84.6% | Added |
| Wells Fargo & Company | 35,840 | $1.91M | 0.00% | +2,717+8.2% | Added |
| Virginia Retirement Systems Et Al | 35,283 | $1.88M | 0.01% | +10,500+42.4% | Added |
| MetLife Investment Management | 35,025 | $1.86M | 0.01% | −61−0.2% | Reduced |
| State of Alaska, Department of Revenue | 34,361 | $1.83M | 0.02% | +1,658+5.1% | Added |
| Teacher Retirement System of Texas | 33,564 | $1.79M | 0.01% | +7,560+29.1% | Added |
| Intech Investment Management LLC | 32,923 | $1.75M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,864 | $1.69M | 0.01% | −2,658−7.7% | Reduced |
| Graham Capital Management, L.P. | 31,439 | $1.67M | 0.05% | +31,439 | New |
| Franklin Resources Inc | 30,936 | $1.65M | 0.00% | +14,946+93.5% | Added |
| Manufacturers Life Insurance Company, The | 30,849 | $1.64M | 0.00% | −2,081−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 30,701 | $1.63M | 0.02% | −3,058−9.1% | Reduced |
| Creative Planning | 28,464 | $1.51M | 0.00% | +9,823+52.7% | Added |
| Mackenzie Financial Corp | 28,261 | $1.50M | 0.00% | −1,736−5.8% | Reduced |
| Lazard Asset Management LLC | 28,097 | $1.49M | 0.00% | +28,097 | New |
| State of Tennessee, Treasury Department | 28,070 | $1.49M | 0.01% | +1,925+7.4% | Added |
| Louisiana State Employees Retirement System | 27,000 | $1.44M | 0.03% | −800−2.9% | Reduced |
| Jackson Square Capital, LLC | 25,486 | $1.36M | 0.30% | −4,014−13.6% | Reduced |
| Winton Group Ltd | 25,470 | $1.35M | 0.07% | −9,893−28.0% | Reduced |
| Janus Henderson Group PLC | 25,131 | $1.34M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,789 | $1.32M | 0.00% | +6,700+37.0% | Added |
| Jefferies Financial Group Inc. | 22,900 | $1.22M | 0.02% | −41,900−64.7% | Reduced |
| Squarepoint Ops LLC | 22,243 | $1.18M | 0.00% | −16,176−42.1% | Reduced |
| Stifel Financial Corp | 22,044 | $1.17M | 0.00% | +953+4.5% | Added |
| Royal Bank of Canada | 21,675 | $1.15M | 0.00% | −6,347−22.7% | Reduced |
| Yousif Capital Management, LLC | 21,525 | $1.14M | 0.01% | −295−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 20,763 | $1.10M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 20,400 | $1.09M | 0.00% | −3,600−15.0% | Reduced |
| Magnetar Financial LLC | 19,910 | $1.06M | 0.01% | +19,910 | New |
| Federation des caisses Desjardins du Quebec | 18,938 | $1.01M | 0.00% | −13,094−40.9% | Reduced |
| Harbor Capital Advisors, Inc. | 18,656 | $992.0K | 0.04% | +4,935+36.0% | Added |
| Walleye Trading LLC | 18,589 | $988.7K | 0.02% | +18,589 | New |
| Arizona State Retirement System | 18,478 | $982.8K | 0.01% | +1,358+7.9% | Added |
| Teachers Retirement System of the State of Kentucky | 18,148 | $965.0K | 0.01% | −1,378−7.1% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $957.0K | 0.00% | −1,300−6.7% | Reduced |
| Quantbot Technologies LP | 17,685 | $940.7K | 0.02% | +17,685 | New |
| Boston Partners | 17,126 | $910.9K | 0.00% | +17,126 | New |
| Campbell & CO Investment Adviser LLC | 17,105 | $909.8K | 0.06% | +17,105 | New |
| Gibbs Wealth Management | 16,976 | $902.9K | 0.17% | +1,994+13.3% | Added |
| Maryland State Retirement & Pension System | 16,954 | $901.8K | 0.02% | −262−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 16,883 | $898.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 16,518 | $879.0K | 0.01% | −376−2.2% | Reduced |
| Scott Marsh Financial, LLC | 16,228 | $863.2K | 0.32% | +16,228 | New |
| Susquehanna Fundamental Investments, LLC | 15,976 | $849.8K | 0.02% | −26,133−62.1% | Reduced |
| Fox Run Management, L.L.C. | 15,217 | $809.4K | 0.13% | +15,217 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,811 | $787.8K | 0.00% | +687+4.9% | Added |
| Kornitzer Capital Management Inc | 13,505 | $718.3K | 0.01% | −2,200−14.0% | Reduced |
| Victory Capital Management Inc | 13,462 | $716.0K | 0.00% | −8,327−38.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,431 | $714.4K | 0.01% | +748+5.9% | Added |
| KLP Kapitalforvaltning AS | 13,300 | $707.4K | 0.00% | +1,100+9.0% | Added |
| Bank of Montreal | 13,229 | $703.7K | 0.00% | +76+0.6% | Added |
| Oregon Public Employees Retirement Fund | 13,200 | $702.1K | 0.01% | −300−2.2% | Reduced |
| ProShare Advisors LLC | 13,144 | $699.1K | 0.00% | −857−6.1% | Reduced |
| Toroso Investments, LLC | 12,866 | $684.3K | 0.00% | +12,866 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,352 | $657.0K | 0.00% | +1,351+12.3% | Added |
| 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 |
| Schroder Investment Management Group | 10,767 | $552.3K | 0.00% | +10,767 | New |
| Huntleigh Advisors, Inc. | 10,383 | $552.3K | 0.11% | +561+5.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,262 | $545.8K | 0.00% | +2,022+24.5% | Added |
| Formula Growth Ltd | 10,000 | $531.9K | 0.20% | −60,000−85.7% | Reduced |
| Occudo Quantitative Strategies LP | 9,980 | $530.8K | 0.06% | −8,501−46.0% | Reduced |
| Amundi | 9,781 | $517.5K | 0.00% | +9,722+16,478.0% | Added |
| LVW Advisors, LLC | 9,571 | $509.1K | 0.06% | +3,206+50.4% | Added |
| TownSquare Capital, LLC | 9,482 | $504.3K | 0.05% | −79,737−89.4% | Reduced |
| Atria Investments LLC | 9,384 | $499.1K | 0.01% | +416+4.6% | Added |
| LPL Financial LLC | 9,353 | $497.5K | 0.00% | −866−8.5% | Reduced |
| State of Wyoming | 9,272 | $493.2K | 0.06% | +6,314+213.5% | Added |
| OV Management LLC | 9,053 | $481.5K | 0.40% | −135,092−93.7% | Reduced |
| Yorktown Management & Research Co Inc | 9,000 | $478.7K | 0.46% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,550 | $454.8K | 0.01% | +7,707+914.2% | Added |
| Pictet Asset Management Holding SA | 8,322 | $442.6K | 0.00% | −1,070−11.4% | Reduced |
| Portside Wealth Group, LLC | 8,015 | $426.3K | 0.06% | −399−4.7% | Reduced |
| Bridgefront Capital, LLC | 7,831 | $416.5K | 0.11% | +7,831 | New |
| Mutual of America Capital Management LLC | 7,411 | $394.2K | 0.00% | −1,184−13.8% | Reduced |
| Kera Capital Partners, Inc. | 7,363 | $391.6K | 0.08% | +30.0% | Added |
| Gotham Asset Management, LLC | 7,321 | $389.4K | 0.00% | +7,321 | New |
| CWM Advisors, LLC | 7,316 | $389.1K | 0.04% | −20,908−74.1% | Reduced |
| CIBC World Markets Corp | 7,269 | $386.6K | 0.00% | −5,933−44.9% | Reduced |
| Gsa Capital Partners LLP | 7,162 | $381.0K | 0.03% | +1,457+25.5% | Added |
| Public Employees Retirement Association of Colorado | 7,045 | $375.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,050 | $375.0K | 0.04% | +7,050 | New |
| US Bancorp | 6,760 | $359.6K | 0.00% | −612−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,023 | $320.4K | 0.01% | −201−3.2% | Reduced |
| MML Investors Services, LLC | 5,861 | $312.0K | 0.00% | −257−4.2% | Reduced |
| Summit Global Investments | 5,793 | $308.0K | 0.02% | +5,793 | New |
| Cornerstone Investment Partners, LLC | 5,757 | $306.2K | 0.01% | +3+0.1% | Added |
| Capstone Investment Advisors, LLC | 5,596 | $297.7K | 0.00% | +5,596 | New |
| Ieq Capital, LLC | 5,487 | $291.9K | 0.00% | +5,487 | New |
| Sanctuary Advisors, LLC | 4,973 | $264.5K | 0.00% | +4,973 | New |
| Mercer Global Advisors Inc | 4,953 | $263.4K | 0.00% | +4,953 | New |