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 |
|---|---|---|---|---|---|
| Versor Investments LP | 4,800 | $255.3K | 0.04% | +4,800 | New |
| Xponance, Inc. | 4,574 | $243.3K | 0.00% | +4,574 | New |
| Cooper Financial Group | 4,480 | $238.3K | 0.03% | +4,480 | New |
| CI Private Wealth, LLC | 4,447 | $236.5K | 0.00% | +4,447 | New |
| CIBC Asset Management Inc | 4,442 | $236.3K | 0.00% | +4,442 | New |
| Enterprise Financial Services Corp | 4,400 | $234.0K | 0.12% | +4,400 | New |
| Vident Advisory, LLC | 4,398 | $233.9K | 0.00% | +4,398 | New |
| Crossmark Global Holdings, Inc. | 4,327 | $230.2K | 0.00% | +4,327 | New |
| Everence Capital Management Inc | 4,210 | $224.0K | 0.01% | +4,210 | New |
| Evergreen Capital Management LLC | 4,185 | $222.6K | 0.01% | +4,185 | New |
| Teza Capital Management LLC | 4,132 | $219.8K | 0.16% | +4,132 | New |
| Quadrature Capital Ltd | 4,079 | $217.0K | 0.00% | −2,418−37.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,064 | $216.2K | 0.02% | +4,064 | New |
| Nisa Investment Advisors, LLC | 4,004 | $213.0K | 0.00% | +1,496+59.6% | Added |
| Quantinno Capital Management LP | 3,949 | $210.0K | 0.00% | +3,949 | New |
| Jones Financial Companies LLLP | 4,041 | $207.3K | 0.00% | +4,041 | New |
| Guggenheim Capital LLC | 3,856 | $205.1K | 0.00% | −5,451−58.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,676 | $195.5K | 0.03% | −240−6.1% | Reduced |
| SG Americas Securities, LLC | 3,193 | $170.0K | 0.00% | −25,935−89.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,895 | $154.0K | 0.00% | +841+40.9% | Added |
| Skopos Labs, Inc. | 2,708 | $144.0K | 0.02% | +2,282+535.7% | Added |
| Advisor Group Holdings, Inc. | 2,178 | $115.8K | 0.00% | −57−2.6% | Reduced |
| KBC Group NV | 2,090 | $111.0K | 0.00% | −682−24.6% | Reduced |
| GAMMA Investing LLC | 1,472 | $78.3K | 0.00% | +802+119.7% | Added |
| Signaturefd, LLC | 1,370 | $72.9K | 0.00% | +363+36.0% | Added |
| CWM, LLC | 1,335 | $71.0K | 0.00% | +707+112.6% | Added |
| Smartleaf Asset Management LLC | 1,245 | $63.9K | 0.01% | +265+27.0% | Added |
| Pacer Advisors, Inc. | 1,174 | $62.4K | 0.00% | −368−23.9% | Reduced |
| DekaBank Deutsche Girozentrale | 902 | $46.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 707 | $37.6K | 0.00% | −29−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | $36.0K | 0.00% | +674 | New |
| Raymond James Financial Inc | 564 | $30.0K | 0.00% | +564 | New |
| Public Employees Retirement System of Ohio | 507 | $27.0K | 0.00% | −21−4.0% | Reduced |
| South State Corp. | 505 | $26.9K | 0.00% | +500+10,000.0% | Added |
| Quarry LP | 493 | $26.2K | 0.01% | −860−63.6% | Reduced |
| Simplex Trading, LLC | 455 | $24.0K | 0.00% | +455 | New |
| Tower View Investment Management & Research LLC | 400 | $21.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 376 | $20.0K | 0.00% | +92+32.4% | Added |
| Group One Trading, L.P. | 297 | $15.8K | 0.00% | −700−70.2% | Reduced |
| Covestor Ltd | 291 | $15.0K | 0.01% | −2−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $14.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 267 | $14.2K | 0.00% | +42+18.7% | Added |
| Bessemer Group Inc | 261 | $14.0K | 0.00% | +39+17.6% | Added |
| Truvestments Capital LLC | 262 | $13.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $13.4K | 0.00% | −17−100.0% | Reduced |
| LRI Investments, LLC | 230 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 216 | $11.5K | 0.01% | +216 | New |
| Clearstead Advisors, LLC | 183 | $9.73K | 0.00% | +183 | New |
| Umb Bank N A | 167 | $8.88K | 0.00% | −42−20.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 164 | $8.72K | 0.00% | +164 | New |
| Hillsdale Investment Management Inc. | 160 | $8.51K | 0.00% | +160 | New |
| Sterling Capital Management LLC | 143 | $7.61K | 0.00% | −171−54.5% | Reduced |
| EverSource Wealth Advisors, LLC | 134 | $7.13K | 0.00% | +58+76.3% | Added |
| Private Wealth Management Group, LLC | 122 | $6.49K | 0.00% | −17−12.2% | Reduced |
| Rothschild Investment LLC | 110 | $5.85K | 0.00% | +15+15.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 97 | $5.67K | 0.00% | +97 | New |
| Whittier Trust Co | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $4.68K | 0.00% | +88 | New |
| Versant Capital Management, Inc | 87 | $4.63K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 85 | $4.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $4.42K | 0.00% | +17+25.8% | Added |
| Parallel Advisors, LLC | 63 | $3.35K | 0.00% | −69−52.3% | Reduced |
| Massmutual Trust Co FSB | 62 | $3.30K | 0.00% | −70−53.0% | Reduced |
| Hemington Wealth Management | 71 | $3.00K | 0.00% | +33+86.8% | Added |
| Financial Network Wealth Advisors LLC | 56 | $2.98K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $2.92K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $2.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.34K | 0.00% | +4+10.0% | Added |
| Principal Securities, Inc. | 42 | $2.23K | 0.00% | +42 | New |
| MAI Capital Management | 38 | $2.02K | 0.00% | +38 | New |
| Hantz Financial Services, Inc. | 43 | $2.00K | 0.00% | +29+207.1% | Added |
| Central Trust Co | 36 | $1.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $1.86K | 0.00% | +35 | New |
| 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 |
| Parkside Financial Bank & Trust | 25 | $1.33K | 0.00% | −30−54.5% | Reduced |
| Creative Financial Designs Inc | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $798 | 0.00% | +1+7.1% | Added |
| SBI Securities Co., Ltd. | 13 | $691 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $479 | 0.00% | −20−69.0% | Reduced |
| Bokf, NA | 8 | $426 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $373 | 0.00% | +7 | New |
| Assetmark, Inc | 7 | $372 | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $320 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $320 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $266 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $213 | 0.00% | −1−20.0% | Reduced |
| Abound Wealth Management | 4 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $160 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $106 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| 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 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −1,313,762−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,032,292−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −748,566−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −174,500−100.0% | Sold out |