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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.

Q3 2025 vs. Q2 2025

How the institutions holding Calix, Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CALX: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2964314+22
Shares55.9M230.5K56.7M+955.3K (+1.7%)
Value$2.97B$12.3M$3.48B+$514.0M (+17.4%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Calix, Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CALX in Q3 2025
InstitutionSharesValue% of portfolio
Federated Hermes, Inc.115,536$7.09M0.01%
Atika Capital Management LLC89,500$5.49M0.47%
Man Group plc62,964$3.86M0.01%
Inspire Advisors, LLC46,339$2.84M0.27%
Counterpoint Mutual Funds LLC37,534$2.30M0.18%
Bridgewater Associates, LP35,894$2.20M0.01%
Caxton Associates LLP33,974$2.08M0.06%
Voloridge Investment Management, LLC30,037$1.84M0.01%
Axecap Investments, LLC27,811$1.71M1.05%
Aquatic Capital Management LLC26,909$1.65M0.03%
Calamos Advisors LLC25,007$1.53M0.01%
Mirae Asset Global Investments Co., Ltd.24,894$1.53M0.00%
Williamson Legacy Group, LLC18,197$1.12M0.86%
Robeco Institutional Asset Management B.V.11,870$728.5K0.00%
Dynamic Technology Lab Private Ltd10,891$668.0K0.11%
Resona Asset Management Co.,Ltd.10,856$666.2K0.00%
Semanteon Capital Management, LP9,296$570.5K0.72%
Two Sigma Securities, LLC8,519$522.8K0.08%
Cambridge Investment Research Advisors, Inc.7,794$478.0K0.00%
First Trust Advisors LP6,677$409.8K0.00%
CIBC Bancorp USA Inc.6,289$386.0K0.00%
Wolverine Trading, LLC6,210$381.2K0.01%
Point72 (DIFC) Ltd5,764$353.7K0.02%
Hancock Whitney Corp4,679$287.2K0.01%
Rational Advisors LLC4,637$284.6K0.03%
Summit Wealth Group LLC6,155$282.1K0.04%
Kingsview Wealth Management, LLC4,309$264.4K0.00%
Perbak Capital Partners LLP4,051$248.6K0.04%
Norden Group LLC4,025$247.0K0.03%
Fred Alger Management, LLC3,807$233.6K0.00%
Y-Intercept (Hong Kong) Ltd3,797$233.0K0.01%
Vise Technologies, Inc.3,620$222.2K0.01%
O'Shaughnessy Asset Management, LLC3,530$216.6K0.00%
Quadrant Capital Group LLC3,487$214.0K0.01%
Envestnet Portfolio Solutions, Inc.3,378$207.3K0.00%
Blue Barn Wealth, LLC3,350$205.6K0.09%
JustInvest LLC3,344$205.2K0.00%
Neo Ivy Capital Management2,600$159.6K0.04%
Point72 Hong Kong Ltd1,058$64.9K0.00%
GWM Advisors LLC1,046$64.2K0.00%
Point72 Europe (London) LLP970$59.5K0.00%
Salomon & Ludwin, LLC374$22.3K0.00%
Crewe Advisors LLC296$18.2K0.00%
Wealthspire Advisors, LLC207$12.7K0.00%
SRS Capital Advisors, Inc.194$11.9K0.00%
CIBC Private Wealth Group, LLC164$10.1K0.00%
Optiver Holding B.V.150$9.21K0.00%
Root Financial Partners, LLC61$3.74K0.00%
Marquette Asset Management, LLC20$1.23K0.00%
Atlantic Union Bankshares Corp10$6140.00%
Caitong International Asset Management Co., Ltd3$1840.00%
Cloud Capital Management, LLC2$00.00%

Sold out (30)

Institutions that held Calix, Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (4)

Institutions that held Calix, Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Congress Wealth Management LLC207,000$11.0M
Scott Marsh Financial, LLC16,228$863.2K
CIBC World Markets Corp7,269$386.6K
Parkworth Wealth Management, Inc.1$53