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, Q3 2025
Institutional positions in Calix, Inc as of Sep 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
- 314
- +22 vs. Q2 2025
- Shares held
- 56.7M
- +955.3K (+1.7%) vs. Q2 2025
- Total value
- $3.48B
- +$514.0M (+17.4%) vs. Q2 2025
- New holders
- 52
- 112 more added
- Sold out
- 30
- 101 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $184 | 0.00% | +2+200.0% | Added |
| Caitong International Asset Management Co., Ltd | 3 | $184 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $246 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $298 | 0.00% | −1−16.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $307 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $369 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $430 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $553 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10 | $614 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 13 | $798 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 19 | $1.17K | 0.00% | −145−88.4% | Reduced |
| Larson Financial Group LLC | 20 | $1.23K | 0.00% | +5+33.3% | Added |
| Marquette Asset Management, LLC | 20 | $1.23K | 0.00% | +20 | New |
| Creative Financial Designs Inc | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 63 | $3.00K | 0.00% | −8−11.3% | Reduced |
| Financial Network Wealth Advisors LLC | 54 | $3.31K | 0.00% | −2−3.6% | Reduced |
| Highline Wealth Partners LLC | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $3.56K | 0.00% | +51+728.6% | Added |
| Root Financial Partners, LLC | 61 | $3.74K | 0.00% | +61 | New |
| Massmutual Trust Co FSB | 62 | $3.81K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 74 | $4.54K | 0.00% | +74 | Added |
| Bare Financial Services, Inc | 80 | $4.91K | 0.00% | +53+196.3% | Added |
| N.E.W. Advisory Services LLC | 85 | $5.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $5.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $5.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $5.52K | 0.00% | −20−18.2% | Reduced |
| Private Wealth Management Group, LLC | 122 | $7.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 131 | $8.04K | 0.00% | +68+107.9% | Added |
| EverSource Wealth Advisors, LLC | 134 | $8.22K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 143 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 147 | $9.00K | 0.00% | +104+241.9% | Added |
| Principal Securities, Inc. | 150 | $9.21K | 0.00% | +108+257.1% | Added |
| Optiver Holding B.V. | 150 | $9.21K | 0.00% | +150 | New |
| Truvestments Capital LLC | 152 | $9.33K | 0.00% | −110−42.0% | Reduced |
| CIBC Private Wealth Group, LLC | 164 | $10.1K | 0.00% | +164 | New |
| SRS Capital Advisors, Inc. | 194 | $11.9K | 0.00% | +194 | New |
| Wealthspire Advisors, LLC | 207 | $12.7K | 0.00% | +207 | New |
| Umb Bank N A | 213 | $13.1K | 0.00% | +46+27.5% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $17.7K | 0.00% | +21+7.9% | Added |
| Crewe Advisors LLC | 296 | $18.2K | 0.00% | +296 | New |
| Farther Finance Advisors, LLC | 338 | $20.7K | 0.00% | +255+307.2% | Added |
| Bessemer Group Inc | 357 | $22.0K | 0.00% | +96+36.8% | Added |
| Salomon & Ludwin, LLC | 374 | $22.3K | 0.00% | +374 | New |
| Tower View Investment Management & Research LLC | 400 | $24.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 418 | $25.7K | 0.00% | +42+11.2% | Added |
| Quarry LP | 419 | $25.7K | 0.01% | −74−15.0% | Reduced |
| Clearstead Advisors, LLC | 438 | $26.9K | 0.00% | +255+139.3% | Added |
| Natixis | 458 | $28.1K | 0.00% | −249−35.2% | Reduced |
| Public Employees Retirement System of Ohio | 499 | $30.6K | 0.00% | −8−1.6% | Reduced |
| South State Corp. | 500 | $30.7K | 0.00% | −5−1.0% | Reduced |
| US Bancorp | 517 | $31.7K | 0.00% | −6,243−92.4% | Reduced |
| Whittier Trust Co | 641 | $38.1K | 0.00% | +541+541.0% | Added |
| Covestor Ltd | 656 | $40.0K | 0.02% | +365+125.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | $41.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 902 | $55.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 970 | $59.5K | 0.00% | +970 | New |
| GWM Advisors LLC | 1,046 | $64.2K | 0.00% | +1,046 | New |
| Point72 Hong Kong Ltd | 1,058 | $64.9K | 0.00% | +1,058 | New |
| Signaturefd, LLC | 1,257 | $77.1K | 0.00% | −113−8.2% | Reduced |
| CWM, LLC | 1,507 | $92.0K | 0.00% | +172+12.9% | Added |
| Smartleaf Asset Management LLC | 1,610 | $98.8K | 0.01% | +365+29.3% | Added |
| GAMMA Investing LLC | 1,662 | $102.0K | 0.01% | +190+12.9% | Added |
| KBC Group NV | 2,090 | $128.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,123 | $131.0K | 0.00% | −19,552−90.2% | Reduced |
| Neo Ivy Capital Management | 2,600 | $159.6K | 0.04% | +2,600 | New |
| Tower Research Capital LLC (TRC) | 2,732 | $167.7K | 0.00% | −5,818−68.0% | Reduced |
| JustInvest LLC | 3,344 | $205.2K | 0.00% | +3,344 | New |
| Blue Barn Wealth, LLC | 3,350 | $205.6K | 0.09% | +3,350 | New |
| Envestnet Portfolio Solutions, Inc. | 3,378 | $207.3K | 0.00% | +3,378 | New |
| Quadrant Capital Group LLC | 3,487 | $214.0K | 0.01% | +3,487 | New |
| O'Shaughnessy Asset Management, LLC | 3,530 | $216.6K | 0.00% | +3,530 | New |
| Vise Technologies, Inc. | 3,620 | $222.2K | 0.01% | +3,620 | New |
| Pacer Advisors, Inc. | 3,632 | $222.9K | 0.00% | +2,458+209.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,797 | $233.0K | 0.01% | +3,797 | New |
| Fred Alger Management, LLC | 3,807 | $233.6K | 0.00% | +3,807 | New |
| Sanctuary Advisors, LLC | 3,854 | $236.5K | 0.00% | −1,119−22.5% | Reduced |
| Cooper Financial Group | 3,865 | $237.2K | 0.03% | −615−13.7% | Reduced |
| Guggenheim Capital LLC | 3,987 | $244.7K | 0.00% | +131+3.4% | Added |
| Norden Group LLC | 4,025 | $247.0K | 0.03% | +4,025 | New |
| Marshall Wace, LLP | 4,029 | $247.3K | 0.00% | −32,838−89.1% | Reduced |
| Perbak Capital Partners LLP | 4,051 | $248.6K | 0.04% | +4,051 | New |
| Jones Financial Companies LLLP | 4,041 | $248.8K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,191 | $257.2K | 0.03% | +127+3.1% | Added |
| Nisa Investment Advisors, LLC | 4,194 | $257.4K | 0.00% | +190+4.7% | Added |
| Everence Capital Management Inc | 4,210 | $258.0K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,309 | $264.4K | 0.00% | +4,309 | New |
| Crossmark Global Holdings, Inc. | 4,327 | $265.5K | 0.00% | 00.0% | Unchanged |