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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 4,400 | $270.0K | 0.14% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,442 | $272.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,458 | $273.6K | 0.04% | −10,759−70.7% | Reduced |
| CI Private Wealth, LLC | 4,564 | $280.1K | 0.00% | +117+2.6% | Added |
| Summit Wealth Group LLC | 6,155 | $282.1K | 0.04% | +6,155 | New |
| Capstone Investment Advisors, LLC | 4,611 | $283.0K | 0.00% | −985−17.6% | Reduced |
| Xponance, Inc. | 4,628 | $284.0K | 0.00% | +54+1.2% | Added |
| Rational Advisors LLC | 4,637 | $284.6K | 0.03% | +4,637 | New |
| Hancock Whitney Corp | 4,679 | $287.2K | 0.01% | +4,679 | New |
| Ameritas Investment Partners, Inc. | 4,929 | $302.5K | 0.01% | −1,094−18.2% | Reduced |
| Needham Investment Management LLC | 5,000 | $306.9K | 0.02% | −35,000−87.5% | Reduced |
| Mercer Global Advisors Inc | 5,121 | $314.3K | 0.00% | +168+3.4% | Added |
| Evergreen Capital Management LLC | 5,212 | $319.9K | 0.01% | +1,027+24.5% | Added |
| The PNC Financial Services Group, Inc. | 5,306 | $325.6K | 0.00% | +2,411+83.3% | Added |
| Cornerstone Investment Partners, LLC | 5,357 | $328.8K | 0.01% | −400−6.9% | Reduced |
| Ieq Capital, LLC | 5,487 | $336.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,534 | $339.6K | 0.00% | −327−5.6% | Reduced |
| Verition Fund Management LLC | 5,601 | $343.7K | 0.00% | −5,464−49.4% | Reduced |
| Quantinno Capital Management LP | 5,730 | $351.6K | 0.00% | +1,781+45.1% | Added |
| Point72 (DIFC) Ltd | 5,764 | $353.7K | 0.02% | +5,764 | New |
| Bayforest Capital Ltd | 5,808 | $356.4K | 0.17% | +5,592+2,588.9% | Added |
| Wolverine Trading, LLC | 6,210 | $381.2K | 0.01% | +6,210 | New |
| CIBC Bancorp USA Inc. | 6,289 | $386.0K | 0.00% | +6,289 | New |
| Mutual of America Capital Management LLC | 6,657 | $408.5K | 0.00% | −754−10.2% | Reduced |
| First Trust Advisors LP | 6,677 | $409.8K | 0.00% | +6,677 | New |
| Public Employees Retirement Association of Colorado | 7,035 | $432.0K | 0.00% | −10−0.1% | Reduced |
| Kera Capital Partners, Inc. | 7,363 | $451.9K | 0.07% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,471 | $458.5K | 0.04% | +155+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,794 | $478.0K | 0.00% | +7,794 | New |
| Magnetar Financial LLC | 8,040 | $493.4K | 0.00% | −11,870−59.6% | Reduced |
| Pictet Asset Management Holding SA | 8,322 | $510.7K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 8,341 | $511.9K | 0.01% | −1,043−11.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,352 | $512.6K | 0.04% | −8,753−51.2% | Reduced |
| Two Sigma Securities, LLC | 8,519 | $522.8K | 0.08% | +8,519 | New |
| Maryland State Retirement & Pension System | 8,543 | $524.3K | 0.01% | −8,411−49.6% | Reduced |
| Victory Capital Management Inc | 8,861 | $543.8K | 0.00% | −4,601−34.2% | Reduced |
| Yorktown Management & Research Co Inc | 9,000 | $552.3K | 0.44% | 00.0% | Unchanged |
| OV Management LLC | 9,141 | $561.0K | 0.48% | +88+1.0% | Added |
| Semanteon Capital Management, LP | 9,296 | $570.5K | 0.72% | +9,296 | New |
| LPL Financial LLC | 9,321 | $572.0K | 0.00% | −32−0.3% | Reduced |
| LVW Advisors, LLC | 9,467 | $581.0K | 0.06% | −104−1.1% | Reduced |
| Portside Wealth Group, LLC | 9,753 | $598.5K | 0.08% | +1,738+21.7% | Added |
| Occudo Quantitative Strategies LP | 9,895 | $607.3K | 0.07% | −85−0.9% | Reduced |
| Formula Growth Ltd | 10,000 | $613.7K | 0.22% | 00.0% | Unchanged |
| Amundi | 10,364 | $626.7K | 0.00% | +583+6.0% | Added |
| Vident Advisory, LLC | 10,283 | $631.1K | 0.01% | +5,885+133.8% | Added |
| Bank of Montreal | 10,698 | $656.5K | 0.00% | −2,531−19.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,856 | $666.2K | 0.00% | +10,856 | New |
| Dynamic Technology Lab Private Ltd | 10,891 | $668.0K | 0.11% | +10,891 | New |
| Huntleigh Advisors, Inc. | 11,039 | $677.5K | 0.12% | +656+6.3% | Added |
| ProShare Advisors LLC | 11,122 | $682.6K | 0.00% | −2,022−15.4% | Reduced |
| Schroder Investment Management Group | 11,337 | $695.9K | 0.00% | +570+5.3% | Added |
| Gotham Asset Management, LLC | 11,402 | $699.7K | 0.00% | +4,081+55.7% | Added |
| Trexquant Investment LP | 11,781 | $723.0K | 0.01% | −97,717−89.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,870 | $728.5K | 0.00% | +11,870 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,352 | $758.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 13,300 | $816.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 13,365 | $820.2K | 0.09% | +4,093+44.1% | Added |
| Oregon Public Employees Retirement Fund | 13,400 | $822.4K | 0.01% | +200+1.5% | Added |
| Kornitzer Capital Management Inc | 13,505 | $828.8K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 13,963 | $856.9K | 0.00% | −6,800−32.8% | Reduced |
| Gibbs Wealth Management | 14,624 | $897.5K | 0.20% | −2,352−13.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,134 | $928.8K | 0.00% | +323+2.2% | Added |
| Legato Capital Management LLC | 15,725 | $965.0K | 0.11% | +8,675+123.0% | Added |
| Boston Partners | 16,213 | $995.0K | 0.00% | −913−5.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,271 | $998.0K | 0.01% | −1,877−10.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,325 | $1.00M | 0.01% | +2,894+21.5% | Added |
| Landscape Capital Management, L.L.C. | 16,377 | $1.01M | 0.06% | +5,312+48.0% | Added |
| State Board of Administration of Florida Retirement System | 16,883 | $1.04M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 16,918 | $1.04M | 0.01% | +400+2.4% | Added |
| Jump Financial, LLC | 17,700 | $1.09M | 0.01% | −21,520−54.9% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 18,197 | $1.12M | 0.86% | +18,197 | New |
| Arizona State Retirement System | 18,223 | $1.12M | 0.01% | −255−1.4% | Reduced |
| Two Sigma Investments, LP | 18,265 | $1.12M | 0.00% | −6,524−26.3% | Reduced |
| Yousif Capital Management, LLC | 18,318 | $1.12M | 0.01% | −3,207−14.9% | Reduced |
| Winton Group Ltd | 18,520 | $1.14M | 0.04% | −6,950−27.3% | Reduced |
| STRS Ohio | 19,000 | $1.17M | 0.00% | −1,400−6.9% | Reduced |
| SG Americas Securities, LLC | 19,371 | $1.19M | 0.00% | +16,178+506.7% | Added |
| Gsa Capital Partners LLP | 20,176 | $1.24M | 0.10% | +13,014+181.7% | Added |
| BNP Paribas Arbitrage, SA | 20,589 | $1.26M | 0.00% | −121,970−85.6% | Reduced |
| Graham Capital Management, L.P. | 21,699 | $1.33M | 0.05% | −9,740−31.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,827 | $1.34M | 0.01% | +2,889+15.3% | Added |
| Summit Global Investments | 21,895 | $1.34M | 0.08% | +16,102+278.0% | Added |
| HSBC Holdings PLC | 22,864 | $1.39M | 0.00% | −24,019−51.2% | Reduced |
| Walleye Capital LLC | 23,491 | $1.44M | 0.01% | −58,802−71.5% | Reduced |
| Toroso Investments, LLC | 23,769 | $1.46M | 0.01% | +10,903+84.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,894 | $1.53M | 0.00% | +24,894 | New |
| Calamos Advisors LLC | 25,007 | $1.53M | 0.01% | +25,007 | New |
| Stifel Financial Corp | 25,225 | $1.55M | 0.00% | +3,181+14.4% | Added |
| Jackson Square Capital, LLC | 25,486 | $1.56M | 0.34% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,015 | $1.60M | 0.00% | +15,753+153.5% | Added |
| Brevan Howard Capital Management LP | 26,255 | $1.61M | 0.02% | −35,342−57.4% | Reduced |
| Aquatic Capital Management LLC | 26,909 | $1.65M | 0.03% | +26,909 | New |
| Janus Henderson Group PLC | 27,234 | $1.67M | 0.00% | +2,103+8.4% | Added |
| Louisiana State Employees Retirement System | 27,300 | $1.68M | 0.03% | +300+1.1% | Added |
| Axecap Investments, LLC | 27,811 | $1.71M | 1.05% | +27,811 | New |
| Illinois Municipal Retirement Fund | 28,434 | $1.74M | 0.02% | −2,267−7.4% | Reduced |
| Harbor Capital Advisors, Inc. | 28,534 | $1.75M | 0.14% | +9,878+52.9% | Added |
| Manufacturers Life Insurance Company, The | 29,839 | $1.83M | 0.00% | −1,010−3.3% | Reduced |