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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 30,037 | $1.84M | 0.01% | +30,037 | New |
| State of Tennessee, Treasury Department | 32,645 | $2.00M | 0.01% | +4,575+16.3% | Added |
| Pathstone Holdings, LLC | 32,740 | $2.01M | 0.01% | +876+2.7% | Added |
| Lazard Asset Management LLC | 32,865 | $2.02M | 0.00% | +4,768+17.0% | Added |
| State of Alaska, Department of Revenue | 32,972 | $2.02M | 0.02% | −1,389−4.0% | Reduced |
| Virginia Retirement Systems Et Al | 33,083 | $2.03M | 0.01% | −2,200−6.2% | Reduced |
| Teacher Retirement System of Texas | 33,527 | $2.06M | 0.01% | −37−0.1% | Reduced |
| Franklin Resources Inc | 33,967 | $2.08M | 0.00% | +3,031+9.8% | Added |
| Caxton Associates LLP | 33,974 | $2.08M | 0.06% | +33,974 | New |
| MetLife Investment Management | 34,231 | $2.10M | 0.01% | −794−2.3% | Reduced |
| Voya Investment Management LLC | 34,996 | $2.15M | 0.00% | −3,040−8.0% | Reduced |
| Bridgewater Associates, LP | 35,894 | $2.20M | 0.01% | +35,894 | New |
| State of New Jersey Common Pension Fund D | 37,232 | $2.28M | 0.01% | −3,021−7.5% | Reduced |
| Counterpoint Mutual Funds LLC | 37,534 | $2.30M | 0.18% | +37,534 | New |
| Jackson Creek Investment Advisors LLC | 38,559 | $2.37M | 0.68% | −140.0% | Reduced |
| Creative Planning | 38,977 | $2.39M | 0.00% | +10,513+36.9% | Added |
| Mackenzie Financial Corp | 39,973 | $2.45M | 0.00% | +11,712+41.4% | Added |
| Wells Fargo & Company | 41,824 | $2.57M | 0.00% | +5,984+16.7% | Added |
| D. E. Shaw & Co., Inc. | 42,610 | $2.61M | 0.00% | −159,863−79.0% | Reduced |
| Citigroup Inc | 43,143 | $2.65M | 0.00% | −55,137−56.1% | Reduced |
| Thrivent Financial for Lutherans | 43,891 | $2.69M | 0.01% | +1,471+3.5% | Added |
| American Century Companies Inc | 43,997 | $2.70M | 0.00% | −104,530−70.4% | Reduced |
| Intech Investment Management LLC | 44,009 | $2.70M | 0.02% | +11,086+33.7% | Added |
| Thompson Investment Management, Inc. | 44,840 | $2.75M | 0.37% | −25,000−35.8% | Reduced |
| Inspire Advisors, LLC | 46,339 | $2.84M | 0.27% | +46,339 | New |
| AQR Capital Management LLC | 49,608 | $3.04M | 0.00% | +6,024+13.8% | Added |
| Comerica Bank | 56,041 | $3.44M | 0.01% | +19,225+52.2% | Added |
| California State Teachers Retirement System | 57,560 | $3.53M | 0.00% | +2,831+5.2% | Added |
| Connors Investor Services Inc | 59,464 | $3.65M | 0.31% | −28,498−32.4% | Reduced |
| Allianz Asset Management GmbH | 59,936 | $3.68M | 0.00% | +8,966+17.6% | Added |
| Great West Life Assurance Co | 61,145 | $3.75M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 61,500 | $3.77M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 62,964 | $3.86M | 0.01% | +62,964 | New |
| Citadel Advisors LLC | 65,705 | $4.03M | 0.00% | −210,003−76.2% | Reduced |
| Boothbay Fund Management, LLC | 66,470 | $4.08M | 0.11% | −2,195−3.2% | Reduced |
| Dark Forest Capital Management LP | 68,899 | $4.23M | 0.16% | +56+0.1% | Added |
| Hillsdale Investment Management Inc. | 69,360 | $4.26M | 0.13% | +69,200+43,250.0% | Added |
| FMR LLC | 70,737 | $4.34M | 0.00% | +27,487+63.6% | Added |
| Schonfeld Strategic Advisors LLC | 71,676 | $4.40M | 0.03% | +33,835+89.4% | Added |
| State of Wisconsin Investment Board | 74,105 | $4.55M | 0.01% | +98+0.1% | Added |
| Marathon Capital Management | 80,200 | $4.92M | 1.13% | −16,435−17.0% | Reduced |
| Lisanti Capital Growth, LLC | 81,321 | $4.99M | 1.22% | +44,081+118.4% | Added |
| Danske Bank A/S | 83,735 | $5.14M | 0.01% | −72,710−46.5% | Reduced |
| Canada Pension Plan Investment Board | 86,377 | $5.30M | 0.00% | −64,723−42.8% | Reduced |
| Barclays PLC | 89,267 | $5.48M | 0.00% | −301,199−77.1% | Reduced |
| Atika Capital Management LLC | 89,500 | $5.49M | 0.47% | +89,500 | New |
| Envestnet Asset Management Inc | 90,244 | $5.54M | 0.00% | −9,984−10.0% | Reduced |
| EAM Investors, LLC | 95,612 | $5.77M | 0.66% | +9,767+11.4% | Added |
| North Star Asset Management Inc | 96,001 | $5.89M | 0.24% | −525−0.5% | Reduced |
| Federated Hermes, Inc. | 115,536 | $7.09M | 0.01% | +115,536 | New |
| Ameriprise Financial Inc | 115,974 | $7.12M | 0.00% | −1,532−1.3% | Reduced |
| JPMorgan Chase & Co | 116,295 | $7.14M | 0.00% | −80,989−41.1% | Reduced |
| Swiss National Bank | 119,300 | $7.32M | 0.00% | −1,600−1.3% | Reduced |
| Panagora Asset Management Inc | 119,681 | $7.34M | 0.03% | +50.0% | Added |
| Algert Global LLC | 143,676 | $8.82M | 0.15% | +87,756+156.9% | Added |
| Cubist Systematic Strategies, LLC | 145,007 | $8.90M | 0.13% | −145,019−50.0% | Reduced |
| HighTower Advisors, LLC | 145,207 | $8.91M | 0.01% | −799−0.5% | Reduced |
| Jane Street Group, LLC | 145,523 | $8.93M | 0.01% | +89,484+159.7% | Added |
| Engineers Gate Manager LP | 154,790 | $9.50M | 0.11% | +12,836+9.0% | Added |
| Penserra Capital Management LLC | 160,066 | $9.82M | 0.12% | −95,619−37.4% | Reduced |
| UBS Asset Management Americas Inc | 162,157 | $9.95M | 0.00% | −103,106−38.9% | Reduced |
| Rhumbline Advisers | 168,789 | $10.4M | 0.01% | +1,037+0.6% | Added |
| Legal & General Group Plc | 171,300 | $10.5M | 0.00% | −4,994−2.8% | Reduced |
| SEI Investments Co | 173,358 | $10.6M | 0.01% | +42,541+32.5% | Added |
| Advisor Group Holdings, Inc. | 203,601 | $12.5M | 0.02% | +201,423+9,248.1% | Added |
| New York State Common Retirement Fund | 216,878 | $13.3M | 0.02% | −58,500−21.2% | Reduced |
| Deutsche Bank AG | 220,516 | $13.5M | 0.00% | −43,780−16.6% | Reduced |
| Neuberger Berman Group LLC | 222,191 | $13.6M | 0.01% | +12,746+6.1% | Added |
| Prudential Financial Inc | 229,373 | $14.1M | 0.02% | +48,680+26.9% | Added |
| Public Sector Pension Investment Board | 231,786 | $14.2M | 0.05% | +35,082+17.8% | Added |
| Russell Investments Group, Ltd. | 236,365 | $14.5M | 0.02% | +118,987+101.4% | Added |
| G2 Investment Partners Management LLC | 240,000 | $14.7M | 3.03% | −66,622−21.7% | Reduced |
| Qube Research & Technologies Ltd | 241,563 | $14.8M | 0.02% | +184,907+326.4% | Added |
| Divisar Capital Management LLC | 244,088 | $15.0M | 4.08% | −107,357−30.5% | Reduced |
| Penn Capital Management Co Inc | 252,181 | $15.5M | 1.19% | −63,666−20.2% | Reduced |
| Assenagon Asset Management S.A. | 259,336 | $15.9M | 0.02% | −688,402−72.6% | Reduced |
| Renaissance Technologies LLC | 260,818 | $16.0M | 0.02% | +23,200+9.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 267,821 | $16.4M | 0.05% | −61,165−18.6% | Reduced |
| Goldman Sachs Group Inc | 268,955 | $16.5M | 0.00% | −115,480−30.0% | Reduced |
| Principal Financial Group Inc | 287,317 | $17.6M | 0.01% | +1,025+0.4% | Added |
| Tudor Investment Corp Et Al | 290,189 | $17.8M | 0.12% | +80,029+38.1% | Added |
| Bank of America Corp | 331,857 | $20.4M | 0.00% | +6,186+1.9% | Added |
| Nuveen, LLC | 396,455 | $24.3M | 0.01% | +4,891+1.2% | Added |
| Rockefeller Capital Management L.P. | 422,724 | $25.9M | 0.05% | −22,534−5.1% | Reduced |
| Divisadero Street Capital Management, LP | 453,873 | $27.9M | 1.30% | +400,851+756.0% | Added |
| Hood River Capital Management LLC | 454,419 | $27.9M | 0.33% | +224,587+97.7% | Added |
| Bank of New York Mellon Corp | 477,138 | $29.3M | 0.01% | −5,091−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 480,306 | $29.5M | 0.12% | −5,100−1.1% | Reduced |
| Invesco Ltd. | 482,033 | $29.6M | 0.00% | +257,771+114.9% | Added |
| Harvey Partners, LLC | 533,500 | $32.7M | 2.98% | +9,323+1.8% | Added |
| Balyasny Asset Management LLC | 555,284 | $34.1M | 0.07% | +97,691+21.3% | Added |
| Morgan Stanley | 561,882 | $34.5M | 0.00% | −285,734−33.7% | Reduced |
| Northern Trust Corp | 612,852 | $37.6M | 0.00% | +2,514+0.4% | Added |
| Loomis Sayles & Co L P | 617,013 | $37.9M | 0.05% | +209,379+51.4% | Added |
| Wellington Management Group LLP | 659,463 | $40.5M | 0.01% | +139,672+26.9% | Added |
| Paradigm Capital Management Inc | 672,400 | $41.3M | 1.79% | −291,800−30.3% | Reduced |
| Charles Schwab Investment Management Inc | 677,816 | $41.6M | 0.01% | +10,829+1.6% | Added |
| Westfield Capital Management Co LP | 684,096 | $42.0M | 0.18% | +392,947+135.0% | Added |
| Artisan Partners Limited Partnership | 710,197 | $43.6M | 0.06% | −494,486−41.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 747,139 | $45.9M | 0.07% | +5,111+0.7% | Added |