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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5,306 | $325.6K | 0.00% | +2,411+83.3% | Added |
| Evergreen Capital Management LLC | 5,212 | $319.9K | 0.01% | +1,027+24.5% | Added |
| Mercer Global Advisors Inc | 5,121 | $314.3K | 0.00% | +168+3.4% | Added |
| Needham Investment Management LLC | 5,000 | $306.9K | 0.02% | −35,000−87.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,929 | $302.5K | 0.01% | −1,094−18.2% | Reduced |
| Hancock Whitney Corp | 4,679 | $287.2K | 0.01% | +4,679 | New |
| Rational Advisors LLC | 4,637 | $284.6K | 0.03% | +4,637 | New |
| Xponance, Inc. | 4,628 | $284.0K | 0.00% | +54+1.2% | Added |
| Capstone Investment Advisors, LLC | 4,611 | $283.0K | 0.00% | −985−17.6% | Reduced |
| Summit Wealth Group LLC | 6,155 | $282.1K | 0.04% | +6,155 | New |
| CI Private Wealth, LLC | 4,564 | $280.1K | 0.00% | +117+2.6% | Added |
| Fox Run Management, L.L.C. | 4,458 | $273.6K | 0.04% | −10,759−70.7% | Reduced |
| CIBC Asset Management Inc | 4,442 | $272.6K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,400 | $270.0K | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,327 | $265.5K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,309 | $264.4K | 0.00% | +4,309 | New |
| Everence Capital Management Inc | 4,210 | $258.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,194 | $257.4K | 0.00% | +190+4.7% | Added |
| Linden Thomas Advisory Services, LLC | 4,191 | $257.2K | 0.03% | +127+3.1% | Added |
| Jones Financial Companies LLLP | 4,041 | $248.8K | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 4,051 | $248.6K | 0.04% | +4,051 | New |
| Marshall Wace, LLP | 4,029 | $247.3K | 0.00% | −32,838−89.1% | Reduced |
| Norden Group LLC | 4,025 | $247.0K | 0.03% | +4,025 | New |
| Guggenheim Capital LLC | 3,987 | $244.7K | 0.00% | +131+3.4% | Added |
| Cooper Financial Group | 3,865 | $237.2K | 0.03% | −615−13.7% | Reduced |
| Sanctuary Advisors, LLC | 3,854 | $236.5K | 0.00% | −1,119−22.5% | Reduced |
| Fred Alger Management, LLC | 3,807 | $233.6K | 0.00% | +3,807 | New |
| Y-Intercept (Hong Kong) Ltd | 3,797 | $233.0K | 0.01% | +3,797 | New |
| Pacer Advisors, Inc. | 3,632 | $222.9K | 0.00% | +2,458+209.4% | Added |
| Vise Technologies, Inc. | 3,620 | $222.2K | 0.01% | +3,620 | New |
| O'Shaughnessy Asset Management, LLC | 3,530 | $216.6K | 0.00% | +3,530 | New |
| Quadrant Capital Group LLC | 3,487 | $214.0K | 0.01% | +3,487 | New |
| Envestnet Portfolio Solutions, Inc. | 3,378 | $207.3K | 0.00% | +3,378 | New |
| Blue Barn Wealth, LLC | 3,350 | $205.6K | 0.09% | +3,350 | New |
| JustInvest LLC | 3,344 | $205.2K | 0.00% | +3,344 | New |
| Tower Research Capital LLC (TRC) | 2,732 | $167.7K | 0.00% | −5,818−68.0% | Reduced |
| Neo Ivy Capital Management | 2,600 | $159.6K | 0.04% | +2,600 | New |
| Royal Bank of Canada | 2,123 | $131.0K | 0.00% | −19,552−90.2% | Reduced |
| KBC Group NV | 2,090 | $128.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,662 | $102.0K | 0.01% | +190+12.9% | Added |
| Smartleaf Asset Management LLC | 1,610 | $98.8K | 0.01% | +365+29.3% | Added |
| CWM, LLC | 1,507 | $92.0K | 0.00% | +172+12.9% | Added |
| Signaturefd, LLC | 1,257 | $77.1K | 0.00% | −113−8.2% | Reduced |
| Point72 Hong Kong Ltd | 1,058 | $64.9K | 0.00% | +1,058 | New |
| GWM Advisors LLC | 1,046 | $64.2K | 0.00% | +1,046 | New |
| Point72 Europe (London) LLP | 970 | $59.5K | 0.00% | +970 | New |
| DekaBank Deutsche Girozentrale | 902 | $55.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | $41.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 656 | $40.0K | 0.02% | +365+125.4% | Added |
| Whittier Trust Co | 641 | $38.1K | 0.00% | +541+541.0% | Added |
| US Bancorp | 517 | $31.7K | 0.00% | −6,243−92.4% | Reduced |
| South State Corp. | 500 | $30.7K | 0.00% | −5−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 499 | $30.6K | 0.00% | −8−1.6% | Reduced |
| Natixis | 458 | $28.1K | 0.00% | −249−35.2% | Reduced |
| Clearstead Advisors, LLC | 438 | $26.9K | 0.00% | +255+139.3% | Added |
| Quarry LP | 419 | $25.7K | 0.01% | −74−15.0% | Reduced |
| Fifth Third Bancorp | 418 | $25.7K | 0.00% | +42+11.2% | Added |
| Tower View Investment Management & Research LLC | 400 | $24.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 374 | $22.3K | 0.00% | +374 | New |
| Bessemer Group Inc | 357 | $22.0K | 0.00% | +96+36.8% | Added |
| Farther Finance Advisors, LLC | 338 | $20.7K | 0.00% | +255+307.2% | Added |
| Crewe Advisors LLC | 296 | $18.2K | 0.00% | +296 | New |
| Allworth Financial LP | 288 | $17.7K | 0.00% | +21+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $16.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 213 | $13.1K | 0.00% | +46+27.5% | Added |
| Wealthspire Advisors, LLC | 207 | $12.7K | 0.00% | +207 | New |
| SRS Capital Advisors, Inc. | 194 | $11.9K | 0.00% | +194 | New |
| CIBC Private Wealth Group, LLC | 164 | $10.1K | 0.00% | +164 | New |
| Truvestments Capital LLC | 152 | $9.33K | 0.00% | −110−42.0% | Reduced |
| Principal Securities, Inc. | 150 | $9.21K | 0.00% | +108+257.1% | Added |
| Optiver Holding B.V. | 150 | $9.21K | 0.00% | +150 | New |
| Hantz Financial Services, Inc. | 147 | $9.00K | 0.00% | +104+241.9% | Added |
| Sterling Capital Management LLC | 143 | $8.78K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 134 | $8.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 131 | $8.04K | 0.00% | +68+107.9% | Added |
| Private Wealth Management Group, LLC | 122 | $7.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $5.52K | 0.00% | −20−18.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $5.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $5.34K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 85 | $5.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 80 | $4.91K | 0.00% | +53+196.3% | Added |
| IFP Advisors, Inc | 74 | $4.54K | 0.00% | +74 | Added |
| Massmutual Trust Co FSB | 62 | $3.81K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 61 | $3.74K | 0.00% | +61 | New |
| Assetmark, Inc | 58 | $3.56K | 0.00% | +51+728.6% | Added |
| Highline Wealth Partners LLC | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 54 | $3.31K | 0.00% | −2−3.6% | Reduced |
| Hemington Wealth Management | 63 | $3.00K | 0.00% | −8−11.3% | Reduced |
| Fortitude Family Office, LLC | 44 | $2.70K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $2.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $2.15K | 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 |
| Parkside Financial Bank & Trust | 25 | $1.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $1.41K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $1.23K | 0.00% | +20 | New |
| Larson Financial Group LLC | 20 | $1.23K | 0.00% | +5+33.3% | Added |
| Aster Capital Management (DIFC) Ltd | 19 | $1.17K | 0.00% | −145−88.4% | Reduced |
| SBI Securities Co., Ltd. | 13 | $798 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10 | $614 | 0.00% | +10 | New |