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, Q4 2025
Institutional positions in Calix, Inc as of Dec 31, 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
- 332
- +25 vs. Q3 2025
- Shares held
- 58.8M
- +2.30M (+4.1%) vs. Q3 2025
- Total value
- $3.11B
- −$354.8M (−10.2%) vs. Q3 2025
- New holders
- 59
- 127 more added
- Sold out
- 34
- 101 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $53 | 0.00% | −2−66.7% | Reduced |
| Rialto Wealth Management, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $73 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $106 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $159 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4 | $212 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 4 | $212 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $318 | 0.00% | −1−14.3% | Reduced |
| Trust Co | 6 | $318 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 7 | $371 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 8 | $423 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $477 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $529 | 0.00% | −184−94.8% | Reduced |
| CIBC Private Wealth Group, LLC | 14 | $741 | 0.00% | −150−91.5% | Reduced |
| Manchester Capital Management LLC | 15 | $794 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 17 | $900 | 0.00% | +4+30.8% | Added |
| Torren Management, LLC | 18 | $953 | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 18 | $953 | 0.00% | +18 | New |
| Larson Financial Group LLC | 19 | $1.01K | 0.00% | −1−5.0% | Reduced |
| Horizon Investments, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Creative Financial Designs Inc | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 27 | $1.43K | 0.00% | +2+8.0% | Added |
| Brown Brothers Harriman & Co | 28 | $1.48K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 35 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 44 | $2.33K | 0.00% | −10−18.5% | Reduced |
| Fortitude Family Office, LLC | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 53 | $2.81K | 0.00% | +17+47.2% | Added |
| Highline Wealth Partners LLC | 55 | $2.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $3.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 58 | $3.07K | 0.00% | +58 | New |
| Root Financial Partners, LLC | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 64 | $3.39K | 0.00% | +64 | New |
| IFP Advisors, Inc | 74 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 80 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 80 | $4.24K | 0.00% | +80 | New |
| Sound Income Strategies, LLC | 75 | $4.36K | 0.00% | +75 | New |
| Versant Capital Management, Inc | 87 | $4.61K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $4.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $4.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $5.50K | 0.00% | +42+67.7% | Added |
| SJS Investment Consulting Inc. | 104 | $5.50K | 0.00% | +100+2,500.0% | Added |
| Private Wealth Management Group, LLC | 122 | $6.46K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 129 | $6.83K | 0.00% | +129 | New |
| Parallel Advisors, LLC | 136 | $7.20K | 0.00% | +5+3.8% | Added |
| EverSource Wealth Advisors, LLC | 143 | $7.57K | 0.00% | +9+6.7% | Added |
| Truvestments Capital LLC | 152 | $8.04K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 223 | $11.8K | 0.00% | +10+4.7% | Added |
| Matrix Trust Co | 228 | $12.0K | 0.00% | +228 | New |
| Allworth Financial LP | 286 | $15.1K | 0.00% | −2−0.7% | Reduced |
| Hantz Financial Services, Inc. | 327 | $17.0K | 0.00% | +180+122.4% | Added |
| Crewe Advisors LLC | 326 | $17.3K | 0.00% | +30+10.1% | Added |
| Basecamp Wealth Advisors LLC | 334 | $17.7K | 0.00% | +334 | New |
| Sterling Capital Management LLC | 396 | $21.0K | 0.00% | +253+176.9% | Added |
| Tower View Investment Management & Research LLC | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 400 | $21.2K | 0.00% | +400 | New |
| Salomon & Ludwin, LLC | 390 | $21.2K | 0.00% | +16+4.3% | Added |
| Whittier Trust Co | 392 | $21.6K | 0.00% | −249−38.8% | Reduced |
| Public Employees Retirement System of Ohio | 463 | $24.5K | 0.00% | −36−7.2% | Reduced |
| Fifth Third Bancorp | 468 | $24.8K | 0.00% | +50+12.0% | Added |
| Danske Bank A/S | 500 | $26.5K | 0.00% | −83,235−99.4% | Reduced |
| South State Corp. | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 517 | $27.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 902 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 533 | $28.2K | 0.00% | +114+27.2% | Added |
| Farther Finance Advisors, LLC | 551 | $29.2K | 0.00% | +213+63.0% | Added |
| Covestor Ltd | 654 | $35.0K | 0.02% | −2−0.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 745 | $39.4K | 0.01% | +742+24,733.3% | Added |
| Strive Financial Group ,LLC | 757 | $40.1K | 0.02% | +757 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 944 | $50.0K | 0.00% | +270+40.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 979 | $51.8K | 0.01% | +979 | New |
| GWM Advisors LLC | 1,004 | $53.1K | 0.00% | −42−4.0% | Reduced |
| Signaturefd, LLC | 1,226 | $64.9K | 0.00% | −31−2.5% | Reduced |
| CWM, LLC | 1,270 | $67.0K | 0.00% | −237−15.7% | Reduced |
| Kestra Advisory Services, LLC | 1,267 | $67.1K | 0.00% | +1,267 | New |
| GAMMA Investing LLC | 1,575 | $83.4K | 0.00% | −87−5.2% | Reduced |
| Smartleaf Asset Management LLC | 1,731 | $91.7K | 0.00% | +121+7.5% | Added |
| Tower Research Capital LLC (TRC) | 1,777 | $94.1K | 0.00% | −955−35.0% | Reduced |
| Vestcor Inc | 1,932 | $102.0K | 0.00% | +1,932 | New |
| KBC Group NV | 2,090 | $111.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,419 | $128.0K | 0.00% | +1,981+452.3% | Added |
| Neo Ivy Capital Management | 2,943 | $155.8K | 0.02% | +343+13.2% | Added |
| Quadrant Capital Group LLC | 3,346 | $177.1K | 0.01% | −141−4.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,369 | $178.3K | 0.08% | +3,350+17,631.6% | Added |
| Cooper Financial Group | 3,865 | $204.6K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,923 | $207.6K | 0.02% | −42,416−91.5% | Reduced |
| Highland Capital Management, LLC | 3,930 | $208.0K | 0.01% | +3,930 | New |
| CIBC World Markets Corp | 3,990 | $211.2K | 0.00% | +3,990 | New |
| Evergreen Capital Management LLC | 3,993 | $211.3K | 0.00% | −1,219−23.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,057 | $214.7K | 0.00% | −137−3.3% | Reduced |
| Jones Financial Companies LLLP | 4,081 | $216.0K | 0.00% | +40+1.0% | Added |
| Norden Group LLC | 4,108 | $217.4K | 0.02% | +83+2.1% | Added |
| Linden Thomas Advisory Services, LLC | 4,194 | $222.0K | 0.02% | +3+0.1% | Added |
| Everence Capital Management Inc | 4,210 | $223.0K | 0.01% | 00.0% | Unchanged |