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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 4,327 | $229.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,426 | $234.3K | 0.00% | −253−5.4% | Reduced |
| Royal Bank of Canada | 4,419 | $235.0K | 0.00% | +2,296+108.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,522 | $239.3K | 0.00% | +992+28.1% | Added |
| Vise Technologies, Inc. | 4,524 | $239.5K | 0.00% | +904+25.0% | Added |
| Farringdon Capital, Ltd. | 4,540 | $240.3K | 0.06% | +4,540 | New |
| Ensign Peak Advisors, Inc | 4,563 | $241.5K | 0.00% | −9,400−67.3% | Reduced |
| CI Private Wealth, LLC | 4,566 | $241.7K | 0.00% | +20.0% | Added |
| Xponance, Inc. | 4,789 | $253.5K | 0.00% | +161+3.5% | Added |
| Ameritas Investment Partners, Inc. | 4,929 | $260.9K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 5,029 | $266.2K | 0.16% | +5,029 | New |
| Cambridge Investment Research Advisors, Inc. | 5,090 | $269.0K | 0.00% | −2,704−34.7% | Reduced |
| Mercer Global Advisors Inc | 5,175 | $273.9K | 0.00% | +54+1.1% | Added |
| MML Investors Services, LLC | 5,334 | $282.3K | 0.00% | −200−3.6% | Reduced |
| Cornerstone Investment Partners, LLC | 5,360 | $283.7K | 0.01% | +3+0.1% | Added |
| Armistice Capital, LLC | 5,537 | $293.1K | 0.01% | +5,537 | New |
| Jefferies Financial Group Inc. | 5,613 | $297.1K | 0.00% | +5,613 | New |
| Swiss Life Asset Management Ltd | 6,019 | $318.6K | 0.00% | +6,019 | New |
| Enterprise Financial Services Corp | 6,082 | $321.9K | 0.16% | +1,682+38.2% | Added |
| Kera Capital Partners, Inc. | 7,363 | $328.9K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 6,216 | $329.0K | 0.09% | +6,216 | New |
| Bank of Montreal | 6,253 | $331.0K | 0.00% | −4,445−41.5% | Reduced |
| PharVision Advisers, LLC | 6,317 | $334.4K | 0.17% | +6,317 | New |
| Pacer Advisors, Inc. | 6,520 | $345.1K | 0.00% | +2,888+79.5% | Added |
| Quantinno Capital Management LP | 6,540 | $346.2K | 0.00% | +810+14.1% | Added |
| Marex Group plc | 6,545 | $346.4K | 0.00% | +6,545 | New |
| Verition Fund Management LLC | 6,690 | $354.1K | 0.00% | +1,089+19.4% | Added |
| Mutual of America Capital Management LLC | 6,893 | $364.8K | 0.00% | +236+3.5% | Added |
| Atria Investments LLC | 6,927 | $366.6K | 0.00% | −1,414−17.0% | Reduced |
| Occudo Quantitative Strategies LP | 6,986 | $369.8K | 0.02% | −2,909−29.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,035 | $372.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,254 | $384.0K | 0.00% | +3,225+80.0% | Added |
| Capstone Investment Advisors, LLC | 7,393 | $391.3K | 0.00% | +2,782+60.3% | Added |
| LPL Financial LLC | 8,152 | $431.5K | 0.00% | −1,169−12.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,530 | $451.5K | 0.00% | −63,146−88.1% | Reduced |
| Globeflex Capital L P | 8,660 | $458.4K | 0.07% | +8,660 | New |
| Cetera Investment Advisers | 8,770 | $464.2K | 0.00% | +8,770 | New |
| Maryland State Retirement & Pension System | 8,813 | $466.5K | 0.01% | +270+3.2% | Added |
| CWM Advisors, LLC | 8,813 | $466.5K | 0.04% | +1,342+18.0% | Added |
| Victory Capital Management Inc | 8,977 | $475.2K | 0.00% | +116+1.3% | Added |
| Yorktown Management & Research Co Inc | 9,000 | $476.4K | 0.38% | 00.0% | Unchanged |
| OV Management LLC | 9,003 | $476.5K | 0.41% | −138−1.5% | Reduced |
| Pictet Asset Management Holding SA | 9,117 | $482.6K | 0.00% | +795+9.6% | Added |
| Portside Wealth Group, LLC | 9,308 | $492.7K | 0.07% | −445−4.6% | Reduced |
| Brookwood Investment Group LLC | 9,519 | $503.8K | 0.06% | +9,519 | New |
| LVW Advisors, LLC | 9,655 | $511.0K | 0.05% | +188+2.0% | Added |
| Formula Growth Ltd | 10,000 | $529.3K | 0.20% | 00.0% | Unchanged |
| Diversified Trust Co | 10,147 | $537.1K | 0.01% | +10,147 | New |
| Resona Asset Management Co.,Ltd. | 10,385 | $549.7K | 0.00% | −471−4.3% | Reduced |
| Vident Advisory, LLC | 10,570 | $559.5K | 0.01% | +287+2.8% | Added |
| The PNC Financial Services Group, Inc. | 10,710 | $566.9K | 0.00% | +5,404+101.8% | Added |
| Schroder Investment Management Group | 11,337 | $600.7K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 11,761 | $608.5K | 0.15% | −2,863−19.6% | Reduced |
| Huntleigh Advisors, Inc. | 11,652 | $616.7K | 0.10% | +613+5.6% | Added |
| ProShare Advisors LLC | 11,725 | $620.6K | 0.00% | +603+5.4% | Added |
| Magnetar Financial LLC | 11,844 | $626.9K | 0.01% | +3,804+47.3% | Added |
| Robeco Institutional Asset Management B.V. | 11,975 | $633.8K | 0.00% | +105+0.9% | Added |
| Verdad Advisers, LP | 12,313 | $651.7K | 0.75% | +12,313 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,352 | $653.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,572 | $665.4K | 0.07% | −793−5.9% | Reduced |
| Twinbeech Capital LP | 12,770 | $675.9K | 0.05% | +12,770 | New |
| DRW Securities, LLC | 12,959 | $685.9K | 0.05% | +12,959 | New |
| KLP Kapitalforvaltning AS | 13,300 | $704.0K | 0.00% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 13,562 | $717.8K | 0.01% | +57+0.4% | Added |
| Freestone Grove Partners LP | 13,753 | $727.9K | 0.01% | +13,753 | New |
| Oregon Public Employees Retirement Fund | 13,800 | $730.4K | 0.01% | +400+3.0% | Added |
| Los Angeles Capital Management LLC | 11,389 | $774.9K | 0.00% | +11,389 | New |
| Teachers Retirement System of the State of Kentucky | 14,807 | $783.0K | 0.01% | −1,464−9.0% | Reduced |
| BNP Paribas Arbitrage, SA | 14,826 | $784.7K | 0.00% | −5,763−28.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,931 | $790.3K | 0.00% | −203−1.3% | Reduced |
| Citigroup Inc | 15,017 | $794.9K | 0.00% | −28,126−65.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,299 | $862.7K | 0.01% | −26−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,883 | $893.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,256 | $913.4K | 0.00% | −967−5.3% | Reduced |
| Williamson Legacy Group, LLC | 17,336 | $917.6K | 0.72% | −861−4.7% | Reduced |
| Summit Global Investments | 17,335 | $918.0K | 0.05% | −4,560−20.8% | Reduced |
| Amalgamated Bank | 17,529 | $928.0K | 0.01% | +611+3.6% | Added |
| Yousif Capital Management, LLC | 16,209 | $928.6K | 0.01% | −2,109−11.5% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $953.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,220 | $964.4K | 0.06% | +1,843+11.3% | Added |
| Guggenheim Capital LLC | 18,526 | $980.6K | 0.01% | +14,539+364.7% | Added |
| HSBC Holdings PLC | 18,493 | $984.6K | 0.00% | −4,371−19.1% | Reduced |
| SG Americas Securities, LLC | 19,314 | $1.02M | 0.00% | −57−0.3% | Reduced |
| Two Sigma Investments, LP | 19,565 | $1.04M | 0.00% | +1,300+7.1% | Added |
| STRS Ohio | 20,300 | $1.07M | 0.00% | +1,300+6.8% | Added |
| Graham Capital Management, L.P. | 20,353 | $1.08M | 0.04% | −1,346−6.2% | Reduced |
| Winton Group Ltd | 20,712 | $1.10M | 0.04% | +2,192+11.8% | Added |
| Lazard Asset Management LLC | 21,400 | $1.13M | 0.00% | −11,465−34.9% | Reduced |
| Two Sigma Advisers, LP | 22,300 | $1.18M | 0.00% | +22,300 | New |
| Federation des caisses Desjardins du Quebec | 22,320 | $1.18M | 0.00% | +493+2.3% | Added |
| Integrated Quantitative Investments LLC | 22,961 | $1.22M | 0.26% | +22,961 | New |
| Calamos Advisors LLC | 23,409 | $1.24M | 0.01% | −1,598−6.4% | Reduced |
| Stifel Financial Corp | 23,619 | $1.25M | 0.00% | −1,606−6.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,894 | $1.32M | 0.00% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 25,486 | $1.35M | 0.27% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 26,257 | $1.39M | 0.21% | +21,799+489.0% | Added |
| Legato Capital Management LLC | 26,410 | $1.40M | 0.12% | +10,685+67.9% | Added |
| Janus Henderson Group PLC | 27,234 | $1.44M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 32,606 | $1.46M | 0.00% | −39−0.1% | Reduced |
| Natixis | 27,558 | $1.46M | 0.01% | +27,100+5,917.0% | Added |