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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 403,391 | $21.4M | 0.01% | +6,936+1.7% | Added |
| Bank of New York Mellon Corp | 405,881 | $21.5M | 0.00% | −71,257−14.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 425,598 | $22.5M | 0.09% | −54,708−11.4% | Reduced |
| Bank of America Corp | 459,456 | $24.3M | 0.00% | +127,599+38.4% | Added |
| Renaissance Technologies LLC | 463,618 | $24.5M | 0.04% | +202,800+77.8% | Added |
| Qube Research & Technologies Ltd | 472,046 | $25.0M | 0.04% | +230,483+95.4% | Added |
| Hood River Capital Management LLC | 523,261 | $27.7M | 0.30% | +68,842+15.1% | Added |
| Harvey Partners, LLC | 533,732 | $28.3M | 2.54% | +2320.0% | Added |
| Invesco Ltd. | 577,771 | $30.6M | 0.00% | +95,738+19.9% | Added |
| Artisan Partners Limited Partnership | 590,187 | $31.2M | 0.05% | −120,010−16.9% | Reduced |
| Northern Trust Corp | 595,626 | $31.5M | 0.00% | −17,226−2.8% | Reduced |
| Morgan Stanley | 622,875 | $33.0M | 0.00% | +60,993+10.9% | Added |
| Wellington Management Group LLP | 639,729 | $33.9M | 0.01% | −19,734−3.0% | Reduced |
| Paradigm Capital Management Inc | 672,400 | $35.6M | 1.50% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 673,045 | $35.6M | 0.01% | −4,771−0.7% | Reduced |
| Price T Rowe Associates Inc | 688,186 | $36.4M | 0.00% | −545,040−44.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 765,415 | $40.5M | 0.06% | +18,276+2.4% | Added |
| Loomis Sayles & Co L P | 789,892 | $41.8M | 0.05% | +172,879+28.0% | Added |
| Gilder Gagnon Howe & Co LLC | 887,927 | $47.0M | 0.50% | −14,694−1.6% | Reduced |
| Dimensional Fund Advisors LP | 948,619 | $50.2M | 0.01% | +2,754+0.3% | Added |
| Lord, Abbett & Co. LLC | 987,431 | $52.3M | 0.16% | +91,175+10.2% | Added |
| Acadian Asset Management LLC | 1,030,115 | $54.5M | 0.09% | +191,001+22.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,094,173 | $57.9M | 0.20% | +1,094,173 | New |
| Westfield Capital Management Co LP | 1,145,292 | $60.6M | 0.25% | +461,196+67.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,277,505 | $67.6M | 0.04% | +3,079+0.2% | Added |
| Millennium Management LLC | 1,441,912 | $76.3M | 0.05% | −523,006−26.6% | Reduced |
| Geode Capital Management, LLC | 1,445,338 | $76.5M | 0.00% | +74,235+5.4% | Added |
| Congress Asset Management Co | 1,447,545 | $76.6M | 0.54% | −15,657−1.1% | Reduced |
| Alliancebernstein L.P. | 1,462,371 | $77.4M | 0.02% | +52,642+3.7% | Added |
| State Street Corp | 2,362,965 | $125.1M | 0.00% | +23,022+1.0% | Added |
| Vanguard Group Inc | 8,302,450 | $439.4M | 0.01% | −186,628−2.2% | Reduced |
| BlackRock, Inc. | 11,462,941 | $606.7M | 0.01% | −255,312−2.2% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −555,284−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −453,873−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −95,612−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −68,899−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −37,534−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −27,811−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −9,296−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,519−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,352−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |