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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 7,254 | $384.0K | 0.00% | +3,225+80.0% | Added |
| Public Employees Retirement Association of Colorado | 7,035 | $372.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,986 | $369.8K | 0.02% | −2,909−29.4% | Reduced |
| Atria Investments LLC | 6,927 | $366.6K | 0.00% | −1,414−17.0% | Reduced |
| Mutual of America Capital Management LLC | 6,893 | $364.8K | 0.00% | +236+3.5% | Added |
| Verition Fund Management LLC | 6,690 | $354.1K | 0.00% | +1,089+19.4% | Added |
| Marex Group plc | 6,545 | $346.4K | 0.00% | +6,545 | New |
| Quantinno Capital Management LP | 6,540 | $346.2K | 0.00% | +810+14.1% | Added |
| Pacer Advisors, Inc. | 6,520 | $345.1K | 0.00% | +2,888+79.5% | Added |
| PharVision Advisers, LLC | 6,317 | $334.4K | 0.17% | +6,317 | New |
| Bank of Montreal | 6,253 | $331.0K | 0.00% | −4,445−41.5% | Reduced |
| Inceptionr LLC | 6,216 | $329.0K | 0.09% | +6,216 | New |
| Kera Capital Partners, Inc. | 7,363 | $328.9K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,082 | $321.9K | 0.16% | +1,682+38.2% | Added |
| Swiss Life Asset Management Ltd | 6,019 | $318.6K | 0.00% | +6,019 | New |
| Jefferies Financial Group Inc. | 5,613 | $297.1K | 0.00% | +5,613 | New |
| Armistice Capital, LLC | 5,537 | $293.1K | 0.01% | +5,537 | New |
| Cornerstone Investment Partners, LLC | 5,360 | $283.7K | 0.01% | +3+0.1% | Added |
| MML Investors Services, LLC | 5,334 | $282.3K | 0.00% | −200−3.6% | Reduced |
| Mercer Global Advisors Inc | 5,175 | $273.9K | 0.00% | +54+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,090 | $269.0K | 0.00% | −2,704−34.7% | Reduced |
| MQS Management LLC | 5,029 | $266.2K | 0.16% | +5,029 | New |
| Ameritas Investment Partners, Inc. | 4,929 | $260.9K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 4,789 | $253.5K | 0.00% | +161+3.5% | Added |
| CI Private Wealth, LLC | 4,566 | $241.7K | 0.00% | +20.0% | Added |
| Ensign Peak Advisors, Inc | 4,563 | $241.5K | 0.00% | −9,400−67.3% | Reduced |
| Farringdon Capital, Ltd. | 4,540 | $240.3K | 0.06% | +4,540 | New |
| Vise Technologies, Inc. | 4,524 | $239.5K | 0.00% | +904+25.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,522 | $239.3K | 0.00% | +992+28.1% | Added |
| Royal Bank of Canada | 4,419 | $235.0K | 0.00% | +2,296+108.1% | Added |
| Hancock Whitney Corp | 4,426 | $234.3K | 0.00% | −253−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,327 | $229.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,210 | $223.0K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,194 | $222.0K | 0.02% | +3+0.1% | Added |
| Norden Group LLC | 4,108 | $217.4K | 0.02% | +83+2.1% | Added |
| Jones Financial Companies LLLP | 4,081 | $216.0K | 0.00% | +40+1.0% | Added |
| Nisa Investment Advisors, LLC | 4,057 | $214.7K | 0.00% | −137−3.3% | Reduced |
| Evergreen Capital Management LLC | 3,993 | $211.3K | 0.00% | −1,219−23.4% | Reduced |
| CIBC World Markets Corp | 3,990 | $211.2K | 0.00% | +3,990 | New |
| Highland Capital Management, LLC | 3,930 | $208.0K | 0.01% | +3,930 | New |
| Inspire Advisors, LLC | 3,923 | $207.6K | 0.02% | −42,416−91.5% | Reduced |
| Cooper Financial Group | 3,865 | $204.6K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,369 | $178.3K | 0.08% | +3,350+17,631.6% | Added |
| Quadrant Capital Group LLC | 3,346 | $177.1K | 0.01% | −141−4.0% | Reduced |
| Neo Ivy Capital Management | 2,943 | $155.8K | 0.02% | +343+13.2% | Added |
| Clearstead Advisors, LLC | 2,419 | $128.0K | 0.00% | +1,981+452.3% | Added |
| KBC Group NV | 2,090 | $111.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,932 | $102.0K | 0.00% | +1,932 | New |
| Tower Research Capital LLC (TRC) | 1,777 | $94.1K | 0.00% | −955−35.0% | Reduced |
| Smartleaf Asset Management LLC | 1,731 | $91.7K | 0.00% | +121+7.5% | Added |
| GAMMA Investing LLC | 1,575 | $83.4K | 0.00% | −87−5.2% | Reduced |
| Kestra Advisory Services, LLC | 1,267 | $67.1K | 0.00% | +1,267 | New |
| CWM, LLC | 1,270 | $67.0K | 0.00% | −237−15.7% | Reduced |
| Signaturefd, LLC | 1,226 | $64.9K | 0.00% | −31−2.5% | Reduced |
| GWM Advisors LLC | 1,004 | $53.1K | 0.00% | −42−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 979 | $51.8K | 0.01% | +979 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 944 | $50.0K | 0.00% | +270+40.1% | Added |
| Strive Financial Group ,LLC | 757 | $40.1K | 0.02% | +757 | New |
| Caitong International Asset Management Co., Ltd | 745 | $39.4K | 0.01% | +742+24,733.3% | Added |
| Covestor Ltd | 654 | $35.0K | 0.02% | −2−0.3% | Reduced |
| Farther Finance Advisors, LLC | 551 | $29.2K | 0.00% | +213+63.0% | Added |
| Quarry LP | 533 | $28.2K | 0.00% | +114+27.2% | Added |
| DekaBank Deutsche Girozentrale | 902 | $28.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 517 | $27.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 468 | $24.8K | 0.00% | +50+12.0% | Added |
| Public Employees Retirement System of Ohio | 463 | $24.5K | 0.00% | −36−7.2% | Reduced |
| Whittier Trust Co | 392 | $21.6K | 0.00% | −249−38.8% | Reduced |
| Salomon & Ludwin, LLC | 390 | $21.2K | 0.00% | +16+4.3% | 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 |
| Sterling Capital Management LLC | 396 | $21.0K | 0.00% | +253+176.9% | Added |
| Basecamp Wealth Advisors LLC | 334 | $17.7K | 0.00% | +334 | New |
| Crewe Advisors LLC | 326 | $17.3K | 0.00% | +30+10.1% | Added |
| Hantz Financial Services, Inc. | 327 | $17.0K | 0.00% | +180+122.4% | Added |
| Allworth Financial LP | 286 | $15.1K | 0.00% | −2−0.7% | Reduced |
| Matrix Trust Co | 228 | $12.0K | 0.00% | +228 | New |
| Umb Bank N A | 223 | $11.8K | 0.00% | +10+4.7% | Added |
| Truvestments Capital LLC | 152 | $8.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 143 | $7.57K | 0.00% | +9+6.7% | Added |
| Parallel Advisors, LLC | 136 | $7.20K | 0.00% | +5+3.8% | Added |
| Kemnay Advisory Services Inc. | 129 | $6.83K | 0.00% | +129 | New |
| Private Wealth Management Group, LLC | 122 | $6.46K | 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 |
| Rothschild Investment LLC | 90 | $4.76K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 88 | $4.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 75 | $4.36K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 80 | $4.24K | 0.00% | +80 | New |
| Bare Financial Services, Inc | 80 | $4.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 74 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 64 | $3.39K | 0.00% | +64 | New |
| Root Financial Partners, LLC | 61 | $3.23K | 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 |
| Highline Wealth Partners LLC | 55 | $2.91K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 53 | $2.81K | 0.00% | +17+47.2% | Added |
| Financial Network Wealth Advisors LLC | 44 | $2.33K | 0.00% | −10−18.5% | Reduced |