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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.

Institutional holdersQ4 2025: 332 institutions
Q1 2021: 199 institutionsQ2 2021: 183 institutionsQ3 2021: 191 institutionsQ4 2021: 215 institutionsQ1 2022: 230 institutionsQ2 2022: 203 institutionsQ3 2022: 231 institutionsQ4 2022: 274 institutionsQ1 2023: 272 institutionsQ2 2023: 267 institutionsQ3 2023: 277 institutionsQ4 2023: 263 institutionsQ1 2024: 260 institutionsQ2 2024: 254 institutionsQ3 2024: 241 institutionsQ4 2024: 253 institutionsQ1 2025: 260 institutionsQ2 2025: 296 institutionsQ3 2025: 314 institutionsQ4 2025: 332 institutionsQ1 2026: 310 institutionsQ2 2026: 287 institutions
Value heldQ4 2025: $3.11B
Q1 2021: $1.71BQ2 2021: $2.31BQ3 2021: $2.50BQ4 2021: $4.12BQ1 2022: $2.26BQ2 2022: $1.82BQ3 2022: $3.31BQ4 2022: $3.70BQ1 2023: $2.90BQ2 2023: $2.71BQ3 2023: $2.51BQ4 2023: $2.48BQ1 2024: $1.91BQ2 2024: $2.04BQ3 2024: $2.21BQ4 2024: $2.00BQ1 2025: $2.00BQ2 2025: $2.97BQ3 2025: $3.48BQ4 2025: $3.11BQ1 2026: $2.94BQ2 2026: $2.27B
Institutions holding CALX and their total value by quarter
QuarterHoldersValue
Q2 2026287$2.27B
Q1 2026310$2.94B
Q4 2025332$3.11B
Q3 2025314$3.48B
Q2 2025296$2.97B
Q1 2025260$2.00B
Q4 2024253$2.00B
Q3 2024241$2.21B
Q2 2024254$2.04B
Q1 2024260$1.91B
Q4 2023263$2.48B
Q3 2023277$2.51B
Q2 2023267$2.71B
Q1 2023272$2.90B
Q4 2022274$3.70B
Q3 2022231$3.31B
Q2 2022203$1.82B
Q1 2022230$2.26B
Q4 2021215$4.12B
Q3 2021191$2.50B
Q2 2021183$2.31B
Q1 2021199$1.71B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q3 2025.

Institutions holding CALX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fortitude Family Office, LLC44$2.33K0.00%00.0%Unchanged
UMA Financial Services, Inc.35$1.85K0.00%00.0%Unchanged
Brown Brothers Harriman & Co28$1.48K0.00%+28New
Parkside Financial Bank & Trust27$1.43K0.00%+2+8.0%Added
Farmers & Merchants Investments Inc27$1.43K0.00%00.0%Unchanged
Creative Financial Designs Inc23$1.22K0.00%00.0%Unchanged
Horizon Investments, LLC21$1.11K0.00%+21New
Larson Financial Group LLC19$1.01K0.00%−1−5.0%Reduced
Torren Management, LLC18$9530.00%+18New
Godfrey Financial Associates, Inc.18$9530.00%+18New
SBI Securities Co., Ltd.17$9000.00%+4+30.8%Added
Manchester Capital Management LLC15$7940.00%+15New
CIBC Private Wealth Group, LLC14$7410.00%−150−91.5%Reduced
SRS Capital Advisors, Inc.10$5290.00%−184−94.8%Reduced
JFS Wealth Advisors, LLC9$4770.00%00.0%Unchanged
Ankerstar Wealth, LLC8$4230.00%+8New
Ronald Blue Trust, Inc.7$3710.00%+7New
True Wealth Design, LLC6$3180.00%−1−14.3%Reduced
Trust Co6$3180.00%+6New
Annis Gardner Whiting Capital Advisors, LLC5$2650.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$2650.00%00.0%Unchanged
Abound Wealth Management4$2120.00%00.0%Unchanged
Flagship Harbor Advisors, LLC4$2120.00%+4New
Gilpin Wealth Management, LLC4$2120.00%+4New
HFM Investment Advisors, LLC3$1590.00%00.0%Unchanged
Optima Capital LLC3$1590.00%+3New
ROSS\JOHNSON & Associates LLC2$1060.00%+2New
Bay Harbor Wealth Management, LLC2$1050.00%00.0%Unchanged
Dunhill Financial, LLC1$730.00%+1New
Essential Partners LLC1$530.00%−2−66.7%Reduced
Rialto Wealth Management, LLC1$530.00%00.0%Unchanged
Huntington National Bank1$530.00%00.0%Unchanged
Balyasny Asset Management LLC0$00.00%−555,284−100.0%Sold out
Divisadero Street Capital Management, LP0$00.00%−453,873−100.0%Sold out
EAM Investors, LLC0$00.00%−95,612−100.0%Sold out
Atika Capital Management LLC0$00.00%−89,500−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−68,899−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−37,534−100.0%Sold out
Axecap Investments, LLC0$00.00%−27,811−100.0%Sold out
Boston Partners0$00.00%−16,213−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−9,296−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−8,519−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−8,352−100.0%Sold out
Bayforest Capital Ltd0$00.00%−5,808−100.0%Sold out
Ieq Capital, LLC0$00.00%−5,487−100.0%Sold out
Needham Investment Management LLC0$00.00%−5,000−100.0%Sold out
Rational Advisors LLC0$00.00%−4,637−100.0%Sold out
Summit Wealth Group LLC0$00.00%−6,155−100.0%Sold out
CIBC Asset Management Inc0$00.00%−4,442−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−4,309−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−4,051−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−3,854−100.0%Sold out
Fred Alger Management, LLC0$00.00%−3,807−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−3,378−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−3,350−100.0%Sold out
JustInvest LLC0$00.00%−3,344−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−275−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−207−100.0%Sold out
Principal Securities, Inc.0$00.00%−150−100.0%Sold out
Optiver Holding B.V.0$00.00%−150−100.0%Sold out
N.E.W. Advisory Services LLC0$00.00%−85−100.0%Sold out
Main Street Group, LTD0$00.00%−27−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−20−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−10−100.0%Sold out
Atlantic Trust, LLC0$00.00%−6−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−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