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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.

Q1 2026 vs. Q4 2025

How the institutions holding Calix, Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CALX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3324310−18
Shares58.8M8.34M59.7M+9.23M (+18.3%)
Value$3.11B$441.7M$2.94B+$266.7M (+10.0%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Calix, Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CALX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC5,533,754$271.1M0.01%
Vanguard Capital Management LLC2,686,525$131.6M0.00%
Point72 Asset Management, L.P.513,814$25.2M0.04%
Vanguard Fiduciary Trust Co418,439$20.5M0.01%
Divisadero Street Capital Management, LP305,670$15.0M0.70%
SG Capital Management LLC157,399$7.71M0.63%
Nearwater Capital Markets, Ltd118,200$5.79M0.14%
Counterpoint Mutual Funds LLC85,456$4.19M0.63%
HRT Financial LP82,925$4.06M0.01%
Edgestream Partners, L.P.75,751$3.71M0.12%
Blackstone Group Inc.56,408$2.76M0.01%
Vanguard Asset Management, Ltd54,583$2.67M0.00%
OpenArc Corporate Advisory, LLC42,614$2.09M0.03%
Susquehanna Fundamental Investments, LLC40,373$1.98M0.07%
Capital Fund Management S.A.31,365$1.54M0.01%
Vanguard Global Advisers, LLC24,612$1.21M0.00%
Susquehanna International Group, LLP21,151$1.04M0.00%
Meeder Asset Management Inc19,934$976.6K0.06%
Vanguard Investments Australia, Ltd.16,858$825.9K0.00%
Captrust Financial Advisors14,824$726.2K0.00%
Allstate Corp14,033$687.5K0.01%
Holocene Advisors, LP10,482$513.5K0.00%
Axq Capital, LP8,337$408.4K0.05%
Entropy Technologies, LP7,016$343.7K0.02%
FORA Capital, LLC6,753$330.8K0.02%
Centiva Capital, LP5,695$279.0K0.01%
Virtu Financial LLC5,677$278.0K0.01%
JustInvest LLC5,568$272.8K0.00%
Quantbot Technologies LP4,972$243.6K0.01%
Fred Alger Management, LLC4,275$209.4K0.00%
Argent Trust Co4,204$206.0K0.01%
Group One Trading, L.P.909$44.5K0.00%
Mather Group, LLC.287$14.1K0.00%
Barrow Hanley Mewhinney & Strauss LLC74$3.63K0.00%
Twin Peaks Wealth Advisors, LLC54$2.65K0.00%
Keating Financial Advisory Services, Inc.53$2.60K0.00%
Raleigh Capital Management Inc.38$1.86K0.00%
Advisory Services Network, LLC30$1.47K0.00%
Main Street Group, LTD27$1.32K0.00%
Rossby Financial, LCC28$1.31K0.00%
CVA Family Office, LLC6$2940.00%
Vermillion Wealth Management, Inc.5$2450.00%
Owl Creek Wealth Partners LLC5$2450.00%
MAI Capital Management4$1960.00%
Hughes Financial Services, LLC1$490.00%

Sold out (63)

Institutions that held Calix, Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CALX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Fuller & Thaler Asset Management, Inc.1,094,173$57.9M
Hood River Capital Management LLC523,261$27.7M
Alyeska Investment Group, L.P.375,132$19.9M
Neuberger Berman Group LLC253,237$13.4M
Synergy Financial Management, LLC189,221$10.0M
Voloridge Investment Management, LLC165,390$8.75M
Algert Global LLC117,936$6.24M
4D Advisors, LLC115,000$6.09M
Lisanti Capital Growth, LLC95,736$5.07M
Bridgewater Associates, LP65,536$3.47M
Jump Financial, LLC56,400$2.99M
Castleark Management LLC52,920$2.80M
Brevan Howard Capital Management LP37,697$2.00M
Walleye Capital LLC37,506$1.99M
Natixis27,558$1.46M
Legato Capital Management LLC26,410$1.40M
Calamos Advisors LLC23,409$1.24M
Two Sigma Advisers, LP22,300$1.18M
Lazard Asset Management LLC21,400$1.13M
Williamson Legacy Group, LLC17,336$917.6K
Twinbeech Capital LP12,770$675.9K
Verdad Advisers, LP12,313$651.7K
Huntleigh Advisors, Inc.11,652$616.7K
Brookwood Investment Group LLC9,519$503.8K
Globeflex Capital L P8,660$458.4K
Marshall Wace, LLP7,254$384.0K
Occudo Quantitative Strategies LP6,986$369.8K
Verition Fund Management LLC6,690$354.1K
Marex Group plc6,545$346.4K
PharVision Advisers, LLC6,317$334.4K
Jefferies Financial Group Inc.5,613$297.1K
Armistice Capital, LLC5,537$293.1K
MML Investors Services, LLC5,334$282.3K
Cambridge Investment Research Advisors, Inc.5,090$269.0K
MQS Management LLC5,029$266.2K
Farringdon Capital, Ltd.4,540$240.3K
O'Shaughnessy Asset Management, LLC4,522$239.3K
Everence Capital Management Inc4,210$223.0K
Norden Group LLC4,108$217.4K
Evergreen Capital Management LLC3,993$211.3K
Highland Capital Management, LLC3,930$208.0K
Inspire Advisors, LLC3,923$207.6K
Cooper Financial Group3,865$204.6K
Aster Capital Management (DIFC) Ltd3,369$178.3K
Vestcor Inc1,932$102.0K
Kestra Advisory Services, LLC1,267$67.1K
GWM Advisors LLC1,004$53.1K
DekaBank Deutsche Girozentrale902$28.0K
Danske Bank A/S500$26.5K
DV Trading LLC400$21.2K
Matrix Trust Co228$12.0K
Bell Investment Advisors, Inc80$4.24K
Brown Brothers Harriman & Co28$1.48K
Horizon Investments, LLC21$1.11K
Torren Management, LLC18$953
SRS Capital Advisors, Inc.10$529
Ronald Blue Trust, Inc.7$371
DiNuzzo Private Wealth, Inc.5$265
Flagship Harbor Advisors, LLC4$212
HFM Investment Advisors, LLC3$159
Optima Capital LLC3$159
ROSS\JOHNSON & Associates LLC2$106
Bay Harbor Wealth Management, LLC2$105

Not filed for Q1 2026 yet (4)

Institutions that held Calix, Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc8,302,450$439.4M
Comerica Bank37,953$2.01M
CIBC World Markets Corp3,990$211.2K
CIBC Private Wealth Group, LLC14$741