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, Q1 2026
Institutional positions in Calix, Inc as of Mar 31, 2026. 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
- 310
- −18 vs. Q4 2025
- Shares held
- 59.7M
- +9.23M (+18.3%) vs. Q4 2025
- Total value
- $2.94B
- +$266.7M (+10.0%) vs. Q4 2025
- New holders
- 45
- 126 more added
- Sold out
- 63
- 96 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $49 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $98 | 0.00% | −7−77.8% | Reduced |
| Larson Financial Group LLC | 4 | $196 | 0.00% | −15−78.9% | Reduced |
| Abound Wealth Management | 4 | $196 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $196 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $245 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $245 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $245 | 0.00% | +5 | New |
| Trust Co | 6 | $294 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $294 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $294 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $343 | 0.00% | −97−93.3% | Reduced |
| Ankerstar Wealth, LLC | 9 | $441 | 0.00% | +1+12.5% | Added |
| Gilpin Wealth Management, LLC | 11 | $539 | 0.00% | +7+175.0% | Added |
| Manchester Capital Management LLC | 15 | $735 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $833 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 18 | $882 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 23 | $1.13K | 0.00% | −722−96.9% | Reduced |
| Creative Financial Designs Inc | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $1.27K | 0.00% | −507−95.1% | Reduced |
| Rossby Financial, LCC | 28 | $1.31K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.32K | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 29 | $1.42K | 0.00% | +2+7.4% | Added |
| Advisory Services Network, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 34 | $1.67K | 0.00% | −10−22.7% | Reduced |
| UMA Financial Services, Inc. | 35 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38 | $1.86K | 0.00% | +38 | New |
| Financial Network Wealth Advisors LLC | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 53 | $2.60K | 0.00% | +53 | New |
| Central Trust Co | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 54 | $2.65K | 0.00% | +54 | New |
| Highline Wealth Partners LLC | 55 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $3.04K | 0.00% | −42−40.4% | Reduced |
| Parallel Advisors, LLC | 63 | $3.09K | 0.00% | −73−53.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 66 | $3.23K | 0.00% | +2+3.1% | Added |
| Sound Income Strategies, LLC | 75 | $3.52K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 74 | $3.63K | 0.00% | +74 | New |
| Root Financial Partners, LLC | 77 | $3.77K | 0.00% | +16+26.2% | Added |
| Rothschild Investment LLC | 85 | $4.16K | 0.00% | −5−5.6% | Reduced |
| Versant Capital Management, Inc | 87 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 102 | $5.00K | 0.00% | +22+27.5% | Added |
| Private Wealth Management Group, LLC | 122 | $5.98K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 152 | $7.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 168 | $8.23K | 0.00% | +94+127.0% | Added |
| Clearstead Advisors, LLC | 183 | $8.97K | 0.00% | −2,236−92.4% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $9.21K | 0.00% | +45+31.5% | Added |
| Whittier Trust Co | 251 | $12.1K | 0.00% | −141−36.0% | Reduced |
| Allworth Financial LP | 280 | $13.7K | 0.00% | −6−2.1% | Reduced |
| Umb Bank N A | 285 | $14.0K | 0.00% | +62+27.8% | Added |
| Mather Group, LLC. | 287 | $14.1K | 0.00% | +287 | New |
| Northwestern Mutual Wealth Management Co | 306 | $15.0K | 0.00% | +218+247.7% | Added |
| Los Angeles Capital Management LLC | 308 | $15.1K | 0.00% | −11,081−97.3% | Reduced |
| Kemnay Advisory Services Inc. | 324 | $15.9K | 0.00% | +195+151.2% | Added |
| Basecamp Wealth Advisors LLC | 334 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 391 | $19.2K | 0.00% | −5−1.3% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 434 | $20.3K | 0.00% | −117−21.2% | Reduced |
| Public Employees Retirement System of Ohio | 448 | $21.9K | 0.00% | −15−3.2% | Reduced |
| Crewe Advisors LLC | 455 | $22.3K | 0.00% | +129+39.6% | Added |
| South State Corp. | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 550 | $26.9K | 0.00% | +33+6.4% | Added |
| Hantz Financial Services, Inc. | 571 | $28.0K | 0.00% | +244+74.6% | Added |
| Salomon & Ludwin, LLC | 679 | $31.5K | 0.00% | +289+74.1% | Added |
| Covestor Ltd | 708 | $35.0K | 0.02% | +54+8.3% | Added |
| Strive Financial Group ,LLC | 757 | $37.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 909 | $44.5K | 0.00% | +909 | New |
| Smartleaf Asset Management LLC | 954 | $47.1K | 0.00% | −777−44.9% | Reduced |
| CWM, LLC | 1,226 | $60.1K | 0.00% | −44−3.5% | Reduced |
| Signaturefd, LLC | 1,226 | $60.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,286 | $63.0K | 0.00% | +342+36.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,626 | $79.7K | 0.01% | +647+66.1% | Added |
| GAMMA Investing LLC | 1,651 | $80.9K | 0.00% | +76+4.8% | Added |
| OV Management LLC | 1,663 | $81.5K | 0.17% | −7,340−81.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,861 | $91.2K | 0.00% | +1,803+3,108.6% | Added |
| KBC Group NV | 2,090 | $102.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,560 | $125.4K | 0.00% | +2,502+4,313.8% | Added |
| Royal Bank of Canada | 2,969 | $146.0K | 0.00% | −1,450−32.8% | Reduced |
| Quadrant Capital Group LLC | 3,232 | $158.3K | 0.00% | −114−3.4% | Reduced |
| Freestone Grove Partners LP | 3,596 | $176.2K | 0.00% | −10,157−73.9% | Reduced |
| Guggenheim Capital LLC | 4,173 | $204.4K | 0.00% | −14,353−77.5% | Reduced |
| Hancock Whitney Corp | 4,725 | $205.8K | 0.00% | +299+6.8% | Added |
| Argent Trust Co | 4,204 | $206.0K | 0.01% | +4,204 | New |
| Nisa Investment Advisors, LLC | 4,273 | $209.3K | 0.00% | +216+5.3% | Added |
| Fred Alger Management, LLC | 4,275 | $209.4K | 0.00% | +4,275 | New |
| Crossmark Global Holdings, Inc. | 4,327 | $212.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,273 | $214.8K | 0.00% | +192+4.7% | Added |
| Ensign Peak Advisors, Inc | 4,563 | $223.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,623 | $226.5K | 0.00% | −2,770−37.5% | Reduced |
| Inceptionr LLC | 4,799 | $235.1K | 0.06% | −1,417−22.8% | Reduced |
| Vise Technologies, Inc. | 4,524 | $239.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,929 | $241.5K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,972 | $243.6K | 0.01% | +4,972 | New |
| Tower Research Capital LLC (TRC) | 5,230 | $256.2K | 0.01% | +3,453+194.3% | Added |
| CI Private Wealth, LLC | 5,232 | $256.3K | 0.00% | +666+14.6% | Added |
| JustInvest LLC | 5,568 | $272.8K | 0.00% | +5,568 | New |