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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, 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.

Institutional holdersQ1 2026: 310 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 heldQ1 2026: $2.94B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2025.

Institutions holding CALX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Xponance, Inc.5,656$277.1K0.00%+867+18.1%Added
Virtu Financial LLC5,677$278.0K0.01%+5,677New
Centiva Capital, LP5,695$279.0K0.01%+5,695New
Neo Ivy Capital Management5,696$279.0K0.07%+2,753+93.5%Added
State of Wyoming6,057$296.7K0.04%−6,515−51.8%Reduced
Enterprise Financial Services Corp6,082$298.0K0.15%00.0%Unchanged
Mercer Global Advisors Inc6,298$308.5K0.00%+1,123+21.7%Added
Linden Thomas Advisory Services, LLC6,383$312.7K0.03%+2,189+52.2%Added
DRW Securities, LLC6,617$324.2K0.02%−6,342−48.9%Reduced
FORA Capital, LLC6,753$330.8K0.02%+6,753New
Mutual of America Capital Management LLC6,902$338.1K0.00%+9+0.1%Added
Cornerstone Investment Partners, LLC6,954$340.7K0.01%+1,594+29.7%Added
Entropy Technologies, LP7,016$343.7K0.02%+7,016New
Public Employees Retirement Association of Colorado7,035$345.0K0.00%00.0%Unchanged
Kera Capital Partners, Inc.7,399$362.5K0.04%+36+0.5%Added
Swiss Life Asset Management Ltd7,472$366.1K0.00%+1,453+24.1%Added
Bank of Montreal7,780$381.1K0.00%+1,527+24.4%Added
Dynamic Technology Lab Private Ltd8,015$392.7K0.06%−24,939−75.7%Reduced
Pacer Advisors, Inc.8,255$404.0K0.00%+1,735+26.6%Added
Quantinno Capital Management LP8,304$406.8K0.00%+1,764+27.0%Added
Axq Capital, LP8,337$408.4K0.05%+8,337New
LVW Advisors, LLC8,796$430.9K0.04%−859−8.9%Reduced
Maryland State Retirement & Pension System8,813$431.7K0.01%00.0%Unchanged
Atria Investments LLC8,945$438.2K0.00%+2,018+29.1%Added
Yorktown Management & Research Co Inc9,000$440.9K0.37%00.0%Unchanged
Graham Capital Management, L.P.9,107$446.2K0.02%−11,246−55.3%Reduced
ProShare Advisors LLC9,382$459.6K0.00%−2,343−20.0%Reduced
Portside Wealth Group, LLC9,483$464.6K0.06%+175+1.9%Added
Victory Capital Management Inc9,645$472.5K0.00%+668+7.4%Added
Fox Run Management, L.L.C.9,584$473.4K0.08%−16,673−63.5%Reduced
Cetera Investment Advisers9,738$477.1K0.00%+968+11.0%Added
Vident Advisory, LLC9,807$480.4K0.00%−763−7.2%Reduced
Pictet Asset Management Holding SA10,051$492.4K0.00%+934+10.2%Added
Harbor Capital Advisors, Inc.10,155$497.0K0.04%−32,442−76.2%Reduced
Resona Asset Management Co.,Ltd.10,385$508.8K0.00%00.0%Unchanged
CWM Advisors, LLC10,424$510.7K0.03%+1,611+18.3%Added
Holocene Advisors, LP10,482$513.5K0.00%+10,482New
Magnetar Financial LLC10,846$531.3K0.01%−998−8.4%Reduced
Diversified Trust Co11,057$541.7K0.01%+910+9.0%Added
Landscape Capital Management, L.L.C.11,484$562.6K0.04%−6,736−37.0%Reduced
Barclays PLC11,819$579.0K0.00%−86,503−88.0%Reduced
SG Americas Securities, LLC12,193$597.0K0.00%−7,121−36.9%Reduced
Citigroup Inc12,449$609.9K0.00%−2,568−17.1%Reduced
Kornitzer Capital Management Inc13,127$643.1K0.01%−435−3.2%Reduced
The PNC Financial Services Group, Inc.13,400$656.5K0.00%+2,690+25.1%Added
Oregon Public Employees Retirement Fund13,800$676.1K0.01%00.0%Unchanged
KLP Kapitalforvaltning AS13,900$681.0K0.00%+600+4.5%Added
Allstate Corp14,033$687.5K0.01%+14,033New
Teacher Retirement System of Texas14,260$698.6K0.00%−17,611−55.3%Reduced
Fifth Third Bancorp14,458$708.3K0.00%+13,990+2,989.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,657$718.0K0.00%+2,305+18.7%Added
Teachers Retirement System of the State of Kentucky14,807$725.0K0.01%00.0%Unchanged
Captrust Financial Advisors14,824$726.2K0.00%+14,824New
Schonfeld Strategic Advisors LLC14,912$730.5K0.01%+6,382+74.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,915$730.7K0.00%−16−0.1%Reduced
BNP Paribas Arbitrage, SA15,091$739.3K0.00%+265+1.8%Added
Yousif Capital Management, LLC16,062$786.9K0.01%−147−0.9%Reduced
Police & Firemen's Retirement System of New Jersey16,299$798.5K0.01%00.0%Unchanged
Summit Global Investments16,328$800.0K0.05%−1,007−5.8%Reduced
Vanguard Investments Australia, Ltd.16,858$825.9K0.00%+16,858New
State Board of Administration of Florida Retirement System16,883$827.1K0.00%00.0%Unchanged
Arizona State Retirement System17,297$847.4K0.00%+41+0.2%Added
Amalgamated Bank17,363$851.0K0.01%−166−0.9%Reduced
Amundi17,698$867.0K0.00%−45,551−72.0%Reduced
Robeco Institutional Asset Management B.V.18,191$891.2K0.00%+6,216+51.9%Added
Elo Mutual Pension Insurance Co18,387$900.8K0.01%−14,907−44.8%Reduced
HSBC Holdings PLC19,140$940.3K0.00%+647+3.5%Added
Gibbs Wealth Management19,542$957.4K0.13%+7,781+66.2%Added
Meeder Asset Management Inc19,934$976.6K0.06%+19,934New
Caxton Associates LLP20,192$989.2K0.02%−9,775−32.6%Reduced
STRS Ohio20,600$1.01M0.00%+300+1.5%Added
Toroso Investments, LLC20,902$1.02M0.00%−9,160−30.5%Reduced
D. E. Shaw & Co., Inc.21,077$1.03M0.00%−17,627−45.5%Reduced
Handelsbanken Fonder AB21,100$1.03M0.00%+3,100+17.2%Added
Susquehanna International Group, LLP21,151$1.04M0.00%+21,151New
State of Tennessee, Treasury Department22,207$1.09M0.00%−10,399−31.9%Reduced
Mirae Asset Global Investments Co., Ltd.22,629$1.11M0.00%−2,265−9.1%Reduced
Integrated Quantitative Investments LLC23,363$1.14M0.21%+402+1.8%Added
Vanguard Global Advisers, LLC24,612$1.21M0.00%+24,612New
Jackson Square Capital, LLC25,000$1.22M0.26%−486−1.9%Reduced
Stifel Financial Corp26,394$1.29M0.00%+2,775+11.7%Added
Federation des caisses Desjardins du Quebec26,555$1.30M0.00%+4,235+19.0%Added
Louisiana State Employees Retirement System26,700$1.31M0.02%−900−3.3%Reduced
Manufacturers Life Insurance Company, The26,725$1.31M0.00%−2,200−7.6%Reduced
Janus Henderson Group PLC27,234$1.33M0.00%00.0%Unchanged
Winton Group Ltd28,459$1.39M0.05%+7,747+37.4%Added
Gotham Asset Management, LLC30,176$1.48M0.00%−13,902−31.5%Reduced
Wells Fargo & Company30,461$1.49M0.00%−41,444−57.6%Reduced
Illinois Municipal Retirement Fund31,201$1.53M0.02%−521−1.6%Reduced
Creative Planning31,351$1.54M0.00%+742+2.4%Added
Capital Fund Management S.A.31,365$1.54M0.01%+31,365New
Virginia Retirement Systems Et Al31,883$1.56M0.01%00.0%Unchanged
State of Alaska, Department of Revenue32,910$1.61M0.02%−937−2.8%Reduced
Pathstone Holdings, LLC33,491$1.64M0.01%+1,118+3.5%Added
American Century Companies Inc36,182$1.77M0.00%−4,486−11.0%Reduced
Jackson Creek Investment Advisors LLC36,448$1.79M0.53%−1,982−5.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH37,215$1.82M0.00%+8,860+31.2%Added
Formula Growth Ltd38,000$1.86M0.84%+28,000+280.0%Added
AQR Capital Management LLC38,710$1.90M0.00%+1,881+5.1%Added
Voya Investment Management LLC38,760$1.90M0.00%−458−1.2%Reduced