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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 38,866 | $1.90M | 0.04% | −25,115−39.3% | Reduced |
| Franklin Resources Inc | 39,131 | $1.92M | 0.00% | +3,009+8.3% | Added |
| LPL Financial LLC | 40,250 | $1.97M | 0.00% | +32,098+393.7% | Added |
| Susquehanna Fundamental Investments, LLC | 40,373 | $1.98M | 0.07% | +40,373 | New |
| State of New Jersey Common Pension Fund D | 40,986 | $2.01M | 0.01% | +2,011+5.2% | Added |
| Thrivent Financial for Lutherans | 41,276 | $2.02M | 0.00% | −1,186−2.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 42,614 | $2.09M | 0.03% | +42,614 | New |
| Thompson Investment Management, Inc. | 44,840 | $2.20M | 0.28% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 49,650 | $2.43M | 0.00% | −1,229−2.4% | Reduced |
| Great West Life Assurance Co | 50,208 | $2.46M | 0.00% | −1,412−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 52,321 | $2.56M | 0.03% | −144,541−73.4% | Reduced |
| Vanguard Asset Management, Ltd | 54,583 | $2.67M | 0.00% | +54,583 | New |
| Blackstone Group Inc. | 56,408 | $2.76M | 0.01% | +56,408 | New |
| State of Wisconsin Investment Board | 56,608 | $2.77M | 0.01% | −15,169−21.1% | Reduced |
| First Trust Advisors LP | 56,717 | $2.78M | 0.00% | −35,523−38.5% | Reduced |
| Aquatic Capital Management LLC | 57,420 | $2.81M | 0.08% | +28,030+95.4% | Added |
| Connors Investor Services Inc | 58,368 | $2.86M | 0.26% | +384+0.7% | Added |
| New York State Teachers Retirement System | 59,441 | $2.91M | 0.01% | −1,959−3.2% | Reduced |
| Gsa Capital Partners LLP | 60,101 | $2.94M | 0.18% | +6,234+11.6% | Added |
| XTX Topco Ltd | 62,347 | $3.05M | 0.05% | +8,008+14.7% | Added |
| Prudential Financial Inc | 64,234 | $3.15M | 0.00% | −111,985−63.5% | Reduced |
| Bessemer Group Inc | 64,372 | $3.15M | 0.00% | +88+0.1% | Added |
| Tudor Investment Corp Et Al | 64,802 | $3.17M | 0.02% | −59,714−48.0% | Reduced |
| Price T Rowe Associates Inc | 66,751 | $3.27M | 0.00% | −621,435−90.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 72,286 | $3.54M | 0.07% | +13,542+23.1% | Added |
| Mackenzie Financial Corp | 72,459 | $3.55M | 0.00% | +14,402+24.8% | Added |
| Edgestream Partners, L.P. | 75,751 | $3.71M | 0.12% | +75,751 | New |
| California State Teachers Retirement System | 76,344 | $3.74M | 0.00% | +18,755+32.6% | Added |
| Marathon Capital Management | 81,755 | $4.01M | 0.90% | +1,170+1.5% | Added |
| HRT Financial LP | 82,925 | $4.06M | 0.01% | +82,925 | New |
| Counterpoint Mutual Funds LLC | 85,456 | $4.19M | 0.63% | +85,456 | New |
| Hillsdale Investment Management Inc. | 86,340 | $4.23M | 0.12% | +17,390+25.2% | Added |
| Canada Pension Plan Investment Board | 89,477 | $4.38M | 0.00% | −12,000−11.8% | Reduced |
| Envestnet Asset Management Inc | 98,010 | $4.80M | 0.00% | +33,388+51.7% | Added |
| JPMorgan Chase & Co | 98,463 | $4.86M | 0.00% | −11,150−10.2% | Reduced |
| North Star Asset Management Inc | 99,465 | $4.87M | 0.21% | +1,082+1.1% | Added |
| Ameriprise Financial Inc | 103,835 | $5.09M | 0.00% | −5,940−5.4% | Reduced |
| Nearwater Capital Markets, Ltd | 118,200 | $5.79M | 0.14% | +118,200 | New |
| HighTower Advisors, LLC | 119,129 | $5.84M | 0.01% | −25,707−17.7% | Reduced |
| Lord, Abbett & Co. LLC | 121,245 | $5.94M | 0.02% | −866,186−87.7% | Reduced |
| Intech Investment Management LLC | 121,699 | $5.96M | 0.06% | +20,625+20.4% | Added |
| Swiss National Bank | 124,500 | $6.10M | 0.00% | +2,200+1.8% | Added |
| Engineers Gate Manager LP | 129,541 | $6.35M | 0.08% | −40,898−24.0% | Reduced |
| FMR LLC | 134,508 | $6.59M | 0.00% | +10,968+8.9% | Added |
| Legal & General Group Plc | 152,025 | $7.45M | 0.00% | −12,690−7.7% | Reduced |
| Allianz Asset Management GmbH | 153,660 | $7.53M | 0.01% | +38,251+33.1% | Added |
| SG Capital Management LLC | 157,399 | $7.71M | 0.63% | +157,399 | New |
| UBS Asset Management Americas Inc | 157,580 | $7.72M | 0.00% | −1,146−0.7% | Reduced |
| Rhumbline Advisers | 159,036 | $7.79M | 0.01% | +2,620+1.7% | Added |
| G2 Investment Partners Management LLC | 160,542 | $7.86M | 1.94% | −100,458−38.5% | Reduced |
| Two Sigma Investments, LP | 161,455 | $7.91M | 0.01% | +141,890+725.2% | Added |
| Panagora Asset Management Inc | 165,621 | $8.11M | 0.03% | +403+0.2% | Added |
| Polar Asset Management Partners Inc. | 173,749 | $8.51M | 0.20% | +21,541+14.2% | Added |
| Penserra Capital Management LLC | 175,329 | $8.59M | 0.10% | +18,548+11.8% | Added |
| Defiance ETFs, LLC | 175,329 | $8.59M | 0.12% | +18,548+11.8% | Added |
| Advisor Group Holdings, Inc. | 179,969 | $8.82M | 0.01% | +2,159+1.2% | Added |
| Russell Investments Group, Ltd. | 192,787 | $9.47M | 0.01% | −61,773−24.3% | Reduced |
| Qube Research & Technologies Ltd | 211,036 | $10.3M | 0.01% | −261,010−55.3% | Reduced |
| Public Sector Pension Investment Board | 215,809 | $10.6M | 0.03% | +7,071+3.4% | Added |
| Jacobs Levy Equity Management, Inc | 221,882 | $10.9M | 0.05% | −203,716−47.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 224,502 | $11.0M | 0.03% | +7,552+3.5% | Added |
| Deutsche Bank AG | 253,023 | $12.4M | 0.00% | +30,758+13.8% | Added |
| SEI Investments Co | 269,320 | $13.2M | 0.01% | +52,784+24.4% | Added |
| Invesco Ltd. | 272,851 | $13.4M | 0.00% | −304,920−52.8% | Reduced |
| Schroder Investment Management Group | 277,852 | $13.7M | 0.01% | +266,515+2,350.8% | Added |
| Man Group plc | 280,313 | $13.7M | 0.03% | +166,006+145.2% | Added |
| New York State Common Retirement Fund | 289,785 | $14.2M | 0.02% | +76,636+36.0% | Added |
| Rockefeller Capital Management L.P. | 299,587 | $14.7M | 0.03% | +61,552+25.9% | Added |
| Divisadero Street Capital Management, LP | 305,670 | $15.0M | 0.70% | +305,670 | New |
| Goldman Sachs Group Inc | 307,468 | $15.1M | 0.00% | −94,268−23.5% | Reduced |
| MetLife Investment Management | 312,407 | $15.3M | 0.08% | +279,431+847.4% | Added |
| Federated Hermes, Inc. | 317,138 | $15.5M | 0.03% | +19,388+6.5% | Added |
| Oberweis Asset Management Inc | 335,030 | $16.4M | 0.48% | +90,430+37.0% | Added |
| Divisar Capital Management LLC | 340,163 | $16.7M | 4.25% | +40,200+13.4% | Added |
| Jane Street Group, LLC | 351,945 | $17.2M | 0.02% | +229,036+186.3% | Added |
| Penn Capital Management Co Inc | 378,564 | $18.6M | 1.44% | +125,477+49.6% | Added |
| Bank of New York Mellon Corp | 387,460 | $19.0M | 0.00% | −18,421−4.5% | Reduced |
| Principal Financial Group Inc | 395,333 | $19.4M | 0.01% | +52,685+15.4% | Added |
| Vanguard Fiduciary Trust Co | 418,439 | $20.5M | 0.01% | +418,439 | New |
| Citadel Advisors LLC | 428,198 | $21.0M | 0.01% | +382,357+834.1% | Added |
| Trexquant Investment LP | 429,367 | $21.0M | 0.15% | +119,529+38.6% | Added |
| Nuveen, LLC | 432,944 | $21.2M | 0.01% | +29,553+7.3% | Added |
| Squarepoint Ops LLC | 458,802 | $22.5M | 0.05% | +331,027+259.1% | Added |
| Point72 Asset Management, L.P. | 513,814 | $25.2M | 0.04% | +513,814 | New |
| Artisan Partners Limited Partnership | 529,875 | $26.0M | 0.04% | −60,312−10.2% | Reduced |
| Wellington Management Group LLP | 534,517 | $26.2M | 0.00% | −105,212−16.4% | Reduced |
| Renaissance Technologies LLC | 543,418 | $26.6M | 0.04% | +79,800+17.2% | Added |
| Arrowstreet Capital, Limited Partnership | 551,150 | $27.0M | 0.01% | −726,355−56.9% | Reduced |
| Nomura Asset Management International Inc. | 556,995 | $27.3M | 0.05% | +169,174+43.6% | Added |
| Harvey Partners, LLC | 572,500 | $28.0M | 2.28% | +38,768+7.3% | Added |
| Northern Trust Corp | 609,742 | $29.9M | 0.00% | +14,116+2.4% | Added |
| UBS Group AG | 645,245 | $31.6M | 0.01% | +286,145+79.7% | Added |
| Charles Schwab Investment Management Inc | 681,954 | $33.4M | 0.01% | +8,909+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 696,855 | $34.1M | 0.05% | −68,560−9.0% | Reduced |
| Morgan Stanley | 712,213 | $34.9M | 0.00% | +89,338+14.3% | Added |
| Bank of America Corp | 750,117 | $36.7M | 0.00% | +290,661+63.3% | Added |
| Paradigm Capital Management Inc | 768,200 | $37.6M | 1.44% | +95,800+14.2% | Added |
| Gilder Gagnon Howe & Co LLC | 779,092 | $38.2M | 0.46% | −108,835−12.3% | Reduced |
| Acadian Asset Management LLC | 800,330 | $39.2M | 0.06% | −229,785−22.3% | Reduced |
| Loomis Sayles & Co L P | 840,197 | $41.2M | 0.06% | +50,305+6.4% | Added |