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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,218,495 | $59.7M | 0.01% | +269,876+28.4% | Added |
| Geode Capital Management, LLC | 1,435,706 | $70.3M | 0.00% | −9,632−0.7% | Reduced |
| Westfield Capital Management Co LP | 1,546,101 | $75.7M | 0.32% | +400,809+35.0% | Added |
| Congress Asset Management Co | 1,644,289 | $80.6M | 0.58% | +196,744+13.6% | Added |
| Millennium Management LLC | 1,903,972 | $93.3M | 0.07% | +462,060+32.0% | Added |
| State Street Corp | 2,602,333 | $127.6M | 0.00% | +239,368+10.1% | Added |
| Vanguard Capital Management LLC | 2,686,525 | $131.6M | 0.00% | +2,686,525 | New |
| Alliancebernstein L.P. | 3,251,128 | $172.1M | 0.06% | +1,788,757+122.3% | Added |
| Vanguard Portfolio Management LLC | 5,533,754 | $271.1M | 0.01% | +5,533,754 | New |
| BlackRock, Inc. | 11,153,403 | $546.4M | 0.01% | −309,538−2.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,094,173−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −523,261−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −375,132−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −253,237−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −189,221−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −165,390−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −117,936−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −95,736−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −65,536−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −56,400−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −52,920−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −37,697−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −37,506−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −27,558−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −26,410−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −23,409−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −17,336−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,770−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −12,313−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −11,652−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,254−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,986−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,613−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,029−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,522−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| ROSS\JOHNSON & Associates LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |