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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 6,753 | $330.8K | 0.02% | +6,753 | New |
| DRW Securities, LLC | 6,617 | $324.2K | 0.02% | −6,342−48.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,383 | $312.7K | 0.03% | +2,189+52.2% | Added |
| Mercer Global Advisors Inc | 6,298 | $308.5K | 0.00% | +1,123+21.7% | Added |
| Enterprise Financial Services Corp | 6,082 | $298.0K | 0.15% | 00.0% | Unchanged |
| State of Wyoming | 6,057 | $296.7K | 0.04% | −6,515−51.8% | Reduced |
| Neo Ivy Capital Management | 5,696 | $279.0K | 0.07% | +2,753+93.5% | Added |
| Centiva Capital, LP | 5,695 | $279.0K | 0.01% | +5,695 | New |
| Virtu Financial LLC | 5,677 | $278.0K | 0.01% | +5,677 | New |
| Xponance, Inc. | 5,656 | $277.1K | 0.00% | +867+18.1% | Added |
| JustInvest LLC | 5,568 | $272.8K | 0.00% | +5,568 | New |
| CI Private Wealth, LLC | 5,232 | $256.3K | 0.00% | +666+14.6% | Added |
| Tower Research Capital LLC (TRC) | 5,230 | $256.2K | 0.01% | +3,453+194.3% | Added |
| Quantbot Technologies LP | 4,972 | $243.6K | 0.01% | +4,972 | New |
| Ameritas Investment Partners, Inc. | 4,929 | $241.5K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,524 | $239.5K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 4,799 | $235.1K | 0.06% | −1,417−22.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,623 | $226.5K | 0.00% | −2,770−37.5% | Reduced |
| Ensign Peak Advisors, Inc | 4,563 | $223.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,273 | $214.8K | 0.00% | +192+4.7% | Added |
| Crossmark Global Holdings, Inc. | 4,327 | $212.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,275 | $209.4K | 0.00% | +4,275 | New |
| Nisa Investment Advisors, LLC | 4,273 | $209.3K | 0.00% | +216+5.3% | Added |
| Argent Trust Co | 4,204 | $206.0K | 0.01% | +4,204 | New |
| Hancock Whitney Corp | 4,725 | $205.8K | 0.00% | +299+6.8% | Added |
| Guggenheim Capital LLC | 4,173 | $204.4K | 0.00% | −14,353−77.5% | Reduced |
| Freestone Grove Partners LP | 3,596 | $176.2K | 0.00% | −10,157−73.9% | Reduced |
| Quadrant Capital Group LLC | 3,232 | $158.3K | 0.00% | −114−3.4% | Reduced |
| Royal Bank of Canada | 2,969 | $146.0K | 0.00% | −1,450−32.8% | Reduced |
| Assetmark, Inc | 2,560 | $125.4K | 0.00% | +2,502+4,313.8% | Added |
| KBC Group NV | 2,090 | $102.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,861 | $91.2K | 0.00% | +1,803+3,108.6% | Added |
| OV Management LLC | 1,663 | $81.5K | 0.17% | −7,340−81.5% | Reduced |
| GAMMA Investing LLC | 1,651 | $80.9K | 0.00% | +76+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,626 | $79.7K | 0.01% | +647+66.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,286 | $63.0K | 0.00% | +342+36.2% | Added |
| CWM, LLC | 1,226 | $60.1K | 0.00% | −44−3.5% | Reduced |
| Signaturefd, LLC | 1,226 | $60.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 954 | $47.1K | 0.00% | −777−44.9% | Reduced |
| Group One Trading, L.P. | 909 | $44.5K | 0.00% | +909 | New |
| Strive Financial Group ,LLC | 757 | $37.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 708 | $35.0K | 0.02% | +54+8.3% | Added |
| Salomon & Ludwin, LLC | 679 | $31.5K | 0.00% | +289+74.1% | Added |
| Hantz Financial Services, Inc. | 571 | $28.0K | 0.00% | +244+74.6% | Added |
| US Bancorp | 550 | $26.9K | 0.00% | +33+6.4% | Added |
| South State Corp. | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 455 | $22.3K | 0.00% | +129+39.6% | Added |
| Public Employees Retirement System of Ohio | 448 | $21.9K | 0.00% | −15−3.2% | Reduced |
| Farther Finance Advisors, LLC | 434 | $20.3K | 0.00% | −117−21.2% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $19.6K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 391 | $19.2K | 0.00% | −5−1.3% | Reduced |
| Basecamp Wealth Advisors LLC | 334 | $16.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 324 | $15.9K | 0.00% | +195+151.2% | Added |
| Los Angeles Capital Management LLC | 308 | $15.1K | 0.00% | −11,081−97.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 306 | $15.0K | 0.00% | +218+247.7% | Added |
| Mather Group, LLC. | 287 | $14.1K | 0.00% | +287 | New |
| Umb Bank N A | 285 | $14.0K | 0.00% | +62+27.8% | Added |
| Allworth Financial LP | 280 | $13.7K | 0.00% | −6−2.1% | Reduced |
| Whittier Trust Co | 251 | $12.1K | 0.00% | −141−36.0% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $9.21K | 0.00% | +45+31.5% | Added |
| Clearstead Advisors, LLC | 183 | $8.97K | 0.00% | −2,236−92.4% | Reduced |
| IFP Advisors, Inc | 168 | $8.23K | 0.00% | +94+127.0% | Added |
| Truvestments Capital LLC | 152 | $7.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $5.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 102 | $5.00K | 0.00% | +22+27.5% | Added |
| Versant Capital Management, Inc | 87 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $4.16K | 0.00% | −5−5.6% | Reduced |
| Root Financial Partners, LLC | 77 | $3.77K | 0.00% | +16+26.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 74 | $3.63K | 0.00% | +74 | New |
| Sound Income Strategies, LLC | 75 | $3.52K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 66 | $3.23K | 0.00% | +2+3.1% | Added |
| Parallel Advisors, LLC | 63 | $3.09K | 0.00% | −73−53.7% | Reduced |
| Massmutual Trust Co FSB | 62 | $3.04K | 0.00% | −42−40.4% | Reduced |
| Highline Wealth Partners LLC | 55 | $2.69K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 54 | $2.65K | 0.00% | +54 | New |
| Central Trust Co | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 53 | $2.60K | 0.00% | +53 | New |
| Financial Network Wealth Advisors LLC | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38 | $1.86K | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 35 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $1.67K | 0.00% | −10−22.7% | Reduced |
| Advisory Services Network, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 29 | $1.42K | 0.00% | +2+7.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.32K | 0.00% | +27 | New |
| Rossby Financial, LCC | 28 | $1.31K | 0.00% | +28 | New |
| Quarry LP | 26 | $1.27K | 0.00% | −507−95.1% | Reduced |
| 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 |
| Godfrey Financial Associates, Inc. | 18 | $882 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $833 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $735 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 11 | $539 | 0.00% | +7+175.0% | Added |
| Ankerstar Wealth, LLC | 9 | $441 | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 7 | $343 | 0.00% | −97−93.3% | Reduced |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $245 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $245 | 0.00% | +5 | New |