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, Q2 2026
Institutional positions in Calix, Inc as of Jun 30, 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
- 287
- −20 vs. Q1 2026
- Shares held
- 59.9M
- +291.9K (+0.5%) vs. Q1 2026
- Total value
- $2.27B
- −$660.8M (−22.5%) vs. Q1 2026
- New holders
- 38
- 106 more added
- Sold out
- 58
- 114 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,775,490 | $439.5M | 0.01% | +622,087+5.6% | Added |
| Vanguard Portfolio Management LLC | 5,588,048 | $208.5M | 0.01% | +54,294+1.0% | Added |
| Alliancebernstein L.P. | 3,248,412 | $159.1M | 0.06% | −2,716−0.1% | Reduced |
| State Street Corp | 2,915,560 | $108.8M | 0.00% | +313,227+12.0% | Added |
| Vanguard Capital Management LLC | 2,587,424 | $96.6M | 0.00% | −99,101−3.7% | Reduced |
| Geode Capital Management, LLC | 1,481,595 | $55.3M | 0.00% | +45,889+3.2% | Added |
| Westfield Capital Management Co LP | 1,324,534 | $49.4M | 0.16% | −221,567−14.3% | Reduced |
| Dimensional Fund Advisors LP | 1,309,436 | $48.9M | 0.01% | +90,941+7.5% | Added |
| Acadian Asset Management LLC | 1,241,622 | $46.3M | 0.05% | +441,292+55.1% | Added |
| Citadel Advisors LLC | 1,208,764 | $45.1M | 0.03% | +780,566+182.3% | Added |
| Paradigm Capital Management Inc | 997,134 | $37.2M | 1.01% | +228,934+29.8% | Added |
| Arrowstreet Capital, Limited Partnership | 875,837 | $32.7M | 0.01% | +324,687+58.9% | Added |
| UBS Group AG | 857,360 | $32.0M | 0.01% | +212,115+32.9% | Added |
| Loomis Sayles & Co L P | 784,798 | $29.3M | 0.04% | −55,399−6.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 753,302 | $28.1M | 0.03% | +56,447+8.1% | Added |
| Jane Street Group, LLC | 718,768 | $26.8M | 0.02% | +366,823+104.2% | Added |
| Two Sigma Investments, LP | 703,911 | $26.3M | 0.02% | +542,456+336.0% | Added |
| Millennium Management LLC | 698,620 | $26.1M | 0.02% | −1,205,352−63.3% | Reduced |
| Charles Schwab Investment Management Inc | 696,967 | $26.0M | 0.00% | +15,013+2.2% | Added |
| Nomura Asset Management International Inc. | 659,563 | $24.6M | 0.04% | +102,568+18.4% | Added |
| Northern Trust Corp | 642,151 | $24.0M | 0.00% | +32,409+5.3% | Added |
| Gilder Gagnon Howe & Co LLC | 580,323 | $21.7M | 0.22% | −198,769−25.5% | Reduced |
| Bank of America Corp | 560,034 | $20.9M | 0.00% | −190,083−25.3% | Reduced |
| Renaissance Technologies LLC | 548,118 | $20.5M | 0.03% | +4,700+0.9% | Added |
| Morgan Stanley | 524,882 | $19.6M | 0.00% | −187,331−26.3% | Reduced |
| Wellington Management Group LLP | 519,153 | $19.4M | 0.00% | −15,364−2.9% | Reduced |
| HRT Financial LP | 517,152 | $19.3M | 0.04% | +434,227+523.6% | Added |
| Rockefeller Capital Management L.P. | 466,594 | $17.4M | 0.03% | +167,007+55.7% | Added |
| Trigran Investments, Inc. | 442,008 | $16.5M | 3.03% | +442,008 | New |
| Harvey Partners, LLC | 420,500 | $15.7M | 1.09% | −152,000−26.6% | Reduced |
| Vanguard Fiduciary Trust Co | 417,114 | $15.6M | 0.00% | −1,325−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 409,082 | $15.3M | 0.01% | +388,005+1,840.9% | Added |
| Oberweis Asset Management Inc | 402,230 | $15.0M | 0.31% | +67,200+20.1% | Added |
| Alyeska Investment Group, L.P. | 400,088 | $14.9M | 0.04% | +400,088 | New |
| Divisar Capital Management LLC | 395,163 | $14.7M | 3.40% | +55,000+16.2% | Added |
| Principal Financial Group Inc | 393,019 | $14.7M | 0.01% | −2,314−0.6% | Reduced |
| Penn Capital Management Co Inc | 388,239 | $14.5M | 0.92% | +9,675+2.6% | Added |
| Nuveen, LLC | 366,953 | $13.7M | 0.00% | −65,991−15.2% | Reduced |
| Mackenzie Financial Corp | 323,524 | $12.1M | 0.01% | +251,065+346.5% | Added |
| Federated Hermes, Inc. | 322,879 | $12.0M | 0.02% | +5,741+1.8% | Added |
| Bank of New York Mellon Corp | 321,827 | $12.0M | 0.00% | −65,633−16.9% | Reduced |
| Man Group plc | 317,967 | $11.9M | 0.02% | +37,654+13.4% | Added |
| Invesco Ltd. | 313,311 | $11.7M | 0.00% | +40,460+14.8% | Added |
| Goldman Sachs Group Inc | 304,086 | $11.3M | 0.00% | −3,382−1.1% | Reduced |
| Trexquant Investment LP | 299,603 | $11.2M | 0.07% | −129,764−30.2% | Reduced |
| Needham Investment Management LLC | 275,000 | $10.3M | 0.31% | +275,000 | New |
| Qube Research & Technologies Ltd | 269,329 | $10.1M | 0.01% | +58,293+27.6% | Added |
| Deutsche Bank AG | 266,222 | $9.94M | 0.00% | +13,199+5.2% | Added |
| FMR LLC | 263,002 | $9.82M | 0.00% | +128,494+95.5% | Added |
| New York State Common Retirement Fund | 250,462 | $9.35M | 0.01% | −39,323−13.6% | Reduced |
| Los Angeles Capital Management LLC | 237,250 | $8.85M | 0.03% | +236,942+76,929.2% | Added |
| Russell Investments Group, Ltd. | 238,828 | $8.77M | 0.01% | +46,041+23.9% | Added |
| BNP Paribas Arbitrage, SA | 230,099 | $8.59M | 0.00% | +215,008+1,424.7% | Added |
| Westerly Capital Management, LLC | 205,000 | $7.65M | 1.41% | +205,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 202,137 | $7.54M | 0.01% | −22,365−10.0% | Reduced |
| Public Sector Pension Investment Board | 199,366 | $7.44M | 0.02% | −16,443−7.6% | Reduced |
| SEI Investments Co | 189,891 | $7.09M | 0.01% | −79,429−29.5% | Reduced |
| JPMorgan Chase & Co | 184,038 | $6.73M | 0.00% | +85,575+86.9% | Added |
| Panagora Asset Management Inc | 171,717 | $6.41M | 0.02% | +6,096+3.7% | Added |
| Penserra Capital Management LLC | 170,796 | $6.37M | 0.05% | −4,533−2.6% | Reduced |
| Defiance ETFs, LLC | 170,796 | $6.33M | 0.09% | −4,533−2.6% | Reduced |
| HighTower Advisors, LLC | 164,210 | $6.13M | 0.01% | +45,081+37.8% | Added |
| G2 Investment Partners Management LLC | 160,000 | $5.97M | 1.09% | −542−0.3% | Reduced |
| UBS Asset Management Americas Inc | 143,750 | $5.36M | 0.00% | −13,830−8.8% | Reduced |
| Tudor Investment Corp Et Al | 142,647 | $5.32M | 0.02% | +77,845+120.1% | Added |
| Legal & General Group Plc | 139,848 | $5.22M | 0.00% | −12,177−8.0% | Reduced |
| Rhumbline Advisers | 136,537 | $5.10M | 0.00% | −22,499−14.1% | Reduced |
| Swiss National Bank | 116,700 | $4.36M | 0.00% | −7,800−6.3% | Reduced |
| First Trust Advisors LP | 115,623 | $4.32M | 0.00% | +58,906+103.9% | Added |
| Formula Growth Ltd | 115,000 | $4.29M | 1.51% | +77,000+202.6% | Added |
| Natixis | 112,148 | $4.19M | 0.02% | +112,148 | New |
| North Star Asset Management Inc | 111,554 | $4.16M | 0.16% | +12,089+12.2% | Added |
| XTX Topco Ltd | 110,725 | $4.13M | 0.05% | +48,378+77.6% | Added |
| AQR Capital Management LLC | 106,088 | $3.84M | 0.00% | +67,378+174.1% | Added |
| Squarepoint Ops LLC | 95,753 | $3.57M | 0.01% | −363,049−79.1% | Reduced |
| Ameriprise Financial Inc | 94,773 | $3.54M | 0.00% | −9,062−8.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 93,685 | $3.50M | 0.07% | +21,399+29.6% | Added |
| Thompson Investment Management, Inc. | 91,940 | $3.43M | 0.39% | +47,100+105.0% | Added |
| Holocene Advisors, LP | 91,555 | $3.42M | 0.01% | +81,073+773.4% | Added |
| Engineers Gate Manager LP | 83,602 | $3.12M | 0.04% | −45,939−35.5% | Reduced |
| Marathon Capital Management | 83,555 | $3.12M | 0.63% | +1,800+2.2% | Added |
| Price T Rowe Associates Inc | 77,764 | $2.90M | 0.00% | +11,013+16.5% | Added |
| California State Teachers Retirement System | 74,297 | $2.77M | 0.00% | −2,047−2.7% | Reduced |
| Envestnet Asset Management Inc | 72,704 | $2.71M | 0.00% | −25,306−25.8% | Reduced |
| Bessemer Group Inc | 64,191 | $2.40M | 0.00% | −181−0.3% | Reduced |
| Algert Global LLC | 60,350 | $2.25M | 0.03% | +60,350 | New |
| Prudential Financial Inc | 60,319 | $2.25M | 0.00% | −3,915−6.1% | Reduced |
| Boothbay Fund Management, LLC | 59,539 | $2.22M | 0.04% | +20,673+53.2% | Added |
| Jacobs Levy Equity Management, Inc | 57,472 | $2.14M | 0.01% | −164,410−74.1% | Reduced |
| Wells Fargo & Company | 56,571 | $2.11M | 0.00% | +26,110+85.7% | Added |
| Lazard Asset Management LLC | 56,174 | $2.10M | 0.00% | +56,174 | New |
| Brevan Howard Capital Management LP | 55,038 | $2.05M | 0.03% | +55,038 | New |
| Allianz Asset Management GmbH | 53,144 | $1.98M | 0.00% | −100,516−65.4% | Reduced |
| Vanguard Asset Management, Ltd | 52,923 | $1.98M | 0.00% | −1,660−3.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,632 | $1.78M | 0.00% | +10,417+28.0% | Added |
| Connors Investor Services Inc | 47,631 | $1.78M | 0.15% | −10,737−18.4% | Reduced |
| New York State Teachers Retirement System | 47,600 | $1.78M | 0.00% | −11,841−19.9% | Reduced |
| Great West Life Assurance Co | 45,774 | $1.71M | 0.00% | −4,434−8.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,318 | $1.69M | 0.03% | +4,945+12.2% | Added |
| Virginia Retirement Systems Et Al | 43,983 | $1.64M | 0.01% | +12,100+38.0% | Added |