Skip to main content

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.

Q2 2026 vs. Q1 2026

How the institutions holding Calix, Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of CALX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3103287−20
Shares59.7M48.0K59.9M+291.9K (+0.5%)
Value$2.94B$2.35M$2.27B−$660.8M (−22.5%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Calix, Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to CALX in Q2 2026
InstitutionSharesValue% of portfolio
Trigran Investments, Inc.442,008$16.5M3.03%
Alyeska Investment Group, L.P.400,088$14.9M0.04%
Needham Investment Management LLC275,000$10.3M0.31%
Westerly Capital Management, LLC205,000$7.65M1.41%
Natixis112,148$4.19M0.02%
Algert Global LLC60,350$2.25M0.03%
Lazard Asset Management LLC56,174$2.10M0.00%
Brevan Howard Capital Management LP55,038$2.05M0.03%
Nordea Investment Management AB41,134$1.49M0.00%
Jefferies Financial Group Inc.30,400$1.13M0.01%
EntryPoint Capital, LLC29,254$1.09M0.26%
Jupiter Topco LLC27,234$1.02M0.00%
Park Avenue Securities LLC26,990$1.01M0.01%
Quadrature Capital Ltd26,438$986.7K0.01%
Horizon Investments, LLC19,936$744.0K0.01%
Marshall Wace, LLP14,126$527.2K0.00%
Occudo Quantitative Strategies LP13,774$514.0K0.03%
Mitsubishi UFJ Trust & Banking Corp12,272$458.0K0.00%
Jain Global LLC11,185$417.4K0.00%
Campbell & CO Investment Adviser LLC10,738$400.7K0.02%
Bridgefront Capital, LLC6,331$236.3K0.06%
SummitTX Capital, L.P.5,776$215.6K0.01%
Nykredit A/S2,814$105.0K0.00%
Harbor Investment Advisory, LLC840$31.3K0.00%
Advisors Asset Management, Inc.661$24.7K0.00%
Optiver Holding B.V.544$20.3K0.00%
Bayforest Capital Ltd289$10.8K0.01%
SRS Capital Advisors, Inc.226$8.43K0.00%
Fulcrum Asset Management LLP144$5.19K0.00%
Plante Moran Financial Advisors, LLC13$4850.00%
Action Point Financial Planning, LLC10$3360.00%
Creative Capital Management Investments LLC4$1490.00%
Davis Capital Management3$1120.00%
Strengthening Families & Communities, LLC3$1120.00%
HFM Investment Advisors, LLC1$380.00%
LRI Investments, LLC1$370.00%
Evolution Advisers, Inc.6$00.00%
Navigoe, LLC1$00.00%

Sold out (58)

Institutions that held Calix, Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of CALX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Artisan Partners Limited Partnership529,875$26.0M
Point72 Asset Management, L.P.513,814$25.2M
Polar Asset Management Partners Inc.173,749$8.51M
SG Capital Management LLC157,399$7.71M
Lord, Abbett & Co. LLC121,245$5.94M
Nearwater Capital Markets, Ltd118,200$5.79M
Counterpoint Mutual Funds LLC85,456$4.19M
Edgestream Partners, L.P.75,751$3.71M
Blackstone Group Inc.56,408$2.76M
ExodusPoint Capital Management, LP52,321$2.56M
OpenArc Corporate Advisory, LLC42,614$2.09M
Jackson Creek Investment Advisors LLC36,448$1.79M
Gotham Asset Management, LLC30,176$1.48M
Stifel Financial Corp26,394$1.29M
Integrated Quantitative Investments LLC23,363$1.14M
STRS Ohio20,600$1.01M
Meeder Asset Management Inc19,934$976.6K
Elo Mutual Pension Insurance Co18,387$900.8K
Captrust Financial Advisors14,824$726.2K
Allstate Corp14,033$687.5K
Landscape Capital Management, L.L.C.11,484$562.6K
Resona Asset Management Co.,Ltd.10,385$508.8K
Cetera Investment Advisers9,738$477.1K
Portside Wealth Group, LLC9,483$464.6K
Graham Capital Management, L.P.9,107$446.2K
Yorktown Management & Research Co Inc9,000$440.9K
Atria Investments LLC8,945$438.2K
Pacer Advisors, Inc.8,255$404.0K
Swiss Life Asset Management Ltd7,472$366.1K
Neo Ivy Capital Management5,696$279.0K
Centiva Capital, LP5,695$279.0K
Virtu Financial LLC5,677$278.0K
JustInvest LLC5,568$272.8K
CI Private Wealth, LLC5,232$256.3K
Vise Technologies, Inc.4,524$239.5K
Inceptionr LLC4,799$235.1K
Capstone Investment Advisors, LLC4,623$226.5K
Crossmark Global Holdings, Inc.4,327$212.0K
Fred Alger Management, LLC4,275$209.4K
Argent Trust Co4,204$206.0K
Hancock Whitney Corp4,725$205.8K
Quadrant Capital Group LLC3,232$158.3K
Strive Financial Group ,LLC757$37.0K
Basecamp Wealth Advisors LLC334$16.4K
Truvestments Capital LLC152$7.45K
Root Financial Partners, LLC77$3.77K
Barrow Hanley Mewhinney & Strauss LLC74$3.63K
Sound Income Strategies, LLC75$3.52K
Rachor Investment Advisory Services, LLC66$3.23K
Twin Peaks Wealth Advisors, LLC54$2.65K
Financial Network Wealth Advisors LLC44$2.16K
Raleigh Capital Management Inc.38$1.86K
Advisory Services Network, LLC30$1.47K
Vermillion Wealth Management, Inc.5$245
Annis Gardner Whiting Capital Advisors, LLC5$245
MAI Capital Management4$196
Abound Wealth Management4$196
Dunhill Financial, LLC1$67

Not filed for Q2 2026 yet (3)

Institutions that held Calix, Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CALX in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC27,234$1.33M
Gibbs Wealth Management19,542$957.4K
CWM, LLC1,226$60.1K