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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| CVA Family Office, LLC | 1 | $37 | 0.00% | −5−83.3% | Reduced |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $37 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $38 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $75 | 0.00% | −4−66.7% | Reduced |
| Davis Capital Management | 3 | $112 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $112 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $149 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $149 | 0.00% | +4 | New |
| Owl Creek Wealth Partners LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $224 | 0.00% | −5−45.5% | Reduced |
| Trust Co | 6 | $224 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $336 | 0.00% | +2+28.6% | Added |
| Action Point Financial Planning, LLC | 10 | $336 | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 11 | $411 | 0.00% | +2+22.2% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $485 | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 14 | $523 | 0.00% | −21−60.0% | Reduced |
| Parkside Financial Bank & Trust | 14 | $524 | 0.00% | −15−51.7% | Reduced |
| Manchester Capital Management LLC | 15 | $560 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $672 | 0.00% | −37−67.3% | Reduced |
| Godfrey Financial Associates, Inc. | 18 | $672 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $747 | 0.00% | +18+900.0% | Added |
| Fortitude Family Office, LLC | 22 | $821 | 0.00% | −12−35.3% | Reduced |
| Rossby Financial, LCC | 23 | $858 | 0.00% | −5−17.9% | Reduced |
| Creative Financial Designs Inc | 23 | $858 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $1.08K | 0.00% | −24−45.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $1.79K | 0.00% | −5−9.4% | Reduced |
| SBI Securities Co., Ltd. | 49 | $1.83K | 0.00% | +32+188.2% | Added |
| Quarry LP | 51 | $1.90K | 0.00% | +25+96.2% | Added |
| Hantz Financial Services, Inc. | 56 | $2.00K | 0.00% | −515−90.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 58 | $2.17K | 0.00% | −1,803−96.9% | Reduced |
| Essential Partners LLC | 60 | $2.24K | 0.00% | +59+5,900.0% | Added |
| Massmutual Trust Co FSB | 62 | $2.31K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $2.39K | 0.00% | −221−77.5% | Reduced |
| Parallel Advisors, LLC | 69 | $2.58K | 0.00% | +6+9.5% | Added |
| Salomon & Ludwin, LLC | 73 | $2.71K | 0.00% | −606−89.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $3.28K | 0.00% | −218−71.2% | Reduced |
| Private Wealth Management Group, LLC | 89 | $3.32K | 0.00% | −33−27.0% | Reduced |
| Group One Trading, L.P. | 102 | $3.81K | 0.00% | −807−88.8% | Reduced |
| Rothschild Investment LLC | 102 | $3.81K | 0.00% | +17+20.0% | Added |
| Versant Capital Management, Inc | 112 | $4.18K | 0.00% | +25+28.7% | Added |
| Bare Financial Services, Inc | 118 | $4.40K | 0.00% | +16+15.7% | Added |
| Farther Finance Advisors, LLC | 130 | $4.84K | 0.00% | −304−70.0% | Reduced |
| Fulcrum Asset Management LLP | 144 | $5.19K | 0.00% | +144 | New |
| Crewe Advisors LLC | 149 | $5.56K | 0.00% | −306−67.3% | Reduced |
| IFP Advisors, Inc | 168 | $6.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 185 | $6.91K | 0.00% | −3−1.6% | Reduced |
| Hillsdale Investment Management Inc. | 200 | $7.46K | 0.00% | −86,140−99.8% | Reduced |
| Sterling Capital Management LLC | 208 | $7.76K | 0.00% | −183−46.8% | Reduced |
| SRS Capital Advisors, Inc. | 226 | $8.43K | 0.00% | +226 | New |
| Pinnacle Wealth Planning Services, Inc. | 248 | $9.26K | 0.00% | −1,378−84.7% | Reduced |
| Whittier Trust Co | 251 | $9.66K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 287 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 289 | $10.8K | 0.01% | +289 | New |
| Clearstead Advisors, LLC | 347 | $13.0K | 0.00% | +164+89.6% | Added |
| Allworth Financial LP | 359 | $13.4K | 0.00% | +79+28.2% | Added |
| Tower View Investment Management & Research LLC | 400 | $14.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 408 | $15.2K | 0.00% | +84+25.9% | Added |
| South State Corp. | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 525 | $19.6K | 0.00% | +77+17.2% | Added |
| Optiver Holding B.V. | 544 | $20.3K | 0.00% | +544 | New |
| Advisors Asset Management, Inc. | 661 | $24.7K | 0.00% | +661 | New |
| Caitong International Asset Management Co., Ltd | 711 | $26.5K | 0.00% | +688+2,991.3% | Added |
| Covestor Ltd | 780 | $29.0K | 0.02% | +72+10.2% | Added |
| Harbor Investment Advisory, LLC | 840 | $31.3K | 0.00% | +840 | New |
| GAMMA Investing LLC | 897 | $33.5K | 0.00% | −754−45.7% | Reduced |
| Smartleaf Asset Management LLC | 954 | $34.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,018 | $38.0K | 0.00% | +468+85.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,020 | $38.1K | 0.00% | −266−20.7% | Reduced |
| Signaturefd, LLC | 1,206 | $45.0K | 0.00% | −20−1.6% | Reduced |
| OV Management LLC | 1,652 | $61.7K | 0.12% | −11−0.7% | Reduced |
| Assetmark, Inc | 1,720 | $64.2K | 0.00% | −840−32.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,000 | $74.6K | 0.00% | −3,230−61.8% | Reduced |
| KBC Group NV | 2,090 | $78.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 2,814 | $105.0K | 0.00% | +2,814 | New |
| Ensign Peak Advisors, Inc | 3,363 | $125.5K | 0.00% | −1,200−26.3% | Reduced |
| Jones Financial Companies LLLP | 4,415 | $157.0K | 0.00% | +142+3.3% | Added |
| Freestone Grove Partners LP | 4,210 | $157.1K | 0.00% | +614+17.1% | Added |
| Royal Bank of Canada | 4,250 | $159.0K | 0.00% | +1,281+43.1% | Added |
| Nisa Investment Advisors, LLC | 4,362 | $162.8K | 0.00% | +89+2.1% | Added |
| Ameritas Investment Partners, Inc. | 5,378 | $200.7K | 0.01% | +449+9.1% | Added |
| Mercer Global Advisors Inc | 5,412 | $202.0K | 0.00% | −886−14.1% | Reduced |
| DRW Securities, LLC | 5,448 | $203.3K | 0.01% | −1,169−17.7% | Reduced |
| Divisadero Street Capital Management, LP | 5,670 | $211.6K | 0.00% | −300,000−98.1% | Reduced |
| LVW Advisors, LLC | 5,689 | $212.3K | 0.02% | −3,107−35.3% | Reduced |
| SummitTX Capital, L.P. | 5,776 | $215.6K | 0.01% | +5,776 | New |
| Xponance, Inc. | 5,870 | $219.1K | 0.00% | +214+3.8% | Added |
| Enterprise Financial Services Corp | 6,082 | $227.0K | 0.09% | 00.0% | Unchanged |
| Winton Group Ltd | 6,300 | $235.1K | 0.01% | −22,159−77.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,324 | $236.0K | 0.02% | −59−0.9% | Reduced |
| Bridgefront Capital, LLC | 6,331 | $236.3K | 0.06% | +6,331 | New |
| Cornerstone Investment Partners, LLC | 6,636 | $247.7K | 0.01% | −318−4.6% | Reduced |
| Mutual of America Capital Management LLC | 6,648 | $248.1K | 0.00% | −254−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,035 | $263.0K | 0.00% | 00.0% | Unchanged |