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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 60,319 | $2.25M | 0.00% | −3,915−6.1% | Reduced |
| Algert Global LLC | 60,350 | $2.25M | 0.03% | +60,350 | New |
| Bessemer Group Inc | 64,191 | $2.40M | 0.00% | −181−0.3% | Reduced |
| Envestnet Asset Management Inc | 72,704 | $2.71M | 0.00% | −25,306−25.8% | Reduced |
| California State Teachers Retirement System | 74,297 | $2.77M | 0.00% | −2,047−2.7% | Reduced |
| Price T Rowe Associates Inc | 77,764 | $2.90M | 0.00% | +11,013+16.5% | Added |
| Marathon Capital Management | 83,555 | $3.12M | 0.63% | +1,800+2.2% | Added |
| Engineers Gate Manager LP | 83,602 | $3.12M | 0.04% | −45,939−35.5% | Reduced |
| Holocene Advisors, LP | 91,555 | $3.42M | 0.01% | +81,073+773.4% | Added |
| Thompson Investment Management, Inc. | 91,940 | $3.43M | 0.39% | +47,100+105.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 93,685 | $3.50M | 0.07% | +21,399+29.6% | Added |
| Ameriprise Financial Inc | 94,773 | $3.54M | 0.00% | −9,062−8.7% | Reduced |
| Squarepoint Ops LLC | 95,753 | $3.57M | 0.01% | −363,049−79.1% | Reduced |
| AQR Capital Management LLC | 106,088 | $3.84M | 0.00% | +67,378+174.1% | Added |
| XTX Topco Ltd | 110,725 | $4.13M | 0.05% | +48,378+77.6% | Added |
| North Star Asset Management Inc | 111,554 | $4.16M | 0.16% | +12,089+12.2% | Added |
| Natixis | 112,148 | $4.19M | 0.02% | +112,148 | New |
| Formula Growth Ltd | 115,000 | $4.29M | 1.51% | +77,000+202.6% | Added |
| First Trust Advisors LP | 115,623 | $4.32M | 0.00% | +58,906+103.9% | Added |
| Swiss National Bank | 116,700 | $4.36M | 0.00% | −7,800−6.3% | Reduced |
| Rhumbline Advisers | 136,537 | $5.10M | 0.00% | −22,499−14.1% | Reduced |
| Legal & General Group Plc | 139,848 | $5.22M | 0.00% | −12,177−8.0% | Reduced |
| Tudor Investment Corp Et Al | 142,647 | $5.32M | 0.02% | +77,845+120.1% | Added |
| UBS Asset Management Americas Inc | 143,750 | $5.36M | 0.00% | −13,830−8.8% | Reduced |
| G2 Investment Partners Management LLC | 160,000 | $5.97M | 1.09% | −542−0.3% | Reduced |
| HighTower Advisors, LLC | 164,210 | $6.13M | 0.01% | +45,081+37.8% | Added |
| Defiance ETFs, LLC | 170,796 | $6.33M | 0.09% | −4,533−2.6% | Reduced |
| Penserra Capital Management LLC | 170,796 | $6.37M | 0.05% | −4,533−2.6% | Reduced |
| Panagora Asset Management Inc | 171,717 | $6.41M | 0.02% | +6,096+3.7% | Added |
| JPMorgan Chase & Co | 184,038 | $6.73M | 0.00% | +85,575+86.9% | Added |
| SEI Investments Co | 189,891 | $7.09M | 0.01% | −79,429−29.5% | Reduced |
| Public Sector Pension Investment Board | 199,366 | $7.44M | 0.02% | −16,443−7.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 202,137 | $7.54M | 0.01% | −22,365−10.0% | Reduced |
| Westerly Capital Management, LLC | 205,000 | $7.65M | 1.41% | +205,000 | New |
| BNP Paribas Arbitrage, SA | 230,099 | $8.59M | 0.00% | +215,008+1,424.7% | Added |
| Russell Investments Group, Ltd. | 238,828 | $8.77M | 0.01% | +46,041+23.9% | Added |
| Los Angeles Capital Management LLC | 237,250 | $8.85M | 0.03% | +236,942+76,929.2% | Added |
| New York State Common Retirement Fund | 250,462 | $9.35M | 0.01% | −39,323−13.6% | Reduced |
| FMR LLC | 263,002 | $9.82M | 0.00% | +128,494+95.5% | Added |
| Deutsche Bank AG | 266,222 | $9.94M | 0.00% | +13,199+5.2% | Added |
| Qube Research & Technologies Ltd | 269,329 | $10.1M | 0.01% | +58,293+27.6% | Added |
| Needham Investment Management LLC | 275,000 | $10.3M | 0.31% | +275,000 | New |
| Trexquant Investment LP | 299,603 | $11.2M | 0.07% | −129,764−30.2% | Reduced |
| Goldman Sachs Group Inc | 304,086 | $11.3M | 0.00% | −3,382−1.1% | Reduced |
| Invesco Ltd. | 313,311 | $11.7M | 0.00% | +40,460+14.8% | Added |
| Man Group plc | 317,967 | $11.9M | 0.02% | +37,654+13.4% | Added |
| Bank of New York Mellon Corp | 321,827 | $12.0M | 0.00% | −65,633−16.9% | Reduced |
| Federated Hermes, Inc. | 322,879 | $12.0M | 0.02% | +5,741+1.8% | Added |
| Mackenzie Financial Corp | 323,524 | $12.1M | 0.01% | +251,065+346.5% | Added |
| Nuveen, LLC | 366,953 | $13.7M | 0.00% | −65,991−15.2% | Reduced |
| Penn Capital Management Co Inc | 388,239 | $14.5M | 0.92% | +9,675+2.6% | Added |
| Principal Financial Group Inc | 393,019 | $14.7M | 0.01% | −2,314−0.6% | Reduced |
| Divisar Capital Management LLC | 395,163 | $14.7M | 3.40% | +55,000+16.2% | Added |
| Alyeska Investment Group, L.P. | 400,088 | $14.9M | 0.04% | +400,088 | New |
| Oberweis Asset Management Inc | 402,230 | $15.0M | 0.31% | +67,200+20.1% | Added |
| D. E. Shaw & Co., Inc. | 409,082 | $15.3M | 0.01% | +388,005+1,840.9% | Added |
| Vanguard Fiduciary Trust Co | 417,114 | $15.6M | 0.00% | −1,325−0.3% | Reduced |
| Harvey Partners, LLC | 420,500 | $15.7M | 1.09% | −152,000−26.6% | Reduced |
| Trigran Investments, Inc. | 442,008 | $16.5M | 3.03% | +442,008 | New |
| Rockefeller Capital Management L.P. | 466,594 | $17.4M | 0.03% | +167,007+55.7% | Added |
| HRT Financial LP | 517,152 | $19.3M | 0.04% | +434,227+523.6% | Added |
| Wellington Management Group LLP | 519,153 | $19.4M | 0.00% | −15,364−2.9% | Reduced |
| Morgan Stanley | 524,882 | $19.6M | 0.00% | −187,331−26.3% | Reduced |
| Renaissance Technologies LLC | 548,118 | $20.5M | 0.03% | +4,700+0.9% | Added |
| Bank of America Corp | 560,034 | $20.9M | 0.00% | −190,083−25.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 580,323 | $21.7M | 0.22% | −198,769−25.5% | Reduced |
| Northern Trust Corp | 642,151 | $24.0M | 0.00% | +32,409+5.3% | Added |
| Nomura Asset Management International Inc. | 659,563 | $24.6M | 0.04% | +102,568+18.4% | Added |
| Charles Schwab Investment Management Inc | 696,967 | $26.0M | 0.00% | +15,013+2.2% | Added |
| Millennium Management LLC | 698,620 | $26.1M | 0.02% | −1,205,352−63.3% | Reduced |
| Two Sigma Investments, LP | 703,911 | $26.3M | 0.02% | +542,456+336.0% | Added |
| Jane Street Group, LLC | 718,768 | $26.8M | 0.02% | +366,823+104.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 753,302 | $28.1M | 0.03% | +56,447+8.1% | Added |
| Loomis Sayles & Co L P | 784,798 | $29.3M | 0.04% | −55,399−6.6% | Reduced |
| UBS Group AG | 857,360 | $32.0M | 0.01% | +212,115+32.9% | Added |
| Arrowstreet Capital, Limited Partnership | 875,837 | $32.7M | 0.01% | +324,687+58.9% | Added |
| Paradigm Capital Management Inc | 997,134 | $37.2M | 1.01% | +228,934+29.8% | Added |
| Citadel Advisors LLC | 1,208,764 | $45.1M | 0.03% | +780,566+182.3% | Added |
| Acadian Asset Management LLC | 1,241,622 | $46.3M | 0.05% | +441,292+55.1% | Added |
| Dimensional Fund Advisors LP | 1,309,436 | $48.9M | 0.01% | +90,941+7.5% | Added |
| Westfield Capital Management Co LP | 1,324,534 | $49.4M | 0.16% | −221,567−14.3% | Reduced |
| Geode Capital Management, LLC | 1,481,595 | $55.3M | 0.00% | +45,889+3.2% | Added |
| Vanguard Capital Management LLC | 2,587,424 | $96.6M | 0.00% | −99,101−3.7% | Reduced |
| State Street Corp | 2,915,560 | $108.8M | 0.00% | +313,227+12.0% | Added |
| Alliancebernstein L.P. | 3,248,412 | $159.1M | 0.06% | −2,716−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 5,588,048 | $208.5M | 0.01% | +54,294+1.0% | Added |
| BlackRock, Inc. | 11,775,490 | $439.5M | 0.01% | +622,087+5.6% | Added |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −529,875−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −513,814−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −173,749−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −157,399−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −121,245−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −118,200−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −85,456−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −75,751−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −56,408−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,321−100.0% | Sold out |
| OpenArc Corporate Advisory, LLC | 0 | $0 | 0.00% | −42,614−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −36,448−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −30,176−100.0% | Sold out |