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