CalixCALX

13F holders, Q2 2026 (June 30)
287holders −23
36new positions
58sold out
6famous investors
$37.94avg. 13F price*

At the end of Q2 2026, 287 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 23 from Q1 2026. 36 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($439.5M), Vanguard Portfolio Management LLC ($208.5M) and Alliancebernstein L.P. ($159.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Calix Inc.
CUSIP
13100M509
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 260Q1 2024Q2 2024: 254Q2 2024Q3 2024: 241Q3 2024Q4 2024: 253Q4 2024Q1 2025: 260Q1 2025Q2 2025: 295Q2 2025Q3 2025: 314Q3 2025Q4 2025: 332Q4 2025Q1 2026: 310Q1 2026Q2 2026: 287Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions36$69.3M
Exits58$111.6M

All 13F filers, Q1 2026 → Q2 2026: 9,278,626 shares bought and 9,016,798 shares sold, net +261,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 287 holders

BlackRock, Inc. 0.01% Add +5.6% 11,775,490 $439.5M
Vanguard Portfolio Management LLC 0.01% Add +1.0% 5,588,048 $208.5M
Alliancebernstein L.P. 0.05% Reduce -0.1% 3,248,412 $159.1M
State Street Corp. 0.00% Add +12.0% 2,915,560 $108.8M
Vanguard Capital Management LLC 0.00% Reduce -3.7% 2,587,424 $96.6M
Geode Capital Management, LLC 0.00% Add +3.2% 1,481,595 $55.3M
Westfield Capital Management Co. LP 0.16% Reduce -14.3% 1,324,534 $49.4M
Dimensional Fund Advisors LP 0.01% Add +7.5% 1,309,436 $48.9M
Acadian Asset Management LLC 0.06% Add +55.1% 1,241,622 $46.3M
Citadel Advisors 0.03% Add +182.3% 1,208,764 $45.1M
Paradigm Capital Management Inc. 1.01% Add +29.8% 997,134 $37.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +58.9% 875,837 $32.7M
UBS Group AG 0.01% Add +32.9% 857,360 $32.0M
Loomis Sayles & Co. L P 0.04% Reduce -6.6% 784,798 $29.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +8.1% 753,302 $28.1M
Jane Street Group, LLC 0.02% Add +104.2% 718,768 $26.8M
Two Sigma Investments, LP 0.02% Add +336.0% 703,911 $26.3M
Millennium Management 0.02% Reduce -63.3% 698,620 $26.1M
Charles Schwab Investment Management Inc. 0.00% Add +2.2% 696,967 $26.0M
Nomura Asset Management International Inc. 0.04% Add +18.4% 659,563 $24.6M
Northern Trust Corp. 0.00% Add +5.3% 642,151 $24.0M
Gilder Gagnon Howe & Co. LLC 0.22% Reduce -25.5% 580,323 $21.7M
Bank of America Corp. 0.00% Reduce -25.3% 560,034 $20.9M
Renaissance Technologies 0.03% Add +0.9% 548,118 $20.5M
Morgan Stanley 0.00% Reduce -26.3% 524,882 $19.6M
Wellington Management Group LLP 0.00% Reduce -2.9% 519,153 $19.4M
HRT Financial LP 0.04% Add +523.6% 517,152 $19.3M
Rockefeller Capital Management L.P. 0.03% Add +55.8% 466,594 $17.4M
Trigran Investments, Inc. 3.03% New 442,008 $16.5M
Harvey Partners, LLC 1.09% Reduce -26.6% 420,500 $15.7M
Vanguard Fiduciary Trust Co. 0.00% Reduce -0.3% 417,114 $15.6M
D. E. Shaw & Co. 0.01% Add +1840.9% 409,082 $15.3M
Oberweis Asset Management Inc./ 0.31% Add +20.1% 402,230 $15.0M
Alyeska Investment Group, L.P. 0.04% New 400,088 $14.9M
Divisar Capital Management LLC 3.40% Add +16.2% 395,163 $14.7M
Principal Financial Group Inc. 0.01% Reduce -0.6% 393,019 $14.7M
Penn Capital Management Company, LLC 0.92% Add +2.6% 388,239 $14.5M
Nuveen, LLC 0.00% Reduce -15.2% 366,953 $13.7M
Mackenzie Financial Corp. 0.01% Add +346.5% 323,524 $12.1M
Federated Hermes, Inc. 0.02% Add +1.8% 322,879 $12.0M
Bank of New York Mellon Corp 0.00% Reduce -16.9% 321,827 $12.0M
Man Group plc 0.02% Add +13.4% 317,967 $11.9M
Invesco Ltd. 0.00% Add +14.8% 313,311 $11.7M
Goldman Sachs Group Inc. 0.00% Reduce -1.1% 304,086 $11.3M
Trexquant Investment LP 0.07% Reduce -30.2% 299,603 $11.2M
Needham Investment Management LLC 0.31% New 275,000 $10.3M
Qube Research & Technologies Ltd 0.01% Add +27.6% 269,329 $10.1M
Deutsche Bank AG 0.00% Add +5.2% 266,222 $9.9M
FMR LLC 0.00% Add +95.5% 263,002 $9.8M
New York State Common Retirement Fund 0.01% Reduce -13.6% 250,462 $9.3M
Los Angeles Capital Management LLC 0.03% Add +76929.2% 237,250 $8.9M
Russell Investments Group, Ltd. 0.01% Add +23.9% 238,828 $8.8M
BNP Paribas Financial Markets 0.00% Add +1424.7% 230,099 $8.6M
Westerly Capital Management, LLC 1.41% New 205,000 $7.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -10.0% 202,137 $7.5M
Public Sector Pension Investment Board 0.02% Reduce -7.6% 199,366 $7.4M
Sei Investments Co. 0.01% Reduce -29.5% 189,891 $7.1M
JPMorgan Chase & Co. 0.00% Add +86.9% 184,038 $6.7M
Panagora Asset Management Inc. 0.02% Add +3.7% 171,717 $6.4M
Penserra Capital Management LLC 0.05% Reduce -2.6% 170,796 $6.4M
Defiance ETFs, LLC 0.09% Reduce -2.6% 170,796 $6.3M
HighTower Advisors, LLC 0.01% Add +37.8% 164,210 $6.1M
G2 Investment Partners Management LLC 1.09% Reduce -0.3% 160,000 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.8% 143,750 $5.4M
Tudor Investment Corporation 0.02% Add +120.1% 142,647 $5.3M
Legal & General Group Plc 0.00% Reduce -8.0% 139,848 $5.2M
Rhumbline Advisers 0.00% Reduce -14.2% 136,537 $5.1M
Swiss National Bank 0.00% Reduce -6.3% 116,700 $4.4M
First Trust Advisors LP 0.00% Add +103.9% 115,623 $4.3M
Formula Growth Ltd. 1.51% Add +202.6% 115,000 $4.3M
Natixis 0.02% New 112,148 $4.2M
North Star Asset Management Inc. 0.16% Add +12.2% 111,554 $4.2M
XTX Topco Ltd 0.05% Add +77.6% 110,725 $4.1M
AQR Capital Management 0.00% Add +174.1% 106,088 $3.8M
Squarepoint Ops LLC 0.01% Reduce -79.1% 95,753 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -8.7% 94,773 $3.5M
Y-Intercept (Hong Kong) Ltd 0.07% Add +29.6% 93,685 $3.5M
Thompson Investment Management, Inc. 0.39% Add +105.0% 91,940 $3.4M
Holocene Advisors, LP 0.01% Add +773.5% 91,555 $3.4M
Engineers Gate Manager LP 0.04% Reduce -35.5% 83,602 $3.1M
Marathon Capital Management 0.63% Add +2.2% 83,555 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +16.5% 77,764 $2.9M
California State Teachers Retirement System 0.00% Reduce -2.7% 74,297 $2.8M
Envestnet Asset Management Inc. 0.00% Reduce -25.8% 72,704 $2.7M
Bessemer Group Inc. 0.00% Reduce -0.3% 64,191 $2.4M
Algert Global LLC 0.03% New 60,350 $2.3M
Prudential Financial Inc. 0.00% Reduce -6.1% 60,319 $2.3M
Boothbay Fund Management, LLC 0.04% Add +53.2% 59,539 $2.2M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -74.1% 57,472 $2.1M
Wells Fargo & Company 0.00% Add +85.7% 56,571 $2.1M
Lazard Asset Management LLC 0.00% New 56,174 $2.1M
Brevan Howard Capital Management LP 0.03% New 55,038 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -65.4% 53,144 $2.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -3.0% 52,923 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +28.0% 47,632 $1.8M
Connors Investor Services Inc. 0.15% Reduce -18.4% 47,631 $1.8M
New York State Teachers Retirement System 0.00% Reduce -19.9% 47,600 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -8.8% 45,774 $1.7M
Susquehanna Fundamental Investments, LLC 0.03% Add +12.3% 45,318 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +38.0% 43,983 $1.6M

"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.

Show all 287 holders