CalixCALX

13F holders, Q1 2024 (March 31)
260holders
5famous investors
$33.27avg. 13F price*

At the end of Q1 2024, 260 institutions reported holding Calix Inc. (CALX) in their 13F filings. The largest holders were BlackRock Inc. ($362.9M), Vanguard Group Inc. ($242.9M) and Alliancebernstein L.P. ($180.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 2024

InstitutionsTotal Value
New Positions43$65.2M
Exits43$64.3M

Ownership 260 holders

BlackRock Inc. 0.01% Add +25.5% 10,944,759 $362.9M
Vanguard Group Inc. 0.00% Add +14.0% 7,323,628 $242.9M
Alliancebernstein L.P. 0.06% Add +2.7% 5,443,340 $180.5M
State Street Corp. 0.00% Add +11.7% 2,309,649 $76.6M
TD Asset Management Inc 0.06% Add +28.1% 2,063,430 $68.4M
Dimensional Fund Advisors LP 0.02% Add +4.5% 1,747,889 $58.0M
Bank of New York Mellon Corp 0.01% Add +20.5% 1,502,646 $49.8M
Geode Capital Management, LLC 0.00% Add +0.3% 1,271,089 $42.2M
Paradigm Capital Management Inc. 1.94% No change 1,221,400 $40.5M
Artisan Partners Limited Partnership 0.06% Reduce -1.2% 1,218,347 $40.4M
Epoch Investment Partners, Inc. 0.17% Add +23.3% 1,164,049 $38.6M
Congress Asset Management Co. 0.25% Add +19.4% 1,045,867 $34.7M
William Blair Investment Management, LLC 0.08% Reduce -4.5% 923,288 $30.6M
Trigran Investments, Inc. 2.73% New 850,598 $28.2M
Morgan Stanley 0.00% Add +69.9% 845,342 $28.0M
Kornitzer Capital Management Inc. 0.45% Reduce -9.7% 743,753 $24.7M
Gilder Gagnon Howe & Co. LLC 0.27% Reduce -57.3% 662,146 $22.0M
Assenagon Asset Management S.A. 0.05% Add +175.1% 607,001 $20.1M
Northern Trust Corp. 0.00% Reduce -15.8% 606,889 $20.1M
Westfield Capital Management Co. LP 0.10% Reduce -14.2% 584,576 $19.4M
Charles Schwab Investment Management Inc. 0.00% Add +14.6% 536,968 $17.8M
Polar Asset Management Partners Inc. 0.63% Add +9.3% 529,124 $17.5M
Analog Century Management LP 2.34% Add +82.3% 505,852 $16.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -14.6% 314,520 $16.3M
Nuveen Asset Management, LLC 0.00% Add +0.8% 413,078 $13.7M
Artemis Investment Management LLP 0.16% Reduce -13.0% 361,873 $12.0M
Mesirow Institutional Investment Management, Inc. 0.97% Reduce -18.0% 329,280 $10.9M
Principal Financial Group Inc. 0.01% Add +39.9% 305,569 $10.1M
Bank of America Corp. 0.00% Add +12.0% 287,361 $9.5M
Deutsche Bank AG 0.00% Add +28.5% 277,766 $9.2M
Pier Capital, LLC 1.22% Reduce -2.6% 267,219 $8.9M
Balyasny Asset Management L.P. 0.02% Add +173.2% 249,792 $8.3M
Invesco Ltd. 0.00% Add +203.1% 243,222 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -64.7% 232,178 $7.7M
Voloridge Investment Management, LLC 0.03% Add +638.0% 228,928 $7.6M
Goldman Sachs Group Inc. 0.00% Add +29.1% 215,398 $7.1M
Rockefeller Capital Management L.P. 0.02% Add +85.2% 214,891 $7.1M
Penserra Capital Management LLC 0.09% Add +38.1% 211,854 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -14.6% 204,944 $6.8M
DC Investments Management, LLC 5.68% Add +42.0% 202,705 $6.7M
Wellington Management Group LLP 0.00% Reduce -88.5% 202,278 $6.7M
Qube Research & Technologies Ltd 0.01% Add +273.5% 199,266 $6.6M
Citadel Advisors 0.01% Add +971.5% 193,898 $6.4M
New York State Common Retirement Fund 0.01% Add +0.0% 176,879 $5.9M
CW Advisors, LLC 0.10% Add +41.0% 175,807 $5.8M
Rhumbline Advisers 0.01% Reduce -8.8% 168,409 $5.6M
Legal & General Group Plc 0.00% Add +81.8% 167,120 $5.5M
Edgestream Partners, L.P. 0.28% Add +109.9% 166,995 $5.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +50.0% 165,000 $5.5M
Squarepoint Ops LLC 0.02% Reduce -12.1% 164,430 $5.5M
Sora Investors LLC 0.85% Add +3.3% 155,000 $5.1M
Engineers Gate Manager LP 0.13% Add +45.1% 153,668 $5.1M
Penn Capital Management Company, LLC 0.45% Reduce -1.0% 151,807 $5.0M
Arrowstreet Capital, Limited Partnership 0.00% New 149,596 $5.0M
State of Wisconsin Investment Board 0.01% Reduce -10.9% 145,990 $4.8M
Loomis Sayles & Co. L P 0.01% Reduce -82.1% 136,889 $4.5M
Neuberger Berman Group LLC 0.00% Reduce -19.5% 135,053 $4.5M
Russell Investments Group, Ltd. 0.01% Add +24.3% 132,990 $4.4M
G2 Investment Partners Management LLC 1.07% Reduce -12.8% 121,201 $4.0M
Public Sector Pension Investment Board 0.03% New 120,160 $4.0M
OV Management LLC 2.89% No change 120,000 $4.0M
Formula Growth Ltd. 1.27% New 120,000 $4.0M
Swiss National Bank 0.00% Reduce -0.5% 117,000 $3.9M
Guggenheim Capital LLC 0.03% Add +27.0% 114,078 $3.8M
National Bank of Canada 0.01% Add +3.7% 118,813 $3.6M
AXA S.A. 0.01% Reduce -78.9% 107,805 $3.6M
Holocene Advisors, LP 0.01% Add +88.7% 106,777 $3.5M
Millennium Management 0.00% Add +41.6% 102,414 $3.4M
Panagora Asset Management Inc. 0.02% Reduce -1.5% 101,338 $3.4M
Man Group plc 0.01% Reduce -23.0% 100,933 $3.3M
Envestnet Asset Management Inc. 0.00% Add +24.1% 100,674 $3.3M
Cinctive Capital Management LP 0.16% Reduce -42.6% 94,206 $3.1M
Walleye Capital LLC 0.04% Add +475.9% 89,691 $3.0M
Marathon Capital Management 0.67% Add +46.5% 83,640 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +23.4% 80,768 $2.7M
Sei Investments Co. 0.00% Reduce -6.7% 77,547 $2.6M
Townsquare Capital LLC 0.04% Add +15.0% 76,158 $2.5M
PDT Partners, LLC 0.23% Add +7.1% 74,530 $2.5M
JPMorgan Chase & Co. 0.00% Reduce -77.3% 72,992 $2.4M
Kepos Capital LP 0.60% New 70,000 $2.3M
Comerica Bank 0.01% Reduce -18.9% 68,544 $2.3M
Trexquant Investment LP 0.04% Add +78.8% 66,037 $2.2M
Two Sigma Investments, LP 0.01% Add +150.1% 65,994 $2.2M
Prudential Financial Inc. 0.00% Add +878.7% 65,739 $2.2M
North Star Asset Management Inc. 0.10% New 65,656 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.0% 64,373 $2.1M
Barclays PLC 0.00% Reduce -55.4% 63,429 $2.1M
Credit Suisse AG/ 0.00% Add +1.4% 62,767 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Add +39.3% 62,677 $2.1M
New York State Teachers Retirement System 0.00% Add +1.5% 61,300 $2.0M
AQR Capital Management 0.00% Add +173.8% 60,100 $2.0M
California State Teachers Retirement System 0.00% Reduce -5.8% 59,246 $2.0M
Connors Investor Services Inc. 0.20% New 58,542 $1.9M
Thompson Investment Management, Inc. 0.28% Add +42.6% 55,950 $1.9M
Dynamic Technology Lab Private Ltd 0.20% New 55,744 $1.8M
Jane Street Group, LLC 0.00% Reduce -39.1% 54,091 $1.8M
BNP Paribas Financial Markets 0.00% Add +8.5% 53,995 $1.8M
Texas Permanent School Fund Corp. 0.01% Add +2.0% 51,305 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -95.9% 50,855 $1.7M
Needham Investment Management LLC 0.15% New 50,000 $1.7M

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

Show all 260 holders