CalixCALX
13F holders, Q3 2024 (September 30)241holders −13
25new positions
38sold out
5famous investors
$38.78avg. 13F price*
At the end of Q3 2024, 241 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 13 from Q2 2024. 25 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($419.3M), Vanguard Group Inc. ($293.4M) and Alliancebernstein L.P. ($203.9M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Calix Inc.
- CUSIP
- 13100M509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $36.0M |
| Exits | 38 | $72.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,827,268 shares bought and 5,450,978 shares sold, net −623,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| BlackRock, Inc. | 0.01% | — | 10,809,906 | $419.3M |
| Vanguard Group Inc. | 0.01% | Add +0.7% | 7,564,787 | $293.4M |
| Alliancebernstein L.P. | 0.07% | Reduce -13.4% | 5,255,451 | $203.9M |
| State Street Corp. | 0.00% | Add +0.2% | 2,316,174 | $89.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.0% | 1,757,687 | $68.2M |
| Congress Asset Management Co. | 0.41% | Add +30.1% | 1,565,471 | $60.7M |
| TD Asset Management Inc | 0.05% | Reduce -18.1% | 1,574,496 | $60.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 1,331,565 | $51.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.4% | 1,328,051 | $51.5M |
| Paradigm Capital Management Inc. | 2.29% | Reduce -0.7% | 1,327,100 | $51.5M |
| Millennium Management | 0.04% | Add +535.2% | 1,142,110 | $44.3M |
| Artisan Partners Limited Partnership | 0.07% | Reduce -4.6% | 1,139,561 | $44.2M |
| Morgan Stanley | 0.00% | Add +16.2% | 1,026,961 | $39.8M |
| Gilder Gagnon Howe & Co. LLC | 0.44% | Add +18.4% | 955,668 | $37.1M |
| Alyeska Investment Group, L.P. | 0.18% | Add +48.3% | 928,899 | $36.0M |
| Epoch Investment Partners, Inc. | 0.15% | Reduce -25.7% | 866,424 | $33.6M |
| Invesco Ltd. | 0.01% | Add +232.5% | 775,103 | $30.1M |
| Trigran Investments, Inc. | 3.15% | Reduce -26.4% | 742,313 | $28.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.1% | 601,146 | $23.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 578,350 | $22.4M |
| Polar Asset Management Partners Inc. | 0.75% | Add +5.2% | 560,300 | $21.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +3.8% | 522,220 | $20.3M |
| Divisar Capital Management LLC | 3.21% | No change | 448,108 | $17.4M |
| SG Capital Management LLC | 2.45% | Reduce -1.5% | 436,383 | $16.9M |
| Kornitzer Capital Management Inc. | 0.31% | Reduce -47.1% | 429,771 | $16.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +34.8% | 410,463 | $15.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.1% | 402,869 | $15.6M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -16.9% | 401,615 | $15.6M |
| Mesirow Institutional Investment Management, Inc. | 1.07% | Add +0.8% | 361,677 | $14.0M |
| Bank of America Corp. | 0.00% | Add +4.1% | 354,034 | $13.7M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +200.5% | 344,514 | $13.4M |
| ACK Asset Management LLC | 1.54% | New | 321,124 | $12.5M |
| Deutsche Bank AG | 0.00% | Add +2.8% | 280,716 | $10.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.2% | 277,116 | $10.7M |
| Driehaus Capital Management LLC | 0.09% | New | 258,618 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.8% | 258,279 | $10.0M |
| Needham Investment Management LLC | 0.74% | Add +42.9% | 250,000 | $9.7M |
| CW Advisors, LLC | 0.13% | Add +29.6% | 246,830 | $9.6M |
| Pier Capital, LLC | 1.30% | Reduce -0.3% | 238,434 | $9.2M |
| DC Investments Management, LLC | 6.22% | No change | 229,372 | $8.9M |
| Renaissance Technologies | 0.01% | Add +159.7% | 203,918 | $7.9M |
| Wellington Management Group LLP | 0.00% | Add +1.1% | 201,139 | $7.8M |
| Citadel Advisors | 0.01% | Add +5.0% | 177,990 | $6.9M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 168,604 | $6.5M |
| Rhumbline Advisers | 0.01% | Reduce -4.2% | 166,293 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.9% | 158,918 | $6.2M |
| National Bank of Canada | 0.01% | Add +0.4% | 142,187 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.1% | 140,983 | $5.5M |
| OV Management LLC | 3.57% | Add +5.9% | 138,509 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.7% | 129,608 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.1% | 129,223 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +46.2% | 127,570 | $4.9M |
| Public Sector Pension Investment Board | 0.03% | Reduce -3.2% | 124,258 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.4% | 124,113 | $4.8M |
| Squarepoint Ops LLC | 0.02% | Reduce -59.7% | 121,100 | $4.7M |
| Marathon Capital Management | 1.14% | Add +33.6% | 120,840 | $4.7M |
| American Century Companies Inc. | 0.00% | Add +281.8% | 116,008 | $4.5M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 115,200 | $4.5M |
| Kettle Hill Capital Management, LLC | 1.13% | Reduce -50.3% | 114,057 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +29.7% | 113,655 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +0.4% | 113,593 | $4.4M |
| Barclays PLC | 0.00% | Add +184.0% | 113,579 | $4.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.1% | 110,979 | $4.3M |
| G2 Investment Partners Management LLC | 1.16% | Add +29.8% | 104,929 | $4.1M |
| Atom Investors LP | 0.42% | Reduce -9.6% | 103,631 | $4.0M |
| Formula Growth Ltd. | 1.33% | Reduce -9.1% | 100,000 | $3.9M |
| Engineers Gate Manager LP | 0.07% | Reduce -38.4% | 93,216 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +38.5% | 91,306 | $3.5M |
| HighTower Advisors, LLC | 0.01% | New | 90,623 | $3.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +19.4% | 90,221 | $3.5M |
| North Star Asset Management Inc. | 0.16% | Add +6.3% | 89,663 | $3.5M |
| Thompson Investment Management, Inc. | 0.48% | Reduce -7.8% | 86,940 | $3.4M |
| Connors Investor Services Inc. | 0.31% | Reduce -3.6% | 81,736 | $3.2M |
| Citigroup Inc. | 0.00% | Add +71.7% | 75,610 | $2.9M |
| PDT Partners, LLC | 0.25% | Reduce -19.2% | 71,754 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.3% | 71,441 | $2.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -8.4% | 67,363 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -14.1% | 65,377 | $2.5M |
| UBS Group AG | 0.00% | Add +290.4% | 62,581 | $2.4M |
| Castleark Management LLC | 0.10% | New | 61,850 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Add +0.2% | 61,400 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.9% | 61,002 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 55,774 | $2.2M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -55.7% | 53,735 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 52,615 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +18.4% | 48,445 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 45,989 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +152.4% | 42,610 | $1.7M |
| Tudor Investment Corporation | 0.02% | Reduce -67.2% | 42,380 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.4% | 39,149 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +30.8% | 38,113 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.0% | 33,735 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.0% | 33,661 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.4% | 33,428 | $1.3M |
| Edgestream Partners, L.P. | 0.06% | Reduce -82.6% | 33,247 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 32,499 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 32,167 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | New | 32,050 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -59.3% | 31,594 | $1.2M |
| Jackson Square Capital, LLC | 0.29% | Reduce -0.2% | 30,500 | $1.2M |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.