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 |
| Jump Financial, LLC | 0.02% | Reduce -1.9% | 29,645 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.4% | 28,300 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -24.3% | 28,262 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +1.0% | 27,221 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +4.3% | 26,771 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +34.9% | 26,613 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +14.5% | 25,204 | $978K |
| Janus Henderson Group PLC | 0.00% | No change | 25,131 | $974K |
| Walleye Capital LLC | 0.01% | Add +79.9% | 24,455 | $949K |
| Two Sigma Investments, LP | 0.00% | Reduce -51.0% | 22,894 | $888K |
| Capital Fund Management S.A. | 0.01% | Reduce -71.0% | 22,775 | $883K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 22,716 | $881K |
| ExodusPoint Capital Management, LP | 0.01% | New | 21,891 | $849K |
| Comerica Bank | 0.00% | Reduce -0.8% | 21,284 | $826K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,763 | $805K |
| Victory Capital Management Inc. | 0.00% | Add +0.9% | 20,436 | $793K |
| Boothbay Fund Management, LLC | 0.03% | Reduce -7.2% | 20,252 | $786K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 19,995 | $776K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.7% | 19,776 | $767K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 19,526 | $758K |
| Handelsbanken Fonder AB | 0.00% | Add +30.4% | 19,300 | $749K |
| Stifel Financial Corp. | 0.00% | Add +113.2% | 17,588 | $682K |
| HSBC Holdings PLC | 0.00% | Add +100.8% | 17,507 | $679K |
| Amalgamated Bank | 0.01% | Reduce -3.2% | 17,266 | $670K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 16,981 | $659K |
| Liontrust Investment Partners LLP | 0.01% | No change | 18,213 | $645K |
| LPL Financial LLC | 0.00% | Add +33.2% | 16,274 | $631K |
| Baillie Gifford & Co. | 0.00% | Reduce -1.4% | 14,765 | $573K |
| STRS Ohio | 0.00% | Add +54.3% | 14,500 | $562K |
| Norden Group LLC | 0.07% | Add +6.8% | 14,455 | $561K |
| Intech Investment Management LLC | 0.01% | New | 14,148 | $549K |
| Aquatic Capital Management LLC | 0.01% | New | 13,800 | $535K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.8% | 13,800 | $535K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 13,700 | $531K |
| Creative Planning | 0.00% | Reduce -5.7% | 13,654 | $530K |
| Franklin Resources Inc. | 0.00% | Reduce -8.2% | 13,343 | $510K |
| Meeder Asset Management Inc. | 0.03% | Add +102.5% | 13,026 | $505K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.4% | 12,518 | $486K |
| ProShare Advisors LLC | 0.00% | Add +35.2% | 12,259 | $476K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +10.5% | 12,189 | $473K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.8% | 11,777 | $457K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +15.0% | 11,390 | $442K |
| Gibbs Wealth Management | 0.14% | Add +54.9% | 11,311 | $439K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +29.4% | 11,024 | $428K |
| Inspire Investing, LLC | 0.04% | Add +7.8% | 10,635 | $413K |
| Nebula Research & Development LLC | 0.05% | Reduce -45.0% | 10,627 | $412K |
| Portside Wealth Group, LLC | 0.07% | Add +43.0% | 10,317 | $400K |
| Diversified Trust Co. | 0.01% | Add +1.5% | 10,185 | $395K |
| Diversify Wealth Management, LLC | 0.04% | Add +19.3% | 10,066 | $373K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -14.6% | 9,368 | $363K |
| Mackenzie Financial Corp. | 0.00% | Add +30.4% | 9,143 | $355K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.1% | 8,809 | $342K |
| Bank of Montreal | 0.00% | Add +2.1% | 8,699 | $335K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.0% | 8,444 | $328K |
| Baldwin Wealth Partners LLC | 0.02% | New | 8,363 | $324K |
| Woodline Partners LP | 0.00% | Reduce -15.0% | 8,172 | $317K |
| LVW Advisors, LLC | 0.04% | Add +37.3% | 8,047 | $312K |
| Praxis Investment Management Inc. | 0.02% | New | 8,010 | $311K |
| AQR Capital Management | 0.00% | Add +2.6% | 8,040 | $310K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,306 | $283K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -37.3% | 7,132 | $277K |
| Atria Investments, Inc | 0.00% | New | 6,651 | $258K |
| Wolverine Trading, LLC | 0.01% | Add +3.4% | 6,659 | $256K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,759 | $223K |
| US Bancorp \de | 0.00% | Add +399.3% | 5,672 | $220K |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 5,599 | $217K |
| Ieq Capital, LLC | 0.00% | New | 5,487 | $213K |
| Magnus Financial Group LLC | 0.02% | New | 5,430 | $211K |
| State of Wyoming | 0.03% | Add +88.2% | 4,894 | $190K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.2% | 3,837 | $149K |
| Assetmark, Inc. | 0.00% | Add +16.8% | 3,381 | $131K |
| Acadian Asset Management LLC | 0.00% | New | 2,720 | $105K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.7% | 2,502 | $97K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.6% | 2,493 | $97K |
| Quadrant Capital Group LLC | 0.01% | Add +5.6% | 2,487 | $96K |
| FMR LLC | 0.00% | Add +49.0% | 2,398 | $93K |
| Truvestments Capital LLC | 0.02% | New | 1,969 | $76K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.1% | 1,763 | $68K |
| KBC Group NV | 0.00% | No change | 1,757 | $68K |
| Danske Bank A/S | 0.00% | New | 1,400 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Add +29.8% | 1,385 | $54K |
| Pacer Advisors, Inc. | 0.00% | Add +42.4% | 1,200 | $47K |
| Avior Wealth Management, LLC | 0.00% | Add +998.1% | 1,186 | $46K |
| Arcadia Investment Management Corp. | 0.01% | New | 1,000 | $39K |
| Natixis | 0.00% | Add +159.1% | 894 | $35K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 902 | $34K |
| Principal Securities, Inc. | 0.00% | Add +26.8% | 742 | $29K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -35.3% | 676 | $26K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 669 | $26K |
| GAMMA Investing LLC | 0.00% | Add +187.9% | 668 | $26K |
| Blue Trust, Inc. | 0.00% | Add +113.8% | 650 | $23K |
| Cwm, LLC | 0.00% | Add +27.1% | 596 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -35.7% | 546 | $21K |
| Lindbrook Capital, LLC | 0.00% | Reduce -31.8% | 424 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 405 | $16K |
| Tower View Wealth Management LLC | 0.01% | No change | 400 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -55.6% | 400 | $16K |
| Fifth Third Bancorp | 0.00% | Add +122.7% | 363 | $14K |
| Public Employees Retirement System of Ohio | 0.00% | Add +49.1% | 334 | $13K |
| Covestor Ltd | 0.01% | Reduce -51.3% | 292 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 282 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 275 | $11K |
| Allworth Financial LP | 0.00% | Add +0.4% | 230 | $9K |
| LRI Investments, LLC | 0.00% | No change | 230 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.0% | 174 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +40.9% | 155 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 140 | $5K |
| UMB Bank, n.a. | 0.00% | Add +118.8% | 140 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 113 | $4K |
| Whittier Trust Co. | 0.00% | No change | 100 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 99 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 96 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +36.8% | 78 | $3K |
| Bessemer Group Inc. | 0.00% | New | 65 | $3K |
| Quarry LP | 0.00% | Add +51.0% | 74 | $3K |
| Rothschild Investment LLC | 0.00% | Add +85.7% | 65 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 65 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 51 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +91.7% | 46 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 41 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.1% | 40 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +116.7% | 39 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 37 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 36 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 36 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.4% | 35 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 35 | $1K |
| Main Street Group, LTD | 0.00% | No change | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 19 | $738 |
| Larson Financial Group LLC | 0.00% | No change | 14 | $543 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $466 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $427 |
| Abound Wealth Management | 0.00% | No change | 8 | $311 |
| Huntington National Bank | 0.00% | Add +600.0% | 7 | $272 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 6 | $233 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $233 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $156 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $78 |
| Hemington Wealth Management | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.