CalixCALX
13F holders, Q4 2024 (December 31)253holders +12
37new positions
33sold out
6famous investors
$34.86avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 12 from Q3 2024. 37 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($395.4M), Vanguard Group Inc. ($278.2M) and State Street Corp. ($86.0M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $63.2M |
| Exits | 33 | $53.4M |
All 13F filers, Q3 2024 → Q4 2024: 7,026,197 shares bought and 7,077,179 shares sold, net −50,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.01% | Add +4.9% | 11,340,168 | $395.4M |
| Vanguard Group Inc. | 0.00% | Add +5.5% | 7,977,769 | $278.2M |
| State Street Corp. | 0.00% | Add +6.4% | 2,465,307 | $86.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -57.4% | 2,238,826 | $78.1M |
| Millennium Management | 0.06% | Add +77.8% | 2,031,212 | $70.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 1,832,407 | $63.9M |
| TD Asset Management Inc | 0.04% | Reduce -11.5% | 1,393,158 | $48.6M |
| Bank of New York Mellon Corp | 0.01% | Add +3.4% | 1,373,246 | $47.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 1,337,709 | $46.7M |
| Congress Asset Management Co. | 0.30% | Reduce -18.5% | 1,275,322 | $44.5M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -2.6% | 1,110,105 | $38.7M |
| Paradigm Capital Management Inc. | 1.71% | Reduce -20.3% | 1,057,200 | $36.9M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 990,683 | $34.5M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -12.0% | 817,264 | $28.5M |
| Epoch Investment Partners, Inc. | 0.13% | Reduce -8.8% | 790,320 | $27.6M |
| Trigran Investments, Inc. | 2.89% | Reduce -2.8% | 721,648 | $25.2M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Add +105.7% | 708,723 | $24.7M |
| Gilder Gagnon Howe & Co. LLC | 0.26% | Reduce -28.4% | 683,878 | $23.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.0% | 649,244 | $22.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +57.1% | 644,984 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 632,486 | $22.1M |
| Polar Asset Management Partners Inc. | 0.41% | Add +8.4% | 607,500 | $21.2M |
| Divisar Capital Management LLC | 4.50% | Add +32.6% | 594,357 | $20.7M |
| SG Capital Management LLC | 2.19% | Add +31.1% | 572,224 | $20.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +5.6% | 551,545 | $19.2M |
| Balyasny Asset Management L.P. | 0.04% | Add +711.5% | 436,036 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +68.4% | 434,872 | $15.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +7.4% | 432,623 | $15.1M |
| Harvey Partners, LLC | 1.67% | New | 425,000 | $14.8M |
| Mesirow Institutional Investment Management, Inc. | 1.03% | Add +6.5% | 385,323 | $13.4M |
| Kornitzer Capital Management Inc. | 0.26% | Reduce -13.0% | 373,726 | $13.0M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -8.0% | 369,638 | $12.9M |
| Norges Bank | 0.00% | New | 330,300 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -17.8% | 290,925 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 287,509 | $10.0M |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 280,596 | $9.8M |
| Needham Investment Management LLC | 0.74% | Add +10.0% | 275,000 | $9.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +2741.6% | 266,197 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +93.0% | 246,199 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -69.2% | 238,948 | $8.3M |
| DC Investments Management, LLC | 5.22% | No change | 229,372 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | New | 218,142 | $7.6M |
| Barclays PLC | 0.00% | Add +88.9% | 214,511 | $7.5M |
| Wellington Management Group LLP | 0.00% | Add +0.6% | 202,274 | $7.1M |
| UBS Group AG | 0.00% | Add +212.4% | 195,498 | $6.8M |
| Jain Global LLC | 0.19% | — | 179,726 | $6.3M |
| Legal & General Group Plc | 0.00% | Add +3.5% | 174,469 | $6.1M |
| Panagora Asset Management Inc. | 0.03% | Add +54.7% | 171,687 | $6.0M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 168,531 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -21.3% | 160,419 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.0% | 159,423 | $5.6M |
| Formula Growth Ltd. | 1.83% | Add +55.0% | 155,000 | $5.4M |
| Divisadero Street Capital Management, LP | 0.67% | New | 154,742 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 152,555 | $5.3M |
| Tudor Investment Corporation | 0.06% | Add +257.0% | 151,281 | $5.3M |
| CW Advisors, LLC | 0.07% | Reduce -39.0% | 150,617 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Add +18.3% | 147,014 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Add +20.9% | 146,452 | $5.1M |
| OV Management LLC | 2.26% | Add +0.8% | 139,603 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 135,803 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +30.5% | 118,245 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +1.3% | 117,545 | $4.1M |
| Swiss National Bank | 0.00% | Add +1.1% | 116,500 | $4.1M |
| Marathon Capital Management | 1.01% | Reduce -4.7% | 115,135 | $4.0M |
| Acadian Asset Management LLC | 0.01% | Add +4116.5% | 114,690 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -11.9% | 113,874 | $4.0M |
| G2 Investment Partners Management LLC | 1.02% | Add +7.7% | 112,994 | $3.9M |
| D. E. Shaw & Co. | 0.00% | New | 110,231 | $3.8M |
| Engineers Gate Manager LP | 0.07% | Add +16.1% | 108,260 | $3.8M |
| Connors Investor Services Inc. | 0.34% | Add +26.2% | 103,169 | $3.6M |
| North Star Asset Management Inc. | 0.14% | Add +3.0% | 92,390 | $3.2M |
| Thompson Investment Management, Inc. | 0.46% | Add +4.6% | 90,940 | $3.2M |
| New Age Alpha Advisors, LLC | 0.12% | New | 85,502 | $3.0M |
| Citigroup Inc. | 0.00% | Add +11.6% | 84,340 | $2.9M |
| Jump Financial, LLC | 0.06% | Add +159.6% | 76,963 | $2.7M |
| Townsquare Capital LLC | 0.03% | Reduce -32.9% | 76,243 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.5% | 71,337 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.6% | 68,867 | $2.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -26.2% | 67,400 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.7% | 66,228 | $2.3M |
| Edgestream Partners, L.P. | 0.10% | Add +98.3% | 65,945 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -63.2% | 65,511 | $2.3M |
| New York State Teachers Retirement System | 0.00% | No change | 61,400 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -6.4% | 61,187 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 57,950 | $2.0M |
| PDT Partners, LLC | 0.18% | Reduce -20.1% | 57,354 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 55,407 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 51,413 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +102.4% | 51,004 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 60,134 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 45,620 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.3% | 43,189 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 42,610 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | Add +91.9% | 42,012 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | Add +103.5% | 41,207 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.3% | 39,396 | $1.4M |
| Atom Investors LP | 0.17% | Reduce -62.7% | 38,621 | $1.3M |
| 1492 Capital Management LLC | 0.64% | New | 38,311 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | New | 35,846 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.9% | 35,632 | $1.2M |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.