CalixCALX
13F holders, Q1 2025 (March 31)260holders +7
34new positions
28sold out
7famous investors
$35.43avg. 13F price*
At the end of Q1 2025, 260 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 7 from Q4 2024. 34 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($393.3M), Vanguard Group Inc. ($284.1M) and Alliancebernstein L.P. ($88.9M). 7 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $32.6M |
| Exits | 28 | $41.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,536,444 shares bought and 4,930,690 shares sold, net −394,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 11,096,296 | $393.3M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 8,015,370 | $284.1M |
| Alliancebernstein L.P. | 0.03% | Add +12.1% | 2,509,223 | $88.9M |
| State Street Corp. | 0.00% | Reduce -3.5% | 2,379,920 | $84.3M |
| Millennium Management | 0.06% | Reduce -13.1% | 1,765,017 | $62.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.8% | 1,725,522 | $61.1M |
| Congress Asset Management Co. | 0.37% | Add +8.1% | 1,378,497 | $48.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 1,377,307 | $48.8M |
| TD Asset Management Inc | 0.04% | Reduce -5.7% | 1,313,762 | $46.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 1,144,749 | $40.6M |
| Morgan Stanley | 0.00% | Add +11.4% | 1,103,975 | $39.1M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -5.2% | 1,052,214 | $37.3M |
| Alyeska Investment Group, L.P. | 0.15% | Add +26.3% | 1,032,292 | $36.6M |
| Paradigm Capital Management Inc. | 2.02% | Reduce -2.8% | 1,027,300 | $36.4M |
| UBS Group AG | 0.01% | Add +335.3% | 851,085 | $30.2M |
| Gilder Gagnon Howe & Co. LLC | 0.37% | Add +16.5% | 796,459 | $28.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +36.3% | 751,936 | $26.6M |
| Epoch Investment Partners, Inc. | 0.14% | Reduce -5.3% | 748,566 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.6% | 679,367 | $24.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 618,793 | $21.9M |
| Balyasny Asset Management L.P. | 0.05% | Add +29.8% | 566,057 | $20.1M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Reduce -22.0% | 552,602 | $19.6M |
| Harvey Partners, LLC | 2.19% | Add +22.6% | 521,000 | $18.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -21.3% | 507,540 | $18.0M |
| Divisar Capital Management LLC | 4.25% | Reduce -22.5% | 460,765 | $16.3M |
| Nuveen, LLC | 0.00% | — | 429,088 | $15.2M |
| Polar Asset Management Partners Inc. | 0.68% | Reduce -31.7% | 414,952 | $14.7M |
| Assenagon Asset Management S.A. | 0.03% | Add +8.8% | 402,248 | $14.3M |
| SG Capital Management LLC | 1.22% | Reduce -40.3% | 341,740 | $12.1M |
| Penn Capital Management Company, LLC | 1.17% | New | 338,311 | $12.0M |
| Barclays PLC | 0.01% | Add +52.6% | 327,262 | $11.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +18.6% | 315,794 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 294,539 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +332.9% | 286,719 | $10.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.0% | 275,095 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 274,542 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.0% | 265,468 | $9.4M |
| G2 Investment Partners Management LLC | 2.93% | Add +124.8% | 253,994 | $9.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +718.2% | 253,207 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 249,908 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | New | 243,222 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 237,528 | $8.4M |
| DC Investments Management, LLC | 4.18% | No change | 229,372 | $8.1M |
| Needham Investment Management LLC | 0.70% | Reduce -22.9% | 212,000 | $7.5M |
| CW Advisors, LLC | 0.09% | Add +38.1% | 208,017 | $7.4M |
| Wellington Management Group LLP | 0.00% | Reduce -0.9% | 200,541 | $7.1M |
| Public Sector Pension Investment Board | 0.03% | Add +27.3% | 187,189 | $6.6M |
| Acadian Asset Management LLC | 0.02% | Add +60.1% | 183,627 | $6.5M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 178,596 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.6% | 176,328 | $6.2M |
| Norges Bank | 0.00% | Reduce -47.2% | 174,500 | $6.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 167,217 | $5.9M |
| Tudor Investment Corporation | 0.05% | Add +8.9% | 164,701 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +22.8% | 144,323 | $5.1M |
| OV Management LLC | 2.39% | Add +3.3% | 144,145 | $5.1M |
| Engineers Gate Manager LP | 0.08% | Add +26.8% | 137,295 | $4.9M |
| Citigroup Inc. | 0.00% | Add +55.8% | 131,384 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 130,303 | $4.6M |
| Trexquant Investment LP | 0.05% | Add +151.2% | 129,132 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 129,032 | $4.6M |
| Panagora Asset Management Inc. | 0.02% | Reduce -30.3% | 119,759 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 119,253 | $4.2M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 115,700 | $4.1M |
| Marathon Capital Management | 1.09% | Reduce -0.7% | 114,390 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +50.4% | 107,313 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -34.4% | 105,318 | $3.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.8% | 103,908 | $3.7M |
| Connors Investor Services Inc. | 0.36% | Reduce -0.6% | 102,532 | $3.6M |
| North Star Asset Management Inc. | 0.15% | Add +3.2% | 95,347 | $3.4M |
| Thompson Investment Management, Inc. | 0.48% | Reduce -0.8% | 90,240 | $3.2M |
| Townsquare Capital LLC | 0.03% | Add +17.0% | 89,219 | $3.2M |
| Marshall Wace, LLP | 0.00% | Add +39.1% | 80,635 | $2.9M |
| Sei Investments Co. | 0.00% | Add +26.3% | 77,296 | $2.7M |
| New Age Alpha Advisors, LLC | 0.12% | Reduce -10.1% | 76,838 | $2.7M |
| Inspire Advisors, LLC | 0.31% | New | 74,985 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +119.5% | 73,753 | $2.6M |
| Citadel Advisors | 0.00% | Add +11.9% | 73,297 | $2.6M |
| Formula Growth Ltd. | 1.01% | Reduce -54.8% | 70,000 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -3.9% | 64,800 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.8% | 61,410 | $2.2M |
| New York State Teachers Retirement System | 0.01% | No change | 61,400 | $2.2M |
| Boothbay Fund Management, LLC | 0.08% | Add +45.6% | 59,996 | $2.1M |
| Nebula Research & Development LLC | 0.19% | Add +73.7% | 57,746 | $2.0M |
| Edgestream Partners, L.P. | 0.07% | Reduce -16.5% | 55,040 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.2% | 54,175 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | New | 53,500 | $1.9M |
| Divisadero Street Capital Management, LP | 0.22% | Reduce -65.7% | 53,022 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.1% | 50,452 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 58,044 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 46,944 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +17.1% | 46,139 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.8% | 44,356 | $1.6M |
| Danske Bank A/S | 0.00% | Add +21662.5% | 43,525 | $1.5M |
| AQR Capital Management | 0.00% | Add +304.1% | 44,874 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 43,352 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Add +59.0% | 42,109 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Reduce -73.8% | 38,419 | $1.4M |
| 1492 Capital Management LLC | 0.73% | Add +0.0% | 38,312 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +23.7% | 38,278 | $1.4M |
| PDT Partners, LLC | 0.09% | Reduce -34.6% | 37,535 | $1.3M |
"% of holder's portfolio" is CALX's weight in each manager's 13F, not the share of Calix Inc. the manager owns.