CalixCALX

13F holders, Q2 2025 (June 30)
295holders +35
64new positions
29sold out
8famous investors
$53.19avg. 13F price*

At the end of Q2 2025, 295 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 35 from Q1 2025. 64 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($609.8M), Vanguard Group Inc. ($458.3M) and State Street Corp. ($124.1M). 8 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 Steve Cohen (0.0% of Point72 Asset 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions64$153.8M
Exits29$130.3M

All 13F filers, Q1 2025 → Q2 2025: 8,030,620 shares bought and 8,643,602 shares sold, net −612,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 295 holders

BlackRock, Inc. 0.01% Add +3.3% 11,464,605 $609.8M
Vanguard Group Inc. 0.01% Add +7.5% 8,615,384 $458.3M
State Street Corp. 0.00% Reduce -2.0% 2,333,334 $124.1M
Millennium Management 0.11% Add +27.3% 2,247,122 $119.5M
Congress Asset Management Co. 0.52% Add +2.9% 1,417,944 $75.4M
Geode Capital Management, LLC 0.01% Reduce -1.6% 1,355,125 $72.1M
Alliancebernstein L.P. 0.02% Reduce -46.3% 1,348,482 $71.7M
Artisan Partners Limited Partnership 0.10% Add +14.5% 1,204,683 $64.1M
Dimensional Fund Advisors LP 0.01% Reduce -36.9% 1,088,412 $57.9M
Paradigm Capital Management Inc. 2.50% Reduce -6.1% 964,200 $51.3M
Assenagon Asset Management S.A. 0.08% Add +135.6% 947,738 $50.4M
Gilder Gagnon Howe & Co. LLC 0.52% Add +14.7% 913,698 $48.6M
Morgan Stanley 0.00% Reduce -23.2% 847,616 $45.1M
UBS Group AG 0.01% Reduce -1.6% 837,281 $44.5M
Lord, Abbett & Co. LLC 0.15% New 813,162 $43.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -1.3% 742,028 $39.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 666,987 $35.5M
Northern Trust Corp. 0.00% Reduce -1.4% 610,338 $32.5M
Harvey Partners, LLC 2.78% Add +0.6% 524,177 $27.9M
Wellington Management Group LLP 0.01% Add +159.2% 519,791 $27.6M
Jacobs Levy Equity Management, Inc. 0.10% Reduce -12.2% 485,406 $25.8M
Bank of New York Mellon Corp 0.00% Reduce -57.9% 482,229 $25.6M
Balyasny Asset Management L.P. 0.06% Reduce -19.2% 457,593 $24.3M
Rockefeller Capital Management L.P. 0.05% Reduce -12.3% 445,258 $23.7M
Loomis Sayles & Co. L P 0.03% New 407,634 $21.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +60.1% 405,439 $21.6M
Nuveen, LLC 0.01% Reduce -8.8% 391,564 $20.8M
Barclays PLC 0.01% Add +19.3% 390,466 $20.8M
Goldman Sachs Group Inc. 0.00% Add +44.8% 384,435 $20.4M
Divisar Capital Management LLC 4.32% Reduce -23.7% 351,445 $18.7M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +4.2% 328,986 $17.5M
Bank of America Corp. 0.00% Add +18.6% 325,671 $17.3M
Penn Capital Management Company, LLC 1.46% Reduce -6.6% 315,847 $16.8M
G2 Investment Partners Management LLC 3.57% Add +20.7% 306,622 $16.3M
Westfield Capital Management Co. LP 0.06% New 291,149 $15.5M
Cubist Systematic Strategies, LLC 0.17% Add +1166.0% 290,026 $15.4M
Principal Financial Group Inc. 0.01% Reduce -2.8% 286,292 $15.2M
Citadel Advisors 0.01% Add +276.1% 275,708 $14.7M
New York State Common Retirement Fund 0.02% Reduce -4.0% 275,378 $14.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +50.4% 265,263 $14.1M
Deutsche Bank AG 0.01% Reduce -3.9% 264,296 $14.1M
Penserra Capital Management LLC 0.19% New 255,685 $13.6M
Renaissance Technologies 0.02% Add +125.6% 237,618 $12.6M
Hood River Capital Management LLC 0.17% New 229,832 $12.2M
Invesco Ltd. 0.00% Reduce -5.6% 224,262 $11.9M
Acadian Asset Management LLC 0.02% Add +18.0% 216,709 $11.5M
Tudor Investment Corporation 0.08% Add +27.6% 210,160 $11.2M
Neuberger Berman Group LLC 0.01% Reduce -13.9% 209,445 $11.1M
CW Advisors, LLC 0.11% Reduce -0.5% 207,000 $11.0M
D. E. Shaw & Co. 0.01% Add +356.5% 202,473 $10.8M
JPMorgan Chase & Co. 0.00% Reduce -21.1% 197,284 $10.5M
Public Sector Pension Investment Board 0.04% Add +5.1% 196,704 $10.5M
Prudential Financial Inc. 0.01% Add +211.3% 180,693 $9.6M
Legal & General Group Plc 0.00% Reduce -1.3% 176,294 $9.4M
Rhumbline Advisers 0.01% Add +0.3% 167,752 $8.9M
Point72 Asset Management 0.02% Add +1918.6% 162,318 $8.6M
Danske Bank A/S 0.02% Add +259.4% 156,445 $8.3M
Polar Asset Management Partners Inc. 0.27% Reduce -63.2% 152,684 $8.1M
Canada Pension Plan Investment Board 0.01% Add +182.4% 151,100 $8.0M
American Century Companies Inc. 0.00% Add +2.9% 148,527 $7.9M
HighTower Advisors, LLC 0.01% Add +22.4% 146,006 $7.8M
BNP Paribas Financial Markets 0.01% Add +182.6% 142,559 $7.6M
Edgestream Partners, L.P. 0.21% Add +158.6% 142,353 $7.6M
Engineers Gate Manager LP 0.09% Add +3.4% 141,954 $7.6M
Sei Investments Co. 0.01% Add +69.2% 130,817 $7.0M
Swiss National Bank 0.00% Add +4.5% 120,900 $6.4M
SG Capital Management LLC 0.54% Reduce -64.8% 120,463 $6.4M
Panagora Asset Management Inc. 0.03% Reduce -0.1% 119,676 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -8.9% 117,506 $6.3M
Russell Investments Group, Ltd. 0.01% Add +9.4% 117,378 $6.2M
Trexquant Investment LP 0.07% Reduce -15.2% 109,498 $5.8M
Envestnet Asset Management Inc. 0.00% Reduce -23.1% 100,228 $5.3M
Citigroup Inc. 0.00% Reduce -25.2% 98,280 $5.2M
Marathon Capital Management 1.32% Reduce -15.5% 96,635 $5.1M
North Star Asset Management Inc. 0.22% Add +1.2% 96,526 $5.1M
Driehaus Capital Management LLC 0.04% New 92,855 $4.9M
Connors Investor Services Inc. 0.41% Reduce -14.2% 87,962 $4.7M
Informed Momentum Co LLC 0.69% New 85,845 $4.6M
Walleye Capital LLC 0.04% New 82,293 $4.4M
DC Investments Management, LLC 1.70% Reduce -66.6% 76,642 $4.1M
State of Wisconsin Investment Board 0.01% Reduce -28.8% 74,007 $3.9M
Susquehanna International Group, LLP 0.01% Reduce -1.6% 72,565 $3.9M
Thompson Investment Management, Inc. 0.53% Reduce -22.6% 69,840 $3.7M
Dark Forest Capital Management LP 0.15% Add +261.2% 68,843 $3.7M
Nebula Research & Development LLC 0.31% Add +19.2% 68,827 $3.7M
Boothbay Fund Management, LLC 0.12% Add +14.4% 68,665 $3.7M
Brevan Howard Capital Management LP 0.04% Add +537.4% 61,597 $3.3M
New York State Teachers Retirement System 0.01% Add +0.2% 61,500 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.4% 61,145 $3.3M
Qube Research & Technologies Ltd 0.00% Add +22.8% 56,656 $3.0M
Jane Street Group, LLC 0.00% New 56,039 $3.0M
Algert Global LLC 0.06% New 55,920 $3.0M
California State Teachers Retirement System 0.00% Add +1.0% 54,729 $2.9M
Divisadero Street Capital Management, LP 0.19% No change 53,022 $2.8M
Allianz Asset Management GmbH 0.00% New 50,970 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +7.3% 50,348 $2.7M
HSBC Holdings PLC 0.00% Add +348.2% 46,883 $2.5M
FMR LLC 0.00% Add +48.5% 43,250 $2.3M
AQR Capital Management 0.00% Reduce -2.9% 43,584 $2.3M
Thrivent Financial for Lutherans 0.01% Reduce -2.1% 42,420 $2.3M

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

Show all 295 holders