CalixCALX

13F holders, Q3 2025 (September 30)
314holders +19
51new positions
29sold out
8famous investors
$61.37avg. 13F price*

At the end of Q3 2025, 314 institutions reported holding Calix Inc. (CALX) in their 13F filings, up 19 from Q2 2025. 51 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($719.1M), Vanguard Group Inc. ($521.0M) and State Street Corp. ($143.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$43.8M
Exits29$53.1M

All 13F filers, Q2 2025 → Q3 2025: 6,975,800 shares bought and 5,957,939 shares sold, net +1,017,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

BlackRock, Inc. 0.01% Add +2.2% 11,718,253 $719.1M
Vanguard Group Inc. 0.01% Reduce -1.5% 8,489,078 $521.0M
State Street Corp. 0.01% Add +0.3% 2,339,943 $143.6M
Millennium Management 0.10% Reduce -12.6% 1,964,918 $120.6M
Congress Asset Management Co. 0.60% Add +3.2% 1,463,202 $89.8M
Alliancebernstein L.P. 0.03% Add +4.5% 1,409,729 $86.5M
Geode Capital Management, LLC 0.01% Add +1.2% 1,371,103 $84.2M
Arrowstreet Capital, Limited Partnership 0.05% Add +214.3% 1,274,426 $78.2M
T. Rowe Price Associates Inc. 0.01% Add +2349.4% 1,233,226 $75.7M
Dimensional Fund Advisors LP 0.01% Reduce -13.1% 945,865 $58.0M
Gilder Gagnon Howe & Co. LLC 0.56% Reduce -1.2% 902,621 $55.4M
Lord, Abbett & Co. LLC 0.17% Add +10.2% 896,256 $55.0M
Acadian Asset Management LLC 0.09% Add +287.2% 839,114 $51.5M
UBS Group AG 0.01% Reduce -3.5% 807,820 $49.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +0.7% 747,139 $45.9M
Artisan Partners Limited Partnership 0.06% Reduce -41.0% 710,197 $43.6M
Westfield Capital Management Co. LP 0.18% Add +135.0% 684,096 $42.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 677,816 $41.6M
Paradigm Capital Management Inc. 1.79% Reduce -30.3% 672,400 $41.3M
Wellington Management Group LLP 0.01% Add +26.9% 659,463 $40.5M
Loomis Sayles & Co. L P 0.05% Add +51.4% 617,013 $37.9M
Northern Trust Corp. 0.00% Add +0.4% 612,852 $37.6M
Morgan Stanley 0.00% Reduce -33.7% 561,882 $34.5M
Balyasny Asset Management L.P. 0.07% Add +21.4% 555,284 $34.1M
Harvey Partners, LLC 2.98% Add +1.8% 533,500 $32.7M
Invesco Ltd. 0.00% Add +114.9% 482,033 $29.6M
Jacobs Levy Equity Management, Inc. 0.12% Reduce -1.1% 480,306 $29.5M
Bank of New York Mellon Corp 0.01% Reduce -1.1% 477,138 $29.3M
Hood River Capital Management LLC 0.33% Add +97.7% 454,419 $27.9M
Divisadero Street Capital Management, LP 1.30% Add +756.0% 453,873 $27.9M
Rockefeller Capital Management L.P. 0.05% Reduce -5.1% 422,724 $25.9M
Nuveen, LLC 0.01% Add +1.3% 396,455 $24.3M
Bank of America Corp. 0.00% Add +1.9% 331,857 $20.4M
Tudor Investment Corporation 0.12% Add +38.1% 290,189 $17.8M
Principal Financial Group Inc. 0.01% Add +0.4% 287,317 $17.6M
Goldman Sachs Group Inc. 0.00% Reduce -30.0% 268,955 $16.5M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -18.6% 267,821 $16.4M
Renaissance Technologies 0.02% Add +9.8% 260,818 $16.0M
Assenagon Asset Management S.A. 0.02% Reduce -72.6% 259,336 $15.9M
Penn Capital Management Company, LLC 1.19% Reduce -20.2% 252,181 $15.5M
Divisar Capital Management LLC 4.08% Reduce -30.6% 244,088 $15.0M
Qube Research & Technologies Ltd 0.02% Add +326.4% 241,563 $14.8M
G2 Investment Partners Management LLC 3.03% Reduce -21.7% 240,000 $14.7M
Russell Investments Group, Ltd. 0.02% Add +101.4% 236,365 $14.5M
Public Sector Pension Investment Board 0.05% Add +17.8% 231,786 $14.2M
Prudential Financial Inc. 0.02% Add +26.9% 229,373 $14.1M
Neuberger Berman Group LLC 0.01% Add +6.1% 222,191 $13.6M
Deutsche Bank AG 0.00% Reduce -16.6% 220,516 $13.5M
New York State Common Retirement Fund 0.02% Reduce -21.2% 216,878 $13.3M
Osaic Holdings, Inc. 0.02% Add +9248.1% 203,601 $12.5M
Sei Investments Co. 0.01% Add +32.5% 173,358 $10.6M
Legal & General Group Plc 0.00% Reduce -2.8% 171,300 $10.5M
Rhumbline Advisers 0.01% Add +0.6% 168,789 $10.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -38.9% 162,157 $10.0M
Penserra Capital Management LLC 0.12% Reduce -37.4% 160,066 $9.8M
Engineers Gate Manager LP 0.11% Add +9.0% 154,790 $9.5M
Jane Street Group, LLC 0.01% Add +159.7% 145,523 $8.9M
HighTower Advisors, LLC 0.01% Reduce -0.6% 145,207 $8.9M
Cubist Systematic Strategies, LLC 0.13% Reduce -50.0% 145,007 $8.9M
Algert Global LLC 0.15% Add +156.9% 143,676 $8.8M
Panagora Asset Management Inc. 0.03% Add +0.0% 119,681 $7.3M
Swiss National Bank 0.00% Reduce -1.3% 119,300 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -41.0% 116,295 $7.1M
Ameriprise Financial Inc. 0.00% Reduce -1.3% 115,974 $7.1M
Federated Hermes, Inc. 0.01% New 115,536 $7.1M
North Star Asset Management Inc. 0.24% Reduce -0.5% 96,001 $5.9M
Informed Momentum Co LLC 0.66% Add +11.4% 95,612 $5.8M
Envestnet Asset Management Inc. 0.00% Reduce -10.0% 90,244 $5.5M
Atika Capital Management LLC 0.47% New 89,500 $5.5M
Barclays PLC 0.00% Reduce -77.1% 89,267 $5.5M
Canada Pension Plan Investment Board 0.00% Reduce -42.8% 86,377 $5.3M
Danske Bank A/S 0.01% Reduce -46.5% 83,735 $5.1M
Lisanti Capital Growth, LLC 1.22% Add +118.4% 81,321 $5.0M
Marathon Capital Management 1.13% Reduce -17.0% 80,200 $4.9M
State of Wisconsin Investment Board 0.01% Add +0.1% 74,105 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Add +89.4% 71,676 $4.4M
FMR LLC 0.00% Add +63.5% 70,737 $4.3M
Hillsdale Investment Management Inc. 0.13% Add +43250.0% 69,360 $4.3M
Dark Forest Capital Management LP 0.16% Add +0.1% 68,899 $4.2M
Boothbay Fund Management, LLC 0.11% Reduce -3.2% 66,470 $4.1M
Citadel Advisors 0.00% Reduce -76.2% 65,705 $4.0M
Man Group plc 0.01% New 62,964 $3.9M
New York State Teachers Retirement System 0.01% No change 61,500 $3.8M
CANADA LIFE ASSURANCE Co 0.01% No change 61,145 $3.8M
Allianz Asset Management GmbH 0.00% Add +17.6% 59,936 $3.7M
Connors Investor Services Inc. 0.31% Reduce -32.4% 59,464 $3.6M
California State Teachers Retirement System 0.00% Add +5.2% 57,560 $3.5M
Comerica Bank 0.01% Add +52.2% 56,041 $3.4M
AQR Capital Management 0.00% Add +13.8% 49,608 $3.0M
Inspire Advisors, LLC 0.27% New 46,339 $2.8M
Thompson Investment Management, Inc. 0.37% Reduce -35.8% 44,840 $2.8M
Intech Investment Management LLC 0.02% Add +33.7% 44,009 $2.7M
American Century Companies Inc. 0.00% Reduce -70.4% 43,997 $2.7M
Thrivent Financial for Lutherans 0.01% Add +3.5% 43,891 $2.7M
Citigroup Inc. 0.00% Reduce -56.1% 43,143 $2.6M
D. E. Shaw & Co. 0.00% Reduce -79.0% 42,610 $2.6M
Wells Fargo & Company 0.00% Add +16.7% 41,824 $2.6M
Mackenzie Financial Corp. 0.00% Add +41.4% 39,973 $2.5M
Creative Planning 0.00% Add +36.9% 38,977 $2.4M
Jackson Creek Investment Advisors LLC 0.68% Reduce -0.0% 38,559 $2.4M

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

Show all 314 holders