CalixCALX

13F holders, Q1 2026 (March 31)
310holders −22
38new positions
62sold out
8famous investors
$49.21avg. 13F price*

At the end of Q1 2026, 310 institutions reported holding Calix Inc. (CALX) in their 13F filings, down 22 from Q4 2025. 38 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($546.4M), Vanguard Portfolio Management LLC ($271.1M) and Alliancebernstein L.P. ($172.1M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$80.6M
Exits62$182.8M

All 13F filers, Q4 2025 → Q1 2026: 9,084,393 shares bought and 8,567,154 shares sold, net +517,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 310 holders

BlackRock, Inc. 0.01% Reduce -2.7% 11,153,403 $546.4M
Vanguard Portfolio Management LLC 0.01% — 5,533,754 $271.1M
Alliancebernstein L.P. 0.06% Add +122.3% 3,251,128 $172.1M
Vanguard Capital Management LLC 0.00% — 2,686,525 $131.6M
State Street Corp. 0.00% Add +10.1% 2,602,333 $127.6M
Millennium Management 0.07% Add +32.0% 1,903,972 $93.3M
Congress Asset Management Co. 0.58% Add +13.6% 1,644,289 $80.6M
Westfield Capital Management Co. LP 0.32% Add +35.0% 1,546,101 $75.7M
Geode Capital Management, LLC 0.00% Reduce -0.7% 1,435,706 $70.3M
Dimensional Fund Advisors LP 0.01% Add +28.4% 1,218,495 $59.7M
Loomis Sayles & Co. L P 0.06% Add +6.4% 840,197 $41.2M
Acadian Asset Management LLC 0.06% Reduce -22.3% 800,330 $39.2M
Gilder Gagnon Howe & Co. LLC 0.46% Reduce -12.3% 779,092 $38.2M
Paradigm Capital Management Inc. 1.44% Add +14.3% 768,200 $37.6M
Bank of America Corp. 0.00% Add +63.3% 750,117 $36.7M
Morgan Stanley 0.00% Add +14.3% 712,213 $34.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -9.0% 696,855 $34.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 681,954 $33.4M
UBS Group AG 0.01% Add +79.7% 645,245 $31.6M
Northern Trust Corp. 0.00% Add +2.4% 609,742 $29.9M
Harvey Partners, LLC 2.28% Add +7.3% 572,500 $28.0M
Nomura Asset Management International Inc. 0.05% Add +43.6% 556,995 $27.3M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -56.9% 551,150 $27.0M
Renaissance Technologies 0.04% Add +17.2% 543,418 $26.6M
Wellington Management Group LLP 0.00% Reduce -16.4% 534,517 $26.2M
Artisan Partners Limited Partnership 0.04% Reduce -10.2% 529,875 $26.0M
Point72 Asset Management 0.05% New 513,814 $25.2M
Squarepoint Ops LLC 0.05% Add +259.1% 458,802 $22.5M
Nuveen, LLC 0.01% Add +7.3% 432,944 $21.2M
Trexquant Investment LP 0.15% Add +38.6% 429,367 $21.0M
Citadel Advisors 0.02% Add +834.1% 428,198 $21.0M
Vanguard Fiduciary Trust Co. 0.01% — 418,439 $20.5M
Principal Financial Group Inc. 0.01% Add +15.4% 395,333 $19.4M
Bank of New York Mellon Corp 0.00% Reduce -4.5% 387,460 $19.0M
Penn Capital Management Company, LLC 1.44% Add +49.6% 378,564 $18.6M
Jane Street Group, LLC 0.02% Add +186.3% 351,945 $17.2M
Divisar Capital Management LLC 4.25% Add +13.4% 340,163 $16.7M
Oberweis Asset Management Inc./ 0.48% Add +37.0% 335,030 $16.4M
Federated Hermes, Inc. 0.03% Add +6.5% 317,138 $15.5M
MetLife Investment Management, LLC 0.08% Add +847.4% 312,407 $15.3M
Goldman Sachs Group Inc. 0.00% Reduce -23.5% 307,468 $15.1M
Divisadero Street Capital Management, LP 0.70% New 305,670 $15.0M
Rockefeller Capital Management L.P. 0.03% Add +25.9% 299,587 $14.7M
New York State Common Retirement Fund 0.02% Add +36.0% 289,785 $14.2M
Man Group plc 0.03% Add +145.2% 280,313 $13.7M
Schroder Investment Management Group 0.01% Add +2350.8% 277,852 $13.7M
Invesco Ltd. 0.00% Reduce -52.8% 272,851 $13.4M
Sei Investments Co. 0.01% Add +24.4% 269,320 $13.2M
Deutsche Bank AG 0.00% Add +13.8% 253,023 $12.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +3.5% 224,502 $11.0M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -47.9% 221,882 $10.9M
Public Sector Pension Investment Board 0.03% Add +3.4% 215,809 $10.6M
Qube Research & Technologies Ltd 0.01% Reduce -55.3% 211,036 $10.3M
Russell Investments Group, Ltd. 0.01% Reduce -24.3% 192,787 $9.5M
Osaic Holdings, Inc. 0.01% Add +1.2% 179,969 $8.8M
Defiance ETFs, LLC 0.12% Add +11.8% 175,329 $8.6M
Penserra Capital Management LLC 0.10% Add +11.8% 175,329 $8.6M
Polar Asset Management Partners Inc. 0.28% Add +14.2% 173,749 $8.5M
Panagora Asset Management Inc. 0.03% Add +0.2% 165,621 $8.1M
Two Sigma Investments, LP 0.01% Add +725.2% 161,455 $7.9M
G2 Investment Partners Management LLC 1.94% Reduce -38.5% 160,542 $7.9M
Rhumbline Advisers 0.01% Add +1.7% 159,036 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.7% 157,580 $7.7M
SG Capital Management LLC 0.63% New 157,399 $7.7M
Allianz Asset Management GmbH 0.01% Add +33.1% 153,660 $7.5M
Legal & General Group Plc 0.00% Reduce -7.7% 152,025 $7.4M
FMR LLC 0.00% Add +8.9% 134,508 $6.6M
Engineers Gate Manager LP 0.08% Reduce -24.0% 129,541 $6.3M
Swiss National Bank 0.00% Add +1.8% 124,500 $6.1M
Intech Investment Management LLC 0.06% Add +20.4% 121,699 $6.0M
Lord, Abbett & Co. LLC 0.02% Reduce -87.7% 121,245 $5.9M
HighTower Advisors, LLC 0.01% Reduce -17.8% 119,129 $5.8M
Nearwater Capital Markets, Ltd 0.14% New 118,200 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -5.4% 103,835 $5.1M
North Star Asset Management Inc. 0.21% Add +1.1% 99,465 $4.9M
JPMorgan Chase & Co. 0.00% Reduce -10.2% 98,463 $4.9M
Envestnet Asset Management Inc. 0.00% Add +51.7% 98,010 $4.8M
Canada Pension Plan Investment Board 0.00% Reduce -11.8% 89,477 $4.4M
Hillsdale Investment Management Inc. 0.12% Add +25.2% 86,340 $4.2M
Counterpoint Mutual Funds LLC 0.63% New 85,456 $4.2M
HRT Financial LP 0.01% New 82,925 $4.1M
Marathon Capital Management 0.90% Add +1.4% 81,755 $4.0M
California State Teachers Retirement System 0.00% Add +32.6% 76,344 $3.7M
Edgestream Partners, L.P. 0.12% New 75,751 $3.7M
Mackenzie Financial Corp. 0.00% Add +24.8% 72,459 $3.5M
Y-Intercept (Hong Kong) Ltd 0.07% Add +23.1% 72,286 $3.5M
T. Rowe Price Associates Inc. 0.00% Reduce -90.3% 66,751 $3.3M
Tudor Investment Corporation 0.02% Reduce -48.0% 64,802 $3.2M
Bessemer Group Inc. 0.01% Add +0.1% 64,372 $3.2M
Prudential Financial Inc. 0.00% Reduce -63.5% 64,234 $3.1M
XTX Topco Ltd 0.05% Add +14.7% 62,347 $3.1M
Gsa Capital Partners LLP 0.18% Add +11.6% 60,101 $2.9M
New York State Teachers Retirement System 0.01% Reduce -3.2% 59,441 $2.9M
Connors Investor Services Inc. 0.26% Add +0.7% 58,368 $2.9M
Aquatic Capital Management LLC 0.08% Add +95.4% 57,420 $2.8M
First Trust Advisors LP 0.00% Reduce -38.5% 56,717 $2.8M
State of Wisconsin Investment Board 0.01% Reduce -21.1% 56,608 $2.8M
Blackstone Inc. 0.01% New 56,408 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 54,583 $2.7M
ExodusPoint Capital Management, LP 0.03% Reduce -73.4% 52,321 $2.6M

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

Show all 310 holders