CALIX, INC (CALX) — Institutional Holders, Q2 2026

288 institutional investment managers reported a CALX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CALX stock profile

CALX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

105

Trimmed

113

Sold out

Biggest buyers

CITADEL ADVISORSAdded · +780,566 sh+$29.1M
BlackRockAdded · +622,087 sh+$23.2M
TWO SIGMA INVESTMENTSAdded · +542,456 sh+$20.2M
Trigran InvestmentsNew · +442,008 sh+$16.5M
ACADIAN ASSET MANAGEMENTAdded · +441,292 sh+$16.5M

Biggest sellers

CONGRESS ASSET MANAGEMENTTrimmed · -1,635,391 sh-$61.0M
MILLENNIUM MANAGEMENTTrimmed · -1,205,352 sh-$45.0M
Artisan Partners Limited PartnershipSold out · -529,875 sh-$19.8M
Point72 Asset Management, L.P.Sold out · -513,814 sh-$19.2M
Squarepoint OpsTrimmed · -363,049 sh-$13.5M

CALX 13F holders ranked 1–100 of 288

Institutional investors reporting a position in CALIX, INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 11,775,490 sh	11,775,490	$439.5M	<0.01%	+5.6%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 5,588,048 sh	5,588,048	$208.5M	<0.01%	+1.0%
3	ALLIANCEBERNSTEIN L.P.#3 · 3,248,412 sh	3,248,412	$159.1M	0.05%	-0.1%
4	STATE STREET#4 · 2,915,560 sh	2,915,560	$108.8M	<0.01%	+12.0%
5	VANGUARD CAPITAL MANAGEMENT#5 · 2,587,424 sh	2,587,424	$96.6M	<0.01%	-3.7%
6	GEODE CAPITAL MANAGEMENT#6 · 1,481,595 sh	1,481,595	$55.3M	<0.01%	+3.2%
7	WESTFIELD CAPITAL MANAGEMENT#7 · 1,324,534 sh	1,324,534	$49.4M	0.16%	-14.3%
8	DIMENSIONAL FUND ADVISORS#8 · 1,309,436 sh	1,309,436	$48.9M	<0.01%	+7.5%
9	ACADIAN ASSET MANAGEMENT#9 · 1,241,622 sh	1,241,622	$46.3M	0.06%	+55.1%
10	CITADEL ADVISORS#10 · 1,208,764 sh	1,208,764	$45.1M	<0.01%	+182.3%
11	PARADIGM CAPITAL MANAGEMENT#11 · 997,134 sh	997,134	$37.2M	1.01%	+29.8%
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#12 · 875,837 sh	875,837	$32.7M	0.01%	+58.9%
13	UBS Group AG#13 · 857,360 sh	857,360	$32.0M	<0.01%	+32.9%
14	LOOMIS SAYLES & L P#14 · 784,798 sh	784,798	$29.3M	0.04%	-6.6%
15	MIRAE ASSET GLOBAL ETFS Ltd.#15 · 753,302 sh	753,302	$28.1M	0.03%	+8.1%
16	JANE STREET GROUP#16 · 718,768 sh	718,768	$26.8M	<0.01%	+104.2%
17	TWO SIGMA INVESTMENTS#17 · 703,911 sh	703,911	$26.3M	0.02%	+336.0%
18	MILLENNIUM MANAGEMENT#18 · 698,620 sh	698,620	$26.1M	<0.01%	-63.3%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 696,967 sh	696,967	$26.0M	<0.01%	+2.2%
20	NOMURA ASSET MANAGEMENT INTERNATIONAL#20 · 659,563 sh	659,563	$24.6M	0.04%	+18.4%
21	NORTHERN#21 · 642,151 sh	642,151	$24.0M	<0.01%	+5.3%
22	GILDER GAGNON HOWE#22 · 580,323 sh	580,323	$21.7M	0.22%	-25.5%
23	BANK OF AMERICA#23 · 560,034 sh	560,034	$20.9M	<0.01%	-25.3%
24	RENAISSANCE TECHNOLOGIES#24 · 548,118 sh	548,118	$20.5M	0.03%	+0.9%
25	MORGAN STANLEY#25 · 524,882 sh	524,882	$19.6M	<0.01%	-26.3%
26	WELLINGTON MANAGEMENT GROUP LLP#26 · 519,153 sh	519,153	$19.4M	<0.01%	-2.9%
27	HRT FINANCIAL#27 · 517,152 sh	517,152	$19.3M	0.05%	+523.6%
28	Rockefeller Capital Management L.P.#28 · 466,594 sh	466,594	$17.4M	0.03%	+55.7%
29	Trigran Investments#29 · 442,008 sh	442,008	$16.5M	3.03%	New
30	Harvey Partners#30 · 420,500 sh	420,500	$15.7M	1.07%	-26.6%
31	VANGUARD FIDUCIARY#31 · 417,114 sh	417,114	$15.6M	<0.01%	-0.3%
32	D. E. Shaw#32 · 409,082 sh	409,082	$15.3M	<0.01%	+1840.9%
33	OBERWEIS ASSET MANAGEMENT#33 · 402,230 sh	402,230	$15.0M	0.31%	+20.1%
34	Alyeska Investment Group, L.P.#34 · 400,088 sh	400,088	$14.9M	0.04%	New
35	Divisar Capital Management#35 · 395,163 sh	395,163	$14.7M	3.40%	+16.2%
36	PRINCIPAL FINANCIAL GROUP#36 · 393,019 sh	393,019	$14.7M	<0.01%	-0.6%
37	Penn Capital Management Company#37 · 388,239 sh	388,239	$14.5M	0.92%	+2.6%
38	Nuveen#38 · 366,953 sh	366,953	$13.7M	<0.01%	-15.2%
39	MACKENZIE FINANCIAL#39 · 323,524 sh	323,524	$12.1M	0.01%	+346.5%
40	FEDERATED HERMES#40 · 322,879 sh	322,879	$12.0M	0.02%	+1.8%
41	Bank of New York Mellon#41 · 321,827 sh	321,827	$12.0M	<0.01%	-16.9%
42	Man Group plc#42 · 317,967 sh	317,967	$11.9M	0.02%	+13.4%
43	Invesco Ltd.#43 · 313,311 sh	313,311	$11.7M	<0.01%	+14.8%
44	GOLDMAN SACHS GROUP#44 · 304,086 sh	304,086	$11.3M	<0.01%	-1.1%
45	Trexquant Investment#45 · 299,603 sh	299,603	$11.2M	0.07%	-30.2%
46	NEEDHAM INVESTMENT MANAGEMENT#46 · 275,000 sh	275,000	$10.3M	0.31%	New
47	Qube Research & Technologies Ltd#47 · 269,329 sh	269,329	$10.1M	<0.01%	+27.6%
48	DEUTSCHE BANK AG\#48 · 266,222 sh	266,222	$9.9M	<0.01%	+5.2%
49	FMR#49 · 263,002 sh	263,002	$9.8M	<0.01%	+95.5%
50	NEW YORK STATE COMMON RETIREMENT FUND#50 · 250,462 sh	250,462	$9.3M	0.01%	-13.6%
51	LOS ANGELES CAPITAL MANAGEMENT#51 · 237,250 sh	237,250	$8.9M	0.03%	New
52	Russell Investments Group, Ltd.#52 · 238,828 sh	238,828	$8.8M	<0.01%	+23.9%
53	BNP PARIBAS FINANCIAL MARKETS#53 · 230,099 sh	230,099	$8.6M	<0.01%	+1424.7%
54	WESTERLY CAPITAL MANAGEMENT#54 · 205,000 sh	205,000	$7.7M	1.41%	New
55	Connor, Clark & Lunn Investment Management Ltd.#55 · 202,137 sh	202,137	$7.5M	0.01%	-10.0%
56	Allianz Asset Management GmbH#56 · 153,660 sh	153,660	$7.5M	<0.01%	0.0%
57	PUBLIC SECTOR PENSION INVESTMENT BOARD#57 · 199,366 sh	199,366	$7.4M	0.02%	-7.6%
58	SEI INVESTMENTS#58 · 189,891 sh	189,891	$7.1M	<0.01%	-29.5%
59	JPMORGAN CHASE#59 · 184,038 sh	184,038	$6.7M	<0.01%	+86.9%
60	PANAGORA ASSET MANAGEMENT#60 · 171,717 sh	171,717	$6.4M	0.02%	+3.7%
61	Penserra Capital Management#61 · 170,796 sh	170,796	$6.4M	0.05%	-2.6%
62	Defiance ETFs#62 · 170,796 sh	170,796	$6.3M	0.09%	-2.6%
63	HighTower Advisors#63 · 164,210 sh	164,210	$6.1M	<0.01%	+37.8%
64	G2 Investment Partners Management#64 · 160,000 sh	160,000	$6.0M	1.09%	-0.3%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#65 · 143,750 sh	143,750	$5.4M	<0.01%	-8.8%
66	TUDOR INVESTMENT ET AL#66 · 142,647 sh	142,647	$5.3M	<0.01%	+120.1%
67	Legal & General Group Plc#67 · 139,848 sh	139,848	$5.2M	<0.01%	-8.0%
68	RHUMBLINE ADVISERS#68 · 136,537 sh	136,537	$5.1M	<0.01%	-14.1%
69	Swiss National Bank#69 · 116,700 sh	116,700	$4.4M	<0.01%	-6.3%
70	FIRST ADVISORS#70 · 115,623 sh	115,623	$4.3M	<0.01%	+103.9%
71	FORMULA GROWTH LTD#71 · 115,000 sh	115,000	$4.3M	1.51%	+202.6%
72	NATIXIS#72 · 112,148 sh	112,148	$4.2M	0.02%	New
73	NORTH STAR ASSET MANAGEMENT#73 · 111,554 sh	111,554	$4.2M	0.16%	+12.2%
74	XTX Topco Ltd#74 · 110,725 sh	110,725	$4.1M	0.05%	+77.6%
75	AQR CAPITAL MANAGEMENT#75 · 106,088 sh	106,088	$3.8M	<0.01%	+174.1%
76	Squarepoint Ops#76 · 95,753 sh	95,753	$3.6M	<0.01%	-79.1%
77	AMERIPRISE FINANCIAL#77 · 94,773 sh	94,773	$3.5M	<0.01%	-8.7%
78	Y-Intercept (Hong Kong) Ltd#78 · 93,685 sh	93,685	$3.5M	—	+29.6%
79	THOMPSON INVESTMENT MANAGEMENT#79 · 91,940 sh	91,940	$3.4M	—	+105.0%
80	Holocene Advisors#80 · 91,555 sh	91,555	$3.4M	<0.01%	+773.4%
81	VIRGINIA RETIREMENT SYSTEMS ET Al#81 · 87,966 sh	87,966	$3.3M	0.01%	+175.9%
82	Engineers Gate Manager#82 · 83,602 sh	83,602	$3.1M	0.04%	-35.5%
83	MARATHON CAPITAL MANAGEMENT#83 · 83,555 sh	83,555	$3.1M	—	+2.2%
84	PRICE T ROWE ASSOCIATES#84 · 77,764 sh	77,764	$2.9M	<0.01%	+16.5%
85	ENVESTNET ASSET MANAGEMENT#85 · 72,704 sh	72,704	$2.7M	<0.01%	-25.8%
86	BESSEMER GROUP#86 · 64,191 sh	64,191	$2.4M	<0.01%	-0.3%
87	ALGERT GLOBAL#87 · 60,350 sh	60,350	$2.3M	0.03%	New
88	PRUDENTIAL FINANCIAL#88 · 60,319 sh	60,319	$2.3M	<0.01%	-6.1%
89	BOOTHBAY FUND MANAGEMENT#89 · 59,539 sh	59,539	$2.2M	0.03%	+53.2%
90	JACOBS LEVY EQUITY MANAGEMENT#90 · 57,472 sh	57,472	$2.1M	<0.01%	-74.1%
91	WELLS FARGO & COMPANY#91 · 56,571 sh	56,571	$2.1M	<0.01%	+85.7%
92	LAZARD ASSET MANAGEMENT#92 · 56,174 sh	56,174	$2.1M	<0.01%	New
93	Brevan Howard Capital Management#93 · 55,038 sh	55,038	$2.1M	0.02%	New
94	VANGUARD ASSET MANAGEMENT, Ltd#94 · 52,923 sh	52,923	$2.0M	<0.01%	-3.0%
95	Universal- Beteiligungs- und Servicegesellschaft mbH#95 · 47,632 sh	47,632	$1.8M	<0.01%	+28.0%
96	CONNORS INVESTOR SERVICES#96 · 47,631 sh	47,631	$1.8M	0.15%	-18.4%
97	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#97 · 47,600 sh	47,600	$1.8M	—	-19.9%
98	GREAT WEST LIFE ASSURANCE#98 · 45,774 sh	45,774	$1.7M	<0.01%	-8.8%
99	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#99 · 45,318 sh	45,318	$1.7M	0.03%	+12.2%
100	Entropy Technologies#100 · 43,603 sh	43,603	$1.6M	0.06%	+521.5%

Funds that sold out of CALX in Q2 2026 (58)

Held CALX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CALX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Artisan Partners Limited Partnership529,875 sh	529,875	$26.0M
Point72 Asset Management, L.P.513,814 sh	513,814	$25.2M
Polar Asset Management Partners173,749 sh	173,749	$8.5M
SG Capital Management157,399 sh	157,399	$7.7M
LORD, ABBETT121,245 sh	121,245	$5.9M
Nearwater Capital Markets, Ltd118,200 sh	118,200	$5.8M
Counterpoint Mutual Funds85,456 sh	85,456	$4.2M
Edgestream Partners, L.P.75,751 sh	75,751	$3.7M
Blackstone56,408 sh	56,408	$2.8M
ExodusPoint Capital Management52,321 sh	52,321	$2.6M
OpenArc Corporate Advisory42,614 sh	42,614	$2.1M
Jackson Creek Investment Advisors36,448 sh	36,448	$1.8M
Gotham Asset Management30,176 sh	30,176	$1.5M
STIFEL FINANCIAL26,394 sh	26,394	$1.3M
Integrated Quantitative Investments23,363 sh	23,363	$1.1M
STRS OHIO20,600 sh	20,600	$1.0M
MEEDER ASSET MANAGEMENT19,934 sh	19,934	$976.6K
Gibbs Wealth Management19,542 sh	19,542	$957.4K
Elo Mutual Pension Insurance18,387 sh	18,387	$900.8K
CAPTRUST FINANCIAL ADVISORS14,824 sh	14,824	$726.2K
ALLSTATE14,033 sh	14,033	$687.5K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,484 sh	11,484	$562.6K
Resona Asset Management ,Ltd.10,385 sh	10,385	$508.8K
Cetera Investment Advisers9,738 sh	9,738	$477.1K
Portside Wealth Group9,483 sh	9,483	$464.6K
Graham Capital Management, L.P.9,107 sh	9,107	$446.2K
Yorktown Management & Research9,000 sh	9,000	$440.9K
Atria Investments8,945 sh	8,945	$438.2K
Swiss Life Asset Management Ltd7,472 sh	7,472	$366.1K
Neo Ivy Capital Management5,696 sh	5,696	$279.0K
Centiva Capital5,695 sh	5,695	$279.0K
Virtu Financial5,677 sh	5,677	$278.0K
Vanguard Personalized Indexing Management5,568 sh	5,568	$272.8K
Corient Private Wealth5,232 sh	5,232	$256.3K
Vise Technologies4,524 sh	4,524	$239.5K
INCEPTIONR4,799 sh	4,799	$235.1K
CAPSTONE INVESTMENT ADVISORS4,623 sh	4,623	$226.5K
Crossmark Global4,327 sh	4,327	$212.0K
FRED ALGER MANAGEMENT4,275 sh	4,275	$209.4K
QUADRANT CAPITAL GROUP6,464 sh	6,464	$207.3K
Argent4,204 sh	4,204	$206.0K
HANCOCK WHITNEY4,725 sh	4,725	$205.8K
Strive Financial Group757 sh	757	$37.0K
Basecamp Wealth Advisors334 sh	334	$16.4K
Truvestments Capital152 sh	152	$7.4K
Root Financial Partners77 sh	77	$3.8K
BARROW HANLEY MEWHINNEY & STRAUSS74 sh	74	$3.6K
Sound Income Strategies75 sh	75	$3.5K
Rachor Investment Advisory Services66 sh	66	$3.2K
TWIN PEAKS WEALTH ADVISORS54 sh	54	$2.6K
Financial Network Wealth Advisors44 sh	44	$2.2K
Raleigh Capital Management38 sh	38	$1.9K
Advisory Services Network30 sh	30	$1.5K
Vermillion Wealth Management5 sh	5	$245.00
Annis Gardner Whiting Capital Advisors5 sh	5	$245.00
MAI Capital Management4 sh	4	$196.00
Abound Wealth Management4 sh	4	$196.00
Dunhill Financial1 sh	1	$67.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.