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Disclosery

CALX CALIX INC

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COM (common), issuer CIK 1406666

293 managers (297 13F filers) reported a position in CALX shares at 2025-06-30, 55,927,965 shares in all. 64 filers opened a position and 29 filers sold out during the quarter.

Managers
293
13F filers
297
New
64
Added
99
Reduced
102
Sold out
29
Shares held by filers
55,927,965

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Corient Private Wealth LPin group Corient Private Wealth LP4,447$237K<0.01%new13F-HR/ATimelineGroup
CIBC Asset Management Inc4,442$236K<0.01%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…4,400$234K0.12%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC4,398$234K<0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,327$230K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,210$224K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,185$223K0.01%new13F-HRTimeline
Teza Capital Management LLC4,132$220K0.16%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,079$217K<0.01%-2,41813F-HRTimelineGroup
Linden Thomas Advisory Services, LLC4,064$216K0.02%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,004$213K<0.01%+1,49613F-HRTimeline
Quantinno Capital Management LP3,949$210K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,041$207K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,856$205K<0.01%-5,45113F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.3,676$196K0.03%-24013F-HRTimeline
SG Americas Securities, LLC3,193$170K<0.01%-25,93513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,895$154K<0.01%+84113F-HRTimelineGroup
Brooklyn Investment Group2,708$144K0.02%+2,28213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,178$116K<0.01%-5713F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV2,090$111K<0.01%-68213F-HRTimelineGroup
GAMMA Investing LLC1,472$78.3K<0.01%+80213F-HRTimeline
SIGNATUREFD, LLC1,370$72.9K<0.01%+36313F-HRTimeline
CWM, LLCin group CWM, LLC1,335$71K<0.01%+70713F-HRTimelineGroup
Smartleaf Asset Management LLC1,245$63.9K0.01%+26513F-HRTimeline
Pacer Advisors, Inc.1,174$62.4K<0.01%-36813F-HRTimeline
DekaBank Deutsche Girozentrale902$46K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers707$37.6K<0.01%-2913F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …674$36K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC564$30K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…507$27K<0.01%-2113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp505$26.9K<0.01%+50013F-HRTimelineGroup
Quarry LP493$26.2K0.01%-86013F-HRTimeline
SIMPLEX TRADING, LLC455$24K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC400$21.3K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…376$20K<0.01%+9213F-HRTimelineGroup
GROUP ONE TRADING LLC297$15.8K<0.01%-70013F-HRTimeline
Covestor Ltd291$15K0.01%-213F-HRTimeline
GPS Wealth Strategies Group, LLC275$14.6K<0.01%013F-HRTimeline
Allworth Financial LP267$14.2K<0.01%+4213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC261$14K<0.01%+3913F-HRTimelineGroup
Truvestments Capital LLC262$13.9K<0.01%013F-HRTimeline
IFP Advisors, Inc0$13.4K<0.01%-1713F-HRTimelineAmount filed as zero, left out of ratios.
LRI Investments, LLC230$12.2K<0.01%013F-HRTimeline
Bayforest Capital Ltd216$11.5K0.01%new13F-HRTimeline
Clearstead Advisors, LLC183$9.73K<0.01%new13F-HRTimeline
UMB Bank, n.a.167$8.88K<0.01%-4213F-HR/ATimeline
Aster Capital Management (DIFC) Ltd164$8.72K<0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.160$8.51K<0.01%new13F-HRTimeline
Sterling Capital Management LLC143$7.61K<0.01%-17113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…134$7.13K<0.01%+5813F-HRTimelineGroup
Private Wealth Management Group, LLC122$6.49K<0.01%-1713F-HRTimeline
ROTHSCHILD INVESTMENT LLC110$5.85K<0.01%+1513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC97$5.67K<0.01%new13F-HRTimeline
WHITTIER TRUST CO100$5.32K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88$4.68K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc87$4.63K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC85$4.52K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC83$4.42K<0.01%+1713F-HRTimeline
Parallel Advisors, LLC63$3.35K<0.01%-6913F-HRTimeline
MassMutual Private Wealth & Trust, FSB62$3.3K<0.01%-7013F-HRTimeline
Hemington Wealth Management71$3K<0.01%+3313F-HRTimeline
Financial Network Wealth Advisors LLC56$2.98K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC55$2.92K<0.01%013F-HRTimeline
Beacon Capital Management, LLC51$2.71K<0.01%013F-HRTimeline
Fortitude Family Office, LLC44$2.34K<0.01%+413F-HRTimeline
MAI Capital Management38$2.02K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.43$2K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co36$1.92K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.35$1.86K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$1.44K<0.01%013F-HRTimelineGroup
Main Street Group, LTD27$1.44K<0.01%013F-HRTimeline
Bare Financial Services, Inc27$1.44K<0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust25$1.33K<0.01%-3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23$1.22K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…21$1.12K<0.01%013F-HRTimeline
Larson Financial Group LLC15$798<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.13$691<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9$479<0.01%-2013F-HRTimeline
BOKF, NAin group BOKF, NA8$426<0.01%013F-HRTimelineGroup
True Wealth Design, LLC7$373<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$372<0.01%+213F-HRTimelineGroup
Clearstead Trust, LLC6$320<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$320<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$266<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$213<0.01%-113F-HRTimeline
Abound Wealth Management4$213<0.01%013F-HRTimeline
HFM Investment Advisors, LLC3$160<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC2$106<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC1$54<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$53<0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.1$53<0.01%013F-HRTimeline
Essential Partners LLC1$53<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.