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Disclosery

CALX CALIX INC

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COM (common), issuer CIK 1406666

307 managers (314 13F filers) reported a position in CALX shares at 2025-09-30, 56,652,790 shares in all. 51 filers opened a position and 30 filers sold out during the quarter.

Managers
307
13F filers
314
New
51
Added
112
Reduced
101
Sold out
30
Shares held by filers
56,652,790

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…5,000$307K0.02%-35,00013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,929$302K0.01%-1,09413F-HRTimelineGroup
HANCOCK WHITNEY CORP4,679$287K0.01%new13F-HRTimeline
RATIONAL ADVISORS, INC.4,637$285K0.03%new13F-HRTimeline
XPONANCE LLC4,628$284K<0.01%+5413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,611$283K<0.01%-98513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO6,155$282K0.03%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,564$280K<0.01%+11713F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.4,458$274K0.04%-10,75913F-HRTimeline
CIBC Asset Management Inc4,442$273K<0.01%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…4,400$270K0.14%013F-HRTimelineGroup
Crossmark Global Holdings, Inc.4,327$266K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC4,309$264K<0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,210$258K0.02%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC4,194$257K<0.01%+19013F-HRTimeline
Linden Thomas Advisory Services, LLC4,191$257K0.03%+12713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,041$249K<0.01%013F-HRTimelineGroup
Perbak Capital Partners LLP4,051$249K0.04%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,029$247K<0.01%-32,83813F-HRTimelineGroup
NORDEN GROUP LLC4,025$247K0.03%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,987$245K<0.01%+13113F-HRTimelineGroup
Cooper Financial Group3,865$237K0.03%-61513F-HRTimeline
Sanctuary Advisors, LLC3,854$237K<0.01%-1,11913F-HR/ATimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC3,807$234K<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd3,797$233K0.01%new13F-HRTimeline
Pacer Advisors, Inc.3,632$223K<0.01%+2,45813F-HRTimeline
Vise Technologies, Inc.3,620$222K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,530$217K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,487$214K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC3,350$206K0.09%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,732$168K<0.01%-5,81813F-HRTimelineGroup
Neo Ivy Capital Management2,600$160K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,123$131K<0.01%-19,55213F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,090$128K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,662$102K0.01%+19013F-HRTimeline
Smartleaf Asset Management LLC1,610$98.8K0.01%+36513F-HRTimeline
CWM, LLCin group CWM, LLC1,507$92K<0.01%+17213F-HRTimelineGroup
SIGNATUREFD, LLC1,257$77.1K<0.01%-11313F-HRTimeline
Point72 Hong Kong Ltd1,058$64.9K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,046$64.2K<0.01%new13F-HRTimeline
Point72 Europe (London) LLP970$59.5K<0.01%new13F-HRTimeline
DekaBank Deutsche Girozentrale902$55K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …674$41K<0.01%013F-HRTimelineGroup
Covestor Ltd656$40K0.02%+36513F-HRTimeline
WHITTIER TRUST CO641$38.1K<0.01%+54113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\517$31.7K<0.01%-6,24313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp500$30.7K<0.01%-513F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…499$30.6K<0.01%-813F-HRTimeline
NATIXISin group Natixis Investment Managers458$28.1K<0.01%-24913F-HRTimelineGroup
Clearstead Advisors, LLC438$26.9K<0.01%+25513F-HRTimeline
Quarry LP419$25.7K0.01%-7413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…418$25.7K<0.01%+4213F-HRTimelineGroup
Tower View Wealth Management LLC400$24.5K0.01%013F-HRTimeline
Salomon & Ludwin, LLC374$22.3K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC357$22K<0.01%+9613F-HRTimelineGroup
Farther Finance Advisors, LLC338$20.7K<0.01%+25513F-HRTimeline
Crewe Advisors LLC296$18.2K<0.01%new13F-HRTimeline
Allworth Financial LP288$17.7K<0.01%+2113F-HRTimeline
GPS Wealth Strategies Group, LLC275$16.9K<0.01%013F-HRTimeline
UMB Bank, n.a.213$13.1K<0.01%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthspire Advisors, LLC207$12.7K<0.01%new13F-HRTimeline
Arax Advisory Partners194$11.9K<0.01%new13F-HRTimeline
Truvestments Capital LLC152$9.33K<0.01%-11013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.150$9.21K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.147$9K<0.01%+10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterling Capital Management LLC143$8.78K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…134$8.22K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC131$8.04K<0.01%+6813F-HRTimeline
Private Wealth Management Group, LLC122$7.49K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$5.52K<0.01%-2013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88$5.4K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc87$5.34K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC85$5.22K<0.01%013F-HRTimeline
Bare Financial Services, Inc80$4.91K<0.01%+5313F-HRTimeline
IFP Advisors, Inc74$4.54K<0.01%+7413F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB62$3.81K<0.01%013F-HRTimeline
Root Financial Partners, LLC61$3.74K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC58$3.56K<0.01%+5113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC55$3.38K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC54$3.31K<0.01%-213F-HRTimeline
Hemington Wealth Management63$3K<0.01%-813F-HRTimeline
Fortitude Family Office, LLC44$2.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co36$2.21K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.35$2.15K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$1.66K<0.01%013F-HRTimelineGroup
Main Street Group, LTD27$1.66K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust25$1.53K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23$1.41K<0.01%013F-HRTimeline
Marquette Asset Management, LLC20$1.23K<0.01%new13F-HRTimeline
Larson Financial Group LLC20$1.23K<0.01%+513F-HRTimeline
Aster Capital Management (DIFC) Ltd19$1.17K<0.01%-14513F-HRTimeline
SBI Securities Co., Ltd.13$798<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10$614<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC9$553<0.01%013F-HRTimeline
True Wealth Design, LLC7$430<0.01%013F-HRTimeline
Clearstead Trust, LLC6$369<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$307<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.5$298<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.4$246<0.01%013F-HRTimeline
Abound Wealth Management4$246<0.01%013F-HRTimeline
Caitong International Asset Management …3$184<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$184<0.01%013F-HRTimeline
Essential Partners LLC3$184<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC2$122<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$62<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$61<0.01%013F-HRTimelineGroup
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.