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Disclosery

CALX CALIX INC

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COM (common), issuer CIK 1406666

327 managers (332 13F filers) reported a position in CALX shares at 2025-12-31, 58,789,302 shares in all. 47 filers opened a position and 34 filers sold out during the quarter.

Managers
327
13F filers
332
New
47
Added
127
Reduced
101
Sold out
34
Shares held by filers
58,789,302

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Atria Investments, Inc6,927$367K<0.01%-1,41413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,893$365K<0.01%+23613F-HRTimelineGroup
Verition Fund Management LLC6,690$354K<0.01%+1,08913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,545$346K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP6,540$346K<0.01%+81013F-HRTimeline
Pacer Advisors, Inc.6,520$345K<0.01%+2,88813F-HR/ATimeline
PharVision Advisers, LLC6,317$334K0.17%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,253$331K<0.01%-4,44513F-HRTimelineGroup
INCEPTIONR LLC6,216$329K0.09%new13F-HRTimeline
Kera Capital Partners, Inc.7,363$329K0.04%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…6,082$322K0.16%+1,68213F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…6,019$319K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,613$297K<0.01%new13F-HRTimelineGroup
ARMISTICE CAPITAL, LLC5,537$293K0.01%new13F-HRTimeline
Cornerstone Investment Partners, LLC5,360$284K0.01%+313F-HRTimeline
MML INVESTORS SERVICES, LLC5,334$282K<0.01%-20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,175$274K<0.01%+5413F-HRTimeline
Cambridge Investment Research Advisors,…5,090$269K<0.01%-2,70413F-HRTimeline
MQS Management LLC5,029$266K0.16%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,929$261K0.01%013F-HRTimelineGroup
XPONANCE LLC4,789$253K<0.01%+16113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,566$242K<0.01%+213F-HR/ATimelineGroup
Ensign Peak Advisors, Inc4,563$242K<0.01%-9,40013F-HR/ATimeline
Farringdon Capital, Ltd.4,540$240K0.06%new13F-HRTimeline
Vise Technologies, Inc.4,524$239K<0.01%+90413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,522$239K<0.01%+99213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,419$235K<0.01%+2,29613F-HRTimelineGroup
HANCOCK WHITNEY CORP4,426$234K<0.01%-25313F-HRTimeline
Crossmark Global Holdings, Inc.4,327$229K<0.01%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,210$223K0.01%013F-HRTimeline
Linden Thomas Advisory Services, LLC4,194$222K0.02%+313F-HRTimeline
NORDEN GROUP LLC4,108$217K0.02%+8313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,081$216K<0.01%+4013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC4,057$215K<0.01%-13713F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding4,004$212K+3,840Timeline
EVERGREEN CAPITAL MANAGEMENT LLC3,993$211K<0.01%-1,21913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,930$208K0.01%new13F-HRTimeline
Cooper Financial Group3,865$205K0.02%013F-HRTimeline
Aster Capital Management (DIFC) Ltd3,369$178K0.08%+3,35013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,346$177K0.01%-14113F-HRTimeline
Neo Ivy Capital Management2,943$156K0.02%+34313F-HRTimeline
Clearstead Advisors, LLC2,419$128K<0.01%+1,98113F-HRTimeline
KBC Group NVin group KBC Group NV2,090$111K<0.01%013F-HRTimelineGroup
Vestcor Inc1,932$102K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,777$94.1K<0.01%-95513F-HRTimelineGroup
Smartleaf Asset Management LLC1,731$91.7K<0.01%+12113F-HRTimeline
GAMMA Investing LLC1,575$83.4K<0.01%-8713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,267$67.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,270$67K<0.01%-23713F-HRTimelineGroup
SIGNATUREFD, LLC1,226$64.9K<0.01%-3113F-HRTimeline
NewEdge Advisors, LLC1,004$53.1K<0.01%-4213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.979$51.8K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …944$50K<0.01%+27013F-HRTimelineGroup
Strive Financial Group ,LLC757$40.1K0.02%13F-HR/ATimeline
Caitong International Asset Management …745$39.4K0.01%+74213F-HR/ATimeline
Covestor Ltd654$35K0.02%-213F-HRTimeline
Farther Finance Advisors, LLC551$29.2K<0.01%+21313F-HRTimeline
Quarry LP533$28.2K<0.01%+11413F-HRTimeline
DekaBank Deutsche Girozentrale902$28K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\517$27.4K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp500$26.5K<0.01%013F-HRTimelineGroup
DANSKE BANK A/S500$26.5K<0.01%-83,23513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…468$24.8K<0.01%+5013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…463$24.5K<0.01%-3613F-HRTimeline
WHITTIER TRUST CO392$21.6K<0.01%-24913F-HRTimeline
Salomon & Ludwin, LLC390$21.2K<0.01%+1613F-HRTimeline
DV Trading LLC400$21.2K<0.01%13F-HRTimeline
Tower View Wealth Management LLC400$21.2K0.01%013F-HRTimeline
Sterling Capital Management LLC396$21K<0.01%+25313F-HRTimeline
Basecamp Wealth Advisors LLC334$17.7K<0.01%13F-HRTimeline
Crewe Advisors LLC326$17.3K<0.01%+3013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.327$17K<0.01%+18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP286$15.1K<0.01%-213F-HRTimeline
Matrix Trust Co228$12K<0.01%new13F-HRTimeline
UMB Bank, n.a.223$11.8K<0.01%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Truvestments Capital LLC152$8.04K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…143$7.57K<0.01%+913F-HRTimelineGroup
Parallel Advisors, LLC136$7.2K<0.01%+513F-HRTimeline
Kemnay Advisory Services Inc.129$6.83K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC122$6.46K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB104$5.5K<0.01%+4213F-HRTimeline
SJS Investment Consulting Inc.104$5.5K<0.01%+10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$4.76K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88$4.66K<0.01%013F-HR/ATimelineGroup
Versant Capital Management, Inc87$4.61K<0.01%013F-HRTimeline
Sound Income Strategies, LLC75$4.36K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc80$4.24K<0.01%new13F-HRTimeline
Bare Financial Services, Inc80$4.23K<0.01%013F-HRTimeline
IFP Advisors, Inc74$3.92K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC64$3.39K<0.01%13F-HRTimeline
Root Financial Partners, LLC61$3.23K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC58$3.07K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…58$3.07K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC55$2.91K<0.01%013F-HRTimeline
CENTRAL TRUST Co53$2.81K<0.01%+1713F-HRTimeline
Fortitude Family Office, LLC44$2.33K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC44$2.33K<0.01%-1013F-HRTimeline
Physician Wealth Advisors, Inc.35$1.85K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO28$1.48K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust27$1.43K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$1.43K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV23$1.22K<0.01%013F-HRTimeline
Horizon Investments, LLC21$1.11K<0.01%new13F-HRTimeline
Larson Financial Group LLC19$1.01K<0.01%-113F-HRTimeline
Torren Management, LLC18$953<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.18$953<0.01%13F-HRTimeline
SBI Securities Co., Ltd.17$900<0.01%+413F-HRTimeline
Manchester Capital Management LLC15$794<0.01%new13F-HRTimeline
Arax Advisory Partners10$529<0.01%-18413F-HRTimeline
JFS WEALTH ADVISORS, LLC9$477<0.01%013F-HRTimeline
Ankerstar Wealth, LLC8$423<0.01%13F-HRTimeline
Blue Trust, Inc.7$371<0.01%new13F-HRTimeline
Trust Co6$318<0.01%new13F-HRTimeline
True Wealth Design, LLC6$318<0.01%-113F-HRTimeline
DiNuzzo Private Wealth, Inc.5$265<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5$265<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4$212<0.01%new13F-HRTimeline
Abound Wealth Management4$212<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$212<0.01%13F-HRTimeline
HFM Investment Advisors, LLC3$159<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC3$159<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC2$106<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$105<0.01%013F-HRTimeline
Dunhill Financial, LLC1$73<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$53<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC1$53<0.01%013F-HRTimeline
Essential Partners LLC1$53<0.01%-213F-HRTimeline