CALIX, INC hedge fund holdings
CALXNYSE$34.81-0.09 (-0.26%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CALX · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-42.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 126 | 95 | $393M | $378M | 275 | Aug 14, 2025 |
| Q3 2025 | 116 | 95 | $419M | $337M | 297 | Nov 14, 2025 |
| Q4 2025 | 129 | 85 | $405M | $230M | 314 | Feb 14, 2026 |
| Q1 2026 | 127 | 121 | $436M | $464M | 296 | May 15, 2026 |
| Q2 2026 | 115 | 129 | $318M | $328M | 269 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
269 filersNew position
31$61.9M+1.66M sh
Increased
84$256M+6.86M sh
Reduced
78-$246M-6.58M sh
Out / sold
51-$82.5M-2.21M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Congress Asset Management Co | Reduce 99.46% | -$61M | $332K | 0.00% | Jul 7, 2026 |
| Artisan Partners Limited Partnership | Sell 100% | -$26M | $0 | 0.00% | Aug 13, 2026 |
| Trigran Investments, Inc. | New Buy | +$16.5M | $16.5M | 3.03% | Aug 12, 2026 |
| Divisadero Street Capital Management, LP | Reduce 98.15% | -$11.2M | $212K | 0.00% | Aug 14, 2026 |
| Needham Investment Management LLC | New Buy | +$10.3M | $10.3M | 0.31% | Aug 14, 2026 |
| Schroder Investment Management Group | Reduce 96.02% | -$9.62M | $399K | 0.00% | Aug 13, 2026 |
| Paradigm Capital Management Inc | Added 29.80% | +$8.54M | $37.2M | 1.01% | Aug 13, 2026 |
| Westfield Capital Management Co LP | Reduce 14.33% | -$8.27M | $49.4M | 0.16% | Aug 12, 2026 |
| Westerly Capital Management, LLC | New Buy | +$7.65M | $7.65M | 1.41% | Aug 14, 2026 |
| Gilder Gagnon Howe & Co LLC | Reduce 25.51% | -$7.42M | $21.7M | 0.22% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | Sell 100% | -$5.94M | $0 | 0.00% | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | Sell 100% | -$5.79M | $0 | 0.00% | Aug 14, 2026 |
| Harvey Partners, LLC | Reduce 26.55% | -$5.67M | $15.7M | 1.07% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Added 18.41% | +$3.83M | $24.6M | 0.04% | Aug 14, 2026 |
| Edgestream Partners, L.P. | Sell 100% | -$3.71M | $0 | 0.00% | Aug 11, 2026 |
| Canada Pension Plan Investment Board | Reduce 90.61% | -$3.03M | $313K | 0.00% | Aug 14, 2026 |
| Holocene Advisors, LP | Added 773.45% | +$3.03M | $3.42M | 0.01% | Aug 14, 2026 |
| Formula Growth Ltd | Added 202.63% | +$2.87M | $4.29M | 1.51% | Aug 17, 2026 |
| Oberweis Asset Management Inc/ | Added 20.06% | +$2.51M | $15M | 0.31% | Aug 14, 2026 |
| First Trust Advisors LP | Added 103.86% | +$2.2M | $4.32M | 0.00% | Aug 11, 2026 |
| Loomis Sayles & Co L P | Reduce 6.59% | -$2.07M | $29.3M | 0.04% | Aug 14, 2026 |
| Divisar Capital Management LLC | Added 16.17% | +$2.05M | $14.7M | 3.40% | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | Sell 100% | -$1.79M | $0 | 0.00% | Aug 10, 2026 |
| Thompson Investment Management, Inc. | Added 105.04% | +$1.76M | $3.43M | 0.39% | Jul 13, 2026 |
| Nordea Investment Management AB | New Buy | +$1.49M | $1.49M | 0.00% | Aug 5, 2026 |
| Gotham Asset Management, LLC | Sell 100% | -$1.48M | $0 | 0.00% | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | Sell 100% | -$1.14M | $0 | 0.00% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$1.13M | $1.13M | 0.01% | Aug 17, 2026 |
| Axq Capital, LP | Added 353.72% | +$1.1M | $1.41M | 0.15% | Aug 6, 2026 |
| EntryPoint Capital, LLC | New Buy | +$1.09M | $1.09M | 0.26% | Aug 13, 2026 |
| Park Avenue Securities LLC | New Buy | +$1.01M | $1.01M | 0.01% | Jul 20, 2026 |
| Elo Mutual Pension Insurance Co | Sell 100% | -$901K | $0 | 0.00% | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 54.13% | -$828K | $702K | 0.00% | Aug 4, 2026 |
| Allstate Corp | Sell 100% | -$687K | $0 | 0.00% | Aug 13, 2026 |
| Public Sector Pension Investment Board | Reduce 7.62% | -$614K | $7.44M | 0.02% | Aug 13, 2026 |
| Wellington Management Group LLP | Reduce 2.87% | -$573K | $19.4M | 0.00% | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | Sell 100% | -$509K | $0 | 0.00% | Jul 29, 2026 |
| Quantinno Capital Management LP | Added 160.89% | +$499K | $809K | 0.00% | Aug 13, 2026 |
| Portside Wealth Group, LLC | Sell 100% | -$465K | $0 | 0.00% | Jul 14, 2026 |
| North Star Asset Management Inc | Added 12.15% | +$451K | $4.16M | 0.16% | Aug 18, 2026 |
| Graham Capital Management, L.P. | Sell 100% | -$446K | $0 | 0.00% | Aug 14, 2026 |
| Caxton Associates LLP | Added 58.61% | +$442K | $1.2M | 0.02% | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | Sell 100% | -$441K | $0 | 0.00% | Jul 23, 2026 |
| Atria Investments, Inc | Sell 100% | -$438K | $0 | 0.00% | Jul 28, 2026 |
| Jain Global LLC | New Buy | +$417K | $417K | 0.00% | Aug 14, 2026 |
| Pacer Advisors, Inc. | Sell 100% | -$404K | $0 | 0.00% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$401K | $401K | 0.02% | Aug 3, 2026 |
| Connors Investor Services Inc | Reduce 18.40% | -$401K | $1.78M | 0.15% | Aug 14, 2026 |
| State of Alaska, Department of Revenue | Reduce 32.38% | -$397K | $830K | 0.01% | Jul 20, 2026 |
| Guggenheim Capital LLC | Added 236.90% | +$369K | $525K | 0.00% | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | Sell 100% | -$366K | $0 | 0.00% | Jul 29, 2026 |
| Penn Capital Management Company, LLC | Added 2.56% | +$362K | $14.5M | 0.92% | Jul 30, 2026 |
| Inspire Investing, LLC | Added 75.97% | +$296K | $685K | 0.03% | Aug 12, 2026 |
| Neo Ivy Capital Management | Sell 100% | -$279K | $0 | 0.00% | Aug 14, 2026 |
| Harbor Capital Advisors, Inc. | Added 72.51% | +$275K | $654K | 0.04% | Aug 7, 2026 |
| FORA Capital, LLC | Added 104.47% | +$263K | $515K | 0.04% | Aug 13, 2026 |
| Vise Technologies, Inc. | Sell 100% | -$239K | $0 | 0.00% | Aug 11, 2026 |
| Bridgefront Capital, LLC | New Buy | +$236K | $236K | 0.06% | Aug 14, 2026 |
| Inceptionr LLC | Sell 100% | -$235K | $0 | 0.00% | Aug 11, 2026 |
| Kornitzer Capital Management Inc | Added 45.96% | +$225K | $715K | 0.01% | Jul 31, 2026 |
| Capital Fund Management S.A. | Reduce 19.10% | -$224K | $947K | 0.00% | Aug 13, 2026 |
| SummitTX Capital, L.P. | New Buy | +$216K | $216K | 0.01% | Aug 14, 2026 |
| Fred Alger Management, LLC | Sell 100% | -$209K | $0 | 0.00% | Aug 14, 2026 |
| Argent Trust Co | Sell 100% | -$206K | $0 | 0.00% | Aug 6, 2026 |
| Vident Advisory, LLC | Added 54.56% | +$200K | $566K | 0.00% | Aug 12, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 12.25% | +$185K | $1.69M | 0.03% | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | Added 25.50% | +$173K | $852K | 0.00% | Jul 21, 2026 |
| Defiance ETFs, LLC | Reduce 2.59% | -$168K | $6.33M | 0.09% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 8.83% | -$165K | $1.71M | 0.00% | Aug 13, 2026 |
| Thrivent Financial for Lutherans | Reduce 7.66% | -$118K | $1.42M | 0.00% | Aug 14, 2026 |
| LVW Advisors, LLC | Reduce 35.32% | -$116K | $212K | 0.02% | Jul 15, 2026 |
| Handelsbanken Fonder AB | Added 8.53% | +$67.2K | $855K | 0.00% | Jul 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Reduce 3.04% | -$62K | $1.98M | 0.00% | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | Added 5.19% | +$60.4K | $1.22M | 0.01% | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Reduce 84.75% | -$51.4K | $9.26K | 0.00% | Aug 7, 2026 |
| Vanguard Investments Australia, Ltd. | Reduce 7.93% | -$49.9K | $579K | 0.00% | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | Reduce 26.30% | -$44.8K | $126K | 0.00% | Aug 14, 2026 |
| Strive Financial Group ,LLC | Sell 100% | -$37K | $0 | 0.00% | Aug 17, 2026 |
| Harbor Investment Advisory, LLC | New Buy | +$31.3K | $31.3K | 0.00% | Jul 7, 2026 |
| Assetmark, Inc | Reduce 32.81% | -$31.3K | $64.2K | 0.00% | Jul 30, 2026 |
| Diversified Trust Co | Added 6.73% | +$27.8K | $440K | 0.01% | Jul 17, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 4.54% | -$23.4K | $492K | 0.01% | Jul 29, 2026 |
| Freestone Grove Partners LP | Added 17.07% | +$22.9K | $157K | 0.00% | Aug 14, 2026 |
| Salomon & Ludwin, LLC | Reduce 89.25% | -$22.5K | $2.71K | 0.00% | Aug 7, 2026 |
| G2 Investment Partners Management LLC | Reduce 0.34% | -$20.2K | $5.97M | 1.09% | Aug 14, 2026 |
| Tidal Investments LLC | Reduce 2.36% | -$18.4K | $762K | 0.00% | Aug 13, 2026 |
| Yousif Capital Management, LLC | Reduce 2.63% | -$15.7K | $584K | 0.01% | Jul 16, 2026 |
| Crewe Advisors LLC | Reduce 67.25% | -$11.4K | $5.56K | 0.00% | Jul 24, 2026 |
| Bayforest Capital Ltd | New Buy | +$10.8K | $10.8K | 0.01% | Aug 5, 2026 |
| Maryland State Retirement & Pension System | Reduce 3.08% | -$10.1K | $319K | 0.01% | Jul 30, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 20.68% | -$9.93K | $38.1K | 0.00% | Aug 13, 2026 |
| Fox Run Management, L.L.C. | Added 2.38% | +$8.51K | $366K | 0.06% | Aug 4, 2026 |
| UMB Bank, n.a. | Reduce 77.54% | -$8.25K | $2.39K | 0.00% | Aug 13, 2026 |
| Xponance LLC | Added 3.78% | +$7.99K | $219K | 0.00% | Aug 10, 2026 |
| Truvestments Capital LLC | Sell 100% | -$7.45K | $0 | 0.00% | Aug 12, 2026 |
| Bessemer Group Inc | Reduce 0.28% | -$6.75K | $2.4M | 0.00% | Aug 12, 2026 |
| Kera Capital Partners, Inc. | Added 2.22% | +$6.12K | $282K | 0.03% | Aug 14, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$5.19K | $5.19K | 0.00% | Aug 18, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$3.52K | $0 | 0.00% | Jul 20, 2026 |
| Rachor Investment Advisory Services, LLC | Sell 100% | -$3.23K | $0 | 0.00% | Jul 16, 2026 |