CALIX INC CALX
COM · Common Stock · CUSIP 13100M509 · ISIN US13100M5094
- SectorCommunication
- IndustryCommunications Services, NEC
- HeadquartersSan Jose, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($514.3k this quarter). Holder counts are more reliable. Shares outstanding: 65.8m as of 2024-07-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $35.43. Options: 10 managers hold calls ($7.9m notional), 7 hold puts ($3.9m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 231 |
| Q4 2022 | 275 |
| Q1 2023 | 272 |
| Q2 2023 | 268 |
| Q3 2023 | 278 |
| Q4 2023 | 264 |
| Q1 2024 | 261 |
| Q2 2024 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 157 | 101 |
| Q1 2023 | 156 | 131 |
| Q2 2023 | 148 | 127 |
| Q3 2023 | 155 | 129 |
| Q4 2023 | 128 | 141 |
| Q1 2024 | 142 | 132 |
| Q2 2024 | 140 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $11.5m | $10.3m | 0.89 |
| Q4 2023 | $30.4m | $8.2m | 0.27 |
| Q1 2024 | $7.5m | $3.7m | 0.49 |
| Q2 2024 | $7.9m | $3.9m | 0.49 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +626.4k |
| ALLIANCEBERNSTEIN L.P. | Added | +623.2k |
| Divisar Capital Management LLC | New | +448.1k |
| SG Capital Management LLC | New | +442.9k |
| Schonfeld Strategic Advisors LLC | Added | +299.6k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | New | +229.5k |
| VANGUARD GROUP INC | Added | +186.5k |
| CONGRESS ASSET MANAGEMENT CO | Added | +157.8k |
| Trigran Investments, Inc. | Added | +157.7k |
| GILDER GAGNON HOWE & CO LLC | Added | +145.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -923.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -584.6k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -314.5k |
| BlackRock Inc. | Reduced | -262.2k |
| Allspring Global Investments Holdings, LLC | Reduced | -204.3k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Sold out | -165.0k |
| SORA INVESTORS LLC | Sold out | -155.0k |
| Penn Capital Management Company, LLC | Sold out | -151.8k |
| TD Asset Management Inc | Reduced | -141.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m111.0k shares |
| CITADEL ADVISORS LLC | Added | $1.3m37.0k shares |
| G2 Investment Partners Management LLC | New | $885.8k25.0k shares |
| JANE STREET GROUP, LLC | Added | $496.0k14.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $411.0k11.6k shares |
| Walleye Capital LLC | Added | $322.4k9.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $279.0k7.9k shares |
| Walleye Trading LLC | Added | $244.5k6.9k shares |
| GROUP ONE TRADING LLC | New | $10.6k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.5m42.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m35.5k shares |
| SIMPLEX TRADING, LLC | Added | $666.0k18.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $290.5k8.2k shares |
| Walleye Capital LLC | Reduced | $102.7k2.9k shares |
| Walleye Trading LLC | Reduced | $56.7k1.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.3 pts · filed 2026-07-30 | 16.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.6% |
| ALLIANCEBERNSTEIN L.P. 13G · institution +1.6 pts · filed 2026-05-18 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 4 | $4.4m | — |
| Q4 2022 | 0 | — | 6 | $11.1m | — |
| Q1 2023 | 0 | — | 1 | $272.4k | — |
| Q2 2023 | 0 | — | 1 | $220.5k | — |
| Q3 2023 | 1 | $11.9k | 2 | $4.8m | — |
| Q4 2023 | 0 | — | 1 | $2.0m | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 10.7m $378.5m | Reduced -262.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.5m $266.1m | Added +186.5k |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 6.1m $214.9m | Added +623.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $81.9m | Added +1.1k |
| TD Asset Management Inc 0.06% of their portfolio | 1.9m $68.1m | Reduced -141.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.8m $63.5m | Added +45.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $51.9m | Reduced -36.7k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.16% of their portfolio | 1.3m $47.4m | Added +115.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $46.7m | Added +45.8k |
| CONGRESS ASSET MANAGEMENT CO 0.31% of their portfolio | 1.2m $42.6m | Added +157.8k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 1.2m $42.3m | Reduced -23.9k |
| Epoch Investment Partners, Inc. 0.19% of their portfolio | 1.2m $41.3m | Added +2.3k |
| Trigran Investments, Inc. 3.74% of their portfolio | 1.0m $35.7m | Added +157.7k |
| MORGAN STANLEY 0.00% of their portfolio | 884.1k $31.3m | Reduced -1.7m |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.55% of their portfolio | 812.1k $28.8m | Added +68.3k |
| GILDER GAGNON HOWE & CO LLC 0.36% of their portfolio | 807.2k $28.6m | Added +145.1k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 626.4k $22.2m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 588.5k $20.9m | Added +51.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 585.8k $20.8m | Reduced -21.1k |
| Polar Asset Management Partners Inc. 0.48% of their portfolio | 532.4k $18.9m | Added +3.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 502.9k $17.8m | First filing |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 483.0k $17.1m | Reduced -124.0k |
| Analog Century Management LP 1.58% of their portfolio | 449.4k $15.9m | Reduced -56.4k |
| Divisar Capital Management LLC 3.01% of their portfolio | 448.1k $15.9m | New |
| SG Capital Management LLC 2.65% of their portfolio | 442.9k $15.7m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 407.5k $14.4m | Reduced -5.5k |
| Mesirow Institutional Investment Management, Inc. 1.11% of their portfolio | 358.6k $12.7m | Added +29.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 340.2k $12.1m | Added +52.8k |
| Schonfeld Strategic Advisors LLC 0.09% of their portfolio | 321.6k $11.4m | Added +299.6k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 304.5k $10.8m | Added +89.6k |
| Squarepoint Ops LLC 0.04% of their portfolio | 300.3k $10.6m | Added +135.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 289.3k $10.3m | Reduced -16.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 273.2k $9.7m | Reduced -4.6k |
| Artemis Investment Management LLP 0.13% of their portfolio | 270.9k $9.6m | Reduced -91.0k |
| Pier Capital, LLC 1.26% of their portfolio | 239.0k $8.5m | Reduced -28.2k |
| Invesco Ltd. 0.00% of their portfolio | 233.1k $8.3m | Reduced -10.1k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 2.05% of their portfolio | 229.5k $8.1m | New |
| DC Investments Management, LLC 6.85% of their portfolio | 229.4k $8.1m | Added +26.7k |
| Penserra Capital Management LLC 0.09% of their portfolio | 203.4k $7.2m | Reduced -8.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 200.8k $7.1m | Reduced -28.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 198.9k $7.0m | Reduced -3.4k |
| Edgestream Partners, L.P. 0.33% of their portfolio | 191.3k $6.8m | Added +24.3k |
| CW Advisors, LLC 0.11% of their portfolio | 190.5k $6.7m | Added +14.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 179.8k $6.4m | Added +77.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 177.2k $6.3m | Reduced -38.2k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.51% of their portfolio | 175.0k $6.2m | Added +125.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 174.5k $6.2m | Added +28.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 173.6k $6.1m | Added +5.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 169.5k $6.0m | Reduced -24.4k |
| Legal & General Group Plc 0.00% of their portfolio | 165.9k $5.9m | Reduced -1.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 158.6k $5.6m | Reduced -73.6k |
| Engineers Gate Manager LP 0.12% of their portfolio | 151.4k $5.4m | Reduced -2.3k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 141.7k $4.9m | Added +22.9k |
| OV Management LLC 3.24% of their portfolio | 130.8k $4.6m | Added +10.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 130.7k $4.6m | Reduced -15.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 129.4k $4.6m | Added +28.7k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 129.3k $4.6m | New |
| Public Sector Pension Investment Board 0.03% of their portfolio | 128.4k $4.5m | Added +8.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 124.6k $4.4m | Reduced -8.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 122.6k $4.3m | Added +58.3k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 121.3k $4.3m | Reduced -128.5k |
| Swiss National Bank 0.00% of their portfolio | 115.8k $4.1m | Reduced -1.2k |
| Atom Investors LP 0.41% of their portfolio | 114.7k $4.1m | Added +85.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 114.6k $4.1m | New |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 113.2k $4.0m | Reduced -898 |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 111.1k $3.9m | Added +9.8k |
| FORMULA GROWTH LTD 1.42% of their portfolio | 110.0k $3.9m | Reduced -10.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 100.3k $3.6m | Added +50.4k |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.52% of their portfolio | 94.3k $3.3m | Added +38.4k |
| MARATHON CAPITAL MANAGEMENT 0.82% of their portfolio | 90.4k $3.2m | Added +6.8k |
| PDT Partners, LLC 0.30% of their portfolio | 88.8k $3.1m | Added +14.3k |
| TOWNSQUARE CAPITAL LLC 0.04% of their portfolio | 87.6k $3.1m | Added +11.5k |
| CONNORS INVESTOR SERVICES INC 0.31% of their portfolio | 84.8k $3.0m | Added +26.2k |
| NORTH STAR ASSET MANAGEMENT INC 0.14% of their portfolio | 84.3k $3.0m | Added +18.7k |
| G2 Investment Partners Management LLC 0.74% of their portfolio | 80.8k $2.9m | Reduced -40.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 78.7k $2.8m | Added +43.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 78.5k $2.8m | Added +46.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 77.7k $2.8m | Added +23.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 76.1k $2.7m | Reduced -1.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 75.6k $2.7m | Reduced -123.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 73.6k $2.6m | Reduced -103.3k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 72.4k $2.6m | Added +9.7k |
| Jefferies Financial Group Inc. 0.05% of their portfolio | 65.9k $2.3m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 64.6k $2.3m | Reduced -85.0k |
| Holocene Advisors, LP 0.01% of their portfolio | 64.5k $2.3m | Reduced -42.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 62.8k $2.2m | Reduced -2.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.3k $2.2m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 57.4k $2.0m | Reduced -1.8k |
| Eisler Capital (US) LLC 0.38% of their portfolio | 56.3k $2.0m | New |
| Kepos Capital LP 0.76% of their portfolio | 55.0k $1.9m | Reduced -15.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 48.4k $1.7m | Reduced -2.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 46.7k $1.7m | Reduced -19.3k |
| CITIGROUP INC 0.00% of their portfolio | 44.0k $1.6m | Added +5.3k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 40.9k $1.4m | Added +13.2k |
| BARCLAYS PLC 0.00% of their portfolio | 40.0k $1.4m | Reduced -23.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 37.5k $1.3m | Added +1.9k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 37.3k $1.3m | Added +5.5k |
| Quadrature Capital Ltd 0.02% of their portfolio | 36.5k $1.3m | Added +24.7k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 34.3k $1.2m | Added +3.2k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 34.2k $1.2m | Reduced -1.5k |