undamentalytics Newsletter

Calix, Inc: which funds bought and sold

Institutions that bought and sold Calix shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 141 institutions that filed 13F reports for both quarters added to or opened positions in Calix, and 169 cut or closed them. Together they added a net 442K shares, +0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.7M shares (−9.2%); index fund managers were net buyers of 953K shares (+3.8%). 35 opened a new position and 57 sold out entirely.

Bought, Q2 2026 141 institutions, 35 of them new holders Sold, Q2 2026 169 institutions, 57 of them sold out
Net change, all compared +442K shares (+0.7%)
Net change, active managers −1.7M shares (−9.2%), 32 bought, 27 sold

Buyers versus sellers

institutions compared, 340
Active managers and hedge funds 32 bought · 27 sold · −1.7M
Index fund managers 6 bought · 5 sold · +953K
Other institutions 103 bought · 137 sold · +1.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +781K +182.3% 1.2M $45.1M
Blackrock, Inc. Index funds +622K +5.6% 11.8M $439M
Two Sigma Investments, LP Hedge fund +542K +336.0% 704K $26.3M
Trigran Investments, Inc. +442K New position 442K $16.5M
Acadian Asset Management LLC Active manager +441K +55.1% 1.2M $46.3M
HRT Financial LP +434K +523.6% 517K $19.3M
Alyeska Investment Group, L.P. Hedge fund +400K New position 400K $14.9M
D. E. Shaw & Co., Inc. Hedge fund +388K +1840.9% 409K $15.3M
Jane Street Group, LLC +367K +104.2% 719K $26.8M
Arrowstreet Capital, Limited Partnership Hedge fund +325K +58.9% 876K $32.7M
State Street Corp Index funds +313K +12.0% 2.9M $109M
Needham Investment Management LLC +275K New position 275K $10.3M
Mackenzie Financial Corp +251K +346.5% 324K $12.1M
Los Angeles Capital Management LLC Active manager +237K +76929.2% 237K $8.9M
Paradigm Capital Management Inc +229K +29.8% 997K $37.2M
BNP Paribas Financial Markets +215K +1424.7% 230K $8.6M
UBS Group AG +212K +32.9% 857K $32M
Westerly Capital Management, LLC +205K New position 205K $7.7M
Rockefeller Capital Management L.P. +167K +55.7% 467K $17.4M
FMR LLC Active manager +128K +95.5% 263K $9.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Congress Asset Management Co Active manager −1.6M −99.5% 8,898 $332,073
Millennium Management LLC Hedge fund −1.2M −63.3% 699K $26.1M
Artisan Partners Limited Partnership Active manager −530K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −514K Sold out 0 —
Squarepoint Ops LLC Hedge fund −363K −79.1% 96K $3.6M
Divisadero Street Capital Management, LP −300K −98.1% 5,670 $211,604
Metlife Investment Management, LLC −278K −88.9% 35K $1.3M
Schroder Investment Management Group Active manager −267K −96.0% 11K $398,533
Westfield Capital Management Co LP Active manager −222K −14.3% 1.3M $49.4M
Gilder Gagnon Howe & Co LLC Active manager −199K −25.5% 580K $21.7M
Bank Of America Corp −190K −25.3% 560K $20.9M
Morgan Stanley −187K −26.3% 525K $19.6M
Polar Asset Management Partners Inc. −174K Sold out 0 —
Osaic Holdings, Inc. −173K −96.1% 7,054 $263,252
Jacobs Levy Equity Management, Inc Active manager −164K −74.1% 57K $2.1M
SG Capital Management LLC −157K Sold out 0 —
Harvey Partners, LLC −152K −26.6% 421K $15.7M
Trexquant Investment LP Hedge fund −130K −30.2% 300K $11.2M
Lord, Abbett & Co. LLC −121K Sold out 0 —
Nearwater Capital Markets, Ltd −118K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Trigran Investments, Inc. 442K $16.5M
Alyeska Investment Group, L.P.Hedge fund 400K $14.9M
Needham Investment Management LLC 275K $10.3M
Westerly Capital Management, LLC 205K $7.7M
Natixis 112K $4.2M
Algert Global LLCHedge fund 60K $2.3M
Lazard Asset Management LLCActive manager 56K $2.1M
Brevan Howard Capital Management LPHedge fund 55K $2.1M
Nordea Investment Management AB 41K $1.5M
Jefferies Financial Group Inc. 30K $1.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Artisan Partners Limited PartnershipActive manager 530K $26M
Point72 Asset Management, L.P.Hedge fund 514K $25.2M
Polar Asset Management Partners Inc. 174K $8.5M
SG Capital Management LLC 157K $7.7M
Lord, Abbett & Co. LLC 121K $5.9M
Nearwater Capital Markets, Ltd 118K $5.8M
Counterpoint Mutual Funds LLC 85K $4.2M
Edgestream Partners, L.P.Hedge fund 76K $3.7M
Exoduspoint Capital Management, LPHedge fund 52K $2.6M
Openarc Corporate Advisory, LLC 43K $2.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
285
Ten largest holders
54.4%
of 13F-reported shares
Index fund managers
43.7%
of 13F-reported shares
Active managers and hedge funds
27.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 32 27 7 10 −1.7M −9.2%
Index fund managers 6 5 0 1 +953K +3.8%
Other institutions 103 137 28 46 +1.1M +7.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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