Public record / Tickers / CALX

CALX — CALIX, INC†

Both disclosure regimes on one name: who in Congress filed about CALX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
10
all PTR rows naming CALX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-10
filed 2021-11-10
13F holders
307
top-307 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

SELL · traded 2021-10-18 → filed 2021-11-10. Ranked over every CALX row by the provable lower bound, never a point estimate.

No member disclosed CALX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated CALX rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CALX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CALX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-11-10Tommy Tuberville R–ALSELL JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-11-10Tommy Tuberville R–ALSELL JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-11-10Tommy Tuberville R–ALBUY JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-09-08Tommy Tuberville R–ALSELL JT (jointly owned)Traded 08-30 +9d$1K–$15K
2021-09-08Tommy Tuberville R–ALBUY JT (jointly owned)Traded 08-27 +12d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 10 ↗

Members active in CALX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CALX in the trailing 12 months.

Congress ↔ notable managers · CALX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CALIX INC

Merged timeline of congressional filings and notable-manager moves on CALX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−13,902 sh
2026-05-15Bridgewater Associates 13FEXIT−65,536 sh
2026-05-14Caxton Associates 13FTRIM−9,775 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CALX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$546M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$271M1
3ALLIANCEBERNSTEIN L.P.$172M1
4VANGUARD CAPITAL MANAGEMENT LLC$132M1
5STATE STREET CORP$128M1
6MILLENNIUM MANAGEMENT LLC$93.3M1
7CONGRESS ASSET MANAGEMENT CO$80.6M1
8WESTFIELD CAPITAL MANAGEMENT CO LP$75.7M1
9GEODE CAPITAL MANAGEMENT, LLC$70.3M1
10DIMENSIONAL FUND ADVISORS LP$59.7M1
11GILDER GAGNON HOWE & CO LLC$38.2M1
12PARADIGM CAPITAL MANAGEMENT INC/NY$37.6M1
13BANK OF AMERICA CORP /DE/$36.7M1
14MORGAN STANLEY$34.9M1
15MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$34.1M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$33.4M1
17UBS Group AG$31.6M1
18NORTHERN TRUST CORP$29.9M1
19Harvey Partners, LLC$28.0M1
20NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$27.3M1
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27.0M1
22RENAISSANCE TECHNOLOGIES LLC$26.6M1
23WELLINGTON MANAGEMENT GROUP LLP$26.2M1
24Artisan Partners Limited Partnership$26.0M1
25Point72 Asset Management, L.P.$25.2M1
26Squarepoint Ops LLC$22.5M1
27Nuveen, LLC$21.2M1
28Trexquant Investment LP$21.0M1
29CITADEL ADVISORS LLC$21.0M1
30VANGUARD FIDUCIARY TRUST CO$20.5M1
31PRINCIPAL FINANCIAL GROUP INC$19.4M1
32Bank of New York Mellon Corp$19.0M1
33Penn Capital Management Company, LLC$18.6M1
34JANE STREET GROUP, LLC$17.2M1
35Divisar Capital Management LLC$16.7M1
36OBERWEIS ASSET MANAGEMENT INC/$16.4M1
37FEDERATED HERMES, INC.$15.5M1
38Divisadero Street Capital Management, LP$15.0M1
39Rockefeller Capital Management L.P.$14.7M1
40NEW YORK STATE COMMON RETIREMENT FUND$14.2M1
41Man Group plc$13.7M1
42SCHRODER INVESTMENT MANAGEMENT GROUP$13.7M1
43Invesco Ltd.$13.4M1
44SEI INVESTMENTS CO$13.2M1
45DEUTSCHE BANK AG\$12.4M1
46Connor, Clark & Lunn Investment Management Ltd.$11.0M1
47JACOBS LEVY EQUITY MANAGEMENT, INC$10.9M1
48PUBLIC SECTOR PENSION INVESTMENT BOARD$10.6M1
49Qube Research & Technologies Ltd$10.3M1
50OSAIC HOLDINGS, INC.$8.8M1
51Defiance ETFs, LLC$8.6M1
52Polar Asset Management Partners Inc.$8.5M1
53PANAGORA ASSET MANAGEMENT INC$8.1M1
54TWO SIGMA INVESTMENTS, LP$7.9M1
55G2 Investment Partners Management LLC$7.9M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.7M1
57SG Capital Management LLC$7.7M1
58Allianz Asset Management GmbH$7.5M1
59Legal & General Group Plc$7.4M1
60FMR LLC$6.6M1
61Engineers Gate Manager LP$6.3M1
62Swiss National Bank$6.1M1
63INTECH INVESTMENT MANAGEMENT LLC$6.0M1
64HighTower Advisors, LLC$5.8M1
65AMERIPRISE FINANCIAL INC$5.1M1
66NORTH STAR ASSET MANAGEMENT INC$4.9M1
67ENVESTNET ASSET MANAGEMENT INC$4.8M1
68CANADA PENSION PLAN INVESTMENT BOARD$4.4M1
69Hillsdale Investment Management Inc.$4.2M1
70Counterpoint Mutual Funds LLC$4.2M1
71MARATHON CAPITAL MANAGEMENT$4.0M1
72Edgestream Partners, L.P.$3.7M1
73MACKENZIE FINANCIAL CORP$3.5M1
74Y-Intercept (Hong Kong) Ltd$3.5M1
75PRUDENTIAL FINANCIAL INC$3.1M1
76XTX Topco Ltd$3.1M1
77CONNORS INVESTOR SERVICES INC$2.9M1
78Aquatic Capital Management LLC$2.8M1
79FIRST TRUST ADVISORS LP$2.8M1
80STATE OF WISCONSIN INVESTMENT BOARD$2.8M1
81Blackstone Inc.$2.8M1
82VANGUARD ASSET MANAGEMENT, Ltd$2.7M1
83ExodusPoint Capital Management, LP$2.6M1
84Assenagon Asset Management S.A.$2.4M1
85OpenArc Corporate Advisory, LLC$2.1M1
86State of New Jersey Common Pension Fund D$2.0M1
87SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.0M1
88LPL Financial LLC$2.0M1
89FRANKLIN RESOURCES INC$1.9M1
90BOOTHBAY FUND MANAGEMENT, LLC$1.9M1
91VOYA INVESTMENT MANAGEMENT LLC$1.9M1
92AQR CAPITAL MANAGEMENT LLC$1.9M1
93FORMULA GROWTH LTD$1.9M1
94Universal- Beteiligungs- und Servicegesellschaft mbH$1.8M1
95AMERICAN CENTURY COMPANIES INC$1.8M1
96Pathstone Holdings, LLC$1.6M1
97Creative Planning$1.5M1
98Illinois Municipal Retirement Fund$1.5M1
99WELLS FARGO & COMPANY/MN$1.5M1
100Gotham Asset Management, LLC$1.5M1
101WINTON GROUP Ltd$1.4M1
102Janus Henderson Group Ltd.$1.3M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.3M1
104Federation des caisses Desjardins du Quebec$1.3M1
105STIFEL FINANCIAL CORP$1.3M1
106JACKSON SQUARE CAPITAL, LLC$1.2M1
107Vanguard Global Advisers, LLC$1.2M1
108Integrated Quantitative Investments LLC$1.1M1
109Mirae Asset Global Investments Co., Ltd.$1.1M1
110SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M1
111D. E. Shaw & Co., Inc.$1.0M1
112Tidal Investments LLC$1.0M1
113CAXTON ASSOCIATES LLP$989K1
114MEEDER ASSET MANAGEMENT INC$977K1
115Gibbs Wealth Management$957K1
116HSBC HOLDINGS PLC$940K1
117Elo Mutual Pension Insurance Co$901K1
118Robeco Institutional Asset Management B.V.$891K1
119Amundi$867K1
120Arizona State Retirement System$847K1
121STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$827K1
122Vanguard Investments Australia, Ltd.$826K1
123YOUSIF CAPITAL MANAGEMENT, LLC$787K1
124COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$731K1
125Schonfeld Strategic Advisors LLC$731K1
126Zurcher Kantonalbank (Zurich Cantonalbank)$718K1
127FIFTH THIRD BANCORP$708K1
128TEACHER RETIREMENT SYSTEM OF TEXAS$699K1
129KLP KAPITALFORVALTNING AS$681K1
130OREGON PUBLIC EMPLOYEES RETIREMENT FUND$676K1
131KORNITZER CAPITAL MANAGEMENT INC /KS$643K1
132CITIGROUP INC$610K1
133BARCLAYS PLC$579K1
134LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$563K1
135Diversified Trust Co$542K1
136Magnetar Financial LLC$531K1
137Holocene Advisors, LP$514K1
138Inspire Investing, LLC$511K1
139Resona Asset Management Co.,Ltd.$509K1
140Pictet Asset Management Holding SA$492K1
141Vident Advisory, LLC$480K1
142Cetera Investment Advisers$477K1
143FOX RUN MANAGEMENT, L.L.C.$473K1
144VICTORY CAPITAL MANAGEMENT INC$473K1
145Portside Wealth Group, LLC$465K1
146ProShare Advisors LLC$460K1
147Graham Capital Management, L.P.$446K1
148Yorktown Management & Research Co Inc$441K1
149Atria Investments, Inc$438K1
150Maryland State Retirement & Pension System$432K1
151LVW Advisors, LLC$431K1
152AXQ CAPITAL, LP$408K1
153Quantinno Capital Management LP$407K1
154Dynamic Technology Lab Private Ltd$393K1
155BANK OF MONTREAL /CAN/$381K1
156Swiss Life Asset Management Ltd$366K1
157Kera Capital Partners, Inc.$362K1
158Cornerstone Investment Partners, LLC$341K1
159MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$338K1
160FORA Capital, LLC$331K1
161Linden Thomas Advisory Services, LLC$313K1
162MERCER GLOBAL ADVISORS INC /ADV$309K1
163ENTERPRISE FINANCIAL SERVICES CORP$298K1
164State of Wyoming$297K1
165Neo Ivy Capital Management$279K1
166Centiva Capital, LP$279K1
167XPONANCE LLC$277K1
168Vanguard Personalized Indexing Management, LLC$273K1
169Corient Private Wealth LLC$256K1
170Tower Research Capital LLC (TRC)$256K1
171Quantbot Technologies LP$244K1
172Ameritas Investment Partners, Inc.$241K1
173Vise Technologies, Inc.$239K1
174INCEPTIONR LLC$235K1
175CAPSTONE INVESTMENT ADVISORS, LLC$226K1
176Ensign Peak Advisors, Inc$224K1
177Crossmark Global Holdings, Inc.$212K1
178NISA INVESTMENT ADVISORS, LLC$209K1
179HANCOCK WHITNEY CORP$206K1
180GUGGENHEIM CAPITAL LLC$204K1
181Freestone Grove Partners LP$176K1
182QUADRANT CAPITAL GROUP LLC$158K1
183ROYAL BANK OF CANADA$146K1
184ASSETMARK, INC$125K1
185Steward Partners Investment Advisory, LLC$91.2K1
186OV Management LLC$81.5K1
187Pinnacle Wealth Planning Services, Inc.$79.7K1
188BNP Paribas Asset Management Holding S.A.$63.0K1
189SIGNATUREFD, LLC$60.1K1
190CWM, LLC$60.1K1
191Smartleaf Asset Management LLC$47.1K1
192GROUP ONE TRADING LLC$44.5K1
193ACADIAN ASSET MANAGEMENT LLC$39.2K1
194Salomon & Ludwin, LLC$31.5K1
195US BANCORP \DE\$26.9K1
196SouthState Bank Corp$24.5K1
197Crewe Advisors LLC$22.3K1
198PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.9K1
199Tower View Wealth Management LLC$19.6K1
200Sterling Capital Management LLC$19.2K1
201Basecamp Wealth Advisors LLC$16.4K1
202Kemnay Advisory Services Inc.$15.9K1
203NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.0K1
204MATHER GROUP, LLC.$14.1K1
205UMB Bank, n.a.$14.0K1
206Allworth Financial LP$13.7K1
207Clearstead Advisors, LLC$9.0K1
208Penserra Capital Management LLC$8.6K1
209Truvestments Capital LLC$7.4K1
210Private Wealth Management Group, LLC$6.0K1
211LORD, ABBETT & CO. LLC$5.9K1
212HRT FINANCIAL LP$4.1K1
213BARROW HANLEY MEWHINNEY & STRAUSS LLC$3.6K1
214Rachor Investment Advisory Services, LLC$3.2K1
215GSA CAPITAL PARTNERS LLP$2.9K1
216NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.9K1
217CENTRAL TRUST Co$2.6K1
218Keating Financial Advisory Services, Inc.$2.6K1
219CANADA LIFE ASSURANCE Co$2.5K1
220Financial Network Wealth Advisors LLC$2.2K1
221THRIVENT FINANCIAL FOR LUTHERANS$2.0K1
222Raleigh Capital Management Inc.$1.9K1
223Jackson Creek Investment Advisors LLC$1.8K1
224Physician Wealth Advisors, Inc.$1.7K1
225State of Alaska, Department of Revenue$1.6K1
226Parkside Financial Bank & Trust$1.4K1
227FARMERS & MERCHANTS INVESTMENTS INC$1.3K1
228Quarry LP$1.3K1
229Caitong International Asset Management Co., Ltd$1.1K1
230Godfrey Financial Associates, Inc.$8821
231AMALGAMATED BANK$8511
232SBI Securities Co., Ltd.$8331
233Summit Global Investments$8001
234Manchester Capital Management LLC$7351
235TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$7251
236GILPIN WEALTH MANAGEMENT, LLC$5391
237HARBOR CAPITAL ADVISORS, INC.$4971
238Ankerstar Wealth, LLC$4411
239PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3451
240SJS Investment Consulting Inc.$3431
241CVA Family Office, LLC$2941
242True Wealth Design, LLC$2941
243Virtu Financial LLC$2781
244Vermillion Wealth Management, Inc.$2451
245Annis Gardner Whiting Capital Advisors, LLC$2451
246Owl Creek Wealth Partners LLC$2451
247MAI Capital Management$1961
248Larson Financial Group LLC$1961
249Abound Wealth Management$1961
250KBC Group NV$1021
251JFS WEALTH ADVISORS, LLC$981
252Rialto Wealth Management, LLC$491
253Jefferies Financial Group Inc.— value not disclosed1
254VANGUARD GROUP INC— value not disclosed1
255MML INVESTORS SERVICES, LLC— value not disclosed1
256DANSKE BANK A/S— value not disclosed1
257HIGHLAND CAPITAL MANAGEMENT, LLC— value not disclosed1
258COMERICA BANK— value not disclosed1
259GLOBEFLEX CAPITAL L P— value not disclosed1
260VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
261CIBC WORLD MARKETS CORP— value not disclosed1
262FULLER & THALER ASSET MANAGEMENT, INC.— value not disclosed1
263CASTLEARK MANAGEMENT LLC— value not disclosed1
264LAZARD ASSET MANAGEMENT LLC— value not disclosed1
265EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
266NATIXIS— value not disclosed1
267ALGERT GLOBAL LLC— value not disclosed1
268CIBC Private Wealth Group LLC— value not disclosed1
269Calamos Advisors LLC— value not disclosed1
270Bridgewater Associates, LP— value not disclosed1
271Huntleigh Advisors, Inc.— value not disclosed1
272O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
273Lisanti Capital Growth, LLC— value not disclosed1
274Alyeska Investment Group, L.P.— value not disclosed1
275Verition Fund Management LLC— value not disclosed1
276DekaBank Deutsche Girozentrale— value not disclosed1
277TWO SIGMA ADVISERS, LP— value not disclosed1
278DRW Securities, LLC— value not disclosed1
279Brevan Howard Capital Management LP— value not disclosed1
280Vestcor Inc— value not disclosed1
281VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
282Arax Advisory Partners— value not disclosed1
283ARMISTICE CAPITAL, LLC— value not disclosed1
284Synergy Asset Management, LLC— value not disclosed1
285DV Trading LLC— value not disclosed1
286Farringdon Capital, Ltd.— value not disclosed1
287Cooper Financial Group— value not disclosed1
288Walleye Capital LLC— value not disclosed1
289MQS Management LLC— value not disclosed1
290TWINBEECH CAPITAL LP— value not disclosed1
291Matrix Trust Co— value not disclosed1
292Inspire Advisors, LLC— value not disclosed1
293Verdad Advisers, LP— value not disclosed1
294OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
295Kestra Advisory Services, LLC— value not disclosed1
296Blue Trust, Inc.— value not disclosed1
297Bell Investment Advisors, Inc— value not disclosed1
298PharVision Advisers, LLC— value not disclosed1
2994D Advisors, LLC— value not disclosed1
300Dunhill Financial, LLC— value not disclosed1
301NORDEN GROUP LLC— value not disclosed1
302DiNuzzo Private Wealth, Inc.— value not disclosed1
303Marex Group Ltd— value not disclosed1
304Aster Capital Management (DIFC) Ltd— value not disclosed1
305Brookwood Investment Group LLC— value not disclosed1
306HFM Investment Advisors, LLC— value not disclosed1
307OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 252 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CALX

RETAINED WINDOW · ACTIVE HITS

Zero hits on CALX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CALX · financials and macro

Financials — as filed PLANNED

CALX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CALX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing