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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2021-11-10Tommy Tuberville R–ALSale · JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-11-10Tommy Tuberville R–ALSale · JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-11-10Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 10-18 +23d$1K–$15K
2021-09-08Tommy Tuberville R–ALSale · JT (jointly owned)Traded 08-30 +9d$1K–$15K
2021-09-08Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 08-27 +12d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
254VANGUARD GROUP INC$01
255MML INVESTORS SERVICES, LLC$01
256DANSKE BANK A/S$01
257HIGHLAND CAPITAL MANAGEMENT, LLC$01
258COMERICA BANK$01
259GLOBEFLEX CAPITAL L P$01
260VIRGINIA RETIREMENT SYSTEMS ET Al$01
261CIBC WORLD MARKETS CORP$01
262FULLER & THALER ASSET MANAGEMENT, INC.$01
263CASTLEARK MANAGEMENT LLC$01
264LAZARD ASSET MANAGEMENT LLC$01
265EVERGREEN CAPITAL MANAGEMENT LLC$01
266NATIXIS$01
267ALGERT GLOBAL LLC$01
268CIBC Private Wealth Group LLC$01
269Calamos Advisors LLC$01
270Bridgewater Associates, LP$01
271Huntleigh Advisors, Inc.$01
272O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
273Lisanti Capital Growth, LLC$01
274Alyeska Investment Group, L.P.$01
275Verition Fund Management LLC$01
276DekaBank Deutsche Girozentrale$01
277TWO SIGMA ADVISERS, LP$01
278DRW Securities, LLC$01
279Brevan Howard Capital Management LP$01
280Vestcor Inc$01
281VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
282Arax Advisory Partners$01
283ARMISTICE CAPITAL, LLC$01
284Synergy Asset Management, LLC$01
285DV Trading LLC$01
286Farringdon Capital, Ltd.$01
287Cooper Financial Group$01
288Walleye Capital LLC$01
289MQS Management LLC$01
290TWINBEECH CAPITAL LP$01
291Matrix Trust Co$01
292Inspire Advisors, LLC$01
293Verdad Advisers, LP$01
294OCCUDO QUANTITATIVE STRATEGIES LP$01
295Kestra Advisory Services, LLC$01
296Blue Trust, Inc.$01
297Bell Investment Advisors, Inc$01
298PharVision Advisers, LLC$01
2994D Advisors, LLC$01
300Dunhill Financial, LLC$01
301NORDEN GROUP LLC$01
302DiNuzzo Private Wealth, Inc.$01
303Marex Group Ltd$01
304Aster Capital Management (DIFC) Ltd$01
305Brookwood Investment Group LLC$01
306HFM Investment Advisors, LLC$01
307OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 307 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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