Purchases and Sales Made in Q4 2025 in Calix, Inc (CALX)
This table provides information about the institutional ownership of Calix, Inc (CALX) during Q4 2025. The information is specifically focused on institutions that hold shares of CALIX, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
189KNew |
$10.9M - $12.9M
|
189K
$11.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
14.1K+ 49.29% |
$812K - $962K
|
42.6K
$2.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
10.1KNew |
$586K - $694K
|
10.1K
$596K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.68K+ 38.23% |
$97.1K - $115K
|
6.08K
$357K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
875+ 2.65% |
$50.5K - $59.9K
|
33.8K
$1.99M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.1% |
$17.3K - $20.5K
|
27.6K
$1.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
228New |
$13.2K - $15.6K
|
228
$13.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
213+ 63.02% |
$12.3K - $14.6K
|
551
$32.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
188+ 1.99% |
$10.9K - $12.9K
|
9.66K
$567K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
105+ 0.88% |
$6.06K - $7.18K
|
12K
$703K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 2500.0% |
$5.77K - $6.84K
|
104
$6.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
83+ 2.06% |
$4.79K - $5.68K
|
4.11K
$241K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$4.33K - $5.13K
|
75
$4.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 67.74% |
$2.42K - $2.87K
|
104
$6.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 10.14% |
$1.73K - $2.05K
|
326
$19.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$404 - $479
|
7
$411
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
6New |
$346 - $411
|
6
$352
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4New |
$231 - $274
|
4
$235
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3New |
$173 - $205
|
3
$176
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.07% |
$173 - $205
|
4.19K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 14.29% |
$57.7 - $68.4
|
6
$352
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 2.47% |
$1.79K - $2.12K
|
1.23K
$72K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-57- 0.29% |
$3.29K - $3.9K
|
19.3K
$1.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-87- 5.23% |
$5.02K - $5.95K
|
1.58K
$92.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-137- 3.27% |
$7.91K - $9.37K
|
4.06K
$238K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-445- 4.56% |
$25.7K - $30.4K
|
9.31K
$546K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.11K- 11.51% |
$122K - $144K
|
16.2K
$951K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-2.86K- 19.58% |
$165K - $196K
|
11.8K
$690K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-15.7K- 1.07% |
$904K - $1.07M
|
1.45M
$85M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-208K- 80.38% |
$12M - $14.3M
|
50.9K
$2.99M
|
|