Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Calix Inc (CALX)

304 + Investors. Track Smart Money conviction in CALX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — CALX

Based on 307 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CALX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
307 funds currently hold this stock — 94% of the 3.0-year high of 328 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

171 buying164 selling
Last quarter: 171 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 53 → 60 → 46. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 17% new
186 out of 307 hedge funds have held CALX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~46 new funds/quarter

40 → 66 → 53 → 60 → 46 new funds/Q
New funds entering each quarter: 66 → 53 → 60 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 311 holders: 212 (68%) are 2+ year veterans, 32 entered 1–2 years ago, and 67 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
55 of 307 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CALX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CALX

In 2026 Q1, 171 hedge funds were net buyers of CALX (46 opened a new position, 125 added to an existing one), while 164 reduced or exited (97 trimmed, 67 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 53% of total institutional value in CALX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 307.

Hedge Fund Ownership: CALX

How many hedge funds hold CALX — quarterly history vs. share price
Quarterly hedge fund ownership of CALX vs. share price

Market Analysis: CALX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CALX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Calix Inc (CALX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CALX has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
CALX
+5.9%
XLK
-0.3%

CALX outperformed XLK by +6.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
CALX
+0.0%
XLK
+0.0%

Since the filing became public, CALX outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: CALX
2026 Q2 Stats Unlock in 3 days 304 + Investors

Track Smart Money conviction in CALX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 304 328 -7.32%
13F Shares 60M 59M 0.86%
Total Value $2.86B $3.10B -7.87%
New Positions 43 60 -17
Increased Positions 125 127 -2
Closed Positions 67 44 +23
Reduced Positions 94 97 -3
Total Calls 3 4 -25.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.25 Bullish

Statistics: CALX

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

304 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CALX. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CALX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divisar Capital Management LLC 3.40% 395,163 $14.7M
2 Trigran Investments, Inc. 3.03% 442,008 $16.5M
3 Westerly Capital Management, LLC 1.41% 205,000 $7.7M
4 G2 Investment Partners Management LLC 1.09% 160,000 $6.0M
5 Harvey Partners, LLC 1.07% 420,500 $15.7M
6 Paradigm Capital Management Inc/Ny 1.01% 997,134 $37.2M
7 Penn Capital Management Company, LLC 0.92% 388,239 $14.5M
8 Marathon Capital Management 0.63% 83,555 $3.1M
9 Thompson Investment Management, INC. 0.39% 91,940 $3.4M
10 Oberweis Asset Management Inc/ 0.31% 402,230 $15.0M
11 Needham Investment Management LLC 0.31% 275,000 $10.3M
12 Gilder Gagnon Howe & Co LLC 0.22% 580,323 $21.7M
13 Westfield Capital Management Co LP 0.16% 1,324,534 $49.4M
14 Connors Investor Services Inc 0.15% 47,631 $1.8M
15 Axq Capital, LP 0.15% 37,827 $1.4M
16 Jackson Square Capital, LLC 0.13% 25,000 $933K
17 OV Management LLC 0.12% 1,652 $62K
18 Dynamic Technology Lab Private Ltd 0.10% 11,530 $430K
19 Enterprise Financial Services Corp 0.09% 6,082 $227K
20 Defiance ETFs, LLC 0.09% 170,796 $6.3M
21 Y-Intercept (Hong Kong) Ltd 0.07% 93,685 $3.5M
22 Trexquant Investment LP 0.07% 299,603 $11.2M
23 Entropy Technologies, LP 0.06% 43,603 $1.6M
24 Bridgefront Capital, LLC 0.06% 6,331 $236K
25 Fox Run Management, L.L.C. 0.06% 9,812 $366K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Calix Inc (CALX)

What does the Smart Money Trend signal show for CALX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CALX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CALX?

Slight buying edge — 51% buying: Last quarter: 171 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CALX holders?

Elite ownership — 53% AUM from top-100 funds: 55 of 307 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in CALX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CALX?

61% of holders stayed for 2+ years: 186 out of 307 hedge funds have held CALX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Calix Inc (CALX) following the 2026 Q2 hedge fund 13F filings?

As of today, CALX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CALX has gained +5.9% vs -0.3% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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