Calix, Inc.
DE ˙ DB ˙ US13100M5094
32,80 € ↓ -0,80 (-2,38%)
2026-06-04
DEL PRIS
SecurityDE:CXA / Calix, Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership221,882 shares
Latest Disclosed Value $ 10,869,999
Jacobs Levy Equity Management, Inc reports 47.87% decrease in ownership of CXA / Calix, Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 221,882 shares of Calix, Inc. (DE:CXA) valued at $9,585,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 425,598 shares of Calix, Inc.. This represents a change in shares of -47.87% during the quarter. The current value of the position is $7,277,730 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CALIX COM 13100M509 221,882 -203,716 -47.87 10,870 -51.75 0.0457
2026-02-13 2025-12-31 13F CALIX COM 13100M509 425,598 -54,708 -11.39 22,527 -23.58 0.0870
2025-11-17 2025-09-30 13F CALIX COM 13100M509 480,306 -5,100 -1.05 29,476 14.17 0.1171
2025-08-14 2025-06-30 13F CALIX COM 13100M509 485,406 -67,196 -12.16 25,819 31.83 0.1012
2025-05-15 2025-03-31 13F CALIX COM 13100M509 552,602 -156,121 -22.03 19,584 -20.75 0.0777
2025-02-14 2024-12-31 13F CALIX COM 13100M509 708,723 364,209 105.72 24,713 84.94 0.0874
2024-11-14 2024-09-30 13F CALIX COM 13100M509 344,514 229,871 200.51 13,364 229.06 0.0515
2024-08-14 2024-06-30 13F CALIX COM 13100M509 114,643 114,643 4,062 0.0168
2021-05-17 2021-03-31 13F CALIX COM 13100M509 0 -28,884 -100.00 0 -100.00
2021-02-16 2020-12-31 13F CALIX COM 13100M509 28,884 -18,831 -39.47 860 1.42 0.0075
2020-11-16 2020-09-30 13F CALIX COM 13100M509 47,715 -175,710 -78.64 848 -74.53 0.0088
2020-08-17 2020-06-30 13F CALIX COM 13100M509 223,425 -209,345 -48.37 3,329 8.65 0.0361
2020-05-15 2020-03-31 13F CALIX COM 13100M509 432,770 -11,204 -2.52 3,064 -13.74 0.0394
2020-02-14 2019-12-31 13F CALIX COM 13100M509 443,974 -71,582 -13.88 3,552 7.83 0.0348
2019-11-14 2019-09-30 13F CALIX COM 13100M509 515,556 -167,878 -24.56 3,294 -26.52 0.0404
2019-08-13 2019-06-30 13F CALIX COM 13100M509 683,434 36,348 5.62 4,483 -10.03 0.0620
2019-05-14 2019-03-31 13F CALIX COM 13100M509 647,086 312,425 93.36 4,983 52.71 0.0719
2019-02-14 2018-12-31 13F CALIX COM 13100M509 334,661 -5,700 -1.67 3,263 18.35 0.0574
2018-11-14 2018-09-30 13F CALIX COM 13100M509 340,361 9,913 3.00 2,757 6.98 0.0391
2018-08-14 2018-06-30 13F CALIX COM 13100M509 330,448 6,700 2.07 2,577 16.19 0.0405
2018-05-15 2018-03-31 13F CALIX COM 13100M509 323,748 32,100 11.01 2,218 27.84 0.0369
2018-02-13 2017-12-31 13F CALIX COM 13100M509 291,648 70,821 32.07 1,735 55.61 0.0305
2017-11-14 2017-09-30 13F CALIX COM 13100M509 220,827 -6,100 -2.69 1,115 -28.25 0.0217
2017-11-09 2017-06-30 13F/A-1 CALIX COM 13100M509 226,927 -22,800 -9.13 1,554 -14.19 0.0332
2017-08-14 2017-06-30 13F CALIX COM 13100M509 226,927 -22,800 1,554
2017-05-12 2017-03-31 13F CALIX COM 13100M509 249,727 -18,686 -6.96 1,811 -12.39 0.0366
2017-02-14 2016-12-31 13F CALIX COM 13100M509 268,413 -53,600 -16.65 2,067 -12.67 0.0399
2016-11-14 2016-09-30 13F CALIX COM 13100M509 322,013 -15,800 -4.68 2,367 1.41 0.0423
2016-08-15 2016-06-30 13F CALIX COM 13100M509 337,813 -11,800 -3.38 2,334 -5.85 0.0483
2016-05-16 2016-03-31 13F CALIX COM 13100M509 349,613 -28,400 -7.51 2,479 -16.67 0.0525
2016-02-16 2015-12-31 13F CALIX COM 13100M509 378,013 7,248 1.95 2,975 3.01 0.0591
2015-11-16 2015-09-30 13F CALIX COM 13100M509 370,765 16,600 4.69 2,888 7.16 0.0592
2015-08-14 2015-06-30 13F CALIX COM 13100M509 354,165 19,452 5.81 2,695 -4.02 0.0513
2015-05-15 2015-03-31 13F CALIX COM 13100M509 334,713 -70,494 -17.40 2,808 -30.84 0.0478
2015-02-17 2014-12-31 13F CALIX COM 13100M509 405,207 8,680 2.19 4,060 6.98 0.0696
2014-11-14 2014-09-30 13F CALIX COM 13100M509 396,527 -84,600 -17.58 3,795 -3.58 0.0634
2014-08-14 2014-06-30 13F CALIX COM 13100M509 481,127 -3,900 -0.80 3,936 -3.74 0.0651
2014-05-15 2014-03-31 13F CALIX COM 13100M509 485,027 118,630 32.38 4,089 15.77 0.0685
2014-02-14 2013-12-31 13F CALIX COM 13100M509 366,397 159,180 76.82 3,532 33.89 0.0531
2013-11-14 2013-09-30 13F CALIX COM 13100M509 207,217 24,800 13.60 2,638 43.21 0.0447
2013-08-14 2013-06-30 13F CALIX COM 13100M509 182,417 182,417 1,842 0.0325
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.