Calix, Inc.
US ˙ NYSE ˙ US13100M5094

SecurityCALX / Calix, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership129,541 shares
Latest Disclosed Value $ 6,346,213
Engineers Gate Manager LP reports 24.00% decrease in ownership of CALX / Calix, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 129,541 shares of Calix, Inc. (US:CALX) valued at $6,346,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 170,439 shares of Calix, Inc.. This represents a change in shares of -24.00% during the quarter. The current value of the position is $4,987,328 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 129,541 -40,898 -24.00 6,346 -29.65 0.0793
2026-02-17 2025-12-31 13F CALIX COM 13100M509 170,439 15,649 10.11 9,021 -5.03 0.1070
2025-11-14 2025-09-30 13F CALIX COM 13100M509 154,790 12,836 9.04 9,499 25.81 0.1088
2025-08-14 2025-06-30 13F CALIX COM 13100M509 141,954 4,659 3.39 7,551 55.19 0.0939
2025-05-15 2025-03-31 13F CALIX COM 13100M509 137,295 29,035 26.82 4,866 28.87 0.0820
2025-02-14 2024-12-31 13F CALIX COM 13100M509 108,260 15,044 16.14 3,775 4.43 0.0657
2024-11-14 2024-09-30 13F CALIX COM 13100M509 93,216 -58,150 -38.42 3,616 -32.58 0.0706
2024-08-14 2024-06-30 13F CALIX COM 13100M509 151,366 -2,302 -1.50 5,363 5.24 0.1209
2024-05-15 2024-03-31 13F CALIX COM 13100M509 153,668 47,747 45.08 5,096 10.11 0.1341
2024-02-14 2023-12-31 13F CALIX COM 13100M509 105,921 -2,102 -1.95 4,628 -6.54 0.1321
2023-11-14 2023-09-30 13F CALIX COM 13100M509 108,023 29,894 38.26 4,952 26.98 0.1830
2023-08-14 2023-06-30 13F CALIX COM 13100M509 78,129 -11,530 -12.86 3,899 -18.84 0.1474
2023-05-15 2023-03-31 13F CALIX COM 13100M509 89,659 75,399 528.74 4,805 392.72 0.2007
2023-02-14 2022-12-31 13F CALIX COM 13100M509 14,260 14,260 976 0.0586
2022-11-14 2022-09-30 13F CALIX COM 13100M509 0 -16,774 -100.00 0 -100.00
2022-08-15 2022-06-30 13F CALIX COM 13100M509 16,774 -59,497 -78.01 573 -82.49 0.0210
2022-05-16 2022-03-31 13F CALIX COM 13100M509 76,271 76,271 3,273 0.1281
2021-11-15 2021-09-30 13F CALIX COM 13100M509 0 -13,729 -100.00 0 -100.00
2021-08-16 2021-06-30 13F CALIX COM 13100M509 13,729 -21,734 -61.29 652 -46.95 0.0419
2021-05-17 2021-03-31 13F CALIX COM 13100M509 35,463 19,333 119.86 1,229 156.04 0.0609
2021-02-16 2020-12-31 13F CALIX COM 13100M509 16,130 -32,223 -66.64 480 -44.19 0.0208
2020-11-16 2020-09-30 13F CALIX COM 13100M509 48,353 -41,739 -46.33 860 -35.92 0.0404
2020-08-17 2020-06-30 13F CALIX COM 13100M509 90,092 28,972 47.40 1,342 209.93 0.0683
2020-05-15 2020-03-31 13F CALIX COM 13100M509 61,120 30,051 96.72 433 73.90 0.0312
2020-02-14 2019-12-31 13F CALIX COM 13100M509 31,069 31,069 249 0.0109
2019-05-15 2019-03-31 13F CALIX COM 13100M509 0 -50,407 -100.00 0 -100.00
2019-02-14 2018-12-31 13F CALIX COM 13100M509 50,407 50,407 491 0.0393
2015-05-15 2015-03-31 13F CALIX COM 13100M509 0 -16,594 -100.00 0 -100.00
2015-02-17 2014-12-31 13F CALIX COM 13100M509 16,594 16,594 166 0.0473
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.