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CALX · NFLX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CALXNFLX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CALX
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterCALXNFLX
Q3 20204 holders, $94m43 holders, $57.4bn
Q4 20204 holders, $147m48 holders, $63.2bn
Q1 20216 holders, $221m44 holders, $60.9bn
Q2 20215 holders, $263m51 holders, $59.3bn
Q3 20217 holders, $265m42 holders, $67.8bn
Q4 20215 holders, $647m46 holders, $64.2bn
Q1 20226 holders, $238m42 holders, $34.9bn
Q2 20224 holders, $167m35 holders, $15.0bn
Q3 20226 holders, $229m37 holders, $21.8bn
Q4 20227 holders, $258m36 holders, $30.4bn
Q1 202310 holders, $298m42 holders, $33.8bn
Q2 20239 holders, $232m43 holders, $42.3bn
Q3 20238 holders, $198m43 holders, $33.1bn
Q4 20237 holders, $292m39 holders, $42.1bn
Q1 20248 holders, $230m44 holders, $50.0bn
Q2 20247 holders, $276m44 holders, $55.5bn
Q3 20245 holders, $252m44 holders, $55.8bn
Q4 20245 holders, $120m51 holders, $73.4bn
Q1 20255 holders, $135m50 holders, $76.5bn
Q2 20254 holders, $196m45 holders, $106bn
Q3 20259 holders, $435m50 holders, $91.6bn
Q4 20258 holders, $246m48 holders, $73.1bn
Q1 20266 holders, $333m44 holders, $74.2bn
Q2 20263 holders, $207m38 holders, $50.9bn
CALX

Calix Inc

Holders
8
Reported value
$246m
Buyers
20
Sellers
12

Breadth +8 among 92 comparable managers.

Communications and media
NFLX

Netflix Inc.

Holders
48
Reported value
$73.1bn
Buyers
4
Sellers
6

A share split this quarter: the changes in shares are the split, not buying or selling.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CALX (1)

Caxton Associates LLP

Only NFLX (41)

AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 16 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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