Free Trial

Calix (CALX) Institutional Ownership

Calix logo
$58.95 +0.33 (+0.57%)
As of 11:16 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Calix (NYSE:CALX)

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
188
Total
Institutional Inflows
(last 12 months)
$541.16M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$482.27M
Get CALX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calix stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CALX Institutional Buying and Selling by Quarter

Calix Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Congress Asset Management Co.1,463,202$89.80M0.6%+3.2%2.241%
10/9/2025 Voya Investment Management LLC34,996$2.15M0.0%-8.0%0.054%
10/7/2025 Cooper Financial Group3,865$237K0.0%-13.7%0.006%
10/7/2025 Assenagon Asset Management S.A.259,336$15.92M0.0%-72.6%0.397%
10/2/2025 GAMMA Investing LLC1,662$102K0.0%+12.9%0.003%
9/26/2025Corient Private Wealth LLC4,447$237K0.0%N/A0.007%
9/24/2025Texas Permanent School Fund Corp8,940$476K0.0%-66.3%0.014%
8/27/2025Squarepoint Ops LLC22,243$1.18M0.0%-42.1%0.034%
8/26/2025Thrivent Financial for Lutherans42,420$2.26M0.0%-2.1%0.065%
8/25/2025Neuberger Berman Group LLC209,445$11.14M0.0%-13.9%0.321%
8/19/2025State of Wyoming9,272$493K0.1%+213.5%0.014%
8/16/2025Public Sector Pension Investment Board196,704$10.46M0.0%+5.1%0.301%
8/16/2025Evergreen Capital Management LLC4,185$223K0.0%N/A0.006%
8/15/2025CANADA LIFE ASSURANCE Co61,145$3.26M0.0%-0.4%0.094%
8/15/2025Tower Research Capital LLC TRC 8,550$455K0.0%+914.2%0.013%
8/15/2025Corient Private Wealth LLC4,447$237K0.0%N/A0.007%
8/15/2025State of Tennessee Department of Treasury28,070$1.49M0.0%+7.4%0.043%
8/15/2025Vident Advisory LLC4,398$234K0.0%N/A0.007%
8/15/2025Teza Capital Management LLC4,132$220K0.2%N/A0.006%
8/15/2025Tidal Investments LLC12,866$684K0.0%N/A0.020%
8/15/2025Scott Marsh Financial LLC16,228$863K0.3%N/A0.025%
8/15/2025Smartleaf Asset Management LLC1,245$64K0.0%+27.0%0.002%
8/15/2025Paradigm Capital Management Inc. NY964,200$51.29M2.5%-6.1%1.477%
8/15/2025Lazard Asset Management LLC28,097$1.49M0.0%N/A0.043%
8/15/2025Harvey Partners LLC524,177$27.88M2.7%+0.6%0.803%
8/15/2025G2 Investment Partners Management LLC306,622$16.31M3.6%+20.7%0.470%
8/15/2025Gilder Gagnon Howe & Co. LLC913,698$48.60M0.5%+14.7%1.399%
8/15/2025Engineers Gate Manager LP141,954$7.55M0.1%+3.4%0.217%
8/15/2025Cubist Systematic Strategies LLC290,026$15.43M0.1%+1,166.0%0.444%
8/15/2025BNP Paribas Financial Markets142,559$7.58M0.0%+182.6%0.218%
8/15/2025Boothbay Fund Management LLC68,665$3.65M0.1%+14.4%0.105%
8/15/2025Brevan Howard Capital Management LP61,597$3.28M0.0%+537.4%0.094%
8/15/2025Balyasny Asset Management L.P.457,593$24.34M0.0%-19.2%0.701%
8/15/2025Bank of America Corp DE325,671$17.32M0.0%+18.6%0.499%
8/15/2025Ameriprise Financial Inc.117,506$6.25M0.0%-8.9%0.180%
8/14/2025California State Teachers Retirement System54,729$2.91M0.0%+1.0%0.084%
8/14/2025Raymond James Financial Inc.564$30K0.0%N/A0.001%
8/14/2025Canada Pension Plan Investment Board151,100$8.04M0.0%+182.4%0.231%
8/14/2025Occudo Quantitative Strategies LP9,980$531K0.1%-46.0%0.015%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.742,028$39.47M0.1%-1.3%1.136%
8/14/2025Alliancebernstein L.P.1,348,482$71.73M0.0%-46.3%2.065%
8/14/2025The Manufacturers Life Insurance Company 30,849$1.64M0.0%-6.3%0.047%
8/14/2025Squarepoint Ops LLC22,243$1.18M0.0%-42.1%0.034%
8/14/2025Sei Investments Co.130,817$6.96M0.0%+113.8%0.200%
8/14/2025Marathon Capital Management96,635$5.14M1.3%-15.5%0.148%
8/14/2025Nebula Research & Development LLC68,827$3.66M0.3%+19.2%0.105%
8/14/2025Qube Research & Technologies Ltd56,656$3.01M0.0%+22.8%0.087%
8/14/2025State Street Corp2,333,334$124.11M0.0%-2.0%3.573%
8/14/2025WINTON GROUP Ltd25,470$1.36M0.1%-28.0%0.039%
8/14/2025Hood River Capital Management LLC229,832$12.23M0.2%N/A0.352%
8/14/2025Formula Growth Ltd.10,000$532K0.2%-85.7%0.015%
8/13/2025Jump Financial LLC39,220$2.09M0.0%+439.3%0.060%
8/13/2025Cresset Asset Management LLC5,952$317K0.0%-16.8%0.009%
8/13/2025Amundi9,781$518K0.0%+16,478.0%0.015%
8/13/2025Marshall Wace LLP36,867$1.96M0.0%-54.3%0.056%
8/13/2025Walleye Capital LLC82,293$4.38M0.0%N/A0.126%
8/13/2025Invesco Ltd.224,262$11.93M0.0%-5.6%0.343%
8/13/2025CW Advisors LLC207,000$11.01M0.1%-0.5%0.317%
8/13/2025Arrowstreet Capital Limited Partnership405,439$21.57M0.0%+60.1%0.621%
8/13/2025Quantbot Technologies LP17,685$941K0.0%N/A0.027%
8/13/2025Edgestream Partners L.P.142,353$7.57M0.2%+158.6%0.218%
8/13/2025New York State Common Retirement Fund275,378$14.65M0.0%-4.0%0.422%
8/13/2025Schroder Investment Management Group10,767$552K0.0%N/A0.016%
8/13/2025Loomis Sayles & Co. L P407,634$21.68M0.0%N/A0.624%
8/13/2025Neuberger Berman Group LLC209,445$11.14M0.0%-13.9%0.321%
8/13/2025Quadrature Capital Ltd4,079$217K0.0%-37.2%0.006%
8/13/2025Hsbc Holdings PLC46,883$2.51M0.0%+348.2%0.072%
8/13/2025Russell Investments Group Ltd.117,378$6.24M0.0%+9.4%0.180%
8/12/2025Boston Partners17,126$911K0.0%N/A0.026%
8/12/2025North Star Asset Management Inc.96,526$5.13M0.2%+1.2%0.148%
8/12/2025Summit Global Investments5,793$308K0.0%N/A0.009%
8/12/2025Ameritas Investment Partners Inc.6,023$320K0.0%-3.2%0.009%
8/12/2025Jefferies Financial Group Inc.22,900$1.22M0.0%-64.7%0.035%
8/12/2025Prudential Financial Inc.180,693$9.61M0.0%+211.3%0.277%
8/12/2025Enterprise Financial Services Corp4,400$234K0.1%N/A0.007%
8/12/2025American Century Companies Inc.148,527$7.90M0.0%+2.9%0.227%
8/12/2025Rhumbline Advisers167,752$8.92M0.0%+0.3%0.257%
8/12/2025Franklin Resources Inc.30,936$1.65M0.0%+93.5%0.047%
8/12/2025Legal & General Group Plc176,294$9.38M0.0%-1.3%0.270%
8/12/2025JPMorgan Chase & Co.197,284$10.49M0.0%-21.1%0.302%
8/12/2025Magnetar Financial LLC19,910$1.06M0.0%N/A0.030%
8/12/2025Swiss National Bank120,900$6.43M0.0%+4.5%0.185%
8/12/2025Handelsbanken Fonder AB18,000$957K0.0%-6.7%0.028%
8/12/2025Westfield Capital Management Co. LP291,149$15.49M0.1%N/A0.446%
8/12/2025Artisan Partners Limited Partnership1,204,683$64.08M0.1%+14.5%1.845%
8/11/2025Portside Wealth Group LLC8,015$426K0.1%-4.7%0.012%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH10,262$546K0.0%+24.5%0.016%
8/8/2025Rockefeller Capital Management L.P.29,173$1.55M0.0%-94.3%0.045%
8/8/2025SG Capital Management LLC120,463$6.41M0.4%-15.9%0.184%
8/8/2025Creative Planning28,464$1.51M0.0%+52.7%0.044%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,811$788K0.0%+4.9%0.023%
8/8/2025Police & Firemen s Retirement System of New Jersey13,431$714K0.0%+5.9%0.021%
8/8/2025Geode Capital Management LLC1,355,125$72.09M0.0%-1.6%2.075%
8/8/2025PNC Financial Services Group Inc.2,895$154K0.0%+40.9%0.004%
8/8/2025KBC Group NV2,090$111K0.0%-24.6%0.003%
8/7/2025Boston Partners7,444$396K0.0%N/A0.011%
8/7/2025ProShare Advisors LLC13,144$699K0.0%-6.1%0.020%
8/7/2025Lisanti Capital Growth LLC37,240$1.98M0.5%N/A0.057%
8/7/2025Acadian Asset Management LLC216,709$11.52M0.0%+18.0%0.332%
8/7/2025Campbell & CO Investment Adviser LLC17,105$910K0.1%N/A0.026%
(Data available from 1/1/2016 forward)

CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 289 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($284.07M), State Street Corp ($124.11M), Congress Asset Management Co. ($89.80M), Geode Capital Management LLC ($72.09M), Alliancebernstein L.P. ($71.73M), Artisan Partners Limited Partnership ($64.08M), and Dimensional Fund Advisors LP ($63.90M).Learn more on Calix's institutional investors.

What percentage of Calix's stock is owned by institutional investors?

98.14% of Calix's stock is owned by institutional investors. Learn more on CALX's institutional investor holdings.

Which institutional investors have been buying Calix's stock?

Of the 247 institutional investors that purchased Calix's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($1.71M), TD Asset Management Inc ($1.35M), Millennium Management LLC ($966.49K), Assenagon Asset Management S.A. ($964.42K), Norges Bank ($936.45K), Epoch Investment Partners Inc. ($896.68K), and Artisan Partners Limited Partnership ($865.72K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 13,286,555 shares in the last 24 months. This purchase volume represents approximately $541.16M in transactions.

Which of Calix's major shareholders have been selling company stock?

Of the 110 institutional investors that sold Calix's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($4.18M), Bank of New York Mellon Corp ($891.02K), Assenagon Asset Management S.A. ($801.78K), Kornitzer Capital Management Inc. KS ($798.55K), Invesco Ltd. ($550.84K), Rockefeller Capital Management L.P. ($478.37K), and Paradigm Capital Management Inc. NY ($362.90K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 11,570,459 shares in the last 24 months. This volume of shares sold represents approximately $482.27M in transactions.



This page (NYSE:CALX) was last updated on 10/14/2025 by MarketBeat.com Staff
From Our Partners