Free Trial

Calix (CALX) Institutional Ownership

Calix logo
$45.65 +2.21 (+5.09%)
As of 03:28 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$896.66M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$552.59M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
5/5/2026Hillsdale Investment Management Inc.86,340$4.23M0.1%+25.2%0.135%
5/4/2026Principal Financial Group Inc.395,333$19.37M0.0%+15.4%0.620%
5/1/2026 Fifth Third Bancorp14,458$708K0.0%+2,989.3%0.023%
5/1/2026 Kornitzer Capital Management Inc. KS13,127$643K0.0%-3.2%0.021%
4/30/2026 Hsbc Holdings PLC19,140$940K0.0%+3.5%0.030%
4/27/2026 Counterpoint Mutual Funds LLC85,456$4.19M0.6%N/A0.134%
4/27/2026 New York State Teachers Retirement System59,441$2.91M0.0%-3.2%0.093%
4/27/2026 Y Intercept Hong Kong Ltd72,286$3.54M0.1%+23.1%0.113%
4/25/2026 Strs Ohio20,600$1.01M0.0%+1.5%0.032%
4/23/2026 Inspire Investing LLC10,424$511K0.0%+18.3%0.016%
4/22/2026 Pictet Asset Management Holding SA10,051$492K0.0%+10.2%0.016%
4/21/2026 Louisiana State Employees Retirement System26,700$1.31M0.0%N/A0.041%
4/20/2026 Assenagon Asset Management S.A.49,650$2.43M0.0%-2.4%0.077%
4/16/2026 SG Americas Securities LLC12,193$597K0.0%-36.9%0.019%
4/16/2026 Diversified Trust Co11,057$542K0.0%+9.0%0.017%
3/20/2026 Hsbc Holdings PLC18,493$985K0.0%-19.1%0.028%
3/17/2026Rockefeller Capital Management L.P.238,035$12.60M0.0%-43.7%0.363%
3/3/2026Caitong International Asset Management Co. Ltd745$39K0.0%+24,733.3%0.001%
2/24/2026Pacer Advisors Inc.6,520$345K0.0%+79.5%0.010%
2/19/2026Invesco Ltd.577,771$30.58M0.0%+19.9%0.872%
2/18/2026Strive Financial Group LLC757$40K0.0%N/A0.001%
2/18/2026Summit Global Investments17,335$918K0.1%-20.8%0.026%
2/18/2026Vident Advisory LLC10,570$559K0.0%+2.8%0.016%
2/18/2026Mackenzie Financial Corp58,057$3.07M0.0%+45.2%0.088%
2/18/2026Fuller & Thaler Asset Management Inc.1,094,173$57.92M0.2%N/A1.651%
2/18/2026XTX Topco Ltd54,339$2.88M0.1%N/A0.082%
2/18/2026Voloridge Investment Management LLC165,390$8.75M0.0%+450.6%0.250%
2/18/2026Verdad Advisers LP12,313$652K0.2%N/A0.019%
2/18/2026Wellington Management Group LLP639,729$33.86M0.0%-3.0%0.965%
2/18/2026Tudor Investment Corp ET AL124,516$6.59M0.0%-57.1%0.188%
2/18/2026Twinbeech Capital LP12,770$676K0.0%N/A0.019%
2/18/2026Occudo Quantitative Strategies LP6,986$370K0.0%-29.4%0.011%
2/18/2026Millennium Management LLC1,441,912$76.32M0.0%-26.6%2.175%
2/18/2026Man Group plc114,307$6.05M0.0%+81.5%0.172%
2/18/2026 Inspire Investing LLC8,813$466K0.0%+18.0%0.013%
2/18/2026Gotham Asset Management LLC44,078$2.33M0.0%+286.6%0.067%
2/18/2026Engineers Gate Manager LP170,439$9.02M0.1%+10.1%0.257%
2/18/2026Boothbay Fund Management LLC63,981$3.39M0.1%-3.7%0.097%
2/18/2026Armistice Capital LLC5,537$293K0.0%N/A0.008%
2/18/20264D Advisors LLC115,000$6.09M3.3%N/A0.174%
2/17/2026Freestone Grove Partners LP13,753$728K0.0%N/A0.021%
2/17/2026Guggenheim Capital LLC18,526$981K0.0%+364.7%0.028%
2/17/2026Schonfeld Strategic Advisors LLC8,530$451K0.0%-88.1%0.013%
2/17/2026Polar Asset Management Partners Inc.152,208$8.06M0.1%N/A0.230%
2/17/2026AQR Capital Management LLC36,829$1.95M0.0%-25.8%0.056%
2/17/2026Cetera Investment Advisers8,770$464K0.0%N/A0.013%
2/17/2026Lazard Asset Management LLC21,400$1.13M0.0%-34.9%0.032%
2/17/2026Defiance ETFs LLC156,781$8.31M0.3%N/A0.237%
2/17/2026Trexquant Investment LP309,838$16.40M0.1%+2,530.0%0.467%
2/17/2026Amundi63,249$3.35M0.0%+510.3%0.095%
2/17/2026Jump Financial LLC56,400$2.99M0.0%+218.6%0.085%
2/17/2026Price T Rowe Associates Inc. MD688,186$36.43M0.0%-44.2%1.038%
2/17/2026Osaic Holdings Inc.177,810$9.41M0.0%-12.7%0.268%
2/17/2026Russell Investments Group Ltd.254,560$13.48M0.0%+7.7%0.384%
2/17/2026Maryland State Retirement & Pension System8,813$466K0.0%+3.2%0.013%
2/17/2026State of Wisconsin Investment Board71,777$3.80M0.0%-3.1%0.108%
2/17/2026Artisan Partners Limited Partnership590,187$31.24M0.0%-16.9%0.890%
2/17/2026ExodusPoint Capital Management LP196,862$10.42M0.1%N/A0.297%
2/17/2026Royal Bank of Canada4,419$235K0.0%+108.1%0.007%
2/17/2026Graham Capital Management L.P.20,353$1.08M0.0%-6.2%0.031%
2/17/2026Magnetar Financial LLC11,844$627K0.0%+47.3%0.018%
2/17/2026Aster Capital Management DIFC Ltd3,369$178K0.1%+17,631.6%0.005%
2/16/2026Squarepoint Ops LLC127,775$6.76M0.0%N/A0.193%
2/16/2026Verition Fund Management LLC6,690$354K0.0%+19.4%0.010%
2/16/2026Panagora Asset Management Inc.165,218$8.75M0.0%+38.0%0.249%
2/16/2026MML Investors Services LLC5,334$282K0.0%-3.6%0.008%
2/16/2026Landscape Capital Management L.L.C.18,220$964K0.1%+11.3%0.027%
2/16/2026Barclays PLC98,322$5.20M0.0%+10.1%0.148%
2/16/2026Arrowstreet Capital Limited Partnership1,277,505$67.62M0.0%+0.2%1.927%
2/13/2026 Kestra Advisory Services LLC1,267$67K0.0%N/A0.002%
2/13/2026Marshall Wace LLP7,254$384K0.0%+80.0%0.011%
2/13/2026The Manufacturers Life Insurance Company 28,925$1.53M0.0%-3.1%0.044%
2/13/2026CANADA LIFE ASSURANCE Co51,620$2.73M0.0%-15.6%0.078%
2/13/2026Inspire Advisors LLC3,923$208K0.0%-91.5%0.006%
2/13/2026Walleye Capital LLC37,506$1.99M0.0%+66.8%0.057%
2/13/2026Bridgewater Associates LP65,536$3.47M0.0%+82.6%0.099%
2/13/2026Stifel Financial Corp23,619$1.25M0.0%-6.4%0.036%
2/13/2026Neuberger Berman Group LLC253,237$13.40M0.0%+14.0%0.382%
2/13/2026Jacobs Levy Equity Management Inc.425,598$22.53M0.1%-11.4%0.642%
2/13/2026Public Sector Pension Investment Board208,738$11.05M0.0%-9.9%0.315%
2/13/2026First Trust Advisors LP92,240$4.88M0.0%+1,281.5%0.139%
2/13/2026Alyeska Investment Group L.P.375,132$19.86M0.1%N/A0.566%
2/13/2026Charles Schwab Investment Management Inc.673,045$35.62M0.0%-0.7%1.015%
2/13/2026State Street Corp2,362,965$125.07M0.0%+1.0%3.565%
2/13/2026Dynamic Technology Lab Private Ltd32,954$1.74M0.4%+202.6%0.050%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC158,726$8.40M0.0%-2.1%0.239%
2/13/2026Wells Fargo & Company MN71,905$3.81M0.0%+71.9%0.108%
2/13/2026Lord Abbett & CO. LLC987,431$52.27M0.2%+10.2%1.490%
2/13/2026Castleark Management LLC52,920$2.80M0.1%N/A0.080%
2/12/2026Federation des caisses Desjardins du Quebec22,320$1.18M0.0%+2.3%0.034%
2/12/2026DRW Securities LLC12,959$686K0.0%N/A0.020%
2/12/2026MetLife Investment Management LLC32,976$1.75M0.0%-3.7%0.050%
2/12/2026Cibc World Markets Corp3,990$211K0.0%N/A0.006%
2/12/2026Renaissance Technologies LLC463,618$24.54M0.0%+77.8%0.700%
2/12/2026Dimensional Fund Advisors LP948,619$50.21M0.0%+0.3%1.431%
2/12/2026Integrated Quantitative Investments LLC22,961$1.22M0.3%N/A0.035%
2/12/2026Federated Hermes Inc.297,750$15.76M0.0%+157.7%0.449%
2/12/2026Ensign Peak Advisors Inc4,563$242K0.0%-67.3%0.007%
2/12/2026Marex Group plc6,545$346K0.0%N/A0.010%
2/12/2026New York State Common Retirement Fund213,149$11.28M0.0%-1.7%0.322%


CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 325 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($439.45M), State Street Corp ($125.07M), Alliancebernstein L.P. ($86.52M), Congress Asset Management Co. ($76.62M), Geode Capital Management LLC ($76.51M), Millennium Management LLC ($76.32M), and Arrowstreet Capital Limited Partnership ($67.62M).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 291 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: Fuller & Thaler Asset Management Inc. ($2.19M), Vanguard Group Inc. ($1.35M), Westfield Capital Management Co. LP ($1.15M), Arrowstreet Capital Limited Partnership ($1.06M), Millennium Management LLC ($966.49K), Divisar Capital Management LLC ($594.36K), and Jacobs Levy Equity Management Inc. ($594.08K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 17,131,764 shares in the last 24 months. This purchase volume represents approximately $896.66M in transactions.

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

Of the 130 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. ($1.16M), Millennium Management LLC ($1.07M), Assenagon Asset Management S.A. ($898.09K), Bank of New York Mellon Corp ($733.78K), Rockefeller Capital Management L.P. ($663.06K), Artisan Partners Limited Partnership ($614.50K), and Price T Rowe Associates Inc. MD ($545.04K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 10,322,158 shares in the last 24 months. This volume of shares sold represents approximately $552.59M in transactions.



This page (NYSE:CALX) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners