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Calix (CALX) Institutional Ownership

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$56.05 -0.64 (-1.13%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$56.04 -0.01 (-0.02%)
As of 08/1/2025 06:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
164
Total
Institutional Inflows
(last 12 months)
$419.97M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$290.33M
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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
8/1/2025Teacher Retirement System of Texas33,564$1.79M0.0%+29.1%0.051%
8/1/2025Envestnet Asset Management Inc.100,228$5.33M0.0%-23.1%0.153%
7/31/2025Nisa Investment Advisors LLC4,004$213K0.0%+59.6%0.006%
7/31/2025Linden Thomas Advisory Services LLC4,064$216K0.0%N/A0.006%
7/31/2025Kornitzer Capital Management Inc. KS13,505$718K0.0%-14.0%0.021%
7/31/2025State of New Jersey Common Pension Fund D40,253$2.14M0.0%N/A0.062%
7/30/2025 Connors Investor Services Inc.87,962$4.68M0.4%-14.2%0.135%
7/29/2025 Mutual of America Capital Management LLC7,411$394K0.0%-13.8%0.011%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al35,283$1.88M0.0%N/A0.054%
7/29/2025 Huntleigh Advisors Inc.10,383$552K0.1%+5.7%0.016%
7/29/2025 Praxis Investment Management Inc.4,210$224K0.0%N/A0.006%
7/28/2025 Allianz Asset Management GmbH50,970$2.71M0.0%N/A0.078%
7/25/2025 Yousif Capital Management LLC21,525$1.15M0.0%-1.4%0.033%
7/25/2025 CWM LLC1,335$71K0.0%+112.6%0.002%
7/24/2025 Inspire Investing LLC7,316$389K0.0%-74.1%0.011%
7/24/2025 Thompson Investment Management Inc.69,840$3.72M0.5%-22.6%0.108%
7/23/2025 Maryland State Retirement & Pension System16,954$902K0.0%-1.5%0.026%
7/23/2025 KLP Kapitalforvaltning AS13,300$707K0.0%+9.0%0.021%
7/18/2025 Cooper Financial Group4,480$238K0.0%N/A0.007%
7/17/2025 LVW Advisors LLC9,571$509K0.1%+50.4%0.015%
7/16/2025 Signaturefd LLC1,370$73K0.0%+36.0%0.002%
7/16/2025 State of Alaska Department of Revenue34,361$1.83M0.0%+5.1%0.053%
7/16/2025 Congress Asset Management Co.1,417,944$75.42M0.5%+2.9%2.188%
7/14/2025 GAMMA Investing LLC1,472$78K0.0%+119.7%0.002%
7/11/2025 Assenagon Asset Management S.A.947,738$50.41M0.1%+135.6%1.462%
7/10/2025 Jackson Square Capital LLC25,486$1.36M0.3%-13.6%0.039%
7/9/2025 Harbor Capital Advisors Inc.18,656$992K0.0%+36.0%0.029%
6/18/2025Voya Investment Management LLC38,278$1.36M0.0%+23.7%0.059%
6/3/2025 Inspire Investing LLC28,224$1M0.1%+143.0%0.044%
5/29/2025Rhumbline Advisers167,217$5.93M0.0%-0.8%0.258%
5/28/2025Strs Ohio24,000$851K0.0%N/A0.037%
5/21/2025Acadian Asset Management LLC183,627$6.50M0.0%+60.1%0.283%
5/20/2025Intech Investment Management LLC32,923$1.17M0.0%+26.8%0.051%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC176,328$6.25M0.0%+10.6%0.272%
5/16/2025Goldman Sachs Group Inc.265,468$9.41M0.0%-39.0%0.410%
5/16/2025Needham Investment Management LLC212,000$7.51M0.7%-22.9%0.327%
5/16/2025Polar Asset Management Partners Inc.414,952$14.71M0.3%-31.7%0.640%
5/16/2025Millennium Management LLC1,765,017$62.55M0.0%-13.1%2.723%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.751,936$26.65M0.1%+36.3%1.160%
5/16/2025Jacobs Levy Equity Management Inc.552,602$19.58M0.1%-22.0%0.853%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

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5/16/2025Alliancebernstein L.P.2,509,223$88.93M0.0%+12.1%3.871%
5/16/2025AQR Capital Management LLC44,874$1.54M0.0%+304.1%0.069%
5/16/2025Alyeska Investment Group L.P.1,032,292$36.58M0.1%+26.3%1.593%
5/15/2025Federation des caisses Desjardins du Quebec32,032$1.14M0.0%+13.3%0.049%
5/15/2025PDT Partners LLC37,535$1.33M0.1%-34.6%0.058%
5/15/2025Cubist Systematic Strategies LLC22,908$812K0.0%N/A0.035%
5/15/2025Royal Bank of Canada28,022$993K0.0%+11.0%0.043%
5/15/2025Paradigm Capital Management Inc. NY1,027,300$36.41M2.0%-2.8%1.585%
5/15/2025Quarry LP1,353$48K0.0%+1,704.0%0.002%
5/15/2025Panagora Asset Management Inc.119,759$4.24M0.0%-30.2%0.185%
5/15/2025Canada Pension Plan Investment Board53,500$1.90M0.0%N/A0.083%
5/15/2025State of Wyoming2,958$105K0.0%-61.4%0.005%
5/15/2025Trexquant Investment LP129,132$4.58M0.1%+151.2%0.199%
5/14/2025Epoch Investment Partners Inc.748,566$26.53M0.1%-5.3%1.155%
5/14/2025Corebridge Financial Inc.31,052$1.10M0.0%-1.9%0.048%
5/14/2025Comerica Bank19,947$707K0.0%-2.4%0.031%
5/14/2025MetLife Investment Management LLC35,086$1.24M0.0%-1.5%0.054%
5/14/2025Penn Capital Management Company LLC338,311$12.02M1.2%N/A0.522%
5/14/2025Jump Financial LLC7,272$258K0.0%-90.6%0.011%
5/14/2025CW Advisors LLC208,017$7.37M0.1%+38.1%0.321%
5/14/2025EntryPoint Capital LLC17,446$618K0.3%-22.3%0.027%
5/14/2025Hsbc Holdings PLC10,460$366K0.0%-48.2%0.016%
5/14/2025Wellington Management Group LLP200,541$7.11M0.0%-0.9%0.309%
5/13/2025Northern Trust Corp618,793$21.93M0.0%-2.2%0.955%
5/13/2025Cresset Asset Management LLC7,152$253K0.0%-28.0%0.011%
5/13/2025American Century Companies Inc.144,323$5.12M0.0%+22.8%0.223%
5/13/2025Neuberger Berman Group LLC243,222$8.62M0.0%N/A0.375%
5/13/2025Russell Investments Group Ltd.107,313$3.80M0.0%+50.4%0.166%
5/13/2025HighTower Advisors LLC119,253$4.23M0.0%+0.9%0.184%
5/12/2025Public Sector Pension Investment Board187,189$6.63M0.0%+27.3%0.289%
5/12/2025Nuveen LLC429,088$15.21M0.0%N/A0.662%
5/12/2025Invesco Ltd.237,528$8.42M0.0%-0.6%0.366%
5/12/2025Connor Clark & Lunn Investment Management Ltd.315,794$11.19M0.0%+18.6%0.487%
5/12/2025Townsquare Capital LLC89,219$3.16M0.0%+17.0%0.138%
5/12/2025Swiss National Bank115,700$4.10M0.0%-0.7%0.178%
5/12/2025 Maryland State Retirement & Pension System17,216$610K0.0%-12.9%0.027%
5/9/2025 Mutual of America Capital Management LLC8,595$305K0.0%-3.9%0.013%
5/9/2025Deutsche Bank AG275,095$9.75M0.0%-2.0%0.424%
5/9/2025Charles Schwab Investment Management Inc.679,367$24.08M0.0%+4.6%1.048%
5/9/2025Vanguard Group Inc.8,015,370$284.07M0.0%+0.5%12.366%
5/9/2025New Age Alpha Advisors LLC76,838$2.72M0.1%-10.1%0.119%
5/8/2025Jefferies Financial Group Inc.64,800$2.30M0.0%-3.9%0.100%
5/8/2025 US Bancorp DE7,372$261K0.0%+37.1%0.011%
5/8/2025North Star Asset Management Inc.95,347$3.38M0.2%+3.2%0.147%
5/8/2025XTX Topco Ltd30,077$1.07M0.1%N/A0.046%
5/7/2025Meeder Asset Management Inc.804$28K0.0%N/A0.001%
5/7/2025Mackenzie Financial Corp29,997$1.06M0.0%+26.5%0.046%
5/7/2025Inspire Advisors LLC74,985$2.66M0.3%N/A0.116%
5/7/2025 TD Asset Management Inc1,313,762$46.56M0.0%-5.7%2.027%
5/6/2025Morling Financial Advisors LLC21,160$750K0.3%N/A0.033%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

Click here to watch the urgent briefing now — before this opportunity disappears.
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH8,240$292K0.0%N/A0.013%
5/2/2025Victory Capital Management Inc.21,789$772K0.0%-6.6%0.034%
5/2/2025Kornitzer Capital Management Inc. KS15,705$557K0.0%-95.8%0.024%
5/2/2025PAX Financial Group LLC25,822$915K0.2%N/A0.040%
5/2/2025 Signaturefd LLC1,007$36K0.0%+91.1%0.002%
5/2/2025Edgestream Partners L.P.55,040$1.95M0.1%-16.5%0.085%
5/1/2025 Louisiana State Employees Retirement System27,800$985K0.0%-2.5%0.043%
5/1/2025New York State Common Retirement Fund286,719$10.16M0.0%+332.9%0.442%
5/1/2025 Mutual of America Capital Management LLC8,595$305K0.0%-3.9%0.013%
4/30/2025Cornerstone Investment Partners LLC5,754$204K0.0%-8.0%0.009%
(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, 285 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($284.07M), State Street Corp ($89.84M), Alliancebernstein L.P. ($88.93M), Congress Asset Management Co. ($75.42M), Dimensional Fund Advisors LP ($63.90M), Millennium Management LLC ($62.55M), and Assenagon Asset Management S.A. ($50.41M).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 232 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 ($1.39M), Artisan Partners Limited Partnership ($1.23M), Millennium Management LLC ($966.49K), Assenagon Asset Management S.A. ($964.42K), Epoch Investment Partners Inc. ($937.61K), and Norges Bank ($936.45K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 11,403,692 shares in the last 24 months. This purchase volume represents approximately $418.93M in transactions.

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

Of the 93 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. ($3.02M), Kornitzer Capital Management Inc. KS ($798.55K), Invesco Ltd. ($537.58K), Paradigm Capital Management Inc. NY ($299.80K), Congress Asset Management Co. ($290.15K), Gilder Gagnon Howe & Co. LLC ($271.79K), and Millennium Management LLC ($266.20K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 8,155,781 shares in the last 24 months. This volume of shares sold represents approximately $290.33M in transactions.



This page (NYSE:CALX) was last updated on 8/2/2025 by MarketBeat.com Staff
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