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Calix (CALX) Institutional Ownership

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$36.02 -1.05 (-2.83%)
As of 09/4/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calix (NYSE:CALX)

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
196
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$391.17M
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CALX Institutional Buying and Selling by Quarter

Calix Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Amundi14,243$532K0.0%-19.5%0.023%
8/26/2026 HighTower Advisors LLC164,210$6.13M0.0%+37.8%0.261%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al43,983$1.64M0.0%N/A0.070%
8/24/2026 California State Teachers Retirement System2,772,764$103.48M0.0%+3,531.9%4.404%
8/21/2026 AXQ Capital LP37,827$1.41M0.2%+353.7%0.060%
8/21/2026 Nykredit A S2,814$105K0.0%N/A0.004%
8/20/2026 Susquehanna Fundamental Investments LLC45,318$1.69M0.0%+12.2%0.072%
8/20/2026 Alyeska Investment Group L.P.400,088$14.93M0.0%N/A0.635%
8/20/2026 Penn Capital Management Company LLC388,239$14.52M0.9%+2.6%0.617%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC143,750$5.37M0.0%-8.8%0.228%
8/19/2026 Hsbc Holdings PLC38,295$1.41M0.0%+100.1%0.061%
8/19/2026 Wellington Management Group LLP519,153$19.38M0.0%-2.9%0.825%
8/18/2026 North Star Asset Management Inc.111,554$4.16M0.2%N/A0.177%
8/18/2026 Formula Growth Ltd.115,000$4.29M1.5%N/A0.183%
8/18/2026Jefferies Financial Group Inc.30,400$1.14M0.0%N/A0.048%
8/17/2026 Bank of America Corp DE560,034$20.90M0.0%N/A0.890%
8/15/2026 Freestone Grove Partners LP4,210$157K0.0%N/A0.007%
8/15/2026 Man Group plc317,967$11.87M0.0%N/A0.505%
8/15/2026 Jupiter Topco LLC27,234$1.02M0.0%N/A0.043%
8/14/2026 Hsbc Holdings PLC38,295$1.41M0.0%N/A0.061%
8/14/2026 Canada Pension Plan Investment Board8,400$313K0.0%N/A0.013%
8/14/2026 Legal & General Group Plc139,848$5.22M0.0%N/A0.222%
8/14/2026 The Manufacturers Life Insurance Company28,945$1.08M0.0%N/A0.046%
8/14/2026 Paradigm Capital Management Inc. NY997,134$37.21M1.0%N/A1.584%
8/14/2026 Algert Global LLC60,350$2.25M0.0%N/A0.096%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.202,137$7.54M0.0%N/A0.321%
8/12/2026 Quantbot Technologies LP29,515$1.10M0.0%N/A0.047%
8/10/2026 OV Management LLC1,652$62K0.1%N/A0.003%
8/7/2026 BlackRock Inc.11,775,490$439.46M0.0%N/A18.703%
8/7/2026 Deutsche Bank AG266,222$9.94M0.0%N/A0.423%
8/6/2026 Bank of New York Mellon Corp321,827$12.01M0.0%N/A0.511%
8/6/2026 State of Wyoming8,654$323K0.0%N/A0.014%
8/6/2026 GSA Capital Partners LLP14,720$549K0.0%N/A0.023%
8/3/2026 Summit Global Investments16,328$609K0.0%N/A0.026%
7/10/2026 Handelsbanken Fonder AB22,900$855K0.0%+8.5%0.036%
7/8/2026 Assenagon Asset Management S.A.20,085$750K0.0%-59.5%0.031%
7/7/2026 GAMMA Investing LLC897$33K0.0%-45.7%0.001%
7/7/2026 Harbor Investment Advisory LLC840$31K0.0%N/A0.001%
6/18/2026 Pacer Advisors Inc.8,255$404K0.0%+26.6%0.013%
5/19/2026 Bank of America Corp DE750,117$36.75M0.0%+63.3%1.176%
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5/19/2026 Edgestream Partners L.P.75,751$3.71M0.1%N/A0.119%
5/18/2026 Amundi17,698$867K0.0%-72.0%0.028%
5/18/2026 California State Teachers Retirement System76,344$3.74M0.0%+32.6%0.120%
5/18/2026 Royal Bank of Canada2,969$146K0.0%-32.8%0.005%
5/16/2026 The Manufacturers Life Insurance Company26,725$1.31M0.0%-7.6%0.042%
5/16/2026 Quantinno Capital Management LP8,304$407K0.0%+27.0%0.013%
5/16/2026 Polar Asset Management Partners Inc.173,749$8.51M0.2%+14.2%0.272%
5/15/2026 Entropy Technologies LP7,016$344K0.0%N/A0.011%
5/14/2026 Renaissance Technologies LLC543,418$26.62M0.0%+17.2%0.852%
5/14/2026 Paradigm Capital Management Inc. NY768,200$37.63M1.4%+14.2%1.204%
5/14/2026 Arrowstreet Capital Limited Partnership551,150$27.00M0.0%-56.9%0.864%
5/14/2026 Caxton Associates LLP20,192$989K0.0%-32.6%0.032%
5/14/2026 Inceptionr LLC4,799$235K0.1%-22.8%0.008%
5/14/2026Gibbs Wealth Management19,542$957K0.1%+66.2%0.031%
5/14/2026 Sei Investments Co.269,320$13.19M0.0%+24.4%0.422%
5/14/2026 State of Wyoming6,057$297K0.0%-51.8%0.009%
5/13/2026 Cetera Investment Advisers9,738$477K0.0%+11.0%0.015%
5/13/2026 First Trust Advisors LP56,717$2.78M0.0%-38.5%0.089%
5/8/2026 PNC Financial Services Group Inc.13,400$656K0.0%+25.1%0.021%
5/8/2026 Summit Global Investments16,328$800K0.0%-5.8%0.026%
5/7/2026 Meeder Asset Management Inc.19,934$977K0.1%N/A0.031%
5/7/2026 Dimensional Fund Advisors LP1,218,495$59.70M0.0%+28.4%1.910%
5/7/2026 Swiss National Bank124,500$6.10M0.0%+1.8%0.195%
5/6/2026 Assetmark Inc.2,560$125K0.0%+4,313.8%0.004%
5/5/2026 Bank of New York Mellon Corp387,460$18.98M0.0%-4.5%0.607%
5/5/2026 Illinois Municipal Retirement Fund31,201$1.53M0.0%-1.6%0.049%
5/5/2026 Hillsdale Investment Management Inc.86,340$4.23M0.1%+25.2%0.135%
5/4/2026 Principal 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%
3/17/2026 Rockefeller Capital Management L.P.238,035$12.60M0.0%-43.7%0.363%
3/3/2026 Caitong International Asset Management Co. Ltd745$39K0.0%+24,733.3%0.001%
2/24/2026 Pacer Advisors Inc.6,520$345K0.0%+79.5%0.010%
2/19/2026 Invesco Ltd.577,771$30.58M0.0%+19.9%0.872%
2/18/2026 Strive Financial Group LLC757$40K0.0%N/A0.001%
2/18/2026 Summit Global Investments17,335$918K0.1%-20.8%0.026%
2/18/2026 Vident Advisory LLC10,570$559K0.0%+2.8%0.016%
2/18/2026 Mackenzie Financial Corp58,057$3.07M0.0%+45.2%0.088%
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2/18/2026 Fuller & Thaler Asset Management Inc.1,094,173$57.92M0.2%N/A1.651%
2/18/2026 XTX Topco Ltd54,339$2.88M0.1%N/A0.082%
2/18/2026 Voloridge Investment Management LLC165,390$8.75M0.0%+450.6%0.250%
2/18/2026 Verdad Advisers LP12,313$652K0.2%N/A0.019%
2/18/2026 Wellington Management Group LLP639,729$33.86M0.0%-3.0%0.965%
2/18/2026 Tudor Investment Corp ET AL124,516$6.59M0.0%-57.1%0.188%
2/18/2026 Twinbeech Capital LP12,770$676K0.0%N/A0.019%
2/18/2026 Occudo Quantitative Strategies LP6,986$370K0.0%-29.4%0.011%
2/18/2026 Millennium Management LLC1,441,912$76.32M0.0%-26.6%2.175%
2/18/2026 Man Group plc114,307$6.05M0.0%+81.5%0.172%


CALX Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were BlackRock Inc. ($439.46M), Vanguard Group Inc. ($439.45M), State Street Corp ($125.07M), California State Teachers Retirement System ($103.48M), Alliancebernstein L.P. ($86.52M), Congress Asset Management Co. ($76.62M), and Geode Capital Management LLC ($76.51M).Learn more on Calix's institutional investors.

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

Of the 285 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: BlackRock Inc. ($11.78M), California State Teachers Retirement System ($2.72M), Fuller & Thaler Asset Management Inc. ($2.19M), Westfield Capital Management Co. LP ($1.15M), Paradigm Capital Management Inc. NY ($1.09M), Arrowstreet Capital Limited Partnership ($1.06M), and Alyeska Investment Group L.P. ($990.25K).

Institutional investors have bought a total of 30,142,278 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 102 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: Assenagon Asset Management S.A. ($927.65K), Millennium Management LLC ($805.21K), Arrowstreet Capital Limited Partnership ($726.36K), Artisan Partners Limited Partnership ($614.50K), Price T Rowe Associates Inc. MD ($545.04K), UBS Group AG ($478.18K), and Vanguard Group Inc. ($312.93K).

Institutional investors have sold a total of 6,974,921 shares in the last 24 months. This volume of shares sold represents approximately $391.17M in transactions.


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Institutional ownership data for NYSE:CALX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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