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Calix (CALX) Institutional Ownership

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$40.16 +0.93 (+2.37%)
As of 03:04 PM Eastern

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

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
218
Total
Institutional Inflows
(last 12 months)
$857.16M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$551.52M
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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
5/19/2026 Bank of America Corp DE750,117$36.75M0.0%+63.3%1.176%
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 Company 26,725$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%
5/14/2026 Gibbs 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%
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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%
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%
2/18/2026 Inspire Investing LLC8,813$466K0.0%+18.0%0.013%
2/18/2026 Gotham Asset Management LLC44,078$2.33M0.0%+286.6%0.067%
2/18/2026 Engineers Gate Manager LP170,439$9.02M0.1%+10.1%0.257%
2/18/2026 Boothbay Fund Management LLC63,981$3.39M0.1%-3.7%0.097%
2/18/2026 Armistice Capital LLC5,537$293K0.0%N/A0.008%
2/18/2026 4D Advisors LLC115,000$6.09M3.3%N/A0.174%
2/17/2026 Freestone Grove Partners LP13,753$728K0.0%N/A0.021%
2/17/2026 Guggenheim Capital LLC18,526$981K0.0%+364.7%0.028%
2/17/2026 Schonfeld Strategic Advisors LLC8,530$451K0.0%-88.1%0.013%
2/17/2026 Polar Asset Management Partners Inc.152,208$8.06M0.1%N/A0.230%
2/17/2026 AQR Capital Management LLC36,829$1.95M0.0%-25.8%0.056%
2/17/2026 Cetera Investment Advisers8,770$464K0.0%N/A0.013%
2/17/2026 Lazard Asset Management LLC21,400$1.13M0.0%-34.9%0.032%
2/17/2026 Defiance ETFs LLC156,781$8.31M0.3%N/A0.237%
2/17/2026 Trexquant Investment LP309,838$16.40M0.1%+2,530.0%0.467%
2/17/2026 Amundi63,249$3.35M0.0%+510.3%0.095%
2/17/2026 Jump Financial LLC56,400$2.99M0.0%+218.6%0.085%
2/17/2026 Price T Rowe Associates Inc. MD688,186$36.43M0.0%-44.2%1.038%
2/17/2026 Osaic Holdings Inc.177,810$9.41M0.0%-12.7%0.268%
2/17/2026 Russell Investments Group Ltd.254,560$13.48M0.0%+7.7%0.384%
2/17/2026 Maryland State Retirement & Pension System8,813$466K0.0%+3.2%0.013%
2/17/2026 State of Wisconsin Investment Board71,777$3.80M0.0%-3.1%0.108%
2/17/2026 Artisan Partners Limited Partnership590,187$31.24M0.0%-16.9%0.890%
2/17/2026 ExodusPoint Capital Management LP196,862$10.42M0.1%N/A0.297%
2/17/2026 Royal Bank of Canada4,419$235K0.0%+108.1%0.007%
2/17/2026 Graham Capital Management L.P.20,353$1.08M0.0%-6.2%0.031%
2/17/2026 Magnetar Financial LLC11,844$627K0.0%+47.3%0.018%
2/17/2026 Aster Capital Management DIFC Ltd3,369$178K0.1%+17,631.6%0.005%
2/16/2026 Squarepoint Ops LLC127,775$6.76M0.0%N/A0.193%
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2/16/2026 Verition Fund Management LLC6,690$354K0.0%+19.4%0.010%
2/16/2026 Panagora Asset Management Inc.165,218$8.75M0.0%+38.0%0.249%
2/16/2026 MML Investors Services LLC5,334$282K0.0%-3.6%0.008%
2/16/2026 Landscape Capital Management L.L.C.18,220$964K0.1%+11.3%0.027%
2/16/2026 Barclays PLC98,322$5.20M0.0%+10.1%0.148%
2/16/2026 Arrowstreet 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%
2/13/2026 Marshall Wace LLP7,254$384K0.0%+80.0%0.011%
2/13/2026 The Manufacturers Life Insurance Company 28,925$1.53M0.0%-3.1%0.044%
2/13/2026 CANADA LIFE ASSURANCE Co51,620$2.73M0.0%-15.6%0.078%


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 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 Westfield Capital Management Co. LP ($60.62M).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 286 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), Westfield Capital Management Co. LP ($1.15M), Arrowstreet Capital Limited Partnership ($1.06M), Millennium Management LLC ($966.49K), Divisar Capital Management LLC ($594.36K), Jacobs Levy Equity Management Inc. ($594.08K), and Alyeska Investment Group L.P. ($590.16K).

Institutional investors have bought a total of 15,658,489 shares in the last 24 months. This purchase volume represents approximately $857.16M in transactions.

Of the 123 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), Assenagon Asset Management S.A. ($898.09K), Millennium Management LLC ($805.21K), Bank of New York Mellon Corp ($752.20K), Arrowstreet Capital Limited Partnership ($726.36K), Rockefeller Capital Management L.P. ($663.06K), and Artisan Partners Limited Partnership ($614.50K).

Institutional investors have sold a total of 9,969,930 shares in the last 24 months. This volume of shares sold represents approximately $551.52M in transactions.



This page (NYSE:CALX) was last updated on 5/26/2026 by MarketBeat.com Staff.
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