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Calix (CALX) Institutional Ownership

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$35.97 -0.03 (-0.08%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$36.02 +0.04 (+0.12%)
As of 07/24/2026 07:34 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 Massive. Learn more.
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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)
215
Total
Institutional Inflows
(last 12 months)
$823.60M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$550.16M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
6/18/2026Pacer Advisors Inc.8,255$404K0.0%+26.6%0.013%
5/19/2026Bank of America Corp DE750,117$36.75M0.0%+63.3%1.176%
5/19/2026Edgestream Partners L.P.75,751$3.71M0.1%N/A0.119%
5/18/2026Amundi17,698$867K0.0%-72.0%0.028%
5/18/2026California State Teachers Retirement System76,344$3.74M0.0%+32.6%0.120%
5/18/2026Royal Bank of Canada2,969$146K0.0%-32.8%0.005%
5/16/2026The Manufacturers Life Insurance Company 26,725$1.31M0.0%-7.6%0.042%
5/16/2026Quantinno Capital Management LP8,304$407K0.0%+27.0%0.013%
5/16/2026Polar Asset Management Partners Inc.173,749$8.51M0.2%+14.2%0.272%
5/15/2026Entropy Technologies LP7,016$344K0.0%N/A0.011%
5/14/2026Renaissance Technologies LLC543,418$26.62M0.0%+17.2%0.852%
5/14/2026Paradigm Capital Management Inc. NY768,200$37.63M1.4%+14.2%1.204%
5/14/2026Arrowstreet Capital Limited Partnership551,150$27.00M0.0%-56.9%0.864%
5/14/2026Caxton Associates LLP20,192$989K0.0%-32.6%0.032%
5/14/2026Inceptionr LLC4,799$235K0.1%-22.8%0.008%
5/14/2026Gibbs Wealth Management19,542$957K0.1%+66.2%0.031%
5/14/2026Sei Investments Co.269,320$13.19M0.0%+24.4%0.422%
5/14/2026State of Wyoming6,057$297K0.0%-51.8%0.009%
5/13/2026Cetera Investment Advisers9,738$477K0.0%+11.0%0.015%
5/13/2026First Trust Advisors LP56,717$2.78M0.0%-38.5%0.089%
5/8/2026PNC Financial Services Group Inc.13,400$656K0.0%+25.1%0.021%
5/8/2026Summit Global Investments16,328$800K0.0%-5.8%0.026%
5/7/2026Meeder Asset Management Inc.19,934$977K0.1%N/A0.031%
5/7/2026Dimensional Fund Advisors LP1,218,495$59.70M0.0%+28.4%1.910%
5/7/2026Swiss National Bank124,500$6.10M0.0%+1.8%0.195%
5/6/2026Assetmark Inc.2,560$125K0.0%+4,313.8%0.004%
5/5/2026Bank of New York Mellon Corp387,460$18.98M0.0%-4.5%0.607%
5/5/2026Illinois Municipal Retirement Fund31,201$1.53M0.0%-1.6%0.049%
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%
5/1/2026Fifth Third Bancorp14,458$708K0.0%+2,989.3%0.023%
5/1/2026Kornitzer Capital Management Inc. KS13,127$643K0.0%-3.2%0.021%
4/30/2026Hsbc 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%
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4/25/2026Strs Ohio20,600$1.01M0.0%+1.5%0.032%
4/23/2026Inspire Investing LLC10,424$511K0.0%+18.3%0.016%
4/22/2026Pictet 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%
4/16/2026SG Americas Securities LLC12,193$597K0.0%-36.9%0.019%
4/16/2026 Diversified Trust Co11,057$542K0.0%+9.0%0.017%
3/20/2026Hsbc 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%
2/18/2026Inspire 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%
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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%


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 15,012,737 shares in the last 24 months. This purchase volume represents approximately $823.60M in transactions.

Of the 121 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. ($927.65K), 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 9,953,056 shares in the last 24 months. This volume of shares sold represents approximately $550.16M in transactions.


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This page (NYSE:CALX) was last updated on 7/27/2026 by MarketBeat.com Staff.
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