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Calix (CALX) Institutional Ownership

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$39.58 -0.26 (-0.66%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$39.49 -0.09 (-0.22%)
As of 08/14/2026 07:56 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)
190
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$392.66M
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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
8/15/2026Freestone Grove Partners LP4,210$157K0.0%N/A0.007%
8/15/2026Man Group plc317,967$11.87M0.0%N/A0.505%
8/15/2026Jupiter Topco LLC27,234$1.02M0.0%N/A0.043%
8/14/2026Hsbc Holdings PLC38,295$1.41M0.0%N/A0.061%
8/14/2026Canada Pension Plan Investment Board8,400$313K0.0%N/A0.013%
8/14/2026Legal & General Group Plc139,848$5.22M0.0%N/A0.222%
8/14/2026The Manufacturers Life Insurance Company 28,945$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%
5/19/2026Bank 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%
5/18/2026California 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 Company26,725$1.31M0.0%-7.6%0.042%
5/16/2026 Quantinno Capital Management LP8,304$407K0.0%+27.0%0.013%
5/16/2026Polar 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%
5/14/2026Caxton 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%
5/14/2026Sei Investments Co.269,320$13.19M0.0%+24.4%0.422%
5/14/2026 State of Wyoming6,057$297K0.0%-51.8%0.009%
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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%
4/30/2026Hsbc 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%
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%
3/20/2026Hsbc 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%
2/19/2026Invesco 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%
2/18/2026XTX 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%
2/18/2026 Occudo 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%
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2/17/2026Freestone Grove Partners LP13,753$728K0.0%N/A0.021%
2/17/2026 Guggenheim 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%
2/17/2026 Cetera 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%
2/17/2026 Amundi63,249$3.35M0.0%+510.3%0.095%


CALX Institutional Ownership - Frequently Asked Questions

During the previous two years, 319 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), Alliancebernstein L.P. ($86.52M), Congress Asset Management Co. ($76.62M), Geode Capital Management LLC ($76.51M), and Millennium Management LLC ($76.32M).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 284 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), 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), Millennium Management LLC ($889.10K), and Jacobs Levy Equity Management Inc. ($594.08K).

Institutional investors have bought a total of 26,079,953 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 104 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 6,993,157 shares in the last 24 months. This volume of shares sold represents approximately $392.66M 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 8/15/2026. New 13F filings are added each quarter as they're published.
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