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Calix (CALX) Institutional Ownership

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$36.57 -0.62 (-1.67%)
Closing price 03:59 PM Eastern
Extended Trading
$36.49 -0.07 (-0.20%)
As of 04:15 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)
194
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$364.31M
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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
10/15/2026Assenagon Asset Management S.A.11,693$402K0.0%-41.8%0.019%
10/15/2026State of Alaska Department of Revenue12,910$442K0.0%-42.0%0.021%
10/15/2026Fort Washington Investment Advisors Inc. OH933,937$32.09M0.2%N/A1.483%
10/6/2026Central Pacific Bank Trust Division6,200$213K0.0%N/A0.010%
9/9/2026Tidal Investments LLC20,409$762K0.0%-2.4%0.032%
9/9/2026WINTON GROUP Ltd6,300$235K0.0%-77.9%0.010%
9/9/2026Engineers Gate Manager LP83,602$3.12M0.0%-35.5%0.133%
9/9/2026Integrated Wealth Concepts LLC3,378$126K0.0%N/A0.005%
9/9/2026Squarepoint Ops LLC95,753$3.57M0.0%-79.1%0.152%
9/8/2026Arizona State Retirement System16,045$599K0.0%-7.2%0.025%
9/8/2026Nykredit A S2,814$105K0.0%N/A0.004%
8/26/2026Amundi14,243$532K0.0%-19.5%0.023%
8/26/2026HighTower Advisors LLC164,210$6.13M0.0%+37.8%0.261%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al43,983$1.64M0.0%N/A0.070%
8/21/2026AXQ Capital LP37,827$1.41M0.2%+353.7%0.060%
8/21/2026Nykredit A S2,814$105K0.0%N/A0.004%
8/20/2026Susquehanna Fundamental Investments LLC45,318$1.69M0.0%+12.2%0.072%
8/20/2026Alyeska Investment Group L.P.400,088$14.93M0.0%N/A0.635%
8/20/2026Penn Capital Management Company LLC388,239$14.52M0.9%+2.6%0.617%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC143,750$5.37M0.0%-8.8%0.228%
8/19/2026Hsbc Holdings PLC38,295$1.41M0.0%+100.1%0.061%
8/19/2026Wellington Management Group LLP519,153$19.38M0.0%-2.9%0.825%
8/18/2026North Star Asset Management Inc.111,554$4.16M0.2%N/A0.177%
8/18/2026Formula Growth Ltd.115,000$4.29M1.5%N/A0.183%
8/18/2026Jefferies Financial Group Inc.30,400$1.14M0.0%N/A0.048%
8/17/2026Bank of America Corp DE560,034$20.90M0.0%N/A0.890%
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 Company28,945$1.08M0.0%N/A0.046%
8/14/2026Paradigm Capital Management Inc. NY997,134$37.21M1.0%N/A1.584%
8/14/2026Algert Global LLC60,350$2.25M0.0%N/A0.096%
8/13/2026Connor Clark & Lunn Investment Management Ltd.202,137$7.54M0.0%N/A0.321%
8/12/2026Quantbot Technologies LP29,515$1.10M0.0%N/A0.047%
8/10/2026OV Management LLC1,652$62K0.1%N/A0.003%
8/7/2026BlackRock Inc.11,775,490$439.46M0.0%N/A18.703%
8/7/2026Deutsche Bank AG266,222$9.94M0.0%N/A0.423%
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8/6/2026Bank of New York Mellon Corp321,827$12.01M0.0%N/A0.511%
8/6/2026State of Wyoming8,654$323K0.0%N/A0.014%
8/6/2026GSA Capital Partners LLP14,720$549K0.0%N/A0.023%
8/3/2026Summit Global Investments16,328$609K0.0%N/A0.026%
7/10/2026Handelsbanken Fonder AB22,900$855K0.0%+8.5%0.036%
7/8/2026Assenagon Asset Management S.A.20,085$750K0.0%-59.5%0.031%
7/7/2026GAMMA Investing LLC897$33K0.0%-45.7%0.001%
7/7/2026Harbor 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 Company26,725$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%
4/27/2026Counterpoint Mutual Funds LLC85,456$4.19M0.6%N/A0.134%
4/27/2026New York State Teachers Retirement System59,441$2.91M0.0%-3.2%0.093%
4/27/2026Y Intercept Hong Kong Ltd72,286$3.54M0.1%+23.1%0.113%
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%
4/21/2026Louisiana State Employees Retirement System26,700$1.31M0.0%N/A0.041%
4/20/2026Assenagon 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%
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4/16/2026Diversified 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%


CALX Institutional Ownership - Frequently Asked Questions

During the previous two years, 321 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 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: 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), Alyeska Investment Group L.P. ($990.25K), and Fort Washington Investment Advisors Inc. OH ($933.94K).

Institutional investors have bought a total of 28,325,759 shares in the last 24 months. This purchase volume represents approximately $1.27B 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: 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), Squarepoint Ops LLC ($363.05K), and Vanguard Group Inc. ($312.93K).

Institutional investors have sold a total of 6,712,680 shares in the last 24 months. This volume of shares sold represents approximately $364.31M in transactions.



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 10/15/2026. New 13F filings are added each quarter as they're published.
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