Calix Inc (CALX) Ownership

33.23 ↑1.11 (3.46%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Calix Inc (CALX), owning a total of 10.7 million shares. Combined, the top 42 institutional holders of CALX own 101.70% of the company with a total of 67.3 million shares.

In the latest ownership report on September 30th 2024, the top 42 institutional holders increased their combined ownership of CALX by 15 thousand shares. 1 institutions bought 361,805 total additional shares and increased their ownership by an average of 30.06%. However 1 institutions sold 347,279 total shares and decreased their ownership by an average of 18.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Calix increased by a net total of 14,526 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
TD Asset Management Inc	2.374%	-18.071%	1,574,496	-347,279	2024-09-30
Congress Asset Management Company, LLP	2.361%	30.059%	1,565,471	361,805	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.109%	-2.396%	10,682,565	-262,194	2024-06-30
Vanguard Group Inc	11.325%	2.547%	7,510,147	186,519	2024-06-30
AllianceBernstein L.P.	9.148%	11.449%	6,066,520	623,180	2024-06-30
State Street Corp	3.484%	0.046%	2,310,712	1,063	2024-06-30
State Street Corporation	3.510%	11.666%	2,309,649	241,299	2024-03-31
Lord, Abbett & Co LLC	3.437%	32.724%	2,276,727	561,336	2022-12-31
Dimensional Fund Advisors, Inc.	2.705%	2.612%	1,793,545	45,656	2024-06-30
Morgan Stanley - Brokerage Accounts	2.666%	4.587%	1,768,240	77,556	2024-06-30
Wellington Management Company LLP	2.679%	10.492%	1,755,497	166,695	2023-12-31
TD Asset Management Inc	2.374%	-18.071%	1,574,496	-347,279	2024-09-30
Congress Asset Management Company, LLP	2.361%	30.059%	1,565,471	361,805	2024-09-30
Bank of New York Mellon Corp	2.211%	-2.445%	1,465,912	-36,734	2024-06-30
Ameriprise Financial Inc	2.171%	15.297%	1,429,624	189,676	2023-09-30
Paradigm Capital Management, Inc.	2.016%	9.456%	1,336,900	115,500	2024-06-30
Geode Capital Management, LLC	1.986%	3.599%	1,316,840	45,751	2024-06-30
Hood River Capital Management LLC	1.982%	-9.565%	1,314,374	-139,023	2023-03-31
Thrivent Financial For Lutherans	1.894%	-1.007%	1,241,339	-12,629	2023-12-31
Artisan Partners Limited Partnership	1.801%	-1.965%	1,194,412	-23,935	2024-06-30
Neuberger Berman Investment Advisers LLC	1.788%	949.398%	1,184,298	1,071,443	2023-03-31
Neuberger Berman Group LLC	1.786%	949.398%	1,184,298	1,071,443	2023-03-31
TD Global Investment Solutions – TD Epoch	1.759%	0.201%	1,166,389	2,340	2024-06-30
Amvescap Plc.	1.717%	-2.513%	1,138,508	-29,350	2023-03-31
Trigran Investments Inc	1.520%	18.537%	1,008,276	157,678	2024-06-30
William Blair Investment Management, LLC	1.403%	-4.484%	923,288	-43,343	2024-03-31
Kornitzer Capital Management Inc	1.225%	9.183%	812,053	68,300	2024-06-30
Gilder Gagnon Howe & CO LLC	1.217%	21.911%	807,226	145,080	2024-06-30
Atika Capital Management LLC	1.210%	52.400%	800,100	275,100	2022-09-30
Driehaus Capital Management LLC	1.191%	72.748%	784,747	330,475	2023-06-30
JPMorgan Chase & Co	1.163%	64.611%	770,529	302,439	2022-12-31
Nuveen Asset Management, LLC	1.159%	-1.719%	766,363	-13,405	2022-09-30
Loomis, Sayles & Company LP	1.169%	-3.068%	765,817	-24,239	2023-12-31
Schonfeld Strategic Advisors LLC	1.083%	24.991%	713,200	142,600	2023-06-30
Alyeska Investment Group, L.P.	0.945%	0.000%	626,378	626,378	2024-06-30
Renaissance Technologies Corp	0.949%	-26.556%	624,753	-225,900	2023-06-30
Macquarie Group Ltd	0.926%	1.052%	609,724	6,345	2023-09-30
Assenagon Asset Management SA	0.926%	175.056%	607,001	386,318	2024-03-31
NORGES BANK	0.925%	21.463%	606,152	107,110	2023-12-31
Charles Schwab Investment Management Inc	0.887%	9.599%	588,509	51,541	2024-06-30
Northern Trust Corp	0.883%	-3.477%	585,785	-21,104	2024-06-30
Westfield Capital Management Company, LP	0.888%	-14.237%	584,576	-97,044	2024-03-31
Polar Asset Management Partners	0.803%	0.619%	532,400	3,276	2024-06-30
Penserra Capital Management, LLC	0.322%	38.142%	211,854	58,494	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Calix Inc (CALX), owning a total of 3.7 million shares. Combined, the top 43 mutual fund holders of CALX own 50.89% of the company with a total of 33.6 million shares.

In the latest ownership report on October 31st 2024, the top 43 fund holders increased their combined ownership of CALX by 4 thousand shares. 2 funds bought 7,508 total additional shares and increased their ownership by an average of 0.43%. However 1 funds sold 3,416 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Calix increased by a net total of 4,092 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.627%	0.096%	3,731,699	3,588	2024-10-31
iShares Russell 2000 ETF	2.287%	-0.225%	1,516,371	-3,416	2024-10-31
iShares Cybersecurity and Tech ETF	0.940%	0.000%	623,057	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.783%	0.761%	518,971	3,920	2024-10-31
Global X US Infrastructure Dev ETF	0.703%	0.000%	465,994	0	2024-10-31
iShares Russell 2000 Growth ETF	0.587%	0.000%	389,190	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.627%	0.096%	3,731,699	3,588	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.695%	0.117%	1,787,320	2,084	2024-09-30
iShares Core S&P Mid-Cap ETF	2.728%	-0.429%	1,784,567	-7,694	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.646%	2.621%	1,742,551	44,508	2023-03-31
iShares Russell 2000 ETF	2.287%	-0.225%	1,516,371	-3,416	2024-10-31
Vanguard Small Cap Index	2.108%	-0.895%	1,398,202	-12,633	2024-09-30
Vanguard Information Technology ETF	1.987%	0.240%	1,317,909	3,161	2024-09-30
AB Sustainable Glb Thematic AXX USD	1.396%	-1.555%	925,958	-14,621	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.330%	0.406%	882,098	3,570	2024-09-30
TD U.S. Capital Reinvestment I	1.261%	-3.713%	836,189	-32,246	2024-06-30
Lord Abbett Developing Growth A	1.254%	-23.375%	829,441	-253,033	2023-01-31
Congress Small Cap Growth Institutional	1.206%	3.896%	800,000	30,000	2024-09-30
Vanguard Extended Market Index Investor	1.178%	-0.019%	781,335	-148	2023-08-31
Vanguard Small Cap Growth Index Inv	1.166%	-0.336%	773,217	-2,604	2024-09-30
Artisan Non-U.S. Small-Mid Growth Comp	1.114%	0.000%	738,550	0	2024-09-30
Artisan International Small-Mid Investor	1.114%	0.000%	738,550	0	2024-09-30
AB Sustainable Global Thematic A	0.998%	-1.378%	661,963	-9,250	2024-09-30
Congress Asset Mgt Small Cap Growth	0.980%	45,163.200%	645,000	643,575	2024-06-30
iShares Cybersecurity and Tech ETF	0.940%	0.000%	623,057	0	2024-10-31
Hood River Small-Cap Growth Instl	0.936%	-7.290%	620,761	-48,815	2023-03-31
Fidelity Small Cap Index	0.908%	-2.499%	602,356	-15,438	2024-08-31
Fidelity® Small Cap Index	0.865%	2.739%	569,422	15,179	2023-10-31
AB Discovery Value Advisor	0.814%	-18.864%	539,604	-125,460	2024-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.793%	-0.143%	519,850	-742	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.783%	0.761%	518,971	3,920	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.716%	0.378%	468,219	1,764	2024-02-29
Global X US Infrastructure Dev ETF	0.703%	0.000%	465,994	0	2024-10-31
Buffalo Small Cap	0.709%	15.137%	464,070	61,010	2022-06-30
Columbia Acorn Inst	0.703%	-52.176%	463,020	-505,146	2023-10-31
Lord Abbett & Co. Growth Equity- SA	0.690%	0.000%	456,952	456,952	2022-12-31
Loomis Sayles Small Cap Growth Instl	0.679%	-1.326%	443,805	-5,965	2024-01-31
BNY Mellon Sm/Md Cp Gr I	0.666%	-22.346%	436,094	-125,491	2024-05-31
DFA US Small Cap I	0.662%	-8.886%	435,350	-42,459	2024-05-31
Bridge Builder Small/Mid Cap Growth	0.659%	0.545%	431,005	2,337	2022-12-31
Invesco Small Cap Growth A	0.649%	-1.045%	430,024	-4,540	2023-03-31
Kornitzer Discovery Equity	0.656%	9.410%	429,285	36,920	2022-06-30
iShares Digital Security ETF USD Acc	0.648%	0.000%	427,109	0	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.633%	-1.147%	420,074	-4,873	2024-09-30
Kornitzer Small Cap Equity	0.631%	-11.091%	412,600	-51,470	2022-09-30
Delaware Ivy Small Cap Growth C	0.608%	0.000%	397,598	0	2023-12-31
Lord Abbett Growth Leaders I	0.597%	-13.571%	394,937	-62,015	2023-01-31
iShares Russell 2000 Growth ETF	0.587%	0.000%	389,190	0	2024-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.586%	0.000%	388,569	0	2023-08-31