Calix Inc (CALX) Ownership

47.02 ↑0.18 (0.38%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Calix Inc (CALX), owning a total of 11.3 million shares. Combined, the top 48 institutional holders of CALX own 102.64% of the company with a total of 67 million shares.

In the latest ownership report on March 31st 2025, the top 48 institutional holders increased their combined ownership of CALX by 24 thousand shares. 1 institutions bought 103,175 total additional shares and increased their ownership by an average of 8.09%. However 1 institutions sold 79,396 total shares and decreased their ownership by an average of 5.7%.

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 23,779 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Congress Asset Management Company, LLP2.127%8.090%1,378,497103,1752025-03-31
TD Asset Management Inc2.027%-5.699%1,313,762-79,3962025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.495%4.905%11,340,168530,2622024-12-31
Vanguard Group Inc12.308%5.459%7,977,769412,9822024-12-31
State Street Corp3.803%6.439%2,465,307149,1332024-12-31
State Street Corporation3.510%11.666%2,309,649241,2992024-03-31
Lord, Abbett & Co LLC3.437%32.724%2,276,727561,3362022-12-31
AllianceBernstein L.P.3.454%-57.400%2,238,826-3,016,6252024-12-31
Millennium Management LLC3.134%77.847%2,031,212889,1022024-12-31
Dimensional Fund Advisors, Inc.2.827%4.251%1,832,40774,7202024-12-31
Wellington Management Company LLP2.679%10.492%1,755,497166,6952023-12-31
Ameriprise Financial Inc2.171%15.297%1,429,624189,6762023-09-30
Congress Asset Management Company, LLP2.127%8.090%1,378,497103,1752025-03-31
Bank of New York Mellon Corp2.119%3.403%1,373,24645,1952024-12-31
Geode Capital Management, LLC2.064%0.461%1,337,7096,1442024-12-31
Hood River Capital Management LLC1.982%-9.565%1,314,374-139,0232023-03-31
TD Asset Management Inc2.027%-5.699%1,313,762-79,3962025-03-31
Thrivent Financial For Lutherans1.894%-1.007%1,241,339-12,6292023-12-31
Neuberger Berman Group LLC1.786%949.398%1,184,2981,071,4432023-03-31
Neuberger Berman Investment Advisers LLC1.788%949.398%1,184,2981,071,4432023-03-31
Artisan Partners Limited Partnership1.713%-2.585%1,110,105-29,4562024-12-31
Paradigm Capital Management, Inc.1.631%-20.338%1,057,200-269,9002024-12-31
Morgan Stanley - Brokerage Accounts1.528%-3.533%990,683-36,2782024-12-31
William Blair Investment Management, LLC1.403%-4.484%923,288-43,3432024-03-31
Alyeska Investment Group, L.P.1.261%-12.018%817,264-111,6352024-12-31
Kornitzer Capital Management Inc1.225%9.183%812,05368,3002024-06-30
Atika Capital Management LLC1.210%52.400%800,100275,1002022-09-30
TD Global Investment Solutions – TD Epoch1.219%-8.784%790,320-76,1042024-12-31
Driehaus Capital Management LLC1.191%72.748%784,747330,4752023-06-30
Amvescap Plc.1.169%232.541%775,103542,0182024-09-30
JPMorgan Chase & Co1.163%64.611%770,529302,4392022-12-31
Nuveen Asset Management, LLC1.159%-1.719%766,363-13,4052022-09-30
Loomis, Sayles & Company LP1.169%-3.068%765,817-24,2392023-12-31
Trigran Investments Inc1.113%-2.784%721,648-20,6652024-12-31
Schonfeld Strategic Advisors LLC1.083%24.991%713,200142,6002023-06-30
Jacobs Levy Equity Management, Inc.1.093%105.717%708,723364,2092024-12-31
Gilder Gagnon Howe & CO LLC1.055%-28.440%683,878-271,7902024-12-31
Charles Schwab Investment Management Inc1.002%8.001%649,24448,0982024-12-31
Rockefeller Capital Management L.P.0.995%57.136%644,984234,5212024-12-31
Renaissance Technologies Corp0.949%-26.556%624,753-225,9002023-06-30
Macquarie Group Ltd0.926%1.052%609,7246,3452023-09-30
Assenagon Asset Management SA0.926%175.056%607,001386,3182024-03-31
NORGES BANK0.925%21.463%606,152107,1102023-12-31
Divisar Capital Management, LLC0.896%32.637%594,357146,2492024-12-31
Westfield Capital Management Company, LP0.888%-14.237%584,576-97,0442024-03-31
Northern Trust Corp0.872%-1.269%578,350-7,4352024-09-30
Polar Asset Management Partners0.845%5.240%560,30027,9002024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0.758%0.000%502,913502,9132024-06-30
Dean Capital Investments Management, LLC0.346%0.000%229,37202024-09-30
Penserra Capital Management, LLC0.322%38.142%211,85458,4942024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Calix Inc (CALX), owning a total of 3.6 million shares. Combined, the top 47 mutual fund holders of CALX own 56.23% of the company with a total of 36.7 million shares.

In the latest ownership report on April 30th 2025, the top 47 fund holders increased their combined ownership of CALX by 3 thousand shares. 2 funds bought 561 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 3,516 total shares and decreased their ownership by an average of 0.07%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Calix decreased by a net total of -2,955 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.533%-0.091%3,586,300-3,2522025-04-30
iShares Russell 2000 ETF2.266%0.017%1,468,9972482025-04-30
iShares Cybersecurity and Tech ETF1.107%0.000%717,77302025-04-30
Global X US Infrastructure Dev ETF0.999%-0.041%647,345-2642025-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.786%0.000%509,40602025-04-30
iShares Russell 2000 Growth ETF0.603%0.000%391,00802025-04-30
iShares S&P Small-Cap 600 Value ETF0.538%0.090%348,3963132025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.533%-0.091%3,586,300-3,2522025-04-30
Vanguard Total Stock Mkt Idx Inv2.984%0.483%1,934,0399,2982025-03-31
Vanguard US Total Market Shares ETF2.682%0.117%1,787,3202,0842024-09-30
iShares Core S&P Mid-Cap ETF2.728%-0.429%1,784,567-7,6942024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.646%2.621%1,742,55144,5082023-03-31
Vanguard Small Cap Index2.314%-1.546%1,500,185-23,5592025-03-31
iShares Russell 2000 ETF2.266%0.017%1,468,9972482025-04-30
Vanguard Information Technology ETF2.152%0.472%1,395,0366,5592025-03-31
AB Sustainable Glb Thematic AXX USD1.378%-1.313%913,804-12,1542024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.384%-0.729%897,092-6,5832025-03-31
Vanguard Small Cap Growth Index Inv1.300%-1.692%842,360-14,5002025-03-31
Lord Abbett Developing Growth A1.254%-23.375%829,441-253,0332023-01-31
Vanguard Extended Market Index Investor1.178%-0.019%781,335-1482023-08-31
Congress Small Cap Growth Institutional1.142%0.000%740,00002025-03-31
iShares Cybersecurity and Tech ETF1.107%0.000%717,77302025-04-30
Artisan Non-U.S. Small-Mid Growth Comp1.107%-2.825%717,688-20,8622025-03-31
Artisan International Small-Mid Investor1.107%-2.825%717,688-20,8622025-03-31
TD U.S. Capital Reinvestment I1.075%-2.907%696,579-20,8532024-12-31
AB Sustainable Global Thematic A0.988%-1.000%655,343-6,6202024-10-31
Global X US Infrastructure Dev ETF0.999%-0.041%647,345-2642025-04-30
Congress Asset Mgt Small Cap Growth0.980%45,163.200%645,000643,5752024-06-30
Hood River Small-Cap Growth Instl0.936%-7.290%620,761-48,8152023-03-31
Fidelity Small Cap Index0.912%0.927%590,9585,4252025-02-28
AB Discovery Value Advisor0.886%12.172%574,05462,2902025-03-31
Fidelity® Small Cap Index0.865%2.739%569,42215,1792023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.793%-0.143%519,850-7422024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF0.786%0.000%509,40602025-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.716%0.378%468,2191,7642024-02-29
Buffalo Small Cap0.709%15.137%464,07061,0102022-06-30
Columbia Acorn Inst0.703%-52.176%463,020-505,1462023-10-31
Lord Abbett & Co. Growth Equity- SA0.690%0.000%456,952456,9522022-12-31
Loomis Sayles Small Cap Growth Instl0.679%-1.326%443,805-5,9652024-01-31
BNY Mellon Sm/Md Cp Gr I0.666%-22.346%436,094-125,4912024-05-31
DFA US Small Cap I0.662%-8.886%435,350-42,4592024-05-31
Bridge Builder Small/Mid Cap Growth0.659%0.545%431,0052,3372022-12-31
Invesco Small Cap Growth A0.649%-1.045%430,024-4,5402023-03-31
Kornitzer Discovery Equity0.656%9.410%429,28536,9202022-06-30
iShares Digital Security ETF USD Acc0.648%0.000%427,10902023-10-31
Kornitzer Small Cap Equity0.631%-11.091%412,600-51,4702022-09-30
Delaware Ivy Small Cap Growth C0.608%0.000%397,59802023-12-31
Lord Abbett Growth Leaders I0.597%-13.571%394,937-62,0152023-01-31
iShares Russell 2000 Growth ETF0.603%0.000%391,00802025-04-30
Vanguard Tax-Managed Small Cap Adm0.603%-6.622%391,001-27,7292025-03-31
Harvey Partners Small-Cap Opportunity0.602%0.000%389,959389,9592024-12-31
iShares S&P Mid-Cap 400 Growth ETF0.586%0.000%388,56902023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.546%0.000%363,90702025-02-28
iShares S&P Small-Cap 600 Value ETF0.538%0.090%348,3963132025-04-30

Discussions

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mezzymez22/5/25 04:42pm

$CALX When they tell me diversifying is for idiots

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bredjohnson12/23/24 10:50pm

$CALX Who else bought the dip on Friday?

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BritneyHuphrey10/22/24 07:13pm

$CALX go to the bathroom
come back to green! I like it!

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a9/29/24 11:31am

$CALX green shoots

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145zip9/22/24 12:31pm

$CALX Exciting times ahead people.

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