Calix Inc (CALX) Ownership

35.74 ↑1.84 (5.43%)
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 10.7 million shares. Combined, the top 44 institutional holders of CALX own 100.92% of the company with a total of 66.8 million shares.

In the latest ownership report on September 30th 2024, the top 44 institutional holders decreased their combined ownership of CALX by 279 thousand shares. 10 institutions bought 2,432,459 total additional shares and increased their ownership by an average of 87.40%. However 10 institutions sold 2,711,360 total shares and decreased their ownership by an average of 14.35%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Calix decreased by a net total of -278,901 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.407%0.728%7,564,78754,6402024-09-30
AllianceBernstein L.P.7.925%-13.370%5,255,451-811,0692024-09-30
State Street Corp3.493%0.236%2,316,1745,4622024-09-30
Dimensional Fund Advisors, Inc.2.651%-1.999%1,757,687-35,8582024-09-30
TD Asset Management Inc2.374%-18.071%1,574,496-347,2792024-09-30
Congress Asset Management Company, LLP2.361%30.059%1,565,471361,8052024-09-30
Geode Capital Management, LLC2.008%1.118%1,331,56514,7252024-09-30
Bank of New York Mellon Corp2.003%-9.405%1,328,051-137,8612024-09-30
Paradigm Capital Management, Inc.2.001%-0.733%1,327,100-9,8002024-09-30
Millennium Management LLC1.722%535.208%1,142,110962,3092024-09-30
Artisan Partners Limited Partnership1.718%-4.592%1,139,561-54,8512024-09-30
Morgan Stanley - Brokerage Accounts1.549%-41.922%1,026,961-741,2792024-09-30
Gilder Gagnon Howe & CO LLC1.441%18.389%955,668148,4422024-09-30
Alyeska Investment Group, L.P.1.401%48.297%928,899302,5212024-09-30
TD Global Investment Solutions – TD Epoch1.307%-25.717%866,424-299,9652024-09-30
Amvescap Plc.1.169%232.541%775,103542,0182024-09-30
Trigran Investments Inc1.119%-26.378%742,313-265,9632024-09-30
Charles Schwab Investment Management Inc0.907%2.147%601,14612,6372024-09-30
Northern Trust Corp0.872%-1.269%578,350-7,4352024-09-30
Polar Asset Management Partners0.845%5.240%560,30027,9002024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc16.109%-2.396%10,682,565-262,1942024-06-30
Vanguard Group Inc11.407%0.728%7,564,78754,6402024-09-30
AllianceBernstein L.P.7.925%-13.370%5,255,451-811,0692024-09-30
State Street Corp3.493%0.236%2,316,1745,4622024-09-30
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
Dimensional Fund Advisors, Inc.2.651%-1.999%1,757,687-35,8582024-09-30
Wellington Management Company LLP2.679%10.492%1,755,497166,6952023-12-31
TD Asset Management Inc2.374%-18.071%1,574,496-347,2792024-09-30
Congress Asset Management Company, LLP2.361%30.059%1,565,471361,8052024-09-30
Ameriprise Financial Inc2.171%15.297%1,429,624189,6762023-09-30
Geode Capital Management, LLC2.008%1.118%1,331,56514,7252024-09-30
Bank of New York Mellon Corp2.003%-9.405%1,328,051-137,8612024-09-30
Paradigm Capital Management, Inc.2.001%-0.733%1,327,100-9,8002024-09-30
Hood River Capital Management LLC1.982%-9.565%1,314,374-139,0232023-03-31
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
Millennium Management LLC1.722%535.208%1,142,110962,3092024-09-30
Artisan Partners Limited Partnership1.718%-4.592%1,139,561-54,8512024-09-30
Morgan Stanley - Brokerage Accounts1.549%-41.922%1,026,961-741,2792024-09-30
Gilder Gagnon Howe & CO LLC1.441%18.389%955,668148,4422024-09-30
Alyeska Investment Group, L.P.1.401%48.297%928,899302,5212024-09-30
William Blair Investment Management, LLC1.403%-4.484%923,288-43,3432024-03-31
TD Global Investment Solutions – TD Epoch1.307%-25.717%866,424-299,9652024-09-30
Kornitzer Capital Management Inc1.225%9.183%812,05368,3002024-06-30
Atika Capital Management LLC1.210%52.400%800,100275,1002022-09-30
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 Inc1.119%-26.378%742,313-265,9632024-09-30
Schonfeld Strategic Advisors LLC1.083%24.991%713,200142,6002023-06-30
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
Charles Schwab Investment Management Inc0.907%2.147%601,14612,6372024-09-30
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
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 3.8 million shares. Combined, the top 43 mutual fund holders of CALX own 51.22% of the company with a total of 33.9 million shares.

In the latest ownership report on November 30th 2024, the top 43 fund holders increased their combined ownership of CALX by 22 thousand shares. 4 funds bought 35,746 total additional shares and increased their ownership by an average of 0.78%. However 1 funds sold 14,220 total shares and decreased their ownership by an average of 0.8%.

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 21,526 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 ETF5.703%0.000%3,782,23902024-11-30
Vanguard Total Stock Mkt Idx Inv2.655%-0.801%1,760,641-14,2202024-11-30
iShares Russell 2000 ETF2.481%0.000%1,644,95902024-11-30
Vanguard Small Cap Index2.125%0.589%1,409,2028,2502024-11-30
Vanguard Information Technology ETF2.024%1.367%1,341,92818,0962024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.332%0.499%883,3254,3852024-11-30
Vanguard Small Cap Growth Index Inv1.167%0.653%773,5835,0152024-11-30
iShares Cybersecurity and Tech ETF0.947%0.000%628,06702024-11-30
Vanguard Tax-Managed Small Cap Adm0.631%0.000%418,73002024-11-30
iShares Russell 2000 Growth ETF0.592%0.000%392,86202024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.703%0.000%3,782,23902024-11-30
iShares Core S&P Mid-Cap ETF2.728%-0.429%1,784,567-7,6942024-02-29
Vanguard Total Stock Mkt Idx Inv2.655%-0.801%1,760,641-14,2202024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.646%2.621%1,742,55144,5082023-03-31
iShares Russell 2000 ETF2.481%0.000%1,644,95902024-11-30
Vanguard Small Cap Index2.125%0.589%1,409,2028,2502024-11-30
Vanguard Information Technology ETF2.024%1.367%1,341,92818,0962024-11-30
AB Sustainable Glb Thematic AXX USD1.378%-1.313%913,804-12,1542024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.332%0.499%883,3254,3852024-11-30
TD U.S. Capital Reinvestment I1.261%-3.713%836,189-32,2462024-06-30
Lord Abbett Developing Growth A1.254%-23.375%829,441-253,0332023-01-31
Congress Small Cap Growth Institutional1.206%0.000%800,00002024-10-31
Vanguard Extended Market Index Investor1.178%-0.019%781,335-1482023-08-31
Vanguard Small Cap Growth Index Inv1.167%0.653%773,5835,0152024-11-30
Artisan International Small-Mid Investor1.114%0.000%738,55002024-09-30
Artisan Non-U.S. Small-Mid Growth Comp1.114%0.000%738,55002024-09-30
AB Sustainable Global Thematic A0.988%-1.000%655,343-6,6202024-10-31
Congress Asset Mgt Small Cap Growth0.980%45,163.200%645,000643,5752024-06-30
iShares Cybersecurity and Tech ETF0.947%0.000%628,06702024-11-30
Hood River Small-Cap Growth Instl0.936%-7.290%620,761-48,8152023-03-31
Fidelity Small Cap Index0.903%-0.628%598,573-3,7832024-09-30
Fidelity® Small Cap Index0.865%2.739%569,42215,1792023-10-31
AB Discovery Value Advisor0.814%0.000%539,60402024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.806%0.092%534,5194902024-11-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.793%-0.143%519,850-7422024-05-30
Global X US Infrastructure Dev ETF0.740%0.268%490,7881,3112024-11-29
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
Vanguard Tax-Managed Small Cap Adm0.631%0.000%418,73002024-11-30
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 ETF0.592%0.000%392,86202024-11-30
iShares S&P Mid-Cap 400 Growth ETF0.586%0.000%388,56902023-08-31

Discussions

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bredjohnson

$CALX Who else bought the dip on Friday?

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BritneyHuphrey

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

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a

$CALX green shoots

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145zip

$CALX Exciting times ahead people.

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