Calix Inc (CALX) Ownership

35.04 ↓0.86 (-2.40%)
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 100.81% of the company with a total of 67 million shares.

In the latest ownership report on December 31st 2024, the top 48 institutional holders decreased their combined ownership of CALX by 1.4 million shares. 11 institutions bought 2,900,615 total additional shares and increased their ownership by an average of 27.84%. However 10 institutions sold 4,303,940 total shares and decreased their ownership by an average of 16.59%.

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 -1,403,325 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.005%4.905%11,340,168530,2622024-12-31
Vanguard Group Inc11.963%5.459%7,977,769412,9822024-12-31
State Street Corp3.697%6.439%2,465,307149,1332024-12-31
AllianceBernstein L.P.3.357%-57.400%2,238,826-3,016,6252024-12-31
Millennium Management LLC3.046%77.847%2,031,212889,1022024-12-31
Dimensional Fund Advisors, Inc.2.748%4.251%1,832,40774,7202024-12-31
TD Asset Management Inc2.089%-11.517%1,393,158-181,3382024-12-31
Bank of New York Mellon Corp2.059%3.403%1,373,24645,1952024-12-31
Geode Capital Management, LLC2.006%0.461%1,337,7096,1442024-12-31
Congress Asset Management Company, LLP1.912%-18.534%1,275,322-290,1492024-12-31
Artisan Partners Limited Partnership1.665%-2.585%1,110,105-29,4562024-12-31
Paradigm Capital Management, Inc.1.585%-20.338%1,057,200-269,9002024-12-31
Morgan Stanley - Brokerage Accounts1.486%-3.533%990,683-36,2782024-12-31
Alyeska Investment Group, L.P.1.226%-12.018%817,264-111,6352024-12-31
TD Global Investment Solutions – TD Epoch1.185%-8.784%790,320-76,1042024-12-31
Trigran Investments Inc1.082%-2.784%721,648-20,6652024-12-31
Jacobs Levy Equity Management, Inc.1.063%105.717%708,723364,2092024-12-31
Gilder Gagnon Howe & CO LLC1.026%-28.440%683,878-271,7902024-12-31
Charles Schwab Investment Management Inc0.974%8.001%649,24448,0982024-12-31
Rockefeller Capital Management L.P.0.967%57.136%644,984234,5212024-12-31
Divisar Capital Management, LLC0.896%32.637%594,357146,2492024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.005%4.905%11,340,168530,2622024-12-31
Vanguard Group Inc11.963%5.459%7,977,769412,9822024-12-31
State Street Corp3.697%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.3.357%-57.400%2,238,826-3,016,6252024-12-31
Millennium Management LLC3.046%77.847%2,031,212889,1022024-12-31
Dimensional Fund Advisors, Inc.2.748%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
TD Asset Management Inc2.089%-11.517%1,393,158-181,3382024-12-31
Bank of New York Mellon Corp2.059%3.403%1,373,24645,1952024-12-31
Geode Capital Management, LLC2.006%0.461%1,337,7096,1442024-12-31
Hood River Capital Management LLC1.982%-9.565%1,314,374-139,0232023-03-31
Congress Asset Management Company, LLP1.912%-18.534%1,275,322-290,1492024-12-31
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 Partnership1.665%-2.585%1,110,105-29,4562024-12-31
Paradigm Capital Management, Inc.1.585%-20.338%1,057,200-269,9002024-12-31
Morgan Stanley - Brokerage Accounts1.486%-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.1.226%-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 Epoch1.185%-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 Inc1.082%-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.1.063%105.717%708,723364,2092024-12-31
Gilder Gagnon Howe & CO LLC1.026%-28.440%683,878-271,7902024-12-31
Charles Schwab Investment Management Inc0.974%8.001%649,24448,0982024-12-31
Rockefeller Capital Management L.P.0.967%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 3.8 million shares. Combined, the top 46 mutual fund holders of CALX own 53.53% of the company with a total of 35.5 million shares.

In the latest ownership report on February 28th 2025, the top 46 fund holders increased their combined ownership of CALX by 356 thousand shares. 5 funds bought 382,328 total additional shares and increased their ownership by an average of 20.66%. However 6 funds sold 26,133 total shares and decreased their ownership by an average of 0.36%.

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 356,195 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 ETF5.641%-0.024%3,761,970-8912025-02-28
Vanguard Total Stock Mkt Idx Inv2.886%0.094%1,924,7411,7982025-02-28
iShares Russell 2000 ETF2.296%-1.164%1,531,138-18,0312025-02-28
Vanguard Small Cap Index2.285%0.081%1,523,7441,2392025-02-28
Vanguard Information Technology ETF2.082%0.216%1,388,4772,9882025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.355%0.144%903,6751,3032025-02-28
Vanguard Small Cap Growth Index Inv1.285%-0.570%856,860-4,9112025-02-28
Congress Small Cap Growth Institutional1.110%102.740%740,000375,0002025-02-28
iShares Cybersecurity and Tech ETF1.084%0.000%723,07302025-02-28
Global X US Infrastructure Dev ETF1.035%-0.181%690,297-1,2542025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF0.793%-0.110%528,540-5822025-02-28
Vanguard Tax-Managed Small Cap Adm0.628%0.000%418,73002025-02-28
iShares S&P Small-Cap 600 Value ETF0.592%0.000%395,08802025-02-28
iShares Russell 2000 Growth ETF0.589%-0.118%392,712-4642025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.641%-0.024%3,761,970-8912025-02-28
Vanguard Total Stock Mkt Idx Inv2.886%0.094%1,924,7411,7982025-02-28
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
iShares Russell 2000 ETF2.296%-1.164%1,531,138-18,0312025-02-28
Vanguard Small Cap Index2.285%0.081%1,523,7441,2392025-02-28
Vanguard Information Technology ETF2.082%0.216%1,388,4772,9882025-02-28
AB Sustainable Glb Thematic AXX USD1.378%-1.313%913,804-12,1542024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.355%0.144%903,6751,3032025-02-28
Vanguard Small Cap Growth Index Inv1.285%-0.570%856,860-4,9112025-02-28
TD U.S. Capital Reinvestment I1.254%-3.713%836,189-32,2462024-06-30
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 Institutional1.110%102.740%740,000375,0002025-02-28
Artisan Non-U.S. Small-Mid Growth Comp1.108%0.000%738,55002024-12-31
Artisan International Small-Mid Investor1.108%0.000%738,55002024-12-31
iShares Cybersecurity and Tech ETF1.084%0.000%723,07302025-02-28
Global X US Infrastructure Dev ETF1.035%-0.181%690,297-1,2542025-02-28
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
Hood River Small-Cap Growth Instl0.936%-7.290%620,761-48,8152023-03-31
Fidelity Small Cap Index0.894%0.000%596,49802024-12-31
Fidelity® Small Cap Index0.865%2.739%569,42215,1792023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.793%-0.110%528,540-5822025-02-28
SPDR® Portfolio S&P 600 Sm Cap ETF0.793%-0.143%519,850-7422024-05-30
AB Discovery Value Advisor0.767%41.116%511,764149,1102025-01-31
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 Adm0.628%0.000%418,73002025-02-28
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
iShares S&P Small-Cap 600 Value ETF0.592%0.000%395,08802025-02-28
Lord Abbett Growth Leaders I0.597%-13.571%394,937-62,0152023-01-31
iShares Russell 2000 Growth ETF0.589%-0.118%392,712-4642025-02-28
Harvey Partners Small-Cap Opportunity0.585%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%-0.165%363,907-6002025-01-31

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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