Calix Ownership | Who Owns Calix?

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Calix Ownership Summary

Calix is owned by 41.65% institutional investors, 11.36% insiders, and 46.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.16% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.48% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	41.65%	11.36%	46.98%
Sector	Technology Stocks	44.46%	12.08%	43.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.34M	17.16%	$395.43M
Blackrock	10.68M	16.35%	$378.48M
Vanguard group	7.98M	12.07%	$278.18M
State street	2.47M	3.73%	$85.97M
Alliancebernstein	2.24M	3.39%	$78.07M
Millennium management	2.03M	3.07%	$70.83M
Dimensional fund advisors lp	1.83M	2.77%	$63.90M
Td asset management	1.39M	2.11%	$48.58M
Bank of new york mellon	1.37M	2.08%	$47.89M
Paradigm capital management inc/ny	1.34M	2.05%	$47.37M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dc investments management	229.37K	5.22%	$8.00M
Divisar capital management	594.36K	4.50%	$20.73M
Tradelink capital	8.58K	2.95%	$299.00K
Trigran investments	721.65K	2.89%	$25.16M
Ov management	139.60K	2.26%	$4.87M
Paradigm capital management inc/ny	1.34M	2.16%	$47.37M
Sg capital management	572.22K	1.93%	$19.95M
Formula growth	155.00K	1.83%	$5.40M
Harvey partners	425.00K	1.65%	$14.82M
Mesirow institutional investment management	385.32K	1.03%	$13.44M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	2.03M	0.03%	889.10K
Blackrock funding, inc. /de	11.34M	0.01%	530.26K
Harvey partners	425.00K	1.65%	425.00K
Vanguard group	7.98M	0.00%	412.98K
Balyasny asset management	436.04K	0.02%	382.30K

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	2.24M	0.03%	-3.02M
William blair investment management	-	-	-923.29K
Westfield capital management co lp	-	-	-584.58K
Invesco	238.95K	0.00%	-536.15K
Analog century management lp	-	-	-449.44K

New Positions

Holder	Shares	% Assets	Change	Value
Harvey partners	425.00K	1.65%	425.00K	$14.82M
Norges bank	330.30K	0.00%	330.30K	$11.52M
Divisadero street capital management, lp	154.74K	0.63%	154.74K	$5.40M
Jacobs levy equity management	114.64K	0.02%	114.64K	$4.06M
D. e. shaw	110.23K	0.00%	110.23K	$3.84M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Claris advisors, llc / mo /	-2.00
Mendota financial group	-4.00
Bell investment advisors	-11.00
Toronto dominion bank	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	105	-58.00%	27,524,185	-51.79%	41	0.56%	50	-61.24%	37	-53.16%
Sep 30, 2024	249	-5.68%	57,088,419	-0.96%	86	1.11%	130	-10.96%	78	-12.36%
Jun 30, 2024	261	-4.74%	57,631,913	0.06%	88	1.16%	145	-2.03%	87	-3.33%
Mar 31, 2024	274	-1.08%	57,594,959	1.54%	87	1.19%	148	10.45%	90	-10.89%
Dec 31, 2023	277	-3.48%	56,718,871	4.79%	85	1.28%	134	-15.19%	101	4.12%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.65M	5.48%	2.30K
Vanguard Total Stock Mkt Idx Inv	1.93M	2.90%	9.30K
Vanguard US Total Market Shares ETF	1.79M	2.68%	2.08K
iShares Russell 2000 ETF	1.57M	2.35%	-13.59K
Vanguard Small Cap Index	1.50M	2.25%	-23.56K
Vanguard Information Technology ETF	1.40M	2.09%	6.56K
AB Sustainable Glb Thematic AXX USD	913.80K	1.38%	-12.15K
Vanguard Institutional Extnd Mkt Idx Tr	897.09K	1.35%	-6.58K
Vanguard Small Cap Growth Index Inv	842.36K	1.26%	-14.50K
Congress Small Cap Growth Institutional	740.00K	1.11%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 27, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$1.99M
Aug 04, 2023	LISTWIN DONALD J	-	Sell	$4.32M
Jul 25, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$471.20K
May 02, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$220.49K
Feb 03, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$272.40K

Insider Transactions Trends

Date	Buy	Sell
2023 Q4	-	1
2023 Q3	-	2
2023 Q2	-	1
2023 Q1	-	1
2022 Q4	-	8

CALX Ownership FAQ

Who owns the most shares of Calix?

Calix’s largest shareholders are Blackrock funding, inc. /de (11.34M shares, 17.16%), Blackrock (10.68M shares, 16.35%), and Vanguard group (7.98M shares, 12.07%). Together, they hold 45.58% of Calix’s total shares outstanding.

Does Blackrock own Calix?

Yes, BlackRock owns 16.35% of Calix, totaling 10.68M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 378.48M$. In the last quarter, BlackRock decreased its holdings by -262K shares, a -2.40% change.

Who is Calix’s biggest shareholder by percentage of total assets invested?

Dc investments management is Calix’s biggest shareholder by percentage of total assets invested, with 5.22% of its assets in 229.37K Calix shares, valued at 8M$.

Who is the top mutual fund holder of Calix shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Calix shares, with 5.48% of its total shares outstanding invested in 3.65M Calix shares.

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