Calix Ownership | Who Owns Calix?

Overview Forecast RevenueFinancials Chart Transcripts

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 5.64% 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	44.27%	11.93%	43.80%

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	3.76M	5.64%	2.06K
Vanguard Total Stock Mkt Idx Inv	1.92M	2.89%	6.09K
iShares Russell 2000 ETF	1.55M	2.32%	-30.38K
Vanguard Small Cap Index	1.52M	2.29%	2.71K
Vanguard Information Technology ETF	1.39M	2.09%	22.95K
AB Sustainable Glb Thematic AXX USD	913.80K	1.38%	-12.15K
Vanguard Institutional Extnd Mkt Idx Tr	902.37K	1.36%	243.00
Vanguard Small Cap Growth Index Inv	861.77K	1.30%	2.80K
TD U.S. Capital Reinvestment I	836.19K	1.27%	-32.25K
Artisan International Small-Mid Investor	738.55K	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 5.64% of its total shares outstanding invested in 3.76M Calix shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools