Calix Ownership | Who Owns Calix?

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Calix Ownership Summary

Calix is owned by 86.32% institutional investors, 10.36% insiders, and 3.32% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.77% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.27% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	86.32%	10.36%	3.32%
Sector	Technology Stocks	126.02%	12.46%	-38.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.46M	17.77%	$609.80M
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
Dimensional fund advisors lp	1.83M	2.77%	$63.90M
Millennium management	1.77M	2.67%	$62.55M
Bank of new york mellon	1.37M	2.08%	$47.89M
Geode capital management	1.34M	2.02%	$46.66M
Congress asset management co /ma	1.28M	1.93%	$44.47M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Divisar capital management	460.76K	4.25%	$16.33M
G2 investment partners management	306.62K	3.57%	$16.31M
Harvey partners	524.18K	2.73%	$27.88M
Paradigm capital management inc/ny	964.20K	2.50%	$51.29M
Dc investments management	76.64K	1.70%	$4.08M
Penn capital management company	315.85K	1.46%	$16.85M
Marathon capital management	96.64K	1.31%	$5.14M
Mesirow institutional investment management	385.32K	1.03%	$13.44M
Jackson creek investment advisors	38.57K	0.55%	$2.05M
Lisanti capital growth	37.24K	0.55%	$1.98M

Top Buyers

Holder	Shares	% Assets	Change
Lord, abbett	813.16K	0.14%	813.16K
Assenagon asset management	947.74K	0.07%	545.49K
Vanguard group	7.98M	0.00%	412.98K
Loomis sayles & co l p	407.63K	0.03%	407.63K
Blackrock funding, inc. /de	11.46M	0.01%	368.31K

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	2.24M	0.03%	-3.02M
Td asset management	-	-	-1.31M
Alyeska investment group	-	-	-1.03M
William blair investment management	-	-	-923.29K
Epoch investment partners	-	-	-748.57K

New Positions

Holder	Shares	% Assets	Change	Value
Lord, abbett	813.16K	0.14%	813.16K	$43.25M
Loomis sayles & co l p	407.63K	0.03%	407.63K	$21.68M
Norges bank	330.30K	0.00%	330.30K	$11.52M
Westfield capital management co lp	291.15K	0.06%	291.15K	$15.49M
Penserra capital management	255.69K	0.19%	255.69K	$13.60M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Claris advisors, llc / mo /	-2.00
Mendota financial group	-4.00
Global financial private client	-5.00
Kohmann bosshard financial services	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	301	13.16%	55,700,474	-1.02%	86	1.19%	160	22.14%	104	10.64%
Mar 31, 2025	14	-94.59%	5,225,594	-90.87%	7	0.11%	6	-95.71%	7	-91.25%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.44M	5.27%	504.00
Vanguard Total Stock Mkt Idx Inv	1.84M	2.82%	-39.27K
Vanguard US Total Market Shares ETF	1.79M	2.68%	2.08K
Vanguard Information Technology ETF	1.48M	2.27%	15.16K
Vanguard Small Cap Index	1.42M	2.17%	-9.06K
iShares Russell 2000 ETF	1.39M	2.14%	-26.46K
AB Sustainable Glb Thematic AXX USD	913.80K	1.38%	-12.15K
Artisan Non-U.S. Small-Mid Growth Comp	800.19K	1.23%	82.50K
Artisan International Small-Mid Investor	800.19K	1.23%	82.50K
Vanguard Small Cap Growth Index Inv	798.58K	1.22%	-587.00

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 (11.46M shares, 17.77%), Blackrock (10.68M shares, 16.35%), and Vanguard group (7.98M shares, 12.07%). Together, they hold 46.19% 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?

Divisar capital management is Calix’s biggest shareholder by percentage of total assets invested, with 4.25% of its assets in 460.76K Calix shares, valued at 16.33M$.

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 5.27% of its total shares outstanding invested in 3.44M Calix shares.

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