Calix Ownership | Who Owns Calix?

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Calix Ownership Summary

Calix is owned by 86.27% institutional investors, 10.51% insiders, and 3.22% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.16% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.26% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	86.27%	10.51%	3.22%
Sector	Technology Stocks	50.63%	12.54%	36.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.72M	18.16%	$719.15M
Blackrock	10.68M	16.35%	$378.48M
Vanguard group	8.49M	13.16%	$520.97M
State street	2.34M	3.63%	$143.60M
Millennium management	1.77M	2.67%	$62.55M
Congress asset management co /ma	1.46M	2.27%	$89.80M
Alliancebernstein	1.41M	2.18%	$86.52M
Geode capital management	1.37M	2.12%	$84.16M
Arrowstreet capital, limited partnership	1.27M	1.98%	$78.21M
Price t rowe associates inc /md/	1.23M	1.91%	$75.68M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Divisar capital management	244.09K	4.08%	$14.98M
G2 investment partners management	240.00K	2.98%	$14.73M
Harvey partners	533.50K	2.91%	$32.74M
Paradigm capital management inc/ny	672.40K	1.79%	$41.27M
Penn capital management company	315.85K	1.46%	$16.85M
Lisanti capital growth	81.32K	1.22%	$4.99M
Divisadero street capital management, lp	453.87K	1.22%	$27.85M
Marathon capital management	80.20K	1.13%	$4.92M
Axecap investments	27.81K	1.05%	$1.71M
Mesirow institutional investment management	385.32K	1.03%	$13.44M

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	1.23M	0.01%	1.18M
Arrowstreet capital, limited partnership	1.27M	0.05%	868.99K
Acadian asset management	839.11K	0.09%	622.40K
Divisadero street capital management, lp	453.87K	1.22%	400.85K
Westfield capital management co lp	684.10K	0.18%	392.95K

Top Sellers

Holder	Shares	% Assets	Change
Td asset management	-	-	-1.31M
Alyeska investment group	-	-	-1.03M
William blair investment management	-	-	-923.29K
Epoch investment partners	-	-	-748.57K
Trigran investments	-	-	-721.65K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	330.30K	0.00%	330.30K	$11.52M
Federated hermes	115.54K	0.01%	115.54K	$7.09M
Jacobs levy equity management	114.64K	0.02%	114.64K	$4.06M
D. e. shaw	110.23K	0.00%	110.23K	$3.84M
Atika capital management	89.50K	0.44%	89.50K	$5.49M

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 %
Sep 30, 2025	311	5.78%	55,667,223	5.84%	86	1.30%	159	1.27%	96	-5.88%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.43M	5.26%	-
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
iShares Russell 2000 ETF	1.42M	2.18%	-
Vanguard Small Cap Index	1.42M	2.17%	-9.06K
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 (11.72M shares, 18.16%), Blackrock (10.68M shares, 16.35%), and Vanguard group (8.49M shares, 13.16%). Together, they hold 47.67% 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 4.08% of its assets in 244.09K Calix shares, valued at 14.98M$.

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 5.26% of its total shares outstanding invested in 3.43M Calix shares.

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