Calix Ownership | Who Owns Calix?
Calix Ownership Summary
Calix is owned by 92.22% institutional investors, 9.71% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.95% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.61% of its assets in Calix shares.
CALX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Calix | 92.22% | 9.71% | -1.92% |
| Sector | Technology Stocks | 53.67% | 14.96% | 31.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 11.78M | 17.95% | $439.46M |
| Blackrock | 10.68M | 16.35% | $378.48M |
| Vanguard group | 8.30M | 12.43% | $439.45M |
| Alliancebernstein | 3.25M | 4.95% | $159.14M |
| State street | 2.92M | 4.44% | $108.79M |
| Vanguard capital management | 2.59M | 3.94% | $96.56M |
| Geode capital management | 1.48M | 2.26% | $55.30M |
| Westfield capital management co lp | 1.32M | 2.02% | $49.43M |
| Dimensional fund advisors lp | 1.31M | 2.00% | $48.86M |
| Acadian asset management | 1.24M | 1.89% | $46.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Divisar capital management | 395.16K | 3.40% | $14.75M |
| Trigran investments | 442.01K | 3.03% | $16.50M |
| Westerly capital management | 205.00K | 1.41% | $7.65M |
| G2 investment partners management | 160.00K | 1.09% | $5.97M |
| Harvey partners | 420.50K | 1.07% | $15.69M |
| Mesirow institutional investment management | 385.32K | 1.03% | $13.44M |
| Paradigm capital management inc/ny | 997.13K | 1.01% | $37.21M |
| Penn capital management company | 388.24K | 0.92% | $14.52M |
| Formula growth | 38.00K | 0.84% | $1.86M |
| Marathon capital management | 83.56K | 0.63% | $3.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 1.21M | 0.01% | 780.57K |
| Sixth street partners management company | 696.97K | 0.00% | 696.97K |
| Blackrock funding, inc. /de | 11.78M | 0.01% | 622.09K |
| Two sigma investments, lp | 703.91K | 0.02% | 542.46K |
| Trigran investments | 442.01K | 3.03% | 442.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Congress asset management co /ma | 8.90K | 0.00% | -1.64M |
| Td asset management | - | - | -1.31M |
| Millennium management | 698.62K | 0.01% | -1.21M |
| Fuller & thaler asset management | - | - | -1.09M |
| William blair investment management | - | - | -923.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 696.97K | 0.00% | 696.97K | $26.01M |
| Trigran investments | 442.01K | 3.03% | 442.01K | $16.50M |
| Norges bank | 330.30K | 0.00% | 330.30K | $11.52M |
| Needham investment management | 275.00K | 0.31% | 275.00K | $10.26M |
| Westerly capital management | 205.00K | 1.41% | 205.00K | $7.65M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Tfo-tdc | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Bay harbor wealth management | -2.00 |
| Ross\johnson & associates | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 288 | -7.99% | 60,489,510 | 1.42% | 92 | 1.16% | 142 | -15.98% | 111 | 13.27% |
| Mar 31, 2026 | 146 | -56.42% | 19,361,071 | -67.07% | 28 | 0.37% | 75 | -59.68% | 40 | -60.00% |
| Dec 31, 2025 | 245 | -24.62% | 44,264,375 | -21.87% | 66 | 0.86% | 129 | -20.37% | 71 | -32.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.53M | 5.61% | -4.71K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.82M | 2.90% | 7.03K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.82M | 2.89% | -73.80K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.85% | -73.80K |
| Vanguard US Total Market Shares ETF | 1.79M | 2.68% | 2.08K |
| Vanguard Information Technology ETF | 1.52M | 2.41% | 6.16K |
| iShares Russell 2000 ETF | 1.50M | 2.39% | -26.69K |
| Vanguard Small Cap Index | 1.32M | 2.10% | 6.32K |
| Congress Small Cap Growth Institutional | 895.00K | 1.40% | - |
| AB Sustainable Glb Thematic AXX USD | 913.80K | 1.38% | -12.15K |
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
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