Calix Ownership | Who Owns Calix?

Overview Forecast RevenueFinancials Chart Transcripts

Calix Ownership Summary

Calix is owned by 66.26% institutional investors, 10.57% insiders, and 23.18% 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 5.26% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	66.26%	10.57%	23.18%
Sector	Technology Stocks	34.35%	13.05%	52.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.46M	17.16%	$606.73M
Blackrock	10.68M	16.35%	$378.48M
Vanguard group	8.30M	12.43%	$439.45M
State street	2.34M	3.63%	$143.60M
Millennium management	1.77M	2.67%	$62.55M
Alliancebernstein	1.41M	2.18%	$86.52M
Congress asset management co /ma	1.45M	2.17%	$76.62M
Geode capital management	1.45M	2.16%	$76.51M
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	1.50%	$35.59M
Divisadero street capital management, lp	453.87K	1.22%	$27.85M
Lisanti capital growth	95.74K	1.20%	$5.07M
Penn capital management company	253.09K	1.07%	$13.43M
Synergy asset management	189.22K	1.04%	$10.02M
Mesirow institutional investment management	385.32K	1.03%	$13.44M
Marathon capital management	80.58K	0.92%	$4.27M

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	1.23M	0.01%	1.18M
Fuller & thaler asset management	1.09M	0.20%	1.09M
Arrowstreet capital, limited partnership	1.27M	0.05%	868.99K
Westfield capital management co lp	1.15M	0.25%	461.20K
Divisadero street capital management, lp	453.87K	1.22%	400.85K

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
Fuller & thaler asset management	1.09M	0.20%	1.09M	$57.91M
Norges bank	330.30K	0.00%	330.30K	$11.52M
Synergy asset management	189.22K	1.04%	189.22K	$10.02M
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
Caitong asset management	-3.00
Mendota financial group	-4.00
Global financial private client	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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 (11.46M shares, 17.16%), Blackrock (10.68M shares, 16.35%), and Vanguard group (8.3M shares, 12.43%). Together, they hold 45.94% 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.

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