Calix Ownership | Who Owns Calix?

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Calix Ownership Summary

Calix is owned by 28.98% institutional investors, 9.52% insiders, and 61.50% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.69% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.76% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	28.98%	9.52%	61.50%
Sector	Technology Stocks	36.93%	14.89%	48.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	11.15M	16.69%	$546.41M
Blackrock	10.68M	16.35%	$378.48M
Vanguard group	8.30M	12.43%	$439.45M
Alliancebernstein	3.25M	4.87%	$172.08M
State street	2.60M	3.90%	$127.64M
Millennium management	1.90M	2.85%	$93.28M
Congress asset management co /ma	1.64M	2.46%	$80.55M
Westfield capital management co lp	1.55M	2.31%	$75.74M
Geode capital management	1.44M	2.15%	$70.35M
Dimensional fund advisors lp	1.22M	1.82%	$59.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Divisar capital management	340.16K	4.25%	$16.66M
Harvey partners	572.50K	2.23%	$28.05M
G2 investment partners management	160.54K	1.94%	$7.86M
Penn capital management company	378.56K	1.44%	$18.59M
Paradigm capital management inc/ny	768.20K	1.44%	$37.63M
Mesirow institutional investment management	385.32K	1.03%	$13.44M
Marathon capital management	81.75K	0.90%	$4.01M
Formula growth	38.00K	0.84%	$1.86M
Counterpoint mutual funds	85.46K	0.63%	$4.19M
Divisadero street capital management, lp	305.67K	0.63%	$14.97M

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	3.25M	0.06%	1.79M
Point72 asset management	513.81K	0.03%	513.81K
Millennium management	1.90M	0.04%	462.06K
Vanguard fiduciary trust	418.44K	0.01%	418.44K
Westfield capital management co lp	1.55M	0.32%	400.81K

Top Sellers

Holder	Shares	% Assets	Change
Td asset management	-	-	-1.31M
Fuller & thaler asset management	-	-	-1.09M
William blair investment management	-	-	-923.29K
Lord, abbett	121.25K	0.02%	-866.19K
Epoch investment partners	-	-	-748.57K

New Positions

Holder	Shares	% Assets	Change	Value
Point72 asset management	513.81K	0.03%	513.81K	$25.17M
Vanguard fiduciary trust	418.44K	0.01%	418.44K	$20.50M
Norges bank	330.30K	0.00%	330.30K	$11.52M
Sg capital management	157.40K	0.51%	157.40K	$7.71M
Nearwater capital markets	118.20K	0.14%	118.20K	$5.79M

Sold Out

Holder	Change
Tfo-tdc	-1.00
Claris advisors, llc / mo /	-2.00
Bay harbor wealth management	-2.00
Ross\johnson & associates	-2.00
Optima capital	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	14	-94.59%	5,225,594	-90.87%	7	0.11%	6	-95.71%	7	-91.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.68M	5.76%	822.00
Vanguard Total Stock Mkt Idx Inv	1.91M	2.99%	5.41K
Vanguard US Total Market Shares ETF	1.79M	2.68%	2.08K
Vanguard Information Technology ETF	1.52M	2.39%	8.04K
iShares Russell 2000 ETF	1.42M	2.23%	11.98K
Vanguard Small Cap Index	1.36M	2.13%	-257.00
Congress Small Cap Growth Institutional	895.00K	1.40%	-
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

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 (11.15M shares, 16.69%), Blackrock (10.68M shares, 16.35%), and Vanguard group (8.3M shares, 12.43%). Together, they hold 45.47% 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 340.16K Calix shares, valued at 16.66M$.

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 5.76% of its total shares outstanding invested in 3.68M Calix shares.

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