Calix Ownership | Who Owns Calix?


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Calix Ownership Summary


Calix is owned by 41.65% institutional investors, 11.36% insiders, and 46.98% 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 5.64% of its assets in Calix shares.

CALX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCalix41.65%11.36%46.98%
SectorTechnology Stocks 44.27%11.93%43.80%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de11.34M17.16%$395.43M
Blackrock10.68M16.35%$378.48M
Vanguard group7.98M12.07%$278.18M
State street2.47M3.73%$85.97M
Alliancebernstein2.24M3.39%$78.07M
Millennium management2.03M3.07%$70.83M
Dimensional fund advisors lp1.83M2.77%$63.90M
Td asset management1.39M2.11%$48.58M
Bank of new york mellon1.37M2.08%$47.89M
Paradigm capital management inc/ny1.34M2.05%$47.37M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dc investments management229.37K5.22%$8.00M
Divisar capital management594.36K4.50%$20.73M
Tradelink capital8.58K2.95%$299.00K
Trigran investments721.65K2.89%$25.16M
Ov management139.60K2.26%$4.87M
Paradigm capital management inc/ny1.34M2.16%$47.37M
Sg capital management572.22K1.93%$19.95M
Formula growth155.00K1.83%$5.40M
Harvey partners425.00K1.65%$14.82M
Mesirow institutional investment management385.32K1.03%$13.44M

Top Buyers

HolderShares% AssetsChange
Millennium management2.03M0.03%889.10K
Blackrock funding, inc. /de11.34M0.01%530.26K
Harvey partners425.00K1.65%425.00K
Vanguard group7.98M0.00%412.98K
Balyasny asset management436.04K0.02%382.30K

Top Sellers

HolderShares% AssetsChange
Alliancebernstein2.24M0.03%-3.02M
William blair investment management---923.29K
Westfield capital management co lp---584.58K
Invesco238.95K0.00%-536.15K
Analog century management lp---449.44K

New Positions

HolderShares% AssetsChangeValue
Harvey partners425.00K1.65%425.00K$14.82M
Norges bank330.30K0.00%330.30K$11.52M
Divisadero street capital management, lp154.74K0.63%154.74K$5.40M
Jacobs levy equity management114.64K0.02%114.64K$4.06M
D. e. shaw110.23K0.00%110.23K$3.84M

Sold Out

HolderChange
Tfo-tdc-1.00
Claris advisors, llc / mo /-2.00
Mendota financial group-4.00
Bell investment advisors-11.00
Toronto dominion bank-12.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024105-58.00%27,524,185-51.79%410.56%50-61.24%37-53.16%
Sep 30, 2024249-5.68%57,088,419-0.96%861.11%130-10.96%78-12.36%
Jun 30, 2024261-4.74%57,631,9130.06%881.16%145-2.03%87-3.33%
Mar 31, 2024274-1.08%57,594,9591.54%871.19%14810.45%90-10.89%
Dec 31, 2023277-3.48%56,718,8714.79%851.28%134-15.19%1014.12%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.76M5.64%2.06K
Vanguard Total Stock Mkt Idx Inv1.92M2.89%6.09K
iShares Russell 2000 ETF1.55M2.32%-30.38K
Vanguard Small Cap Index1.52M2.29%2.71K
Vanguard Information Technology ETF1.39M2.09%22.95K
AB Sustainable Glb Thematic AXX USD913.80K1.38%-12.15K
Vanguard Institutional Extnd Mkt Idx Tr902.37K1.36%243.00
Vanguard Small Cap Growth Index Inv861.77K1.30%2.80K
TD U.S. Capital Reinvestment I836.19K1.27%-32.25K
Artisan International Small-Mid Investor738.55K1.11%-

Recent Insider Transactions


DateNameRoleActivityValue
Oct 27, 2023Collins John Matthew Chief Commercial Ops OfficerSell$1.99M
Aug 04, 2023LISTWIN DONALD J-Sell$4.32M
Jul 25, 2023Collins John Matthew Chief Commercial Ops OfficerSell$471.20K
May 02, 2023Collins John Matthew Chief Commercial Ops OfficerSell$220.49K
Feb 03, 2023Collins John Matthew Chief Commercial Ops OfficerSell$272.40K

Insider Transactions Trends


DateBuySell
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 (11.34M shares, 17.16%), Blackrock (10.68M shares, 16.35%), and Vanguard group (7.98M shares, 12.07%). Together, they hold 45.58% 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?

Dc investments management is Calix’s biggest shareholder by percentage of total assets invested, with 5.22% of its assets in 229.37K Calix shares, valued at 8M$.

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 5.64% of its total shares outstanding invested in 3.76M Calix shares.

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