Calix Ownership | Who Owns Calix?
Calix Ownership Summary
Calix is owned by 86.40% institutional investors, 11.36% insiders, and 2.24% retail investors. Blackrock is the largest institutional shareholder, holding 16.35% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.70% of its assets in Calix shares.
CALX Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Calix | 86.40% | 11.36% | 2.24% |
Sector | Technology Stocks | 51.72% | 10.50% | 37.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 10.68M | 16.35% | $378.48M |
Vanguard group | 7.51M | 11.49% | $266.08M |
Alliancebernstein | 6.07M | 9.28% | $214.94M |
State street | 2.31M | 3.54% | $81.87M |
Td asset management | 1.92M | 2.94% | $68.09M |
Dimensional fund advisors lp | 1.79M | 2.75% | $63.55M |
Bank of new york mellon | 1.47M | 2.24% | $51.94M |
Paradigm capital management inc/ny | 1.34M | 2.05% | $47.37M |
Geode capital management | 1.32M | 2.02% | $46.67M |
Congress asset management co /ma | 1.20M | 1.84% | $42.65M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Dc investments management | 229.37K | 6.85% | $8.13M |
Trigran investments | 1.01M | 3.74% | $35.72M |
Ov management | 130.77K | 3.24% | $4.63M |
Divisar capital management | 448.11K | 3.01% | $15.88M |
Sg capital management | 442.89K | 2.65% | $15.69M |
Paradigm capital management inc/ny | 1.34M | 2.16% | $47.37M |
Kettle hill capital management | 229.53K | 2.05% | $8.13M |
Formula growth | 110.00K | 1.42% | $3.90M |
Pier capital | 239.03K | 1.26% | $8.47M |
Mesirow institutional investment management | 358.65K | 1.11% | $12.71M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alyeska investment group | 626.38K | 0.13% | 626.38K |
Alliancebernstein | 6.07M | 0.07% | 623.18K |
Mirae asset global etfs | 502.91K | 0.04% | 502.91K |
Divisar capital management | 448.11K | 3.01% | 448.11K |
Sg capital management | 442.89K | 2.65% | 442.89K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
William blair investment management | - | - | -923.29K |
Westfield capital management co lp | - | - | -584.58K |
Analog century management lp | - | - | -449.44K |
Schonfeld strategic advisors | - | - | -321.64K |
Mirae asset global investments | - | - | -314.52K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Alyeska investment group | 626.38K | 0.13% | 626.38K | $22.19M |
Mirae asset global etfs | 502.91K | 0.04% | 502.91K | $17.82M |
Divisar capital management | 448.11K | 3.01% | 448.11K | $15.88M |
Sg capital management | 442.89K | 2.65% | 442.89K | $15.69M |
Kettle hill capital management | 229.53K | 2.05% | 229.53K | $8.13M |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -1.00 |
Toronto dominion bank | -12.00 |
Innealta capital | -16.00 |
Ashton thomas private wealth | -20.00 |
Capital advisors | -21.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 249 | -5.68% | 57,088,419 | -0.96% | 86 | 1.11% | 130 | -10.96% | 78 | -12.36% |
Jun 30, 2024 | 261 | -4.74% | 57,631,913 | 0.06% | 88 | 1.16% | 145 | -2.03% | 87 | -3.33% |
Mar 31, 2024 | 274 | -1.08% | 57,594,959 | 1.54% | 87 | 1.19% | 148 | 10.45% | 90 | -10.89% |
Dec 31, 2023 | 277 | -3.48% | 56,718,871 | 4.79% | 85 | 1.28% | 134 | -15.19% | 101 | 4.12% |
Sep 30, 2023 | 287 | 3.61% | 54,126,920 | -0.42% | 81 | 1.19% | 158 | 3.27% | 97 | 10.23% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.78M | 5.70% | 1.96K |
Vanguard Total Stock Mkt Idx Inv | 1.77M | 2.68% | -12.46K |
iShares Russell 2000 ETF | 1.63M | 2.46% | -3.42K |
Vanguard Small Cap Index | 1.40M | 2.11% | 2.75K |
Vanguard Information Technology ETF | 1.32M | 2.00% | 5.92K |
AB Sustainable Glb Thematic AXX USD | 913.80K | 1.38% | -12.15K |
Vanguard Institutional Extnd Mkt Idx Tr | 878.94K | 1.33% | -3.16K |
TD U.S. Capital Reinvestment I | 836.19K | 1.27% | -32.25K |
Congress Small Cap Growth Institutional | 800.00K | 1.21% | - |
Vanguard Small Cap Growth Index Inv | 768.57K | 1.16% | -4.65K |
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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