Calix Ownership | Who Owns Calix?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Calix | 41.65% | 11.36% | 46.98% |
Sector | Technology Stocks | 44.27% | 11.93% | 43.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 11.34M | 17.16% | $395.43M |
Blackrock | 10.68M | 16.35% | $378.48M |
Vanguard group | 7.98M | 12.07% | $278.18M |
State street | 2.47M | 3.73% | $85.97M |
Alliancebernstein | 2.24M | 3.39% | $78.07M |
Millennium management | 2.03M | 3.07% | $70.83M |
Dimensional fund advisors lp | 1.83M | 2.77% | $63.90M |
Td asset management | 1.39M | 2.11% | $48.58M |
Bank of new york mellon | 1.37M | 2.08% | $47.89M |
Paradigm capital management inc/ny | 1.34M | 2.05% | $47.37M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Dc investments management | 229.37K | 5.22% | $8.00M |
Divisar capital management | 594.36K | 4.50% | $20.73M |
Tradelink capital | 8.58K | 2.95% | $299.00K |
Trigran investments | 721.65K | 2.89% | $25.16M |
Ov management | 139.60K | 2.26% | $4.87M |
Paradigm capital management inc/ny | 1.34M | 2.16% | $47.37M |
Sg capital management | 572.22K | 1.93% | $19.95M |
Formula growth | 155.00K | 1.83% | $5.40M |
Harvey partners | 425.00K | 1.65% | $14.82M |
Mesirow institutional investment management | 385.32K | 1.03% | $13.44M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Millennium management | 2.03M | 0.03% | 889.10K |
Blackrock funding, inc. /de | 11.34M | 0.01% | 530.26K |
Harvey partners | 425.00K | 1.65% | 425.00K |
Vanguard group | 7.98M | 0.00% | 412.98K |
Balyasny asset management | 436.04K | 0.02% | 382.30K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alliancebernstein | 2.24M | 0.03% | -3.02M |
William blair investment management | - | - | -923.29K |
Westfield capital management co lp | - | - | -584.58K |
Invesco | 238.95K | 0.00% | -536.15K |
Analog century management lp | - | - | -449.44K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Harvey partners | 425.00K | 1.65% | 425.00K | $14.82M |
Norges bank | 330.30K | 0.00% | 330.30K | $11.52M |
Divisadero street capital management, lp | 154.74K | 0.63% | 154.74K | $5.40M |
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 |
Mendota financial group | -4.00 |
Bell investment advisors | -11.00 |
Toronto dominion bank | -12.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 105 | -58.00% | 27,524,185 | -51.79% | 41 | 0.56% | 50 | -61.24% | 37 | -53.16% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.76M | 5.64% | 2.06K |
Vanguard Total Stock Mkt Idx Inv | 1.92M | 2.89% | 6.09K |
iShares Russell 2000 ETF | 1.55M | 2.32% | -30.38K |
Vanguard Small Cap Index | 1.52M | 2.29% | 2.71K |
Vanguard Information Technology ETF | 1.39M | 2.09% | 22.95K |
AB Sustainable Glb Thematic AXX USD | 913.80K | 1.38% | -12.15K |
Vanguard Institutional Extnd Mkt Idx Tr | 902.37K | 1.36% | 243.00 |
Vanguard Small Cap Growth Index Inv | 861.77K | 1.30% | 2.80K |
TD U.S. Capital Reinvestment I | 836.19K | 1.27% | -32.25K |
Artisan International Small-Mid Investor | 738.55K | 1.11% | - |
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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