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Calix (CALX) Institutional Ownership

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$59.49 +0.68 (+1.15%)
Closing price 03:59 PM Eastern
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$58.98 -0.51 (-0.86%)
As of 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calix (NYSE:CALX)

Current
Institutional Ownership
Percentage
98.14%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$538.46M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$438.02M
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CALX Institutional Buying and Selling by Quarter

Calix Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans42,420$2.26M0.0%-2.1%0.065%
8/25/2025 Neuberger Berman Group LLC209,445$11.14M0.0%-13.9%0.321%
8/19/2025 State of Wyoming9,272$493K0.1%+213.5%0.014%
8/16/2025 Public Sector Pension Investment Board196,704$10.46M0.0%+5.1%0.301%
8/16/2025 Evergreen Capital Management LLC4,185$223K0.0%N/A0.006%
8/15/2025 CANADA LIFE ASSURANCE Co61,145$3.26M0.0%-0.4%0.094%
8/15/2025 Tower Research Capital LLC TRC 8,550$455K0.0%+914.2%0.013%
8/15/2025 Corient Private Wealth LLC4,447$237K0.0%N/A0.007%
8/15/2025 State of Tennessee Department of Treasury28,070$1.49M0.0%+7.4%0.043%
8/15/2025 Vident Advisory LLC4,398$234K0.0%N/A0.007%
8/15/2025 Teza Capital Management LLC4,132$220K0.2%N/A0.006%
8/15/2025 Tidal Investments LLC12,866$684K0.0%N/A0.020%
8/15/2025 Scott Marsh Financial LLC16,228$863K0.3%N/A0.025%
8/15/2025 Smartleaf Asset Management LLC1,245$64K0.0%+27.0%0.002%
8/15/2025 Paradigm Capital Management Inc. NY964,200$51.29M2.5%-6.1%1.477%
8/15/2025 Lazard Asset Management LLC28,097$1.49M0.0%N/A0.043%
8/15/2025 Harvey Partners LLC524,177$27.88M2.7%+0.6%0.803%
8/15/2025 G2 Investment Partners Management LLC306,622$16.31M3.6%+20.7%0.470%
8/15/2025 Gilder Gagnon Howe & Co. LLC913,698$48.60M0.5%+14.7%1.399%
8/15/2025 Engineers Gate Manager LP141,954$7.55M0.1%+3.4%0.217%
8/15/2025 Cubist Systematic Strategies LLC290,026$15.43M0.1%+1,166.0%0.444%
8/15/2025 BNP Paribas Financial Markets142,559$7.58M0.0%+182.6%0.218%
8/15/2025 Boothbay Fund Management LLC68,665$3.65M0.1%+14.4%0.105%
8/15/2025 Brevan Howard Capital Management LP61,597$3.28M0.0%+537.4%0.094%
8/15/2025 Balyasny Asset Management L.P.457,593$24.34M0.0%-19.2%0.701%
8/15/2025 Bank of America Corp DE325,671$17.32M0.0%+18.6%0.499%
8/15/2025 Ameriprise Financial Inc.117,506$6.25M0.0%-8.9%0.180%
8/14/2025 California State Teachers Retirement System54,729$2.91M0.0%+1.0%0.084%
8/14/2025 Raymond James Financial Inc.564$30K0.0%N/A0.001%
8/14/2025 Canada Pension Plan Investment Board151,100$8.04M0.0%+182.4%0.231%
8/14/2025 Occudo Quantitative Strategies LP9,980$531K0.1%-46.0%0.015%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.742,028$39.47M0.1%-1.3%1.136%
8/14/2025 Alliancebernstein L.P.1,348,482$71.73M0.0%-46.3%2.065%
8/14/2025 The Manufacturers Life Insurance Company 30,849$1.64M0.0%-6.3%0.047%
8/14/2025 Squarepoint Ops LLC22,243$1.18M0.0%-42.1%0.034%
8/14/2025 Sei Investments Co.130,817$6.96M0.0%+113.8%0.200%
8/14/2025 Marathon Capital Management96,635$5.14M1.3%-15.5%0.148%
8/14/2025 Nebula Research & Development LLC68,827$3.66M0.3%+19.2%0.105%
8/14/2025 Qube Research & Technologies Ltd56,656$3.01M0.0%+22.8%0.087%
8/14/2025 State Street Corp2,333,334$124.11M0.0%-2.0%3.573%
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8/14/2025 WINTON GROUP Ltd25,470$1.36M0.1%-28.0%0.039%
8/14/2025 Hood River Capital Management LLC229,832$12.23M0.2%N/A0.352%
8/14/2025 Formula Growth Ltd.10,000$532K0.2%-85.7%0.015%
8/13/2025 Jump Financial LLC39,220$2.09M0.0%+439.3%0.060%
8/13/2025 Cresset Asset Management LLC5,952$317K0.0%-16.8%0.009%
8/13/2025 Amundi9,781$518K0.0%+16,478.0%0.015%
8/13/2025 Marshall Wace LLP36,867$1.96M0.0%-54.3%0.056%
8/13/2025 Walleye Capital LLC82,293$4.38M0.0%N/A0.126%
8/13/2025 Invesco Ltd.224,262$11.93M0.0%-5.6%0.343%
8/13/2025 CW Advisors LLC207,000$11.01M0.1%-0.5%0.317%
8/13/2025 Arrowstreet Capital Limited Partnership405,439$21.57M0.0%+60.1%0.621%
8/13/2025 Quantbot Technologies LP17,685$941K0.0%N/A0.027%
8/13/2025 Edgestream Partners L.P.142,353$7.57M0.2%+158.6%0.218%
8/13/2025 New York State Common Retirement Fund275,378$14.65M0.0%-4.0%0.422%
8/13/2025 Schroder Investment Management Group10,767$552K0.0%N/A0.016%
8/13/2025 Loomis Sayles & Co. L P407,634$21.68M0.0%N/A0.624%
8/13/2025 Neuberger Berman Group LLC209,445$11.14M0.0%-13.9%0.321%
8/13/2025 Quadrature Capital Ltd4,079$217K0.0%-37.2%0.006%
8/13/2025 Hsbc Holdings PLC46,883$2.51M0.0%+348.2%0.072%
8/13/2025 Russell Investments Group Ltd.117,378$6.24M0.0%+9.4%0.180%
8/12/2025 Boston Partners17,126$911K0.0%N/A0.026%
8/12/2025 North Star Asset Management Inc.96,526$5.13M0.2%+1.2%0.148%
8/12/2025 Summit Global Investments5,793$308K0.0%N/A0.009%
8/12/2025 Ameritas Investment Partners Inc.6,023$320K0.0%-3.2%0.009%
8/12/2025Jefferies Financial Group Inc.22,900$1.22M0.0%-64.7%0.035%
8/12/2025 Prudential Financial Inc.180,693$9.61M0.0%+211.3%0.277%
8/12/2025 Enterprise Financial Services Corp4,400$234K0.1%N/A0.007%
8/12/2025 American Century Companies Inc.148,527$7.90M0.0%+2.9%0.227%
8/12/2025 Rhumbline Advisers167,752$8.92M0.0%+0.3%0.257%
8/12/2025 Franklin Resources Inc.30,936$1.65M0.0%+93.5%0.047%
8/12/2025 Legal & General Group Plc176,294$9.38M0.0%-1.3%0.270%
8/12/2025 JPMorgan Chase & Co.197,284$10.49M0.0%-21.1%0.302%
8/12/2025 Magnetar Financial LLC19,910$1.06M0.0%N/A0.030%
8/12/2025 Swiss National Bank120,900$6.43M0.0%+4.5%0.185%
8/12/2025 Handelsbanken Fonder AB18,000$957K0.0%-6.7%0.028%
8/12/2025 Westfield Capital Management Co. LP291,149$15.49M0.1%N/A0.446%
8/12/2025 Artisan Partners Limited Partnership1,204,683$64.08M0.1%+14.5%1.845%
8/11/2025 Portside Wealth Group LLC8,015$426K0.1%-4.7%0.012%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH10,262$546K0.0%+24.5%0.016%
8/8/2025 Rockefeller Capital Management L.P.29,173$1.55M0.0%-94.3%0.045%
8/8/2025 SG Capital Management LLC120,463$6.41M0.4%-15.9%0.184%
8/8/2025 Creative Planning28,464$1.51M0.0%+52.7%0.044%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,811$788K0.0%+4.9%0.023%
8/8/2025 Police & Firemen s Retirement System of New Jersey13,431$714K0.0%+5.9%0.021%
8/8/2025 Geode Capital Management LLC1,355,125$72.09M0.0%-1.6%2.075%
8/8/2025 PNC Financial Services Group Inc.2,895$154K0.0%+40.9%0.004%
8/8/2025 KBC Group NV2,090$111K0.0%-24.6%0.003%
8/7/2025 Boston Partners7,444$396K0.0%N/A0.011%
8/7/2025 ProShare Advisors LLC13,144$699K0.0%-6.1%0.020%
8/7/2025 Lisanti Capital Growth LLC37,240$1.98M0.5%N/A0.057%
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8/7/2025 Acadian Asset Management LLC216,709$11.52M0.0%+18.0%0.332%
8/7/2025 Campbell & CO Investment Adviser LLC17,105$910K0.1%N/A0.026%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.328,986$17.50M0.1%+4.2%0.504%
8/6/2025 Fox Run Management L.L.C.15,217$809K0.1%N/A0.023%
8/6/2025 Penserra Capital Management LLC255,685$13.60M0.2%N/A0.392%
8/6/2025 SouthState Corp505$27K0.0%+10,000.0%0.001%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.674$36K0.0%N/A0.001%
8/5/2025 Bank of New York Mellon Corp482,229$25.65M0.0%-57.9%0.738%
8/5/2025 Versor Investments LP4,800$255K0.0%N/A0.007%
8/4/2025 Strs Ohio20,400$1.09M0.0%-15.0%0.031%
(Data available from 1/1/2016 forward)

CALX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALX shares?

During the previous two years, 289 institutional investors and hedge funds held shares of Calix. The most heavily invested institutionals were Vanguard Group Inc. ($284.07M), State Street Corp ($124.11M), Congress Asset Management Co. ($75.42M), Geode Capital Management LLC ($72.09M), Alliancebernstein L.P. ($71.73M), Artisan Partners Limited Partnership ($64.08M), and Dimensional Fund Advisors LP ($63.90M).Learn more on Calix's institutional investors.

What percentage of Calix's stock is owned by institutional investors?

98.14% of Calix's stock is owned by institutional investors. Learn more on CALX's institutional investor holdings.

Which institutional investors have been buying Calix's stock?

Of the 247 institutional investors that purchased Calix's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($1.71M), TD Asset Management Inc ($1.35M), Millennium Management LLC ($966.49K), Assenagon Asset Management S.A. ($964.42K), Norges Bank ($936.45K), Epoch Investment Partners Inc. ($896.68K), and Artisan Partners Limited Partnership ($865.72K).

How much institutional buying is happening at Calix?

Institutional investors have bought a total of 13,244,874 shares in the last 24 months. This purchase volume represents approximately $538.46M in transactions.

Which of Calix's major shareholders have been selling company stock?

Of the 109 institutional investors that sold Calix's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alliancebernstein L.P. ($4.18M), Bank of New York Mellon Corp ($891.02K), Kornitzer Capital Management Inc. KS ($798.55K), Invesco Ltd. ($550.84K), Rockefeller Capital Management L.P. ($478.37K), Paradigm Capital Management Inc. NY ($362.90K), and Congress Asset Management Co. ($290.15K).

How much institutional selling is happening at Calix?

Institutional investors have sold a total of 10,845,450 shares in the last 24 months. This volume of shares sold represents approximately $438.02M in transactions.



This page (NYSE:CALX) was last updated on 8/26/2025 by MarketBeat.com Staff
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