Calix, Inc (CALX) Institutional Ownership

Ownership Summary

Calix, Inc (NYSE:CALX) currently has 72 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The collective stake of institutional investors in Calix moved to 15.6% in December 2025, a shift down from the 79.6% reported for September 2025.
• Quarterly data indicates a -5.59% shift in institutional share volume, and the annual owner count reflects a decrease of 71.54%.
• During the quarter, 31 institutions bought more Calix shares, 21 sold shares, and 20 of the 72 total investors held their position steady.
• The total number of shares held by institutions in Calix decreased to 11.08Mn as of December 2025, a net change of down by 656.82K shares quarter on quarter, and down 46.56Mn shares year over year.
• With 8.30Mn shares, VANGUARD GROUP INC commands the largest institutional position in Calix as of December 31, 2025, equating to 11.67% of the company.
• Among the most significant buyers of Calix during December 2025 were Synergy Asset Management, LLC (189.22K), HARBOR CAPITAL ADVISORS, INC. (14.06K), Diversified Trust Co (10.15K), Brookwood Investment Group LLC (9.52K), Universal- Beteiligungs- und Servicegesellschaft mbH (2.34K).
• Leading sellers of Calix stock in December 2025 included UBS Group AG (448.72K), Assenagon Asset Management S.A. (208.46K), VANGUARD GROUP INC (186.63K), COMERICA BANK (18.09K), CONGRESS ASSET MANAGEMENT CO (15.66K).
• The top 10 institutional holders of Calix for the quarter ending December 2025 included VANGUARD GROUP INC (8.30Mn), CONGRESS ASSET MANAGEMENT CO (1.45Mn), UBS Group AG (359.10K), Synergy Asset Management, LLC (189.22K), MARATHON CAPITAL MANAGEMENT (80.58K), NEW YORK STATE TEACHERS RETIREMENT SYSTEM (61.40K), Assenagon Asset Management S.A. (50.88K), THOMPSON INVESTMENT MANAGEMENT, INC. (44.84K), HARBOR CAPITAL ADVISORS, INC. (42.60K), State of New Jersey Common Pension Fund D (38.98K).