Calix, Inc (CALX) Institutional Ownership

Ownership Summary

The institutional landscape for Calix, Inc (NYSE:CALX) includes 309 filers as of the latest reporting cycle ending September 2025.

• Institutional ownership in Calix edged up to 86.8% in September 2025, compared to 85.7% in June 2025.
• Quarterly data indicates a 2.87% shift in institutional share volume, and the annual owner count reflects an increase of 29.29%.
• The latest 13F cycle for Calix reveals that of 309 total investors, 145 funds grew their exposure, whereas 117 reduced theirs and 47 made no changes.
• The total number of shares held by institutions in Calix increased to 56.66Mn as of September 2025, a net change of up by 1.58Mn shares quarter on quarter, and down 985.22K shares year over year.
• The top institutional stake in Calix as of September 30, 2025 belongs to BlackRock, Inc., which owns 11.72Mn shares, or 17.94% of the company.
• Among the most significant buyers of Calix during September 2025 were PRICE T ROWE ASSOCIATES INC /MD/ (1.18Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (868.99K), ACADIAN ASSET MANAGEMENT LLC (622.40K), Divisadero Street Capital Management, LP (400.85K), WESTFIELD CAPITAL MANAGEMENT CO LP (392.95K).
• Leading sellers of Calix stock in September 2025 included Assenagon Asset Management S.A. (688.40K), Artisan Partners Limited Partnership (494.49K), BARCLAYS PLC (301.20K), PARADIGM CAPITAL MANAGEMENT INC/NY (291.80K), Mirae Asset Global Investments Co., Ltd. (289.63K).
• The top 10 institutional holders of Calix for the quarter ending September 2025 included BlackRock, Inc. (11.72Mn), VANGUARD GROUP INC (8.49Mn), STATE STREET CORP (2.34Mn), MILLENNIUM MANAGEMENT LLC (1.96Mn), CONGRESS ASSET MANAGEMENT CO (1.46Mn), ALLIANCEBERNSTEIN L.P. (1.41Mn), GEODE CAPITAL MANAGEMENT, LLC (1.37Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.27Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.23Mn), DIMENSIONAL FUND ADVISORS LP (945.87K).