Calix CALX Institutional Ownership

NYSE CALX

$35.96 -1.11 (-2.99%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

289 Institutions

Increased 149 51.6%

Unchanged 29 10.0%

Reduced 111 38.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

95.59%

▲+4.62 pp QoQ

Shares Held by Institutions

60.72Mn

of 63.52Mn outstanding

▲+5.75% QoQ

Shares Outstanding

63.52Mn

2.80Mn held outside 13F filers

Institutional Investors

289

filed 13F for Jun 2026

▼-18 vs prior quarter

Net Shares Added (QoQ)

+3.30Mn

accumulated since last quarter

Value of Holdings

$2.18Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Calix, Inc (NYSE:CALX) has 289 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 95.6% of outstanding shares in June 2026, up from 91.0% in March 2026.
They increased total shares held in CALX by 5.75% quarter over quarter, and investors in Calix decreased 2.03% from a year ago.
Among the 289 funds, 149 bought more Calix shares, 111 sold down, and 29 held their ground.
Altogether, these fund groups held 60.72Mn shares in CALX by June 2026, up by 3.3Mn shares quarter on quarter, and up 4.56Mn shares year over year.
As of June 30, 2026, the biggest holder of Calix is BlackRock, Inc. at 11.78Mn shares, representing 18.54% of shares outstanding.
The biggest buyers of Calix for the quarter ending June 2026 included CITADEL ADVISORS LLC (780.57K), Sixth Street Partners Management Company, L.P. (696.97K), BlackRock, Inc. (622.09K), TWO SIGMA INVESTMENTS, LP (542.46K), Trigran Investments, Inc. (442.01K).
The biggest sellers of Calix for the quarter ending June 2026 included CONGRESS ASSET MANAGEMENT CO (1.64Mn), MILLENNIUM MANAGEMENT LLC (1.21Mn), Squarepoint Ops LLC (363.05K), Divisadero Street Capital Management, LP (300.0K), MetLife Investment Management, LLC (277.85K).
Business Quant data shows the 10 biggest positions in Calix as of June 2026 are held by BlackRock, Inc. (11.78Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.59Mn), ALLIANCEBERNSTEIN L.P. (3.25Mn), State Street Corp (2.92Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.59Mn), GEODE CAPITAL MANAGEMENT, LLC (1.48Mn), WESTFIELD CAPITAL MANAGEMENT CO LP (1.32Mn), DIMENSIONAL FUND ADVISORS LP (1.31Mn), ACADIAN ASSET MANAGEMENT LLC (1.24Mn), CITADEL ADVISORS LLC (1.21Mn).

Form 13F Holdings

289 Institutional Holders

Report period 30 Jun, 2026

Total shares held 60.72Mn

Of outstanding 95.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	11,775,490	18.54%	▲622,087	+5.58%	$439.46Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,588,048	8.80%	▲54,294	+0.98%	$208.55Mn
3	ALLIANCEBERNSTEIN L.P.	0001109448	3,248,412	5.11%	▼2,716	-0.08%	$159.14Mn
4	State Street Corp	0000093751	2,915,560	4.59%	▲313,227	+12.04%	$108.79Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,587,424	4.07%	▼99,101	-3.69%	$96.56Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,481,595	2.33%	▲45,889	+3.20%	$55.30Mn
7	WESTFIELD CAPITAL MANAGEMENT CO LP	0001177719	1,324,534	2.09%	▼221,567	-14.33%	$49.43Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	1,309,436	2.06%	▲90,941	+7.46%	$48.86Mn
9	ACADIAN ASSET MANAGEMENT LLC	0000916542	1,241,622	1.95%	▲441,292	+55.14%	$46.32K
10	CITADEL ADVISORS LLC	0001423053	1,208,764	1.90%	▲780,566	+182.29%	$45.11Mn
11	PARADIGM CAPITAL MANAGEMENT INC/NY	0001037792	997,134	1.57%	▲228,934	+29.80%	$37.21Mn
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	875,837	1.38%	▲324,687	+58.91%	$32.69Mn
13	UBS Group AG	0001610520	857,360	1.35%	▲212,115	+32.87%	$32.00Mn
14	LOOMIS SAYLES & CO L P	0000312348	784,798	1.24%	▼55,399	-6.59%	$29.29Mn
15	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	753,302	1.19%	▲56,447	+8.10%	$28.11Mn
16	JANE STREET GROUP, LLC	0001595888	718,768	1.13%	▲366,823	+104.23%	$26.82Mn
17	TWO SIGMA INVESTMENTS, LP	0001179392	703,911	1.11%	▲542,456	+335.98%	$26.27Mn
18	MILLENNIUM MANAGEMENT LLC	0001273087	698,620	1.10%	▼1,205,352	-63.31%	$26.07Mn
19	Sixth Street Partners Management Company, L.P.	0001812095	696,967	1.10%	▲696,967	0.00%	$26.01Mn
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	696,967	1.10%	▲15,013	+2.20%	$26.01Mn

Showing 1 to 20 of 289 holders