Calix CALX Institutional Ownership

NYSE CALX

$36.12 +0.48 (+1.34%)

At close: Oct 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

288 Institutions

Increased 148 51.4%

Unchanged 29 10.1%

Reduced 111 38.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.50%

▲+3.57 pp QoQ

Shares Held by Institutions

60.02Mn

of 63.52Mn outstanding

▲+0.48% QoQ

Shares Outstanding

63.52Mn

3.50Mn held outside 13F filers

Institutional Investors

288

filed 13F for Jun 2026

▼-19 vs prior quarter

Net Shares Added (QoQ)

+287.54K

accumulated since last quarter

Value of Holdings

$2.23Bn

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

Updated Oct 11, 2026

Calix, Inc (NYSE:CALX) appeared in the 13F filings of 288 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 94.50% of outstanding shares in Q2 2026, up from 90.93% in Q1 2026.
Total holdings of Calix shares rose 0.48% from Q1 2026, and the number of holders fell 1.71% from Q2 2025.
Of the 288 holders, 148 added to their positions, 111 reduced their stakes and 29 left their positions unchanged in Q2 2026.
Institutional investors held 60.02Mn shares of Calix in total at the end of Q2 2026, up 287.54K from the prior quarter and up 5.21Mn from a year earlier.
BlackRock, Inc. held the largest position in CALX at 11.78Mn shares as of June 30, 2026, or 18.54% of shares outstanding.
Holders that added the most shares of Calix in Q2 2026 were Citadel Advisors LLC (+780.57K shares), BlackRock, Inc. (+622.09K shares), Two Sigma Investments, LP (+542.46K shares), Acadian Asset Management LLC (+441.29K shares) and HRT Financial LP (+434.23K shares).
The largest position reductions in CALX for Q2 2026 were by Congress Asset Management Co (-1.64Mn shares), Millennium Management LLC (-1.21Mn shares), Squarepoint Ops LLC (-363.05K shares), Divisadero Street Capital Management, LP (-300K shares) and MetLife Investment Management, LLC (-277.85K shares).
According to Business Quant data, the leading holders of CALX for Q2 2026 were BlackRock, Inc. (11.78Mn shares), Vanguard Portfolio Management LLC (5.59Mn shares), AllianceBernstein L.P. (3.25Mn shares), State Street Corp (2.92Mn shares), Vanguard Capital Management LLC (2.59Mn shares), Geode Capital Management, LLC (1.48Mn shares), Westfield Capital Management Co LP (1.32Mn shares), Dimensional Fund Advisors LP (1.31Mn shares), Acadian Asset Management LLC (1.24Mn shares) and Citadel Advisors LLC (1.21Mn shares).

Form 13F Holdings

288 Institutional Holders

Report period 30 Jun, 2026

Total shares held 60.02Mn

Of outstanding 94.50%

#	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	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	696,967	1.10%	▲15,013	+2.20%	$26.01Mn
20	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	659,563	1.04%	▲102,568	+18.41%	$24.62Mn

Showing 1 to 20 of 288 holders