Latest Period
Q2 2026
Security Snapshot
CALIX, INC - Common Stock (CALX) Institutional Ownership
CUSIP: 13100M509
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
285
Shares (Excl. Options)
60,022,357
Price
$37.32
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- Security type / class
- Equity / Common Stock
- Symbol
- CALX on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 60,022,357
- Total 13F value
- $2,279,202,533
- Portfolio coverage rank
- 0%
- Share change
- +150,723
- Value change
- -$20,881,321
- Number of holders
- 285
- Shares outstanding
- 63,725,907
- SEC-reported price per share
- $35.77
- Insider filing price
- $35.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CALX - CALIX, INC - Common Stock is tracked under CUSIP 13100M509.
- 285 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 310 to 285 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,936,640,132 to $2,279,202,533.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 285 institutions filings for Q2 2026.
Security key
13100M509
Latest holder period
Q2 2026
13F holders
285
13D/G owners
3
CIK / CUSIP context first
Open Q2 2026 holders
CALX full holder history
CALIX, INC SEC filings
CALIX, INC company facts
CALIX, INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 13100M509:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
CALX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | +8.7% | $385,276,640 | +$24,352,718 | 10,323,597 | +6.7% | BlackRock, Inc. | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.6% | $273,666,909 | 5,586,179 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| ALLIANCEBERNSTEIN L.P. | 5% | +53% | $138,790,654 | +$43,215,172 | 3,251,128 | +45% | AllianceBernstein L.P. | 31 Mar 2026 |
As of 30 Jun 2026, 285 institutional investors reported holding 60,022,357 shares of CALIX, INC - Common Stock (CALX). This represents 94% of the company’s total 63,725,907 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18% | 11,775,490 | +5.6% | 0.01% | $439,461,286 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.8% | 5,588,048 | +0.98% | 0.01% | $208,545,951 |
| ALLIANCEBERNSTEIN L.P. | 5.1% | 3,248,412 | -0.08% | 0.06% | $159,139,704 |
| STATE STREET CORP | 4.6% | 2,915,560 | +12% | 0% | $108,794,967 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 2,587,424 | -3.7% | 0% | $96,562,664 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,481,595 | +3.2% | 0% | $55,302,936 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.1% | 1,324,534 | -14% | 0.16% | $49,431,609 |
| DIMENSIONAL FUND ADVISORS LP | 2.1% | 1,309,436 | +7.5% | 0.01% | $48,861,723 |
| ACADIAN ASSET MANAGEMENT LLC | 1.9% | 1,241,622 | +55% | 0.05% | $46,315,000 |
| CITADEL ADVISORS LLC | 1.9% | 1,208,764 | +182% | 0.03% | $45,111,072 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1.6% | 997,134 | +30% | 1% | $37,213,041 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4% | 875,837 | +59% | 0.01% | $32,686,237 |
| UBS Group AG | 1.3% | 857,360 | +33% | 0.01% | $31,996,676 |
| LOOMIS SAYLES & CO L P | 1.2% | 784,798 | -6.6% | 0.04% | $29,288,661 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.2% | 753,302 | +8.1% | 0.03% | $28,111,916 |
| JANE STREET GROUP, LLC | 1.1% | 718,768 | +104% | 0.02% | $26,824,421 |
| TWO SIGMA INVESTMENTS, LP | 1.1% | 703,911 | +336% | 0.02% | $26,269,959 |
| MILLENNIUM MANAGEMENT LLC | 1.1% | 698,620 | -63% | 0.02% | $26,072,498 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1% | 696,967 | +2.2% | 0% | $26,010,808 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1% | 659,563 | +18% | 0.04% | $24,615,000 |
| NORTHERN TRUST CORP | 1% | 642,151 | +5.3% | 0% | $23,965,076 |
| GILDER GAGNON HOWE & CO LLC | 0.91% | 580,323 | -26% | 0.22% | $21,657,654 |
| BANK OF AMERICA CORP /DE/ | 0.88% | 560,034 | -25% | 0% | $20,900,469 |
| RENAISSANCE TECHNOLOGIES LLC | 0.86% | 548,118 | +0.86% | 0.03% | $20,455,764 |
| MORGAN STANLEY | 0.82% | 524,882 | -26% | 0% | $19,588,637 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 60,022,357 | $2,279,202,533 | -$20,881,321 | $37.32 | 285 |
| 2026 Q1 | 59,674,609 | $2,936,640,132 | +$17,336,089 | $48.99 | 310 |
| 2025 Q4 | 58,790,037 | $3,111,672,994 | +$80,522,295 | $52.93 | 333 |
| 2025 Q3 | 56,652,783 | $3,476,589,764 | +$74,321,146 | $61.37 | 312 |
| 2025 Q2 | 55,937,883 | $2,975,319,459 | +$32,924,205 | $53.19 | 295 |
| 2025 Q1 | 56,376,818 | $1,997,741,181 | -$19,691,115 | $35.44 | 258 |
| 2024 Q4 | 57,282,884 | $1,997,149,925 | -$7,487,970 | $34.87 | 250 |
| 2024 Q3 | 57,092,534 | $2,214,004,307 | -$18,865,007 | $38.79 | 239 |
| 2024 Q2 | 57,644,529 | $2,042,256,491 | +$9,995,257 | $35.43 | 254 |
| 2024 Q1 | 57,067,226 | $1,891,936,002 | +$8,920,575 | $33.16 | 256 |
| 2023 Q4 | 56,725,007 | $2,478,292,028 | +$81,651,118 | $43.69 | 260 |
| 2023 Q3 | 54,703,678 | $2,507,346,654 | +$9,301,945 | $45.84 | 273 |
| 2023 Q2 | 54,372,567 | $2,713,879,512 | +$2,416,115 | $49.91 | 266 |
| 2023 Q1 | 54,106,121 | $2,898,241,669 | -$10,865,933 | $53.59 | 266 |
| 2022 Q4 | 54,140,880 | $3,704,380,418 | +$5,683,795 | $68.43 | 270 |
| 2022 Q3 | 54,152,941 | $3,310,906,276 | +$38,508,190 | $61.14 | 220 |
| 2022 Q2 | 52,893,965 | $1,805,785,499 | +$3,391,628 | $34.14 | 187 |
| 2022 Q1 | 52,573,551 | $2,257,417,659 | -$2,208,463 | $42.91 | 220 |
| 2021 Q4 | 51,656,467 | $4,117,672,518 | +$131,512,976 | $79.97 | 208 |
| 2021 Q3 | 50,566,448 | $2,498,041,292 | +$84,918,858 | $49.43 | 189 |
| 2021 Q2 | 48,596,635 | $2,308,361,116 | -$9,967,674 | $47.50 | 180 |
| 2021 Q1 | 49,443,239 | $1,713,481,936 | +$59,743,684 | $34.66 | 193 |
| 2020 Q4 | 48,320,205 | $1,438,220,053 | +$89,683,993 | $29.76 | 190 |
| 2020 Q3 | 45,249,017 | $804,705,350 | +$59,837,968 | $17.78 | 151 |
| 2020 Q2 | 42,233,003 | $629,252,472 | +$33,817,521 | $14.90 | 127 |