Security Snapshot

CALIX, INC - Common Stock (CALX) Institutional Ownership

CUSIP: 13100M509

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

331

Shares (Excl. Options)

58,789,702

Price

$52.93

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / Common Stock
Symbol
CALX on NYSE
Shares outstanding
64,826,065
Price per share
$48.99
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
58,789,702
Total reported value
$3,111,655,262
% of total 13F portfolios
0%
Share change
+1,742,587
Value change
+$80,522,401
Number of holders
331
Price from insider filings
$48.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CALX - CALIX, INC - Common Stock is tracked under CUSIP 13100M509.
  • 331 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 331 to 22 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,111,655,262 to $85,708,023.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 331 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 13100M509?
CUSIP 13100M509 identifies CALX - CALIX, INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of CALIX, INC - Common Stock (CALX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $514,403,628 9,671,059 BlackRock, Inc. 30 Jun 2025
ALLIANCEBERNSTEIN L.P. 3.4% $88,702,286 2,238,826 AllianceBernstein L.P. 31 Dec 2024

As of 31 Dec 2025, 331 institutional investors reported holding 58,789,702 shares of CALIX, INC - Common Stock (CALX). This represents 91% of the company’s total 64,826,065 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CALIX, INC - Common Stock (CALX) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 11,462,941 -2.2% 0.01% $606,733,495
VANGUARD GROUP INC 13% 8,302,450 -2.2% 0.01% $439,448,678
STATE STREET CORP 3.6% 2,362,965 +0.98% 0% $125,071,737
ALLIANCEBERNSTEIN L.P. 2.3% 1,462,371 +3.7% 0.02% $77,403,297
CONGRESS ASSET MANAGEMENT CO 2.2% 1,447,545 -1.1% 0.54% $76,618,557
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,445,338 +5.4% 0% $76,512,937
MILLENNIUM MANAGEMENT LLC 2.2% 1,441,912 -27% 0.05% $76,320,402
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2% 1,277,505 +0.24% 0.04% $67,618,340
WESTFIELD CAPITAL MANAGEMENT CO LP 1.8% 1,145,292 +67% 0.25% $60,620,306
FULLER & THALER ASSET MANAGEMENT, INC. 1.7% 1,094,173 0.2% $57,914,592
ACADIAN ASSET MANAGEMENT LLC 1.6% 1,030,115 +23% 0.09% $54,497,000
LORD, ABBETT & CO. LLC 1.5% 987,431 +10% 0.16% $52,265,000
DIMENSIONAL FUND ADVISORS LP 1.5% 948,619 +0.29% 0.01% $50,209,915
GILDER GAGNON HOWE & CO LLC 1.4% 887,927 -1.6% 0.5% $46,997,976
LOOMIS SAYLES & CO L P 1.2% 789,892 +28% 0.05% $41,808,984
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.2% 765,415 +2.4% 0.06% $40,513,475
PRICE T ROWE ASSOCIATES INC /MD/ 1.1% 688,186 -44% 0% $36,427,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1% 673,045 -0.7% 0.01% $35,624,272
PARADIGM CAPITAL MANAGEMENT INC/NY 1% 672,400 0% 1.5% $35,590,132
WELLINGTON MANAGEMENT GROUP LLP 0.99% 639,729 -3% 0.01% $33,860,857
MORGAN STANLEY 0.96% 622,874 +11% 0% $32,968,772
NORTHERN TRUST CORP 0.92% 595,626 -2.8% 0% $31,526,485
Artisan Partners Limited Partnership 0.91% 590,187 -17% 0.05% $31,238,598
Invesco Ltd. 0.89% 577,771 +20% 0% $30,581,419
Harvey Partners, LLC 0.82% 533,732 +0.04% 2.5% $28,250,435

Institutional Holders of CALIX, INC - Common Stock (CALX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,749,526 $85,708,023 +$8,426,224 $48.99 22
2025 Q4 58,789,702 $3,111,655,262 +$80,522,401 $52.93 331
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
2020 Q1 40,324,141 $285,486,551 +$16,102,322 $7.08 100
2019 Q4 38,039,230 $304,358,776 +$7,001,397 $8.00 92
2019 Q3 37,257,988 $238,079,931 +$2,883,695 $6.39 91
2019 Q2 36,736,876 $240,992,195 +$5,905,339 $6.56 91
2019 Q1 35,829,328 $275,880,704 +$11,779,730 $7.70 114
2018 Q4 33,949,447 $330,989,765 +$9,822,681 $9.75 117
2018 Q3 33,021,844 $267,476,213 -$2,789,270 $8.10 92
2018 Q2 33,459,337 $260,979,570 +$6,501,845 $7.80 90
2018 Q1 32,706,824 $224,044,051 +$789,423 $6.85 83
2017 Q4 32,677,481 $194,466,812 -$5,773,799 $5.95 81
2017 Q3 33,824,115 $170,807,204 +$5,724,564 $5.05 79
2017 Q2 32,430,407 $222,147,778 +$937,811 $6.85 79
2017 Q1 32,257,587 $233,864,764 +$27,113,612 $7.25 90
2016 Q4 31,593,086 $243,269,184 -$1,923,506 $7.70 94
2016 Q3 31,851,415 $234,103,097 -$129,683 $7.35 83
2016 Q2 31,891,012 $220,360,961 +$2,805,915 $6.91 92
2016 Q1 31,475,995 $223,151,000 -$5,282,299 $7.09 87
2015 Q4 32,090,541 $252,557,667 -$4,510,317 $7.87 100
2015 Q3 32,098,802 $250,043,567 +$785,131 $7.79 108
2015 Q2 33,071,704 $251,668,981 -$6,527,569 $7.61 99
2015 Q1 33,484,077 $281,261,083 -$9,351,489 $8.39 117
2014 Q4 34,052,974 $341,185,094 +$3,981,377 $10.02 125
2014 Q3 33,626,280 $321,785,492 +$1,927,884 $9.57 119
2014 Q2 33,583,539 $274,710,764 -$2,345,274 $8.18 112
2014 Q1 31,466,379 $265,244,895 -$2,084,726 $8.43 110