Latest Period
Q1 2026
Security Snapshot
CALIX, INC - Common Stock (CALX) Institutional Ownership
CUSIP: 13100M509
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
307
Shares (Excl. Options)
59,634,137
Price
$48.99
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- CALX on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 59,634,137
- Total 13F value
- $2,934,657,821
- Portfolio coverage rank
- 0%
- Share change
- +480,139
- Value change
- +$16,906,426
- Number of holders
- 307
- Shares outstanding
- 65,022,560
- SEC-reported price per share
- $44.34
- Insider filing price
- $44.34
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.
- 307 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 332 to 307 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $3,111,655,315 to $2,934,657,821.
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 307 institutions filings for Q1 2026.
Security key
13100M509
Latest holder period
Q1 2026
13F holders
307
13D/G owners
3
CIK / CUSIP context first
Open Q1 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. | 15% | $514,403,628 | 9,671,059 | BlackRock, Inc. | 30 Jun 2025 | |||
| 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 31 Mar 2026, 307 institutional investors reported holding 59,634,137 shares of CALIX, INC - Common Stock (CALX). This represents 92% of the company’s total 65,022,560 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 11,153,403 | -2.7% | 0.01% | $546,405,187 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.5% | 5,533,754 | 0% | 0.01% | $271,098,608 |
| ALLIANCEBERNSTEIN L.P. | 5% | 3,251,128 | +122% | 0.06% | $172,082,205 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 2,686,525 | 0% | 0% | $131,612,860 |
| STATE STREET CORP | 4% | 2,602,333 | +10% | 0% | $127,636,048 |
| MILLENNIUM MANAGEMENT LLC | 2.9% | 1,903,972 | +32% | 0.07% | $93,275,588 |
| CONGRESS ASSET MANAGEMENT CO | 2.5% | 1,644,289 | +14% | 0.58% | $80,553,718 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.4% | 1,546,101 | +35% | 0.32% | $75,743,488 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 1,435,706 | -0.67% | 0% | $70,348,327 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 1,218,495 | +28% | 0.01% | $59,698,564 |
| LOOMIS SAYLES & CO L P | 1.3% | 840,197 | +6.4% | 0.06% | $41,161,251 |
| ACADIAN ASSET MANAGEMENT LLC | 1.2% | 800,330 | -22% | 0.06% | $39,188,000 |
| GILDER GAGNON HOWE & CO LLC | 1.2% | 779,092 | -12% | 0.46% | $38,167,717 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1.2% | 768,200 | +14% | 1.4% | $37,634,118 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 750,117 | +63% | 0% | $36,748,232 |
| MORGAN STANLEY | 1.1% | 712,212 | +14% | 0% | $34,891,309 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.1% | 696,855 | -9% | 0.05% | $34,139,311 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1% | 681,954 | +1.3% | 0.01% | $33,408,926 |
| UBS Group AG | 0.99% | 645,245 | +80% | 0.01% | $31,610,553 |
| NORTHERN TRUST CORP | 0.94% | 609,742 | +2.4% | 0% | $29,871,261 |
| Harvey Partners, LLC | 0.88% | 572,500 | +7.3% | 2.3% | $28,046,775 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.86% | 556,995 | +44% | 0.05% | $27,287,000 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.85% | 551,150 | -57% | 0.01% | $27,000,839 |
| RENAISSANCE TECHNOLOGIES LLC | 0.84% | 543,418 | +17% | 0.04% | $26,622,048 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.82% | 534,517 | -16% | 0% | $26,185,988 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 59,634,137 | $2,934,657,821 | +$16,906,426 | $48.99 | 307 |
| 2025 Q4 | 58,789,703 | $3,111,655,315 | +$80,522,295 | $52.93 | 332 |
| 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 |