CALIX, INC - Common Stock (CALX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CALX on NYSE
Shares outstanding
64,826,065
Price per share
$52.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
58,755,756
Total reported value
$3,109,913,580
% of total 13F portfolios
0%
Share change
+1,738,871
Value change
+$80,296,389
Number of holders
325
Price from insider filings
$52.93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
VANGUARD GROUP INC 13% $458,252,275 8,615,384 The Vanguard Group 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, 325 institutional investors reported holding 58,755,756 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
2025 Q4 58,755,756 $3,109,913,580 +$80,296,389 $52.93 325
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