- Type / Class
- Equity / Common Stock
- Shares outstanding
- 64,654,850
- Total 13F shares
- 30,707,780
- Share change
- -686,524
- Total reported value
- $295,926,128
- Put/Call ratio
- 215%
- Price per share
- $9.64
- Number of holders
- 116
- Value change
- -$6,862,224
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 13100M509?
CUSIP 13100M509 identifies CALX - CALIX, INC - Common Stock in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 13100M509:
Top shareholders of CALX - CALIX, INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| CASTLEARK MANAGEMENT LLC |
13F
|
Company |
0.85%
|
550,440
|
$5,268,000 | — | 30 Sep 2013 | |
| PDT Partners, LLC |
13F
|
Company |
0.1%
|
61,733
|
$786,000 | — | 30 Sep 2013 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.09%
|
58,763
|
$749,000 | — | 30 Sep 2013 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.05%
|
29,511
|
$376,000 | — | 30 Sep 2013 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
396
|
$5,000 | — | 30 Sep 2013 |
Institutional Holders of CALIX, INC - Common Stock (CALX) as of Q4 2013
As of 31 Dec 2013,
CALIX, INC - Common Stock (CALX) was held by
116 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,707,780 shares.
The largest 10 holders included
WELLINGTON MANAGEMENT CO LLP, Ameriprise Financial Inc, VANGUARD GROUP INC, GOLDMAN SACHS GROUP INC, DIMENSIONAL FUND ADVISORS LP, BlackRock Institutional Trust Company, N.A., BlackRock Fund Advisors, State Street Corp, ROTHSCHILD ASSET MANAGEMENT INC, and P.A.W. CAPITAL CORP.
This page lists
116
institutional shareholders reporting positions in this security
for the Q4 2013 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2013 vs Q3 2013 Across Filers
Q3 2013 holders
5
Q4 2013 holders
116
Holder diff
111
| Investor | Q3 2013 Shares | Q4 2013 Shares | Share Diff | Share Chg % | Q3 2013 Value $ | Q4 2013 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.