Security key
13100M509
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 65,022,560
- Total 13F shares
- 55,937,883
- Share change
- -547,182
- Total reported value
- $2,975,319,459
- Put/Call ratio
- 23%
- Price per share
- $53.19
- Number of holders
- 295
- Value change
- +$32,924,205
- Number of buys
- 161
- Number of sells
- 130
Report period
Q2 2025
Institutions
295
Top holders
10
CALX full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
CALIX, INC SEC filings
CALIX, INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 13100M509
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
|
Company |
15%
|
9,671,059
|
$514,403,628 | $0 | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
8,015,370
|
$284,064,714 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
3.9%
|
2,509,223
|
$88,926,863 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
2,379,920
|
$84,344,365 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
2.7%
|
1,765,017
|
$62,552,202 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.7%
|
1,725,522
|
$61,148,227 | — | 31 Mar 2025 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
2.1%
|
1,378,497
|
$48,853,934 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,377,307
|
$48,822,974 | — | 31 Mar 2025 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2%
|
1,313,762
|
$46,559,725 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.8%
|
1,144,749
|
$40,569,887 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
1,103,975
|
$39,124,905 | — | 31 Mar 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
1.6%
|
1,052,214
|
$37,290,464 | — | 31 Mar 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
1.6%
|
1,032,292
|
$36,584,428 | — | 31 Mar 2025 | |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
13F
|
Company |
1.6%
|
1,027,300
|
$36,407,512 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
1.3%
|
851,085
|
$30,162,452 | — | 31 Mar 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.2%
|
796,459
|
$28,226,507 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.2%
|
751,936
|
$26,648,301 | — | 31 Mar 2025 | |
| Epoch Investment Partners, Inc. |
13F
|
Company |
1.2%
|
748,566
|
$26,529,179 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
679,367
|
$24,076,766 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.95%
|
618,793
|
$21,930,024 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.87%
|
566,057
|
$20,061,060 | — | 31 Mar 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.85%
|
552,602
|
$19,584,215 | — | 31 Mar 2025 | |
| Harvey Partners, LLC |
13F
|
Company |
0.8%
|
521,000
|
$18,464,240 | — | 31 Mar 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.78%
|
507,540
|
$17,987,218 | — | 31 Mar 2025 | |
| Divisar Capital Management LLC |
13F
|
Company |
0.71%
|
460,765
|
$16,329,512 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.66%
|
429,088
|
$15,206,879 | — | 31 Mar 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
0.64%
|
414,952
|
$14,705,899 | — | 31 Mar 2025 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.62%
|
402,248
|
$14,255,669 | — | 31 Mar 2025 | |
| SG Capital Management LLC |
13F
|
Company |
0.53%
|
341,740
|
$12,111,266 | — | 31 Mar 2025 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.52%
|
338,311
|
$12,018,241 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.5%
|
327,262
|
$11,598,164 | — | 31 Mar 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.49%
|
315,794
|
$11,191,739 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.45%
|
294,539
|
$10,438,462 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.44%
|
286,719
|
$10,161,321 | — | 31 Mar 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.42%
|
275,095
|
$9,749,366 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
274,542
|
$9,729,769 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.41%
|
265,468
|
$9,408,186 | — | 31 Mar 2025 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
0.39%
|
253,994
|
$9,001,547 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.39%
|
253,207
|
$8,973,656 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.38%
|
249,908
|
$8,856,740 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.37%
|
243,222
|
$8,619,788 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.37%
|
237,528
|
$8,417,993 | — | 31 Mar 2025 | |
| DC Investments Management, LLC |
13F
|
Company |
0.35%
|
229,372
|
$8,128,944 | — | 31 Mar 2025 | |
| NEEDHAM INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.33%
|
212,000
|
$7,513,280 | — | 31 Mar 2025 | |
| CW Advisors, LLC |
13F
|
Company |
0.32%
|
208,017
|
$7,372,121 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.31%
|
200,541
|
$7,107,173 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.29%
|
187,189
|
$6,633,978 | — | 31 Mar 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.28%
|
183,627
|
$6,504,000 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
178,596
|
$6,329,443 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.27%
|
176,328
|
$6,249,063 | — | 31 Mar 2025 |
Institutional Holders of CALIX, INC - Common Stock (CALX) as of Q2 2025
As of 30 Jun 2025,
CALIX, INC - Common Stock (CALX) was held by
295 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
55,937,883 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, STATE STREET CORP, MILLENNIUM MANAGEMENT LLC, CONGRESS ASSET MANAGEMENT CO, GEODE CAPITAL MANAGEMENT, LLC, ALLIANCEBERNSTEIN L.P., Artisan Partners Limited Partnership, DIMENSIONAL FUND ADVISORS LP, and PARADIGM CAPITAL MANAGEMENT INC/NY.
This page lists
295
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
258
Q2 2025 holders
295
Holder diff
37
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.