Security key
13100M509
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 65,022,560
- Total 13F shares
- 56,652,783
- Share change
- +1,070,998
- Total reported value
- $3,476,589,764
- Put/Call ratio
- 22%
- Price per share
- $61.37
- Number of holders
- 312
- Value change
- +$74,321,146
- Number of buys
- 161
- Number of sells
- 130
Report period
Q3 2025
Institutions
312
Top holders
10
CALX full security history
Newer quarter: Q4 2025
Previous quarter: Q2 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. |
13F
13D/G
|
Company |
15%
from 13D/G
|
11,464,605
|
$609,802,315 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
13%
|
8,615,384
|
$458,252,274 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
2,333,334
|
$124,110,035 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
3.5%
|
2,247,122
|
$119,524,419 | — | 30 Jun 2025 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
2.2%
|
1,417,944
|
$75,420,441 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,355,125
|
$72,086,816 | — | 30 Jun 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
2.1%
|
1,348,482
|
$71,725,758 | — | 30 Jun 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
1.9%
|
1,204,683
|
$64,077,089 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
1,088,412
|
$57,885,286 | — | 30 Jun 2025 | |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
13F
|
Company |
1.5%
|
964,200
|
$51,285,798 | — | 30 Jun 2025 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
1.5%
|
947,738
|
$50,410,184 | — | 30 Jun 2025 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
1.4%
|
913,698
|
$48,599,597 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
847,616
|
$45,084,746 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
1.3%
|
837,281
|
$44,534,977 | — | 30 Jun 2025 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.3%
|
813,162
|
$43,252,000 | — | 30 Jun 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.1%
|
742,028
|
$39,466,925 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
666,987
|
$35,477,039 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.94%
|
610,338
|
$32,463,878 | — | 30 Jun 2025 | |
| Harvey Partners, LLC |
13F
|
Company |
0.81%
|
524,177
|
$27,880,975 | — | 30 Jun 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.8%
|
519,791
|
$27,647,683 | — | 30 Jun 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.75%
|
485,406
|
$25,818,745 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.74%
|
482,229
|
$25,649,737 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.7%
|
457,593
|
$24,339,372 | — | 30 Jun 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.68%
|
445,258
|
$23,683,273 | — | 30 Jun 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.63%
|
407,634
|
$21,682,053 | — | 30 Jun 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.62%
|
405,439
|
$21,565,300 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.6%
|
391,564
|
$20,827,289 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.6%
|
390,466
|
$20,768,886 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.59%
|
384,435
|
$20,448,097 | — | 30 Jun 2025 | |
| Divisar Capital Management LLC |
13F
|
Company |
0.54%
|
351,445
|
$18,693,360 | — | 30 Jun 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.51%
|
328,986
|
$17,498,765 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.5%
|
325,671
|
$17,322,440 | — | 30 Jun 2025 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.49%
|
315,847
|
$16,846,084 | — | 30 Jun 2025 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
0.47%
|
306,622
|
$16,309,224 | — | 30 Jun 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.45%
|
291,149
|
$15,486,215 | — | 30 Jun 2025 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.45%
|
290,026
|
$15,426,503 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.44%
|
286,292
|
$15,227,872 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.42%
|
275,708
|
$14,664,908 | — | 30 Jun 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.42%
|
275,378
|
$14,647,356 | — | 30 Jun 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.41%
|
265,263
|
$14,109,340 | — | 30 Jun 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.41%
|
264,296
|
$14,057,904 | — | 30 Jun 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.39%
|
255,685
|
$13,599,000 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.37%
|
237,618
|
$12,638,901 | — | 30 Jun 2025 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.35%
|
229,832
|
$12,224,764 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.34%
|
224,262
|
$11,928,496 | — | 30 Jun 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.33%
|
216,709
|
$11,522,000 | — | 30 Jun 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.32%
|
210,160
|
$11,178,410 | — | 30 Jun 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.32%
|
209,445
|
$11,140,380 | — | 30 Jun 2025 | |
| CW Advisors, LLC |
13F
|
Company |
0.32%
|
207,000
|
$11,010,327 | — | 30 Jun 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.31%
|
202,473
|
$10,769,539 | — | 30 Jun 2025 |
Institutional Holders of CALIX, INC - Common Stock (CALX) as of Q3 2025
As of 30 Sep 2025,
CALIX, INC - Common Stock (CALX) was held by
312 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
56,652,783 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, STATE STREET CORP, MILLENNIUM MANAGEMENT LLC, CONGRESS ASSET MANAGEMENT CO, ALLIANCEBERNSTEIN L.P., GEODE CAPITAL MANAGEMENT, LLC, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, PRICE T ROWE ASSOCIATES INC /MD/, and DIMENSIONAL FUND ADVISORS LP.
This page lists
313
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
295
Q3 2025 holders
312
Holder diff
17
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.