Comparable stake leader
BlackRock, Inc.
SEC ownership of CALIX, INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001406666.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
14 May 2026
- Public ticker
- CALX on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
14 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001406666
- Issuer location
- San Jose, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CALIX, INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
14 May 2026
13F
13D/G
3/4/5
Lead comparable stake: 16%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 16%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
16%
VANGUARD PORTFOLIO MANAGEMENT LLC
8.6%
ALLIANCEBERNSTEIN L.P.
5%
Michael J. Berry
0.02%
VANGUARD CAPITAL MANAGEMENT LLC
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
16%
from 13D/G
|
$546,405,187
11,153,403 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
8.6%
|
$273,666,909
5,586,179 shares
|
$0 | 31 Mar 2026 |
| ALLIANCEBERNSTEIN L.P. |
13F
13D/G
Company
|
5%
from 13D/G
|
$172,082,205
3,251,128 shares
|
— | 31 Mar 2026 |
| Michael J. Berry |
3/4/5
Director
|
0.02%
|
$473,047
9,656 shares
|
— | 14 May 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.2%
|
$131,612,860
2,686,525 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
4.1%
|
$127,636,048
2,602,333 shares
|
— | 31 Mar 2026 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
3%
|
$93,275,588
1,903,972 shares
|
— | 31 Mar 2026 |
| CONGRESS ASSET MANAGEMENT CO |
13F
Company
|
2.6%
|
$80,553,718
1,644,289 shares
|
— | 31 Mar 2026 |
How to read this table
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$79,917,075.
Buys
$0
Insiders: 0
Sells
$79,917,075
Insiders: 4
Net
-$79,917,075
Shares: -1,299,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,299,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 75,000 | $0 | $2,714,805 | -$2,714,805 |
| 3-6 | 0 | 25,000 | $0 | $1,081,601 | -$1,081,601 |
| 6-9 | 0 | 49,000 | $0 | $2,720,930 | -$2,720,930 |
| 9-12 | 0 | 1,150,000 | $0 | $73,399,739 | -$73,399,739 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to CALIX, INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Carl Russo
Net 12M change
-$79,917,074
Latest report
27 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Carl Russo | Director, 10%+ Owner | $204,514,465 | -$31,897,462 | -13% | Mixed | 27 Jul 2026 |
| Donald J. Listwin | Director | $26,761,644 | Mixed | 04 Aug 2023 | ||
| Everett Michael T. | Director | $6,521,256 | Mixed | 02 Dec 2022 | ||
| J. Daniel Plants | Director | $5,934,579 | Mixed | 28 Oct 2021 | ||
| Kevin R. Peters | Director | $5,853,182 | Mixed | 08 May 2025 | ||
| Cory Sindelar | Chief Financial Officer | $4,713,216 | -$5,214,935 | -53% | Mixed | 12 Feb 2026 |
| Christopher J. Bowick | Director | $3,506,851 | Mixed | 14 May 2026 | ||
| Kathleen M. Crusco | Director | $3,153,045 | Mixed | 14 May 2026 | ||
| Kevin A. Denuccio | Director | $3,111,846 | Mixed | 02 May 2022 | ||
| Kira Makagon | Director | $2,152,179 | Mixed | 14 May 2026 | ||
| Michael Matthews | Director | $2,120,960 | Mixed | 02 Nov 2022 | ||
| Michael Weening | President & CEO, Director | $750,351 | -$37,998,582 | -98% | Mixed | 12 Feb 2026 |
| Wade Oosterman | Director | $595,522 | Mixed | 14 May 2026 | ||
| Michael J. Berry | Director | $473,047 | Mixed | 14 May 2026 | ||
| Rajatish Mukherjee | Director | $473,047 | Mixed | 14 May 2026 | ||
| Eleanor Fields | Director | $271,185 | Mixed | 09 May 2024 | ||
| John Durocher | Coo | $107,277 | Mixed | 12 Feb 2026 | ||
| Shane Todd Marshall Eleniak | Chief Product Officer | $0 | -$4,806,095 | -100% | Mixed | 12 Feb 2026 |
| John Matthew Collins | Chief Commercial Ops Officer | Mixed | 31 Jan 2025 |
Recent insider transactions for CALIX, INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Carl Russo | (CALX) | Common Stock | Sale | -4.56% | $2,714,805 | $36.20 | -75,000 | 1,569,188 | 27 Jul 2026 | See Footnote |
| Carl Russo | (CALX) | Stock Options (right to buy) | Award | 15,999 | 15,999 | 29 Jun 2026 | Direct | |||
| Christopher J. Bowick | (CALX) | Common Stock | Award | 7.46% | 4,967 | 71,583 | 14 May 2026 | Direct | ||
| Michael J. Berry | (CALX) | Common Stock | Award | 105.9% | 4,967 | 9,656 | 14 May 2026 | Direct | ||
| Rajatish Mukherjee | (CALX) | Common Stock | Award | 105.9% | 4,967 | 9,656 | 14 May 2026 | Direct | ||
| Wade Oosterman | (CALX) | Common Stock | Award | 69.1% | 4,967 | 12,156 | 14 May 2026 | Direct | ||
| Kevin R. Peters | (CALX) | Common Stock | Award | 105.9% | 4,967 | 9,656 | 14 May 2026 | Direct | ||
| Kathleen M. Crusco | (CALX) | Common Stock | Award | 8.36% | 4,967 | 64,361 | 14 May 2026 | Direct | ||
| Carl Russo | (CALX) | Common Stock | Award | 0.13% | 4,967 | 3,958,037 | 14 May 2026 | Direct | ||
| Kira Makagon | (CALX) | Common Stock | Award | 12.8% | 4,967 | 43,931 | 14 May 2026 | Direct | ||
| Carl Russo | (CALX) | Common Stock | Sale | -1.5% | $1,081,601 | $43.26 | -25,000 | 1,644,188 | 27 Apr 2026 | See Footnote |
| Carl Russo | (CALX) | Common Stock | Gift | -1% | -40,000 | 3,953,070 | 08 Apr 2026 | Direct | ||
| Carl Russo | (CALX) | Stock Options (right to buy) | Award | 11,753 | 11,753 | 30 Mar 2026 | Direct | |||
| Carl Russo | (CALX) | Common Stock | Options Exercise | 0.25% | 10,000 | 3,993,070 | 25 Feb 2026 | Direct | ||
| Carl Russo | (CALX) | Stock Option (right to buy) | Options Exercise | -1.75% | -10,000 | 560,000 | 25 Feb 2026 | Direct | ||
| Michael Weening | (CALX) | Common Stock | Award | 2.72% | 439 | 16,556 | 14 Feb 2026 | Direct | ||
| John Durocher | (CALX) | Common Stock | Award | 22.8% | 439 | 2,367 | 14 Feb 2026 | Direct | ||
| Cory Sindelar | (CALX) | Common Stock | Award | 0.42% | 439 | 103,994 | 14 Feb 2026 | Direct | ||
| Michael Weening | (CALX) | Stock Option (right to buy) | Award | 217,500 | 217,500 | 12 Feb 2026 | Direct | |||
| John Durocher | (CALX) | Stock Option (right to buy) | Award | 195,000 | 195,000 | 12 Feb 2026 | Direct | |||
| Shane Todd Marshall Eleniak | (CALX) | Stock Option | Award | 195,000 | 195,000 | 12 Feb 2026 | Direct | |||
| Cory Sindelar | (CALX) | Stock Option (right to buy) | Award | 170,000 | 170,000 | 12 Feb 2026 | Direct | |||
| Carl Russo | (CALX) | Common Stock | Sale | -1.48% | $1,181,690 | $47.27 | -25,000 | 1,669,188 | 03 Feb 2026 | See Footnote |
| Cory Sindelar | (CALX) | Common Stock | Options Exercise | 35.3% | 27,000 | 103,555 | 02 Feb 2026 | Direct | ||
| Cory Sindelar | (CALX) | Stock Option (right to buy) | Options Exercise | -15.4% | -27,000 | 148,000 | 02 Feb 2026 | Direct | ||
| Carl Russo | CALX | Common Stock | Options Exercise | 0.25% | 10,000 | 3,983,070 | 07 Jan 2026 | Direct | ||
| Carl Russo | CALX | Stock Option (right to buy) | Options Exercise | -1.72% | -10,000 | 570,000 | 07 Jan 2026 | Direct | ||
| Carl Russo | CALX | Employee Stock Options (right to buy) | Award | 11,663 | 11,663 | 02 Jan 2026 | Direct | |||
| Carl Russo | CALX | Common Stock | Options Exercise | 0.25% | 10,000 | 3,973,070 | 24 Nov 2025 | Direct | ||
| Carl Russo | CALX | Stock Option (right to buy) | Options Exercise | -1.69% | -10,000 | 580,000 | 24 Nov 2025 | Direct | ||
| Carl Russo | CALX | Common Stock | Options Exercise | 0.25% | 10,000 | 3,963,070 | 17 Nov 2025 | Direct | ||
| Carl Russo | CALX | Stock Option (right to buy) | Options Exercise | -1.67% | -10,000 | 590,000 | 17 Nov 2025 | Direct | ||
| Shane Todd Marshall Eleniak | CALX | Common Stock | Sale | -100% | $1,539,240 | $64.14 | -24,000 | 0 | 10 Nov 2025 | Direct |
| Shane Todd Marshall Eleniak | CALX | Common Stock | Options Exercise | 24,000 | 24,000 | 10 Nov 2025 | Direct | |||
| Shane Todd Marshall Eleniak | CALX | Stock Option (right to buy) | Options Exercise | -50% | -24,000 | 24,000 | 10 Nov 2025 | Direct | ||
| Cory Sindelar | CALX | Common Stock | Sale | -39.5% | $3,264,935 | $65.30 | -50,000 | 76,555 | 06 Nov 2025 | Direct |
| Cory Sindelar | CALX | Common Stock | Options Exercise | 65.3% | 50,000 | 126,555 | 06 Nov 2025 | Direct | ||
| Cory Sindelar | CALX | Stock Option (right to buy) | Options Exercise | -22.2% | -50,000 | 175,000 | 06 Nov 2025 | Direct | ||
| Carl Russo | CALX | Common Stock | Options Exercise | 5.33% | 200,000 | 3,953,070 | 06 Nov 2025 | Direct | ||
| Carl Russo | CALX | Stock Option (right to buy) | Options Exercise | -25% | -200,000 | 600,000 | 06 Nov 2025 | Direct | ||
| Shane Todd Marshall Eleniak | CALX | Common Stock | Sale | -100% | $3,266,855 | $65.34 | -50,000 | 0 | 04 Nov 2025 | Direct |
| Shane Todd Marshall Eleniak | CALX | Common Stock | Options Exercise | 50,000 | 50,000 | 04 Nov 2025 | Direct | |||
| Shane Todd Marshall Eleniak | CALX | Stock Option (right to buy) | Options Exercise | -100% | -50,000 | 0 | 04 Nov 2025 | Direct | ||
| Carl Russo | CALX | Common Stock | Sale | -19.9% | $26,919,367 | $64.09 | -420,000 | 1,694,188 | 04 Nov 2025 | See Footnote |
| Michael Weening | CALX | Common Stock | Sale | -82.1% | $4,989,102 | $67.42 | -74,000 | 16,117 | 03 Nov 2025 | Direct |
| Michael Weening | CALX | Common Stock | Options Exercise | 459.1% | 74,000 | 90,117 | 03 Nov 2025 | Direct | ||
| Michael Weening | CALX | Stock Option (right to buy) | Options Exercise | -100% | -74,000 | 0 | 03 Nov 2025 | Direct | ||
| Cory Sindelar | CALX | Common Stock | Sale | -11.6% | $700,000 | $70.00 | -10,000 | 76,555 | 31 Oct 2025 | Direct |
| Cory Sindelar | CALX | Common Stock | Options Exercise | 13.1% | 10,000 | 86,555 | 31 Oct 2025 | Direct | ||
| Cory Sindelar | CALX | Stock Option (right to buy) | Options Exercise | -4.26% | -10,000 | 225,000 | 31 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.