Holder evidence
50
SEC ownership of CALIX, INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001406666.
Lead holder
BlackRock, Inc.
13D/G signal
BlackRock, Inc.
Latest evidence
14 May 2026
- CIK
- 0001406666
- Symbol
- CALX on NYSE
- Location
- San Jose, CA
- SEC evidence mix
- 13F, 13D/G, and 3/4/5
- Lead holder
- BlackRock, Inc.
- Latest large-stake holder
- BlackRock, Inc.
- Latest evidence date
- 14 May 2026
Issuer identity
Ownership snapshot
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.
Lead holder
BlackRock, Inc.
13D/G signal
BlackRock, Inc.
Evidence rows
50
Latest as of
14 May 2026
13F
13D/G
3/4/5
Lead comparable stake: 15%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Rank 1 holder
BlackRock, Inc.
13F
13D/G
- Ownership
- 15%
- Position
- $546.41M
Rank 2 holder
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G
13F
- Ownership
- 8.6%
- Position
- $273.67M
Rank 3 holder
ALLIANCEBERNSTEIN L.P.
13F
13D/G
- Ownership
- 5%
- Position
- $172.08M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
15%
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
|
0.01%
|
$473,047
9,656 shares
|
— | 14 May 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.1%
|
$131,612,860
2,686,525 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
4%
|
$127,636,048
2,602,333 shares
|
— | 31 Mar 2026 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
2.9%
|
$93,275,588
1,903,972 shares
|
— | 31 Mar 2026 |
| CONGRESS ASSET MANAGEMENT CO |
13F
Company
|
2.5%
|
$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: -$99,667,905.
Buys
$0
Insiders: 0
Sells
$99,667,905
Insiders: 4
Net
-$99,667,905
Shares: -1,643,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,643,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 25,000 | $0 | $1,081,601 | -$1,081,601 |
| 3-6 | 0 | 25,000 | $0 | $1,181,690 | -$1,181,690 |
| 6-9 | 0 | 1,038,000 | $0 | $66,778,979 | -$66,778,979 |
| 9-12 | 0 | 555,000 | $0 | $30,625,635 | -$30,625,635 |
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
Lead holder
Carl Russo
Net 12M change
-$99,667,904
Latest report
14 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Carl Russo | Director, 10%+ Owner | $274,453,002 | -$30,567,582 | -10% | Median | 14 May 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 | -$6,294,935 | -57% | Mixed | 12 Feb 2026 |
| Christopher J. Bowick | Director | $3,506,851 | Median | 14 May 2026 | ||
| Kathleen M. Crusco | Director | $3,153,045 | Median | 14 May 2026 | ||
| Kevin A. Denuccio | Director | $3,111,846 | Mixed | 02 May 2022 | ||
| Kira Makagon | Director | $2,152,179 | Median | 14 May 2026 | ||
| Michael Matthews | Director | $2,120,960 | Mixed | 02 Nov 2022 | ||
| Michael Weening | President & CEO, Director | $750,351 | -$57,999,292 | -99% | Mixed | 12 Feb 2026 |
| Wade Oosterman | Director | $595,522 | Median | 14 May 2026 | ||
| Michael J. Berry | Director | $473,047 | Median | 14 May 2026 | ||
| Rajatish Mukherjee | Director | $473,047 | Median | 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 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Michael Weening | CALX | Common Stock | Sale | -92.5% | $13,071,480 | $65.36 | -200,000 | 16,117 | 30 Oct 2025 | Direct |
| Michael Weening | CALX | Common Stock | Options Exercise | 1240.9% | 200,000 | 216,117 | 30 Oct 2025 | Direct |
* indicates a reported price that failed the local validity check.