Calix Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 11.46 M | $606.73 M | -2.18% | 17.16% |
| VANGUARD GROUP INC | 01/29/2026 | 8.30 M | $439.45 M | -2.20% | 12.43% |
| STATE STREET CORP | 02/13/2026 | 2.36 M | $125.07 M | 0.98% | 3.54% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.46 M | $77.40 M | 3.73% | 2.19% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 1.45 M | $76.62 M | -1.07% | 2.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.45 M | $76.51 M | 5.41% | 2.16% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.44 M | $76.32 M | -26.62% | 2.16% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 1.28 M | $67.62 M | 0.24% | 1.91% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2026 | 1.15 M | $60.62 M | 67.42% | 1.71% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 1.09 M | $57.91 M | 100.00% | 1.64% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 1.03 M | $54.50 M | 22.76% | 1.54% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 987.43 K | $52.27 M | 10.17% | 1.48% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 948.62 K | $50.21 M | 0.29% | 1.42% |
| GILDER GAGNON HOWE & CO LLC | 02/17/2026 | 887.93 K | $47.00 M | -1.63% | 1.33% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 789.89 K | $41.81 M | 28.02% | 1.18% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 765.42 K | $40.51 M | 2.45% | 1.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 688.19 K | $36.43 M | -44.20% | 1.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 673.05 K | $35.62 M | -0.70% | 1.01% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 02/12/2026 | 672.40 K | $35.59 M | 0.00% | 1.01% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 639.73 K | $33.86 M | -2.99% | 0.96% |
| MORGAN STANLEY | 02/13/2026 | 622.88 K | $32.97 M | 10.86% | 0.93% |
| NORTHERN TRUST CORP | 02/17/2026 | 595.63 K | $31.53 M | -2.81% | 0.89% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 590.19 K | $31.24 M | -16.90% | 0.88% |
| INVESCO LTD. | 02/19/2026 | 577.77 K | $30.58 M | 19.86% | 0.86% |
| HARVEY PARTNERS, LLC | 02/17/2026 | 533.73 K | $28.25 M | 0.04% | 0.80% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 02/17/2026 | 523.26 K | $27.70 M | 15.15% | 0.78% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 472.05 K | $24.99 M | 95.41% | 0.71% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 463.62 K | $24.54 M | 77.76% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 459.46 K | $24.32 M | 38.45% | 0.69% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 425.60 K | $22.53 M | -11.39% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 405.88 K | $21.48 M | -14.93% | 0.61% |
| NUVEEN, LLC | 02/12/2026 | 403.39 K | $21.35 M | 1.75% | 0.60% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 401.74 K | $21.26 M | 49.37% | 0.60% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 387.82 K | $20.53 M | 100.00% | 0.58% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 375.13 K | $19.86 M | 100.00% | 0.56% |
| UBS GROUP AG | 01/29/2026 | 359.10 K | $19.01 M | -55.55% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 342.65 K | $18.14 M | 19.26% | 0.51% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 309.84 K | $16.40 M | 2,529.98% | 0.46% |
| DIVISAR CAPITAL MANAGEMENT LLC | 02/17/2026 | 299.96 K | $15.88 M | 22.89% | 0.45% |
| FEDERATED HERMES, INC. | 02/12/2026 | 297.75 K | $15.76 M | 157.71% | 0.45% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 02/17/2026 | 261.00 K | $13.81 M | 8.75% | 0.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 254.56 K | $13.48 M | 7.70% | 0.38% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 253.24 K | $13.40 M | 13.97% | 0.38% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/09/2026 | 253.09 K | $13.43 M | 0.36% | 0.38% |
| OBERWEIS ASSET MANAGEMENT INC/ | 02/17/2026 | 244.60 K | $12.95 M | 100.00% | 0.37% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 238.04 K | $12.60 M | -43.69% | 0.36% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 222.27 K | $11.76 M | 0.79% | 0.33% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 216.95 K | $11.48 M | -18.99% | 0.32% |
| SEI INVESTMENTS CO | 02/13/2026 | 216.54 K | $11.46 M | 24.91% | 0.32% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 213.15 K | $11.28 M | -1.72% | 0.32% |
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Calix Inc institutional Ownership - FAQ's
During the previous two years, 457 institutional investors and hedge funds held shares of Calix Inc. The most heavily invested institutionals were:
CONGRESS ASSET MANAGEMENT CO /MA: 1.64 M
UBS Group AG: 645,245
Nuveen, LLC: 432,944
PRINCIPAL FINANCIAL GROUP INC: 395,333
Bank of New York Mellon Corp: 387,460
HighTower Advisors, LLC: 119,129
88.00% of Calix Inc stock is owned by institutional investors.
Institutional investors have bought a total of 78.92 M shares in the last 24 months. This purchase volume represents approximately $4.02 B in transactions.