Calix, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 11.34 M | $395.43 M | 4.91% | 17.16% |
VANGUARD GROUP INC | 02/11/2025 | 7.98 M | $278.18 M | 5.46% | 12.07% |
STATE STREET CORP | 02/14/2025 | 2.47 M | $85.97 M | 6.44% | 3.73% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 2.24 M | $78.07 M | -57.40% | 3.39% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 2.03 M | $70.83 M | 77.85% | 3.07% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.83 M | $63.90 M | 4.25% | 2.77% |
TD ASSET MANAGEMENT INC | 02/11/2025 | 1.39 M | $48.58 M | -11.52% | 2.11% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.37 M | $47.89 M | 3.40% | 2.08% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.34 M | $46.66 M | 0.46% | 2.02% |
CONGRESS ASSET MANAGEMENT CO /MA | 01/30/2025 | 1.28 M | $44.47 M | -18.53% | 1.93% |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/12/2025 | 1.11 M | $38.71 M | -2.58% | 1.68% |
PARADIGM CAPITAL MANAGEMENT INC/NY | 02/18/2025 | 1.06 M | $36.86 M | -20.34% | 1.60% |
ALYESKA INVESTMENT GROUP, L.P. | 02/14/2025 | 817,264 | $28.50 M | -12.02% | 1.24% |
EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 790,320 | $27.56 M | -8.78% | 1.20% |
TRIGRAN INVESTMENTS, INC. | 02/13/2025 | 721,648 | $25.16 M | -2.78% | 1.09% |
GILDER GAGNON HOWE & CO LLC | 02/14/2025 | 683,878 | $23.85 M | -28.44% | 1.04% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 649,244 | $22.64 M | 8.00% | 0.98% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 644,984 | $22.49 M | 57.14% | 0.98% |
POLAR ASSET MANAGEMENT PARTNERS INC. | 02/25/2025 | 607,500 | $21.18 M | 8.42% | 0.92% |
DIVISAR CAPITAL MANAGEMENT LLC | 02/14/2025 | 594,357 | $20.73 M | 32.64% | 0.90% |
SG CAPITAL MANAGEMENT LLC | 02/14/2025 | 572,224 | $19.95 M | 31.13% | 0.87% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 551,545 | $19.23 M | 5.62% | 0.83% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 509,200 | $17.76 M | 2,371.84% | 0.77% |
SG CAPITAL MANAGEMENT LLC | 02/14/2025 | 498,800 | $17.39 M | 61.48% | 0.75% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 436,036 | $15.20 M | 711.46% | 0.66% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 434,872 | $15.16 M | 68.37% | 0.66% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 432,623 | $15.09 M | 7.39% | 0.65% |
HARVEY PARTNERS, LLC | 02/14/2025 | 425,000 | $14.82 M | 100.00% | 0.64% |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 385,323 | $13.44 M | 6.54% | 0.58% |
KORNITZER CAPITAL MANAGEMENT INC /KS | 01/31/2025 | 373,726 | $13.03 M | -13.04% | 0.57% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 369,638 | $12.89 M | -7.96% | 0.56% |
NORGES BANK | 02/12/2025 | 330,300 | $11.52 M | 100.00% | 0.50% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 287,509 | $10.03 M | 3.75% | 0.44% |
DEUTSCHE BANK AG\ | 02/14/2025 | 280,596 | $9.78 M | -0.04% | 0.42% |
NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 275,000 | $9.59 M | 10.00% | 0.42% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 266,197 | $9.28 M | 2,741.56% | 0.40% |
JPMORGAN CHASE & CO | 02/12/2025 | 246,199 | $8.58 M | 92.99% | 0.37% |
INVESCO LTD. | 02/13/2025 | 238,948 | $8.33 M | -69.17% | 0.36% |
DC INVESTMENTS MANAGEMENT, LLC | 02/14/2025 | 229,372 | $8.00 M | 0.00% | 0.35% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 218,142 | $7.61 M | 100.00% | 0.33% |
BARCLAYS PLC | 02/13/2025 | 214,511 | $7.48 M | 88.87% | 0.32% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 202,274 | $7.05 M | 0.56% | 0.31% |
UBS GROUP AG | 02/14/2025 | 195,498 | $6.82 M | 212.39% | 0.30% |
02/14/2025 | 179,726 | $6.27 M | 100.00% | 0.27% | |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 174,469 | $6.08 M | -0.78% | 0.26% |
PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 171,687 | $5.99 M | 54.70% | 0.26% |
RHUMBLINE ADVISERS | 01/30/2025 | 168,531 | $5.88 M | 1.35% | 0.26% |
CAPTION MANAGEMENT, LLC | 02/14/2025 | 165,000 | $5.75 M | 100.00% | 0.25% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 160,419 | $5.59 M | -21.33% | 0.24% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 159,423 | $5.56 M | 23.00% | 0.24% |
Calix, Inc. institutional Ownership - FAQ's
During the previous two years, 344 institutional investors and hedge funds held shares of Calix, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 11.34 M
VANGUARD GROUP INC: 7.98 M
STATE STREET CORP: 2.47 M
ALLIANCEBERNSTEIN L.P.: 2.24 M
MILLENNIUM MANAGEMENT LLC: 2.03 M
DIMENSIONAL FUND ADVISORS LP: 1.83 M
86.63% of Calix, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 74.50 M shares in the last 24 months. This purchase volume represents approximately $2.73 B in transactions.