Calix, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 11.72 M | $719.15 M | 2.21% | 18.16% |
| VANGUARD GROUP INC | 11/07/2025 | 8.49 M | $520.97 M | -1.47% | 13.16% |
| STATE STREET CORP | 11/14/2025 | 2.34 M | $143.60 M | 0.28% | 3.63% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.96 M | $120.59 M | -12.56% | 3.05% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 1.46 M | $89.80 M | 3.19% | 2.27% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 1.41 M | $86.52 M | 4.54% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.37 M | $84.16 M | 1.18% | 2.12% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 1.27 M | $78.21 M | 214.33% | 1.98% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 1.23 M | $75.68 M | 2,349.40% | 1.91% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 945.87 K | $58.05 M | -13.10% | 1.47% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2025 | 902.62 K | $55.39 M | -1.21% | 1.40% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 896.26 K | $55.00 M | 10.22% | 1.39% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 839.11 K | $51.48 M | 287.21% | 1.30% |
| UBS GROUP AG | 11/13/2025 | 807.82 K | $49.58 M | -3.52% | 1.25% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 747.14 K | $45.85 M | 0.69% | 1.16% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2025 | 710.20 K | $43.58 M | -41.05% | 1.10% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 684.10 K | $41.98 M | 134.96% | 1.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 677.82 K | $41.60 M | 1.62% | 1.05% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 11/14/2025 | 672.40 K | $41.27 M | -30.26% | 1.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 659.46 K | $40.47 M | 26.87% | 1.02% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 617.01 K | $37.87 M | 51.36% | 0.96% |
| NORTHERN TRUST CORP | 11/14/2025 | 612.85 K | $37.61 M | 0.41% | 0.95% |
| MORGAN STANLEY | 11/14/2025 | 561.88 K | $34.48 M | -33.71% | 0.87% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 555.28 K | $34.08 M | 21.35% | 0.86% |
| HARVEY PARTNERS, LLC | 11/14/2025 | 533.50 K | $32.74 M | 1.78% | 0.83% |
| INVESCO LTD. | 11/13/2025 | 482.03 K | $29.58 M | 114.94% | 0.75% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 480.31 K | $29.48 M | -1.05% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 477.14 K | $29.28 M | -1.06% | 0.74% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 11/14/2025 | 454.42 K | $27.89 M | 97.72% | 0.70% |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 11/14/2025 | 453.87 K | $27.85 M | 756.01% | 0.70% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 422.72 K | $25.94 M | -5.06% | 0.66% |
| NUVEEN, LLC | 11/12/2025 | 396.46 K | $24.33 M | 1.25% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 331.86 K | $20.37 M | 1.90% | 0.51% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 290.19 K | $17.81 M | 38.08% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 287.32 K | $17.63 M | 0.36% | 0.45% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 268.96 K | $16.51 M | -30.04% | 0.42% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 267.82 K | $16.44 M | -18.59% | 0.42% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 260.82 K | $16.01 M | 9.76% | 0.40% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 259.34 K | $15.92 M | -72.64% | 0.40% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/24/2025 | 252.18 K | $15.51 M | -20.16% | 0.39% |
| DIVISAR CAPITAL MANAGEMENT LLC | 11/14/2025 | 244.09 K | $14.98 M | -30.55% | 0.38% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 241.56 K | $14.82 M | 326.37% | 0.37% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 11/14/2025 | 240.00 K | $14.73 M | -21.73% | 0.37% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 236.37 K | $14.51 M | 101.37% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 231.79 K | $14.22 M | 17.83% | 0.36% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 229.37 K | $14.08 M | 26.94% | 0.36% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 222.19 K | $13.64 M | 6.09% | 0.34% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 220.52 K | $13.53 M | -16.56% | 0.34% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 216.88 K | $13.31 M | -21.24% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 203.60 K | $12.49 M | 9,248.07% | 0.32% |
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Calix, Inc. institutional Ownership - FAQ's
During the previous two years, 424 institutional investors and hedge funds held shares of Calix, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 11.72 M
VANGUARD GROUP INC: 8.49 M
STATE STREET CORP: 2.34 M
MILLENNIUM MANAGEMENT LLC: 1.96 M
CONGRESS ASSET MANAGEMENT CO /MA: 1.46 M
ALLIANCEBERNSTEIN L.P.: 1.41 M
87.79% of Calix, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 75.42 M shares in the last 24 months. This purchase volume represents approximately $4.49 B in transactions.