Calix Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 11.78 M | $439.46 M | 5.58% | 18.54% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 5.59 M | $208.55 M | 0.98% | 8.80% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 3.25 M | $159.14 M | -0.08% | 5.11% |
| STATE STREET CORP | 08/07/2026 | 2.92 M | $108.79 M | 12.04% | 4.59% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.59 M | $96.56 M | -3.69% | 4.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.48 M | $55.30 M | 3.20% | 2.33% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 1.32 M | $49.43 M | -14.33% | 2.09% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.31 M | $48.86 M | 7.46% | 2.06% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 1.24 M | $46.32 M | 55.14% | 1.95% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.21 M | $45.11 M | 182.29% | 1.90% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 08/13/2026 | 997.13 K | $37.21 M | 29.80% | 1.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 875.84 K | $32.69 M | 58.91% | 1.38% |
| UBS GROUP AG | 08/13/2026 | 857.36 K | $32.00 M | 32.87% | 1.35% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 784.80 K | $29.29 M | -6.59% | 1.24% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 753.30 K | $28.11 M | 8.10% | 1.19% |
| JANE STREET GROUP, LLC | 08/14/2026 | 718.77 K | $26.82 M | 104.23% | 1.13% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 703.91 K | $26.27 M | 335.98% | 1.11% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 698.62 K | $26.07 M | -63.31% | 1.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 696.97 K | $26.01 M | 2.20% | 1.10% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 696.97 K | $26.01 M | 100.00% | 1.10% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 659.56 K | $24.62 M | 18.41% | 1.04% |
| NORTHERN TRUST CORP | 08/13/2026 | 642.15 K | $23.97 M | 5.32% | 1.01% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 580.32 K | $21.66 M | -25.51% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 560.03 K | $20.90 M | -25.34% | 0.88% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 548.12 K | $20.46 M | 0.86% | 0.86% |
| MORGAN STANLEY | 08/13/2026 | 524.88 K | $19.59 M | -26.30% | 0.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 519.15 K | $19.37 M | -2.87% | 0.82% |
| HRT FINANCIAL LP | 08/14/2026 | 517.15 K | $19.30 M | 523.64% | 0.81% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 466.59 K | $17.41 M | 55.75% | 0.73% |
| TRIGRAN INVESTMENTS, INC. | 08/12/2026 | 442.01 K | $16.50 M | 100.00% | 0.70% |
| HARVEY PARTNERS, LLC | 08/14/2026 | 420.50 K | $15.69 M | -26.55% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 417.11 K | $15.57 M | -0.32% | 0.66% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 409.08 K | $15.27 M | 1,840.89% | 0.64% |
| OBERWEIS ASSET MANAGEMENT INC/ | 08/14/2026 | 402.23 K | $15.01 M | 20.06% | 0.63% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 400.09 K | $14.93 M | 100.00% | 0.63% |
| DIVISAR CAPITAL MANAGEMENT LLC | 08/14/2026 | 395.16 K | $14.75 M | 16.17% | 0.62% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 393.02 K | $14.67 M | -0.59% | 0.62% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 388.24 K | $14.52 M | 2.56% | 0.61% |
| NUVEEN, LLC | 08/11/2026 | 366.95 K | $13.69 M | -15.24% | 0.58% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 323.52 K | $12.07 M | 346.49% | 0.51% |
| FEDERATED HERMES, INC. | 08/12/2026 | 322.88 K | $12.05 M | 1.81% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 321.83 K | $12.01 M | -16.94% | 0.51% |
| MAN GROUP PLC | 08/14/2026 | 317.97 K | $11.87 M | 13.43% | 0.50% |
| INVESCO LTD. | 08/14/2026 | 313.31 K | $11.69 M | 14.83% | 0.49% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 304.09 K | $11.35 M | -1.10% | 0.48% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 299.60 K | $11.18 M | -30.22% | 0.47% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 275.00 K | $10.26 M | 100.00% | 0.43% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 269.33 K | $10.05 M | 27.62% | 0.42% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 266.22 K | $9.94 M | 5.22% | 0.42% |
| FMR LLC | 08/13/2026 | 263.00 K | $9.82 M | 95.53% | 0.41% |
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Calix Inc institutional Ownership - FAQ's
During the previous two years, 444 institutional investors and hedge funds held shares of Calix Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 11.78 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 5.59 M
ALLIANCEBERNSTEIN L.P.: 3.25 M
STATE STREET CORP: 2.92 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.59 M
GEODE CAPITAL MANAGEMENT, LLC: 1.48 M
95.44% of Calix Inc stock is owned by institutional investors.
Institutional investors have bought a total of 87.97 M shares in the last 24 months. This purchase volume represents approximately $4.48 B in transactions.