Calix Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 11.15 M | $546.41 M | -2.70% | 17.00% |
| 05/08/2026 | 5.53 M | $271.10 M | 100.00% | 8.44% | |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 3.25 M | $172.08 M | 122.32% | 4.96% |
| 05/15/2026 | 2.69 M | $131.61 M | 100.00% | 4.10% | |
| STATE STREET CORP | 05/15/2026 | 2.60 M | $127.64 M | 10.13% | 3.97% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.90 M | $93.28 M | 32.05% | 2.90% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 1.64 M | $80.55 M | 13.59% | 2.51% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 05/11/2026 | 1.55 M | $75.74 M | 35.00% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.44 M | $70.35 M | -0.67% | 2.19% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.22 M | $59.70 M | 28.45% | 1.86% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 840.20 K | $41.16 M | 6.37% | 1.28% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 800.33 K | $39.19 M | -22.31% | 1.22% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 779.09 K | $38.17 M | -12.26% | 1.19% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 05/14/2026 | 768.20 K | $37.63 M | 14.25% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 750.12 K | $36.75 M | 63.26% | 1.14% |
| MORGAN STANLEY | 05/15/2026 | 712.21 K | $34.89 M | 14.34% | 1.09% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 696.86 K | $34.14 M | -8.96% | 1.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 681.95 K | $33.41 M | 1.32% | 1.04% |
| UBS GROUP AG | 05/05/2026 | 645.25 K | $31.61 M | 79.68% | 0.98% |
| NORTHERN TRUST CORP | 05/14/2026 | 609.74 K | $29.87 M | 2.37% | 0.93% |
| HARVEY PARTNERS, LLC | 05/15/2026 | 572.50 K | $28.05 M | 7.26% | 0.87% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 557.00 K | $27.29 M | 43.62% | 0.85% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 551.15 K | $27.00 M | -56.86% | 0.84% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 543.42 K | $26.62 M | 17.21% | 0.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 534.52 K | $26.19 M | -16.45% | 0.81% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 529.88 K | $25.96 M | -10.22% | 0.81% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 513.81 K | $25.17 M | 100.00% | 0.78% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 458.80 K | $22.48 M | 259.07% | 0.70% |
| NUVEEN, LLC | 04/30/2026 | 432.94 K | $21.21 M | 7.33% | 0.66% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 429.37 K | $21.03 M | 38.58% | 0.65% |
| CITADEL ADVISORS LLC | 05/15/2026 | 428.20 K | $20.98 M | 834.09% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 418.44 K | $20.50 M | 100.00% | 0.64% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 395.33 K | $19.37 M | 15.38% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 387.46 K | $18.98 M | -4.54% | 0.59% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/07/2026 | 378.56 K | $18.59 M | 49.58% | 0.58% |
| JANE STREET GROUP, LLC | 05/12/2026 | 351.95 K | $17.24 M | 186.35% | 0.54% |
| DIVISAR CAPITAL MANAGEMENT LLC | 05/15/2026 | 340.16 K | $16.66 M | 13.40% | 0.52% |
| OBERWEIS ASSET MANAGEMENT INC/ | 05/15/2026 | 335.03 K | $16.41 M | 36.97% | 0.51% |
| FEDERATED HERMES, INC. | 05/11/2026 | 317.14 K | $15.54 M | 6.51% | 0.48% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 312.41 K | $15.30 M | 847.38% | 0.48% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 307.47 K | $15.06 M | -23.47% | 0.47% |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 05/15/2026 | 305.67 K | $14.97 M | 100.00% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 299.59 K | $14.68 M | 25.86% | 0.46% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 289.79 K | $14.20 M | 35.95% | 0.44% |
| MAN GROUP PLC | 05/15/2026 | 280.31 K | $13.73 M | 145.23% | 0.43% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 277.85 K | $13.73 M | 2,350.84% | 0.42% |
| INVESCO LTD. | 05/12/2026 | 272.85 K | $13.37 M | -52.78% | 0.42% |
| SEI INVESTMENTS CO | 05/13/2026 | 269.32 K | $13.19 M | 24.38% | 0.41% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 253.02 K | $12.40 M | 13.84% | 0.39% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 224.50 K | $11.00 M | 3.48% | 0.34% |
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Calix Inc institutional Ownership - FAQ's
During the previous two years, 450 institutional investors and hedge funds held shares of Calix Inc. The most heavily invested institutionals were:
PRINCIPAL FINANCIAL GROUP INC: 393,019
Penn Capital Management Company, LLC: 388,239
Bank of New York Mellon Corp: 321,827
NEW YORK STATE COMMON RETIREMENT FUND: 250,462
Russell Investments Group, Ltd.: 238,828
PANAGORA ASSET MANAGEMENT INC: 171,717
89.27% of Calix Inc stock is owned by institutional investors.
Institutional investors have bought a total of 77.48 M shares in the last 24 months. This purchase volume represents approximately $3.95 B in transactions.