CALIX INC (CALX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
268
Reporting holders
$2.2B
Reported value
92.9%
Of shares outstanding
0.2%
Held as options
-17
Holder change
Institutions report 58,481,431 shares against 62,963,989 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $439.5M | 11,775,490 | 0.01% | 8q | +5.6%+$23.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $208.5M | 5,588,048 | 0.01% | 2q | +1.0%+$2.0M |
| ALLIANCEBERNSTEIN L.P. | $159.1M | 3,248,412 | 0.05% | 31q | HELD |
| STATE STREET CORP | $108.8M | 2,915,560 | 0.00% | 31q | +12.0%+$11.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $96.6M | 2,587,424 | 0.00% | 2q | -3.7%-$3.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $55.3M | 1,481,595 | 0.00% | 31q | +3.2%+$1.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $49.4M | 1,324,534 | 0.16% | 5q | -14.3%-$8.3M |
| DIMENSIONAL FUND ADVISORS LP | $48.9M | 1,309,436 | 0.01% | 31q | +7.5%+$3.4M |
| CITADEL ADVISORS LLC | $46.6M | 1,208,764 | 0.01% | 31q | +182.3%+$30.1M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $37.2M | 997,134 | 1.01% | 30q | +29.8%+$8.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $32.7M | 875,837 | 0.01% | 7q | +58.9%+$12.1M |
| UBS Group AG | $32.0M | 857,360 | 0.00% | 31q | +32.9%+$7.9M |
| LOOMIS SAYLES & CO L P | $29.3M | 784,798 | 0.04% | 5q | -6.6%-$2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $28.1M | 753,302 | 0.03% | 9q | +8.1%+$2.1M |
| JANE STREET GROUP, LLC | $27.1M | 718,768 | 0.00% | 6q | +104.2%+$13.9M |
| TWO SIGMA INVESTMENTS, LP | $26.3M | 703,911 | 0.02% | 31q | +336.0%+$20.2M |
| MILLENNIUM MANAGEMENT LLC | $26.1M | 698,620 | 0.01% | 15q | -63.3%-$45.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.0M | 696,967 | 0.00% | 31q | +2.2%+$560.3K |
| Sixth Street Partners Management Company, L.P. | $26.0M | 696,967 | 0.00% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24.6M | 659,563 | 0.04% | 3q | +18.4%+$3.8M |
| NORTHERN TRUST CORP | $24.0M | 642,151 | 0.00% | 31q | +5.3%+$1.2M |
| GILDER GAGNON HOWE & CO LLC | $21.7M | 580,323 | 0.22% | 31q | -25.5%-$7.4M |
| BANK OF AMERICA CORP /DE/ | $20.9M | 560,034 | 0.00% | 31q | -25.3%-$7.1M |
| RENAISSANCE TECHNOLOGIES LLC | $20.5M | 548,118 | 0.03% | 31q | +0.9%+$175.4K |
| MORGAN STANLEY | $19.6M | 524,882 | 0.00% | 35q | -26.3%-$7.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $19.4M | 519,153 | 0.00% | 23q | -2.9%-$573.4K |
| Rockefeller Capital Management L.P. | $17.4M | 466,594 | 0.03% | 11q | +55.7%+$6.2M |
| Trigran Investments, Inc. | $16.5M | 442,008 | 3.03% | new | NEW |
| Harvey Partners, LLC | $15.7M | 420,500 | 1.07% | 7q | -26.6%-$5.7M |
| VANGUARD FIDUCIARY TRUST CO | $15.6M | 417,114 | 0.00% | 2q | HELD |
| D. E. Shaw & Co., Inc. | $15.3M | 409,082 | 0.01% | 7q | +1840.9%+$14.5M |
| OBERWEIS ASSET MANAGEMENT INC/ | $15.0M | 402,230 | 0.31% | 3q | +20.1%+$2.5M |
| Alyeska Investment Group, L.P. | $14.9M | 400,088 | 0.04% | new | NEW |
| Public Sector Pension Investment Board | $14.9M | 398,732 | 0.02% | 10q | +84.8%+$6.8M |
| Divisar Capital Management LLC | $14.7M | 395,163 | 3.40% | 9q | +16.2%+$2.1M |
| PRINCIPAL FINANCIAL GROUP INC | $14.7M | 393,019 | 0.01% | 23q | -0.6%-$86.4K |
| Penn Capital Management Company, LLC | $14.5M | 388,239 | 0.92% | 6q | +2.6%+$361.7K |
| Nuveen, LLC | $13.7M | 366,953 | 0.00% | 6q | -15.2%-$2.5M |
| MACKENZIE FINANCIAL CORP | $12.1M | 323,524 | 0.01% | 9q | +346.5%+$9.4M |
| FEDERATED HERMES, INC. | $12.0M | 322,879 | 0.02% | 4q | +1.8%+$214.3K |
| Bank of New York Mellon Corp | $12.0M | 321,827 | 0.00% | 31q | -16.9%-$2.4M |
| Man Group plc | $11.9M | 317,967 | 0.02% | 4q | +13.4%+$1.4M |
| Invesco Ltd. | $11.7M | 313,311 | 0.00% | 31q | +14.8%+$1.5M |
| GOLDMAN SACHS GROUP INC | $11.3M | 304,086 | 0.00% | 31q | -1.1%-$126.2K |
| Trexquant Investment LP | $11.2M | 299,603 | 0.07% | 7q | -30.2%-$4.8M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $10.3M | 275,000 | 0.31% | new | NEW |
| Qube Research & Technologies Ltd | $10.1M | 269,329 | 0.01% | 14q | +27.6%+$2.2M |
| DEUTSCHE BANK AG\ | $9.9M | 266,222 | 0.00% | 34q | +5.2%+$492.6K |
| FMR LLC | $9.8M | 263,002 | 0.00% | 25q | +95.5%+$4.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.3M | 250,462 | 0.01% | 31q | -13.6%-$1.5M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $8.9M | 237,250 | 0.03% | 3q | +76929.2%+$8.8M |
| Russell Investments Group, Ltd. | $8.8M | 238,828 | 0.01% | 31q | +23.9%+$1.7M |
| BNP PARIBAS FINANCIAL MARKETS | $8.6M | 230,099 | 0.00% | 31q | +1424.7%+$8.0M |
| WESTERLY CAPITAL MANAGEMENT, LLC | $7.7M | 205,000 | 1.41% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $7.5M | 202,137 | 0.01% | 9q | -10.0%-$834.7K |
| Allianz Asset Management GmbH | $7.5M | 153,660 | 0.01% | 5q | HELD |
| SEI INVESTMENTS CO | $7.1M | 189,891 | 0.01% | 25q | -29.5%-$3.0M |
| JPMORGAN CHASE & CO | $6.7M | 184,038 | 0.00% | 31q | +86.9%+$3.1M |
| PANAGORA ASSET MANAGEMENT INC | $6.4M | 171,717 | 0.02% | 13q | +3.7%+$227.5K |
| Defiance ETFs, LLC | $6.3M | 170,796 | 0.09% | 3q | -2.6%-$168.1K |
| HighTower Advisors, LLC | $6.1M | 164,210 | 0.01% | 8q | +37.8%+$1.7M |
| G2 Investment Partners Management LLC | $6.0M | 160,000 | 1.09% | 25q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 143,750 | 0.00% | 25q | -8.8%-$516.1K |
| TUDOR INVESTMENT CORP ET AL | $5.3M | 142,647 | 0.01% | 9q | +120.1%+$2.9M |
| Legal & General Group Plc | $5.2M | 139,848 | 0.00% | 31q | -8.0%-$454.4K |
| RHUMBLINE ADVISERS | $5.1M | 136,537 | 0.00% | 31q | -14.1%-$839.7K |
| Swiss National Bank | $4.4M | 116,700 | 0.00% | 25q | -6.3%-$291.1K |
| FIRST TRUST ADVISORS LP | $4.3M | 115,623 | 0.00% | 4q | +103.9%+$2.2M |
| FORMULA GROWTH LTD | $4.3M | 115,000 | 1.51% | 10q | +202.6%+$2.9M |
| NATIXIS | $4.2M | 112,148 | 0.02% | new | NEW |
| NORTH STAR ASSET MANAGEMENT INC | $4.2M | 111,554 | 0.16% | 10q | +12.2%+$451.2K |
| XTX Topco Ltd | $4.1M | 110,725 | 0.05% | 3q | +77.6%+$1.8M |
| AQR CAPITAL MANAGEMENT LLC | $3.8M | 106,088 | 0.00% | 31q | +174.1%+$2.4M |
| Squarepoint Ops LLC | $3.6M | 95,753 | 0.00% | 3q | -79.1%-$13.5M |
| AMERIPRISE FINANCIAL INC | $3.5M | 94,773 | 0.00% | 22q | -54.4%-$4.2M |
| Y-Intercept (Hong Kong) Ltd | $3.5M | 93,685 | 0.07% | 4q | +29.6%+$798.6K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $3.4M | 91,940 | 0.39% | 21q | +105.0%+$1.8M |
| Holocene Advisors, LP | $3.4M | 91,555 | 0.01% | 2q | +773.4%+$3.0M |
| Engineers Gate Manager LP | $3.1M | 83,602 | 0.04% | 15q | -35.5%-$1.7M |
| MARATHON CAPITAL MANAGEMENT | $3.1M | 83,555 | 0.63% | 12q | +2.2%+$67.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 72,704 | 0.00% | 20q | -25.8%-$944.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 26,840 | 0.00% | 31q | +26.9%+$493.1K |
| Louisiana State Employees Retirement System | $2.3M | 52,100 | 0.02% | 18q | +95.1%+$1.1M |
| ALGERT GLOBAL LLC | $2.3M | 60,350 | 0.03% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $2.3M | 60,319 | 0.00% | 25q | -6.1%-$146.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.2M | 59,539 | 0.03% | 18q | +53.2%+$771.5K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.1M | 57,472 | 0.01% | 9q | -74.1%-$6.1M |
| WELLS FARGO & COMPANY/MN | $2.1M | 56,571 | 0.00% | 31q | -7.1%-$162.4K |
| LAZARD ASSET MANAGEMENT LLC | $2.1M | 56,174 | 0.00% | new | NEW |
| Brevan Howard Capital Management LP | $2.1M | 55,038 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.0M | 52,923 | 0.00% | 2q | -3.0%-$62.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.8M | 47,632 | 0.00% | 6q | +28.0%+$388.8K |
| CONNORS INVESTOR SERVICES INC | $1.8M | 47,631 | 0.15% | 10q | -18.4%-$400.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.7M | 45,318 | 0.03% | 2q | +12.2%+$184.5K |
| Entropy Technologies, LP | $1.6M | 43,603 | 0.06% | 2q | +521.5%+$1.4M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.6M | 42,831 | 0.00% | 31q | -24.3%-$514.2K |
| Assenagon Asset Management S.A. | $1.5M | 40,170 | 0.00% | 24q | -19.1%-$353.8K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.5M | 40,134 | 0.00% | 31q | +3.5%+$51.3K |
| BARCLAYS PLC | $1.5M | 40,102 | 0.00% | 31q | +239.3%+$1.1M |
| NORDEA INVESTMENT MANAGEMENT AB | $1.5M | 41,134 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G/A | BlackRock, Inc. | 16.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 268 | $2.2B | 58,481,431 | 41 | 101 | 97 | 0.2% |
| Q1 2026 | 285 | $2.9B | 58,096,263 | 36 | 115 | 83 | 0.1% |
| Q4 2025 | 307 | $3.0B | 56,666,003 | 47 | 110 | 86 | 0.1% |
| Q3 2025 | 293 | $3.3B | 53,411,092 | 50 | 94 | 93 | 0.4% |
| Q2 2025 | 270 | $2.9B | 54,361,245 | 56 | 87 | 89 | 0.7% |
| Q1 2025 | 244 | $2.0B | 56,018,614 | 36 | 84 | 88 | 1.4% |
| Q4 2024 | 235 | $2.0B | 56,745,920 | 34 | 84 | 76 | 2.5% |
| Q3 2024 | 226 | $2.2B | 56,846,053 | 21 | 94 | 68 | 1.1% |
| Q2 2024 | 231 | $2.0B | 56,999,679 | 37 | 94 | 77 | 0.5% |
| Q1 2024 | 233 | $1.9B | 58,185,498 | 37 | 87 | 80 | 0.5% |
| Q4 2023 | 235 | $2.5B | 55,498,732 | 21 | 93 | 80 | 1.4% |
| Q3 2023 | 235 | $2.4B | 50,968,979 | 31 | 97 | 76 | 0.9% |
| Q2 2023 | 231 | $2.5B | 49,730,211 | 27 | 96 | 73 | 0.7% |
| Q1 2023 | 230 | $2.6B | 49,271,229 | 39 | 92 | 71 | 0.3% |
| Q4 2022 | 217 | $3.0B | 43,430,900 | 44 | 75 | 68 | 0.5% |
| Q3 2022 | 233 | $3.3B | 54,127,840 | 45 | 82 | 79 | 0.8% |
| Q2 2022 | 201 | $1.8B | 53,083,040 | 19 | 85 | 64 | 0.6% |
| Q1 2022 | 226 | $2.3B | 52,949,447 | 60 | 75 | 64 | 0.7% |
| Q4 2021 | 217 | $4.2B | 51,787,091 | 38 | 62 | 81 | 2.2% |
| Q3 2021 | 194 | $2.5B | 50,566,929 | 31 | 59 | 66 | 2.0% |
| Q2 2021 | 184 | $2.4B | 48,609,515 | 23 | 60 | 81 | 2.4% |
| Q1 2021 | 200 | $1.8B | 49,455,845 | 46 | 49 | 83 | 2.5% |
| Q4 2020 | 193 | $1.5B | 48,635,582 | 46 | 52 | 68 | 5.1% |
| Q3 2020 | 153 | $819.2M | 45,276,325 | 36 | 55 | 43 | 1.7% |
| Q2 2020 | 130 | $630.2M | 42,233,103 | 39 | 42 | 34 | 0.1% |
| Q1 2020 | 105 | $286.2M | 40,332,871 | 16 | 37 | 36 | 0.2% |
| Q4 2019 | 94 | $324.5M | 40,345,148 | 10 | 38 | 30 | 0.5% |
| Q3 2019 | 91 | $239.1M | 37,344,988 | 9 | 30 | 35 | 0.2% |
| Q2 2019 | 92 | $245.3M | 36,807,221 | 8 | 40 | 27 | 1.6% |
| Q1 2019 | 118 | $283.2M | 35,830,203 | 27 | 34 | 41 | 2.6% |
| Q4 2018 | 119 | $344.2M | 34,932,147 | 6 | 2 | 1 | 1.1% |