Calix Inc (CALX) Ownership

28.25 ↑0.22 (0.78%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Calix Inc (CALX), owning a total of 8.7 million shares. Combined, the top 37 institutional holders of CALX own 88.08% of the company with a total of 57.8 million shares.

In the latest ownership report on December 31st 2023, the top 37 institutional holders increased their combined ownership of CALX by 6.1 million shares. 14 institutions bought 6,492,783 total additional shares and increased their ownership by an average of 76.31%. However 6 institutions sold 417,512 total shares and decreased their ownership by an average of 5.8%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Calix increased by a net total of 6,075,271 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.331%	3.426%	8,719,530	288,824	2023-12-31
Vanguard Group Inc	9.820%	0.912%	6,422,915	58,069	2023-12-31
AllianceBernstein L.P.	8.106%	123.734%	5,301,947	2,932,195	2023-12-31
State Street Corporation	3.162%	4.842%	2,068,350	95,516	2023-12-31
Wellington Management Company LLP	2.684%	10.492%	1,755,497	166,695	2023-12-31
Dimensional Fund Advisors, Inc.	2.556%	2.200%	1,672,146	35,992	2023-12-31
TD Asset Management Inc	2.463%	516.583%	1,610,885	1,349,625	2023-12-31
Gilder Gagnon Howe & CO LLC	2.372%	-10.633%	1,551,613	-184,614	2023-12-31
Geode Capital Management, LLC	1.937%	4.844%	1,266,705	58,527	2023-12-31
Bank of New York Mellon Corp	1.907%	-5.596%	1,247,389	-73,935	2023-12-31
Thrivent Financial For Lutherans	1.898%	-1.007%	1,241,339	-12,629	2023-12-31
Artisan Partners Limited Partnership	1.886%	14.825%	1,233,425	159,250	2023-12-31
Paradigm Capital Management, Inc.	1.867%	-0.008%	1,221,400	-100	2023-12-31
William Blair Investment Management, LLC	1.478%	158.657%	966,631	592,919	2023-12-31
TD Global Investment Solutions – TD Epoch	1.444%	213.781%	944,350	643,392	2023-12-31
Congress Asset Management Company, LLP	1.339%	9.579%	875,687	76,546	2023-12-31
Kornitzer Capital Management Inc	1.259%	4.150%	823,253	32,800	2023-12-31
Loomis, Sayles & Company LP	1.171%	-3.068%	765,817	-24,239	2023-12-31
Northern Trust Corp	1.102%	-14.474%	720,839	-121,995	2023-12-31
Westfield Capital Management Company, LP	1.042%	0.358%	681,620	2,433	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.331%	3.426%	8,719,530	288,824	2023-12-31
Vanguard Group Inc	9.820%	0.912%	6,422,915	58,069	2023-12-31
AllianceBernstein L.P.	8.106%	123.734%	5,301,947	2,932,195	2023-12-31
Lord, Abbett & Co LLC	3.437%	32.724%	2,276,727	561,336	2022-12-31
State Street Corporation	3.162%	4.842%	2,068,350	95,516	2023-12-31
Wellington Management Company LLP	2.684%	10.492%	1,755,497	166,695	2023-12-31
Dimensional Fund Advisors, Inc.	2.556%	2.200%	1,672,146	35,992	2023-12-31
TD Asset Management Inc	2.463%	516.583%	1,610,885	1,349,625	2023-12-31
Gilder Gagnon Howe & CO LLC	2.372%	-10.633%	1,551,613	-184,614	2023-12-31
Ameriprise Financial Inc	2.171%	15.297%	1,429,624	189,676	2023-09-30
Hood River Capital Management LLC	1.982%	-9.565%	1,314,374	-139,023	2023-03-31
Geode Capital Management, LLC	1.937%	4.844%	1,266,705	58,527	2023-12-31
Bank of New York Mellon Corp	1.907%	-5.596%	1,247,389	-73,935	2023-12-31
Thrivent Financial For Lutherans	1.898%	-1.007%	1,241,339	-12,629	2023-12-31
Artisan Partners Limited Partnership	1.886%	14.825%	1,233,425	159,250	2023-12-31
Paradigm Capital Management, Inc.	1.867%	-0.008%	1,221,400	-100	2023-12-31
Neuberger Berman Investment Advisers LLC	1.788%	949.398%	1,184,298	1,071,443	2023-03-31
Neuberger Berman Group LLC	1.786%	949.398%	1,184,298	1,071,443	2023-03-31
Amvescap Plc.	1.717%	-2.513%	1,138,508	-29,350	2023-03-31
William Blair Investment Management, LLC	1.478%	158.657%	966,631	592,919	2023-12-31
Assenagon Asset Management SA	1.444%	-3.077%	951,273	-30,198	2023-06-30
TD Global Investment Solutions – TD Epoch	1.444%	213.781%	944,350	643,392	2023-12-31
Congress Asset Management Company, LLP	1.339%	9.579%	875,687	76,546	2023-12-31
Kornitzer Capital Management Inc	1.259%	4.150%	823,253	32,800	2023-12-31
Alyeska Investment Group, L.P.	1.228%	-19.666%	803,306	-196,649	2022-09-30
Atika Capital Management LLC	1.210%	52.400%	800,100	275,100	2022-09-30
Driehaus Capital Management LLC	1.191%	72.748%	784,747	330,475	2023-06-30
JPMorgan Chase & Co	1.163%	64.611%	770,529	302,439	2022-12-31
Nuveen Asset Management, LLC	1.159%	-1.719%	766,363	-13,405	2022-09-30
Loomis, Sayles & Company LP	1.171%	-3.068%	765,817	-24,239	2023-12-31
Morgan Stanley - Brokerage Accounts	1.102%	7.692%	729,856	52,132	2022-12-31
Northern Trust Corp	1.102%	-14.474%	720,839	-121,995	2023-12-31
Schonfeld Strategic Advisors LLC	1.083%	24.991%	713,200	142,600	2023-06-30
Westfield Capital Management Company, LP	1.042%	0.358%	681,620	2,433	2023-12-31
Renaissance Technologies Corp	0.949%	-26.556%	624,753	-225,900	2023-06-30
Polar Asset Management Partners	0.926%	27.542%	609,879	131,700	2023-09-30
Macquarie Group Ltd	0.926%	1.052%	609,724	6,345	2023-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Calix Inc (CALX), owning a total of 4 million shares. Combined, the top 39 mutual fund holders of CALX own 47.86% of the company with a total of 31.4 million shares.

In the latest ownership report on March 28th 2024, the top 39 fund holders increased their combined ownership of CALX by 13 thousand shares. 3 funds bought 13,638 total additional shares and increased their ownership by an average of 0.26%. However 1 funds sold 596 total shares and decreased their ownership by an average of 0.12%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Calix increased by a net total of 13,042 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.071%	0.133%	3,970,355	5,264	2024-03-28
iShares Russell 2000 ETF	2.215%	0.544%	1,448,894	7,844	2024-03-28
iShares Cybersecurity and Tech ETF	0.882%	0.000%	576,555	0	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.793%	0.102%	518,684	530	2024-03-28
iShares Russell 2000 Growth ETF	0.784%	-0.116%	512,465	-596	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.071%	0.133%	3,970,355	5,264	2024-03-28
iShares Core S&P Mid-Cap ETF	2.728%	-0.429%	1,784,567	-7,694	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.684%	-1.042%	1,755,040	-18,479	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.646%	2.621%	1,742,551	44,508	2023-03-31
iShares Russell 2000 ETF	2.215%	0.544%	1,448,894	7,844	2024-03-28
Vanguard Small Cap Index	2.206%	0.930%	1,443,038	13,294	2024-02-29
Vanguard Information Technology ETF	1.562%	15.960%	1,021,478	140,587	2024-02-29
AB Sustainable Glb Thematic AXX USD	1.373%	-2.434%	898,066	-22,408	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.324%	0.081%	865,897	701	2024-02-29
Lord Abbett Developing Growth A	1.254%	-23.375%	829,441	-253,033	2023-01-31
Vanguard Small Cap Growth Index Inv	1.239%	1.693%	809,995	13,483	2024-02-29
Vanguard Extended Market Index Investor	1.178%	-0.019%	781,335	-148	2023-08-31
AB Discovery Value Advisor	1.192%	11.024%	779,596	77,410	2024-02-29
Artisan International Small-Mid Investor	1.189%	17.712%	777,501	116,988	2023-12-31
Artisan Non-U.S. Small-Mid Growth Comp	1.189%	17.712%	777,501	116,988	2023-12-31
TD U.S. Capital Reinvestment I	1.032%	32.272%	674,905	164,664	2023-12-31
Hood River Small-Cap Growth Instl	0.936%	-7.290%	620,761	-48,815	2023-03-31
Fidelity Small Cap Index	0.914%	1.614%	598,006	9,501	2024-01-31
Congress Small Cap Growth Institutional	0.895%	8.333%	585,000	45,000	2024-02-29
iShares Cybersecurity and Tech ETF	0.882%	0.000%	576,555	0	2024-03-28
AB Sustainable Global Thematic A	0.878%	-2.509%	574,225	-14,780	2024-02-29
Fidelity® Small Cap Index	0.865%	2.739%	569,422	15,179	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.793%	0.102%	518,684	530	2024-03-28
iShares Russell 2000 Growth ETF	0.784%	-0.116%	512,465	-596	2024-03-28
DFA US Small Cap I	0.731%	0.000%	477,809	0	2024-02-29
SPDR® S&P MIDCAP 400 ETF Trust	0.716%	0.378%	468,219	1,764	2024-02-29
Buffalo Small Cap	0.709%	15.137%	464,070	61,010	2022-06-30
Columbia Acorn Inst	0.703%	-52.176%	463,020	-505,146	2023-10-31
Lord Abbett & Co. Growth Equity- SA	0.690%	0.000%	456,952	456,952	2022-12-31
Loomis Sayles Small Cap Growth Instl	0.679%	-1.326%	443,805	-5,965	2024-01-31
Bridge Builder Small/Mid Cap Growth	0.659%	0.545%	431,005	2,337	2022-12-31
Invesco Small Cap Growth A	0.649%	-1.045%	430,024	-4,540	2023-03-31
Kornitzer Discovery Equity	0.656%	9.410%	429,285	36,920	2022-06-30
iShares Digital Security ETF USD Acc	0.648%	0.000%	427,109	0	2023-10-31
Kornitzer Small Cap Equity	0.631%	-11.091%	412,600	-51,470	2022-09-30
Delaware Ivy Small Cap Growth C	0.608%	0.000%	397,598	0	2023-12-31
Lord Abbett Growth Leaders I	0.597%	-13.571%	394,937	-62,015	2023-01-31
iShares S&P Mid-Cap 400 Growth ETF	0.586%	0.000%	388,569	0	2023-08-31
BNY Mellon Sm/Md Cp Gr I	0.568%	-2.570%	376,487	-9,930	2023-08-31