Calix Inc (CALX) Ownership

29.18 ↓0.19 (-0.65%)
As of April 17, 2024, 3:59pm EST.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.331%3.426%8,719,530288,8242023-12-31
Vanguard Group Inc9.820%0.912%6,422,91558,0692023-12-31
AllianceBernstein L.P.8.106%123.734%5,301,9472,932,1952023-12-31
State Street Corporation3.162%4.842%2,068,35095,5162023-12-31
Wellington Management Company LLP2.684%10.492%1,755,497166,6952023-12-31
Dimensional Fund Advisors, Inc.2.556%2.200%1,672,14635,9922023-12-31
TD Asset Management Inc2.463%516.583%1,610,8851,349,6252023-12-31
Gilder Gagnon Howe & CO LLC2.372%-10.633%1,551,613-184,6142023-12-31
Geode Capital Management, LLC1.937%4.844%1,266,70558,5272023-12-31
Bank of New York Mellon Corp1.907%-5.596%1,247,389-73,9352023-12-31
Thrivent Financial For Lutherans1.898%-1.007%1,241,339-12,6292023-12-31
Artisan Partners Limited Partnership1.886%14.825%1,233,425159,2502023-12-31
Paradigm Capital Management, Inc.1.867%-0.008%1,221,400-1002023-12-31
William Blair Investment Management, LLC1.478%158.657%966,631592,9192023-12-31
TD Global Investment Solutions – TD Epoch1.444%213.781%944,350643,3922023-12-31
Congress Asset Management Company, LLP1.339%9.579%875,68776,5462023-12-31
Kornitzer Capital Management Inc1.259%4.150%823,25332,8002023-12-31
Loomis, Sayles & Company LP1.171%-3.068%765,817-24,2392023-12-31
Northern Trust Corp1.102%-14.474%720,839-121,9952023-12-31
Westfield Capital Management Company, LP1.042%0.358%681,6202,4332023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.331%3.426%8,719,530288,8242023-12-31
Vanguard Group Inc9.820%0.912%6,422,91558,0692023-12-31
AllianceBernstein L.P.8.106%123.734%5,301,9472,932,1952023-12-31
Lord, Abbett & Co LLC3.437%32.724%2,276,727561,3362022-12-31
State Street Corporation3.162%4.842%2,068,35095,5162023-12-31
Wellington Management Company LLP2.684%10.492%1,755,497166,6952023-12-31
Dimensional Fund Advisors, Inc.2.556%2.200%1,672,14635,9922023-12-31
TD Asset Management Inc2.463%516.583%1,610,8851,349,6252023-12-31
Gilder Gagnon Howe & CO LLC2.372%-10.633%1,551,613-184,6142023-12-31
Ameriprise Financial Inc2.171%15.297%1,429,624189,6762023-09-30
Hood River Capital Management LLC1.982%-9.565%1,314,374-139,0232023-03-31
Geode Capital Management, LLC1.937%4.844%1,266,70558,5272023-12-31
Bank of New York Mellon Corp1.907%-5.596%1,247,389-73,9352023-12-31
Thrivent Financial For Lutherans1.898%-1.007%1,241,339-12,6292023-12-31
Artisan Partners Limited Partnership1.886%14.825%1,233,425159,2502023-12-31
Paradigm Capital Management, Inc.1.867%-0.008%1,221,400-1002023-12-31
Neuberger Berman Investment Advisers LLC1.788%949.398%1,184,2981,071,4432023-03-31
Neuberger Berman Group LLC1.786%949.398%1,184,2981,071,4432023-03-31
Amvescap Plc.1.717%-2.513%1,138,508-29,3502023-03-31
William Blair Investment Management, LLC1.478%158.657%966,631592,9192023-12-31
Assenagon Asset Management SA1.444%-3.077%951,273-30,1982023-06-30
TD Global Investment Solutions – TD Epoch1.444%213.781%944,350643,3922023-12-31
Congress Asset Management Company, LLP1.339%9.579%875,68776,5462023-12-31
Kornitzer Capital Management Inc1.259%4.150%823,25332,8002023-12-31
Alyeska Investment Group, L.P.1.228%-19.666%803,306-196,6492022-09-30
Atika Capital Management LLC1.210%52.400%800,100275,1002022-09-30
Driehaus Capital Management LLC1.191%72.748%784,747330,4752023-06-30
JPMorgan Chase & Co1.163%64.611%770,529302,4392022-12-31
Nuveen Asset Management, LLC1.159%-1.719%766,363-13,4052022-09-30
Loomis, Sayles & Company LP1.171%-3.068%765,817-24,2392023-12-31
Morgan Stanley - Brokerage Accounts1.102%7.692%729,85652,1322022-12-31
Northern Trust Corp1.102%-14.474%720,839-121,9952023-12-31
Schonfeld Strategic Advisors LLC1.083%24.991%713,200142,6002023-06-30
Westfield Capital Management Company, LP1.042%0.358%681,6202,4332023-12-31
Renaissance Technologies Corp0.949%-26.556%624,753-225,9002023-06-30
Polar Asset Management Partners0.926%27.542%609,879131,7002023-09-30
Macquarie Group Ltd0.926%1.052%609,7246,3452023-09-30

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

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.071%0.133%3,970,3555,2642024-03-28
iShares Russell 2000 ETF2.215%0.544%1,448,8947,8442024-03-28
iShares Cybersecurity and Tech ETF0.882%0.000%576,55502024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF0.793%0.102%518,6845302024-03-28
iShares Russell 2000 Growth ETF0.784%-0.116%512,465-5962024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.071%0.133%3,970,3555,2642024-03-28
iShares Core S&P Mid-Cap ETF2.728%-0.429%1,784,567-7,6942024-02-29
Vanguard Total Stock Mkt Idx Inv2.684%-1.042%1,755,040-18,4792024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.646%2.621%1,742,55144,5082023-03-31
iShares Russell 2000 ETF2.215%0.544%1,448,8947,8442024-03-28
Vanguard Small Cap Index2.206%0.930%1,443,03813,2942024-02-29
Vanguard Information Technology ETF1.562%15.960%1,021,478140,5872024-02-29
AB Sustainable Glb Thematic AXX USD1.373%-2.434%898,066-22,4082024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.324%0.081%865,8977012024-02-29
Lord Abbett Developing Growth A1.254%-23.375%829,441-253,0332023-01-31
Vanguard Small Cap Growth Index Inv1.239%1.693%809,99513,4832024-02-29
Vanguard Extended Market Index Investor1.178%-0.019%781,335-1482023-08-31
AB Discovery Value Advisor1.192%11.024%779,59677,4102024-02-29
Artisan International Small-Mid Investor1.189%17.712%777,501116,9882023-12-31
Artisan Non-U.S. Small-Mid Growth Comp1.189%17.712%777,501116,9882023-12-31
TD U.S. Capital Reinvestment I1.032%32.272%674,905164,6642023-12-31
Hood River Small-Cap Growth Instl0.936%-7.290%620,761-48,8152023-03-31
Fidelity Small Cap Index0.914%1.614%598,0069,5012024-01-31
Congress Small Cap Growth Institutional0.895%8.333%585,00045,0002024-02-29
iShares Cybersecurity and Tech ETF0.882%0.000%576,55502024-03-28
AB Sustainable Global Thematic A0.878%-2.509%574,225-14,7802024-02-29
Fidelity® Small Cap Index0.865%2.739%569,42215,1792023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.793%0.102%518,6845302024-03-28
iShares Russell 2000 Growth ETF0.784%-0.116%512,465-5962024-03-28
DFA US Small Cap I0.731%0.000%477,80902024-02-29
SPDR® S&P MIDCAP 400 ETF Trust0.716%0.378%468,2191,7642024-02-29
Buffalo Small Cap0.709%15.137%464,07061,0102022-06-30
Columbia Acorn Inst0.703%-52.176%463,020-505,1462023-10-31
Lord Abbett & Co. Growth Equity- SA0.690%0.000%456,952456,9522022-12-31
Loomis Sayles Small Cap Growth Instl0.679%-1.326%443,805-5,9652024-01-31
Bridge Builder Small/Mid Cap Growth0.659%0.545%431,0052,3372022-12-31
Invesco Small Cap Growth A0.649%-1.045%430,024-4,5402023-03-31
Kornitzer Discovery Equity0.656%9.410%429,28536,9202022-06-30
iShares Digital Security ETF USD Acc0.648%0.000%427,10902023-10-31
Kornitzer Small Cap Equity0.631%-11.091%412,600-51,4702022-09-30
Delaware Ivy Small Cap Growth C0.608%0.000%397,59802023-12-31
Lord Abbett Growth Leaders I0.597%-13.571%394,937-62,0152023-01-31
iShares S&P Mid-Cap 400 Growth ETF0.586%0.000%388,56902023-08-31
BNY Mellon Sm/Md Cp Gr I0.568%-2.570%376,487-9,9302023-08-31

Discussions

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BretJohns

$CALX this is my only green stonk!

I really like this stonk.

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