Calix Ownership | Who Owns Calix?


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Calix Ownership Summary


Calix is owned by 88.21% institutional investors, 11.36% insiders, and 0.43% retail investors. Blackrock is the largest institutional shareholder, holding 16.35% of CALX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.63% of its assets in Calix shares.

CALX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCalix88.21%11.36%0.43%
SectorTechnology Stocks 52.37%10.59%37.04%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock10.68M16.35%$378.48M
Vanguard group7.51M11.49%$266.08M
Alliancebernstein6.07M9.28%$214.94M
State street2.31M3.54%$81.87M
Td asset management1.92M2.94%$68.09M
Dimensional fund advisors lp1.79M2.75%$63.55M
Bank of new york mellon1.47M2.24%$51.94M
Paradigm capital management inc/ny1.34M2.05%$47.37M
Geode capital management1.32M2.02%$46.67M
Congress asset management co /ma1.20M1.84%$42.65M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dc investments management229.37K6.85%$8.13M
Trigran investments1.01M3.74%$35.72M
Ov management130.77K3.24%$4.63M
Divisar capital management448.11K3.01%$15.88M
Sg capital management442.89K2.65%$15.69M
Paradigm capital management inc/ny1.34M2.16%$47.37M
Kettle hill capital management229.53K2.05%$8.13M
Formula growth110.00K1.42%$3.90M
Pier capital239.03K1.26%$8.47M
Mesirow institutional investment management358.65K1.11%$12.71M

Top Buyers

HolderShares% AssetsChange
Alyeska investment group626.38K0.13%626.38K
Alliancebernstein6.07M0.07%623.18K
Mirae asset global etfs502.91K0.04%502.91K
Divisar capital management448.11K3.01%448.11K
Sg capital management442.89K2.65%442.89K

Top Sellers

HolderShares% AssetsChange
William blair investment management---923.29K
Westfield capital management co lp---584.58K
Analog century management lp---449.44K
Schonfeld strategic advisors---321.64K
Mirae asset global investments---314.52K

New Positions

HolderShares% AssetsChangeValue
Alyeska investment group626.38K0.13%626.38K$22.19M
Mirae asset global etfs502.91K0.04%502.91K$17.82M
Divisar capital management448.11K3.01%448.11K$15.88M
Sg capital management442.89K2.65%442.89K$15.69M
Kettle hill capital management229.53K2.05%229.53K$8.13M

Sold Out

HolderChange
Tfo-tdc-1.00
Toronto dominion bank-12.00
Innealta capital-16.00
Ashton thomas private wealth-20.00
Capital advisors-21.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024261-4.74%57,631,9130.06%881.16%145-2.03%87-3.33%
Mar 31, 2024274-1.08%57,594,9591.54%871.19%14810.45%90-10.89%
Dec 31, 2023277-3.48%56,718,8714.79%851.28%134-15.19%1014.12%
Sep 30, 20232873.61%54,126,920-0.42%811.19%1583.27%9710.23%
Jun 30, 2023277-2.46%54,355,7620.45%821.22%153-3.16%88-4.35%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.73M5.63%3.59K
Vanguard Total Stock Mkt Idx Inv1.77M2.68%-12.46K
iShares Russell 2000 ETF1.52M2.29%-3.42K
Vanguard Small Cap Index1.40M2.11%2.75K
Vanguard Information Technology ETF1.32M2.00%5.92K
AB Sustainable Glb Thematic AXX USD925.96K1.40%-14.62K
Vanguard Institutional Extnd Mkt Idx Tr882.10K1.33%3.57K
TD U.S. Capital Reinvestment I836.19K1.27%-32.25K
Congress Small Cap Growth Institutional800.00K1.21%-
Vanguard Small Cap Growth Index Inv768.57K1.16%-4.65K

Recent Insider Transactions


DateNameRoleActivityValue
Oct 27, 2023Collins John Matthew Chief Commercial Ops OfficerSell$1.99M
Aug 04, 2023LISTWIN DONALD J-Sell$4.32M
Jul 25, 2023Collins John Matthew Chief Commercial Ops OfficerSell$471.20K
May 02, 2023Collins John Matthew Chief Commercial Ops OfficerSell$220.49K
Feb 03, 2023Collins John Matthew Chief Commercial Ops OfficerSell$272.40K

Insider Transactions Trends


DateBuySell
2023 Q4-1
2023 Q3-2
2023 Q2-1
2023 Q1-1
2022 Q4-8

CALX Ownership FAQ


Who owns the most shares of Calix?

Calix’s largest shareholders are Blackrock (10.68M shares, 16.35%), Vanguard group (7.51M shares, 11.49%), and Alliancebernstein (6.07M shares, 9.28%). Together, they hold 37.13% of Calix’s total shares outstanding.

Does Blackrock own Calix?

Yes, BlackRock owns 16.35% of Calix, totaling 10.68M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 378.48M$. In the last quarter, BlackRock decreased its holdings by -262K shares, a -2.40% change.

Who is Calix’s biggest shareholder by percentage of total assets invested?

Dc investments management is Calix’s biggest shareholder by percentage of total assets invested, with 6.85% of its assets in 229.37K Calix shares, valued at 8.13M$.

Who is the top mutual fund holder of Calix shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Calix shares, with 5.63% of its total shares outstanding invested in 3.73M Calix shares.

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