Calix Ownership 2024 | Who Owns Calix Now?
Institutional Ownership
88.17%
Insider Ownership
11.40%
Retail Ownership
0.42%
Institutional Holders
257.00
Calix Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.35% | 0.01% | 10,682,565 | -262,194 | -2.40% | 378,483,279 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.49% | 0.01% | 7,510,147 | 186,519 | 2.55% | 266,084,508 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 9.28% | 0.07% | 6,066,520 | 623,180 | 11.45% | 214,936,804 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.00% | 2,310,712 | 1,063 | 0.05% | 81,868,526,000 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.94% | 0.06% | 1,921,775 | -141,655 | -6.87% | 68,088,488 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.75% | 0.02% | 1,793,545 | 45,656 | 2.61% | 63,545,658 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 2.24% | 0.01% | 1,465,912 | -36,734 | -2.44% | 51,937,249 | Jun 30, 2024 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 2.05% | 2.16% | 1,336,900 | 115,500 | 9.46% | 47,366,367 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.02% | 0.00% | 1,316,840 | 45,751 | 3.60% | 46,665,160 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | 1.84% | 0.31% | 1,203,666 | 157,799 | 15.09% | 42,645,890 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 1.83% | 0.06% | 1,194,412 | -23,935 | -1.96% | 42,318,017 | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 1.79% | 0.19% | 1,166,389 | 2,340 | 0.20% | 41,325,162 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 1.54% | 3.74% | 1,008,276 | 157,678 | 18.54% | 35,723,219 | Jun 30, 2024 |
| MORGAN STANLEY | 1.35% | 0.00% | 884,120 | 38,778 | 4.59% | 31,324,417 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1.24% | 0.55% | 812,053 | 68,300 | 9.18% | 28,771,038 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.24% | 0.36% | 807,226 | 145,080 | 21.91% | 28,600,017 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.13% | 626,378 | 626,378 | 100.00% | 22,192,573 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.90% | 0.00% | 588,509 | 51,541 | 9.60% | 20,850,874 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.90% | 0.00% | 585,785 | -21,104 | -3.48% | 20,754,362,000 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.81% | 0.39% | 532,400 | 3,276 | 0.62% | 18,862,932 | Jun 30, 2024 |
Calix's largest institutional shareholder is BLACKROCK INC., holding 16.35% of the company's total share outstanding, currently valued at $378.48M. The top 10 institutional shareholders own together 54.50% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DC INVESTMENTS MANAGEMENT, LLC | 0.35% | 6.85% | 229,372 | 26,667 | 13.16% | 8,126,650 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 1.54% | 3.74% | 1,008,276 | 157,678 | 18.54% | 35,723,219 | Jun 30, 2024 |
| OV MANAGEMENT LLC | 0.20% | 3.24% | 130,767 | 10,767 | 8.97% | 4,633,075 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.69% | 3.01% | 448,108 | 448,108 | 100.00% | 15,876,466 | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | 0.68% | 2.65% | 442,887 | 442,887 | 100.00% | 15,691,486 | Jun 30, 2024 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 2.05% | 2.16% | 1,336,900 | 115,500 | 9.46% | 47,366,367 | Jun 30, 2024 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 0.35% | 2.05% | 229,535 | 229,535 | 100.00% | 8,132,425 | Jun 30, 2024 |
| ANALOG CENTURY MANAGEMENT LP | 0.69% | 1.58% | 449,439 | -56,413 | -11.15% | 15,923,624 | Jun 30, 2024 |
| FORMULA GROWTH LTD | 0.17% | 1.42% | 110,000 | -10,000 | -8.33% | 3,897,300 | Jun 30, 2024 |
| PIER CAPITAL, LLC | 0.37% | 1.26% | 239,025 | -28,194 | -10.55% | 8,468,656 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.02% | 1.20% | 11,748 | 11,748 | 100.00% | 416,000 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.55% | 1.11% | 358,647 | 29,367 | 8.92% | 12,706,863 | Jun 30, 2024 |
| MARATHON CAPITAL MANAGEMENT | 0.14% | 0.82% | 90,415 | 6,775 | 8.10% | 3,203,403 | Jun 30, 2024 |
| KEPOS CAPITAL LP | 0.08% | 0.76% | 55,000 | -15,000 | -21.43% | 1,949,000 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.12% | 0.74% | 80,826 | -40,375 | -33.31% | 2,863,665 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1.24% | 0.55% | 812,053 | 68,300 | 9.18% | 28,771,038 | Jun 30, 2024 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 0.14% | 0.52% | 94,325 | 38,375 | 68.59% | 3,341,935 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 0.27% | 0.51% | 175,000 | 125,000 | 250.00% | 6,200,250 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.18% | 0.41% | 114,667 | 85,428 | 292.17% | 4,062,652 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.81% | 0.39% | 532,400 | 3,276 | 0.62% | 18,862,932 | Jun 30, 2024 |
The largest Calix shareholder by % of total assets is DC INVESTMENTS MANAGEMENT, LLC. The company owns 229.37K shares of Calix (CALX), representing 6.85% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.13% | 626,378 | 626,378 | 100.00% | 22,192,573 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 9.28% | 0.07% | 6,066,520 | 623,180 | 11.45% | 214,936,804 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.77% | 0.04% | 502,913 | 502,913 | 100.00% | 17,818,204 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.69% | 3.01% | 448,108 | 448,108 | 100.00% | 15,876,466 | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | 0.68% | 2.65% | 442,887 | 442,887 | 100.00% | 15,691,486 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.49% | 0.07% | 321,637 | 299,648 | 1362.72% | 11,395,598 | Jun 30, 2024 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 0.35% | 2.05% | 229,535 | 229,535 | 100.00% | 8,132,425 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.49% | 0.01% | 7,510,147 | 186,519 | 2.55% | 266,084,508 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | 1.84% | 0.31% | 1,203,666 | 157,799 | 15.09% | 42,645,890 | Jun 30, 2024 |
| TRIGRAN INVESTMENTS, INC. | 1.54% | 3.74% | 1,008,276 | 157,678 | 18.54% | 35,723,219 | Jun 30, 2024 |
| GILDER GAGNON HOWE & CO LLC | 1.24% | 0.36% | 807,226 | 145,080 | 21.91% | 28,600,017 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.46% | 0.02% | 300,346 | 135,916 | 82.66% | 10,641,259 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.20% | 0.02% | 129,334 | 129,334 | 100.00% | 4,582,304 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 0.27% | 0.51% | 175,000 | 125,000 | 250.00% | 6,200,250 | Jun 30, 2024 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 2.05% | 2.16% | 1,336,900 | 115,500 | 9.46% | 47,366,367 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.18% | 0.02% | 114,643 | 114,643 | 100.00% | 4,061,801 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.47% | 0.03% | 304,494 | 89,603 | 41.70% | 10,787,995 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.18% | 0.41% | 114,667 | 85,428 | 292.17% | 4,062,652 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.28% | 0.00% | 179,801 | 77,387 | 75.56% | 6,370,349 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1.24% | 0.55% | 812,053 | 68,300 | 9.18% | 28,771,038 | Jun 30, 2024 |
As of Jun 30 2024, Calix's largest institutional buyer is ALYESKA INVESTMENT GROUP, L.P.. The company purchased 626.38K stocks of CALX, valued at $22.19M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -923,288 | -100.00% | - | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | - | - | - | -584,576 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -314,520 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 16.35% | 0.01% | 10,682,565 | -262,194 | -2.40% | 378,483,279 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.00% | - | 669 | -204,275 | -99.67% | 23,702 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -165,000 | -100.00% | - | Jun 30, 2024 |
| SORA INVESTORS LLC | - | - | - | -155,000 | -100.00% | - | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | - | - | - | -151,807 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -151,807 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.94% | 0.06% | 1,921,775 | -141,655 | -6.87% | 68,088,488 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -136,889 | -100.00% | - | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -135,053 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.19% | 0.01% | 121,312 | -128,480 | -51.43% | 4,298,084 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.74% | 0.04% | 483,017 | -123,984 | -20.43% | 17,113,292 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.00% | 75,583 | -123,683 | -62.07% | 2,677,906 | Jun 30, 2024 |
| AXA S.A. | - | - | - | -107,805 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.11% | 0.00% | 73,563 | -103,316 | -58.41% | 2,606,000 | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -100,933 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -94,206 | -100.00% | - | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.41% | 0.13% | 270,877 | -90,996 | -25.15% | 9,597,172 | Jun 30, 2024 |
As of Jun 30 2024, Calix's biggest institutional seller is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The company sold -0.92M shares of CALX, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALYESKA INVESTMENT GROUP, L.P. | 0.96% | 0.13% | 626,378 | 626,378 | 100.00% | 22,192,573 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.77% | 0.04% | 502,913 | 502,913 | 100.00% | 17,818,204 | Jun 30, 2024 |
| DIVISAR CAPITAL MANAGEMENT LLC | 0.69% | 3.01% | 448,108 | 448,108 | 100.00% | 15,876,466 | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | 0.68% | 2.65% | 442,887 | 442,887 | 100.00% | 15,691,486 | Jun 30, 2024 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 0.35% | 2.05% | 229,535 | 229,535 | 100.00% | 8,132,425 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.20% | 0.02% | 129,334 | 129,334 | 100.00% | 4,582,304 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.18% | 0.02% | 114,643 | 114,643 | 100.00% | 4,061,801 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.09% | 0.04% | 56,269 | 56,269 | 100.00% | 1,993,611 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 34,080 | 34,080 | 100.00% | 1,207,454 | Jun 30, 2024 |
| JACKSON SQUARE CAPITAL, LLC | 0.05% | 0.27% | 30,556 | 30,556 | 100.00% | 1,082,599 | Jun 30, 2024 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 0.04% | 0.23% | 25,000 | 25,000 | 100.00% | 885,750 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.11% | 19,319 | 19,319 | 100.00% | 684,472 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.02% | 0.10% | 14,669 | 14,669 | 100.00% | 519,723 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.01% | 12,130 | 12,130 | 100.00% | 429,766 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.02% | 1.20% | 11,748 | 11,748 | 100.00% | 416,000 | Jun 30, 2024 |
| TORNO CAPITAL, LLC | 0.02% | 0.02% | 11,575 | 11,575 | 100.00% | 410,102 | Jun 30, 2024 |
| 0.01% | 0.04% | 8,438 | 8,438 | 100.00% | 304,865 | Jun 30, 2024 | |
| MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 7,011 | 7,011 | 100.00% | 248,400 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.01% | 0.02% | 6,434 | 6,434 | 100.00% | 227,957 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.04% | 6,223 | 6,223 | 100.00% | 220,481 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 284 | 284 | 100.00% | 10,062 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 282 | 282 | 100.00% | 9,991 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 275 | 275 | 100.00% | 9,743 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 150 | 150 | 100.00% | 5,308 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 66 | 66 | 100.00% | 2,338 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 57 | 57 | 100.00% | 2,020 | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | 0.00% | 0.00% | 40 | 40 | 100.00% | 1,417 | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | 0.00% | 30 | 30 | 100.00% | 1,000 | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | 24 | 24 | 100.00% | 850 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | - | 20 | 20 | 100.00% | 709 | Jun 30, 2024 |
| - | - | 18 | 18 | 100.00% | 638 | Jun 30, 2024 | |
| INNEALTA CAPITAL, LLC | - | 0.00% | 16 | 16 | 100.00% | 567 | Jun 30, 2024 |
Calix's largest new institutional shareholder by number of shares is ALYESKA INVESTMENT GROUP, L.P., purchased 626.38K shares, valued at $22.19M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -923,288 | -100.00% | - | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | - | - | - | -584,576 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -314,520 | -100.00% | - | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -165,000 | -100.00% | - | Jun 30, 2024 |
| SORA INVESTORS LLC | - | - | - | -155,000 | -100.00% | - | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | - | - | - | -151,807 | -100.00% | - | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -151,807 | -100.00% | - | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -136,889 | -100.00% | - | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | - | - | - | -135,053 | -100.00% | - | Jun 30, 2024 |
| AXA S.A. | - | - | - | -107,805 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -100,933 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -94,206 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -80,768 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -66,037 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -49,101 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | - | - | - | -45,594 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -34,555 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -34,536 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -34,470 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -31,801 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -21,825 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -20,997 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -15,221 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -15,064 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -14,022 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -13,655 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -11,400 | -100.00% | - | Jun 30, 2024 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | - | - | - | -11,300 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -11,062 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -10,972 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -10,961 | -100.00% | - | Jun 30, 2024 |
| HARBOUR CAPITAL ADVISORS, LLC | - | - | - | -10,450 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -9,695 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -8,511 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -8,228 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -7,754 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -7,466 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,221 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -2,458 | -100.00% | - | Jun 30, 2024 |
| TRIFECTA CAPITAL ADVISORS, LLC | - | - | - | -1,191 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -902 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -119 | -100.00% | - | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| TORONTO DOMINION BANK | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Calix's largest sold out institutional shareholder by shares sold is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, sold -0.92M shares, valued at -, as of undefined.
Calix Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 3.79% | 620,761 | - | - | Jan 31, 2024 |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 1.25% | 589,005 | -27,029 | -4.39% | Jan 31, 2024 |
| AB TRUST | 0.82% | 779,596 | 88,890 | 12.87% | Feb 29, 2024 |
| PARADIGM FUNDS | 0.46% | 120,000 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.29% | 272,438 | - | - | Jan 31, 2024 |
| HEARTLAND GROUP INC | 0.26% | 150,000 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.24% | 29,709 | - | - | Dec 31, 2020 |
| BlackRock Science & Technology Trust II | 0.16% | 90,690 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.14% | 139,486 | - | - | Feb 29, 2024 |
| AMG Funds I | 0.14% | 278,315 | - | - | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.13% | 46,769 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.12% | 475,244 | - | - | Mar 28, 2024 |
| WANGER ADVISORS TRUST | 0.12% | 65,757 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.11% | 738,178 | -79,500 | -9.72% | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.11% | 349,608 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.11% | 66,279 | -7,600 | -10.29% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.08% | 36,180 | -2,755 | -7.08% | Jan 31, 2024 |
| Global Beta ETF Trust | 0.08% | 230 | 36 | 18.56% | May 31, 2022 |
| Vanguard Montgomery Funds | 0.08% | 19,260 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.08% | 235,697 | 59,400 | 33.69% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 40,069 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.06% | 1,970 | 970 | 97.00% | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.06% | 61,100 | - | - | Mar 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.05% | 248,956 | 2,444 | 0.99% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.05% | 10,164 | 4,311 | 73.65% | Mar 28, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.05% | 28,843 | 23,682 | 458.86% | Mar 31, 2024 |
| Zacks Trust | 0.04% | 3,864 | 3,864 | - | Feb 29, 2024 |
| Federated Hermes Index Trust | 0.03% | 7,552 | -303 | -3.86% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 24,259 | -22,271 | -47.86% | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 119,499 | -1,909 | -1.57% | Feb 29, 2024 |
| NEEDHAM FUNDS INC | 0.02% | 50,000 | 50,000 | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 2,160 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.02% | 14,700 | 14,700 | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 104,169 | -3,276 | -3.05% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,715 | -347 | -3.83% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 430,024 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 29,910 | - | - | Jan 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 106,939 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,876,477 | -845,047 | -14.77% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 16,410 | 2,494 | 17.92% | Feb 29, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 23,098 | 11,442 | 98.16% | Mar 31, 2024 |
| HARBOR FUNDS | 0.01% | 228,660 | -119,120 | -34.25% | Jan 31, 2024 |
| Nushares ETF Trust | 0.01% | 69,935 | 2,437 | 3.61% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 7,267 | - | - | Dec 31, 2023 |
| Global X Funds | 0.01% | 392,049 | 69,375 | 21.50% | Feb 29, 2024 |
| RBB Fund Trust | 0.01% | 8,301 | 1,412 | 20.50% | Feb 29, 2024 |
| Guggenheim Variable Funds Trust | 0.01% | 33,949 | 31,533 | 1305.17% | Dec 31, 2023 |
| MML SERIES INVESTMENT FUND | 0.01% | 78,757 | 40,434 | 105.51% | Dec 31, 2023 |
| FIDELITY CAPITAL TRUST | 0.01% | 87,400 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 17,792 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,720 | - | - | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.01% | 568,453 | 83,653 | 17.26% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 67,292 | -19,273 | -22.26% | Feb 29, 2024 |
| FORUM FUNDS | 0.01% | 13,930 | - | - | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.01% | 203,429 | 41,190 | 25.39% | Feb 29, 2024 |
| Humankind Benefit Corp | 0.01% | 120 | 7 | 6.19% | Dec 31, 2023 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 18,600 | - | - | Dec 31, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.00% | 23,609 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.00% | 4,700 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 10,500 | - | - | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 81,464 | 3,243 | 4.15% | Jan 31, 2024 |
| Capitol Series Trust | 0.00% | 42,085 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 99,743 | - | - | Mar 31, 2024 |
| AMG FUNDS III | 0.00% | 21,530 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 171,550 | 1,922 | 1.13% | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 9,644 | 800 | 9.05% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 956,837 | 47,638 | 5.24% | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.00% | 9,053 | - | - | Jan 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 191,153 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,502 | 163 | 6.97% | Sep 30, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 42,299 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,849 | 2,161 | 20.22% | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.00% | 51,850 | 12,625 | 32.19% | Feb 29, 2024 |
| ROYCE FUND | 0.00% | 21,335 | -19,771 | -48.10% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 38,056 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 3,294 | -28,213 | -89.55% | Mar 28, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.00% | 194,671 | - | - | Mar 31, 2024 |
| OAK ASSOCIATES FUNDS | 0.00% | 3,095 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 230,550 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 517,977 | 13,185 | 2.61% | Feb 29, 2024 |
| Harbor ETF Trust | 0.00% | 11,531 | -62 | -0.53% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 19,773 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 6,108 | -13,238 | -68.43% | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 452,961 | 452,961 | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 13,111 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 86,869 | - | - | Mar 28, 2024 |
| Meeder Funds | 0.00% | 9,431 | - | - | Mar 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.00% | 2,806 | - | - | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 175,499 | 6,670 | 3.95% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 56,834 | -8,199 | -12.61% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 2,919 | - | - | Feb 29, 2024 |
| KP Funds | 0.00% | 74,960 | 74,960 | - | Sep 30, 2020 |
| Fidelity Commonwealth Trust II | 0.00% | 10,699 | - | - | Aug 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,570,049 | 395,556 | 33.68% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 4,100 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 164,933 | -28,588 | -14.77% | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,883 | - | - | Jan 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 48,580 | -90,996 | -65.19% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 33,856 | -2,709 | -7.41% | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 13,356 | -7,944 | -37.30% | Mar 31, 2023 |
Calix's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 620.76K shares, compromising 3.79% of its total assets.
Calix Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 257 | -5.86% |
| 31 Mar, 24 | 273 | -1.09% |
| 31 Dec, 23 | 276 | -3.50% |
| 30 Sep, 23 | 286 | 3.25% |
| 30 Jun, 23 | 277 | -2.46% |
| 31 Mar, 23 | 284 | -1.73% |
| 31 Dec, 22 | 289 | 19.42% |
| 30 Sep, 22 | 242 | 15.79% |
| 30 Jun, 22 | 209 | -11.81% |
| 31 Mar, 22 | 237 | 3.49% |
| 31 Dec, 21 | 229 | 10.63% |
| 30 Sep, 21 | 207 | 4.55% |
| 30 Jun, 21 | 198 | -6.60% |
| 31 Mar, 21 | 212 | 2.91% |
| 31 Dec, 20 | 206 | 26.38% |
| 30 Sep, 20 | 163 | 23.48% |
| 30 Jun, 20 | 132 | 23.36% |
| 31 Mar, 20 | 107 | 8.08% |
| 31 Dec, 19 | 99 | 3.13% |
| 30 Sep, 19 | 96 | - |
| 30 Jun, 19 | 96 | -21.31% |
| 31 Mar, 19 | 122 | -0.81% |
| 31 Dec, 18 | 123 | 24.24% |
| 30 Sep, 18 | 99 | 5.32% |
| 30 Jun, 18 | 94 | 5.62% |
| 31 Mar, 18 | 89 | 7.23% |
| 31 Dec, 17 | 83 | 6.41% |
| 30 Sep, 17 | 78 | -8.24% |
| 30 Jun, 17 | 85 | -15.00% |
| 31 Mar, 17 | 100 | 1.01% |
| 31 Dec, 16 | 99 | 12.50% |
| 30 Sep, 16 | 88 | -9.28% |
| 30 Jun, 16 | 97 | 7.78% |
| 31 Mar, 16 | 90 | -12.62% |
| 31 Dec, 15 | 103 | -5.50% |
| 30 Sep, 15 | 109 | 5.83% |
| 30 Jun, 15 | 103 | -14.88% |
| 31 Mar, 15 | 121 | -6.92% |
| 31 Dec, 14 | 130 | 4.84% |
| 30 Sep, 14 | 124 | 3.33% |
| 30 Jun, 14 | 120 | 6.19% |
| 31 Mar, 14 | 113 | -5.04% |
| 31 Dec, 13 | 119 | -7.03% |
| 30 Sep, 13 | 128 | 14.29% |
| 30 Jun, 13 | 112 | 211.11% |
| 31 Mar, 13 | 36 | 5.88% |
| 31 Dec, 12 | 34 | 21.43% |
| 30 Sep, 12 | 28 | -28.21% |
| 30 Jun, 12 | 39 | 11.43% |
| 31 Mar, 12 | 35 | 52.17% |
| 31 Dec, 11 | 23 | -11.54% |
| 30 Sep, 11 | 26 | -33.33% |
| 30 Jun, 11 | 39 | 2.63% |
| 31 Mar, 11 | 38 | 58.33% |
| 31 Dec, 10 | 24 | 9.09% |
| 30 Sep, 10 | 22 | -15.38% |
| 30 Jun, 10 | 26 | 766.67% |
| 31 Mar, 10 | 3 | - |
As of 30 Jun 24, 257 institutions are holding Calix's shares, representing a decrease of -5.86% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 57,610,629 | 0.03% |
| 31 Mar, 24 | 57,594,922 | 1.54% |
| 31 Dec, 23 | 56,718,834 | 4.79% |
| 30 Sep, 23 | 54,126,883 | -0.42% |
| 30 Jun, 23 | 54,355,762 | 0.45% |
| 31 Mar, 23 | 54,114,561 | 0.07% |
| 31 Dec, 22 | 54,075,765 | -0.03% |
| 30 Sep, 22 | 54,092,631 | 1.96% |
| 30 Jun, 22 | 53,052,152 | 0.89% |
| 31 Mar, 22 | 52,582,442 | 1.77% |
| 31 Dec, 21 | 51,666,243 | 2.19% |
| 30 Sep, 21 | 50,559,737 | 4.05% |
| 30 Jun, 21 | 48,590,953 | -1.73% |
| 31 Mar, 21 | 49,448,333 | 2.05% |
| 31 Dec, 20 | 48,456,327 | 7.05% |
| 30 Sep, 20 | 45,265,739 | 7.18% |
| 30 Jun, 20 | 42,233,137 | 4.73% |
| 31 Mar, 20 | 40,324,806 | 6.01% |
| 31 Dec, 19 | 38,039,465 | 2.10% |
| 30 Sep, 19 | 37,258,364 | 1.42% |
| 30 Jun, 19 | 36,736,888 | 2.53% |
| 31 Mar, 19 | 35,830,203 | 5.58% |
| 31 Dec, 18 | 33,937,981 | 2.81% |
| 30 Sep, 18 | 33,011,796 | -1.31% |
| 30 Jun, 18 | 33,449,483 | 2.30% |
| 31 Mar, 18 | 32,697,242 | 0.06% |
| 31 Dec, 17 | 32,678,029 | -3.35% |
| 30 Sep, 17 | 33,811,971 | 4.26% |
| 30 Jun, 17 | 32,430,638 | 0.53% |
| 31 Mar, 17 | 32,258,563 | 2.21% |
| 31 Dec, 16 | 31,562,176 | -0.81% |
| 30 Sep, 16 | 31,820,115 | 0.03% |
| 30 Jun, 16 | 31,810,472 | 1.45% |
| 31 Mar, 16 | 31,356,892 | -1.91% |
| 31 Dec, 15 | 31,968,139 | -17.79% |
| 30 Sep, 15 | 38,884,248 | 18.03% |
| 30 Jun, 15 | 32,943,454 | -1.23% |
| 31 Mar, 15 | 33,353,001 | -1.84% |
| 31 Dec, 14 | 33,977,879 | 1.04% |
| 30 Sep, 14 | 33,628,146 | 0.38% |
| 30 Jun, 14 | 33,500,779 | 6.68% |
| 31 Mar, 14 | 31,402,389 | 2.56% |
| 31 Dec, 13 | 30,619,212 | 0.06% |
| 30 Sep, 13 | 30,600,643 | 4.32% |
| 30 Jun, 13 | 29,332,465 | 188.26% |
| 31 Mar, 13 | 10,175,804 | -19.88% |
| 31 Dec, 12 | 12,700,674 | 34.15% |
| 30 Sep, 12 | 9,467,750 | -19.74% |
| 30 Jun, 12 | 11,796,536 | -3.36% |
| 31 Mar, 12 | 12,206,221 | 8.28% |
| 31 Dec, 11 | 11,273,090 | -6.81% |
| 30 Sep, 11 | 12,097,309 | -14.19% |
| 30 Jun, 11 | 14,098,343 | 129.50% |
| 31 Mar, 11 | 6,143,107 | 22.96% |
| 31 Dec, 10 | 4,996,122 | 29.11% |
| 30 Sep, 10 | 3,869,645 | -8.81% |
| 30 Jun, 10 | 4,243,327 | 1926.32% |
| 31 Mar, 10 | 209,410 | - |
Calix (CALX) has 57.61M shares outstanding as of 30 Jun 24, up 0.03% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.17% | 1.16% |
| 31 Mar, 24 | 87.29% | 1.19% |
| 31 Dec, 23 | 85.56% | 1.28% |
| 30 Sep, 23 | 81.68% | 1.19% |
| 30 Jun, 23 | 82.91% | 1.22% |
| 31 Mar, 23 | 82.54% | 1.13% |
| 31 Dec, 22 | 85.46% | 1.25% |
| 30 Sep, 22 | 82.77% | 1.24% |
| 30 Jun, 22 | 81.83% | 1.23% |
| 31 Mar, 22 | 81.54% | 1.22% |
| 31 Dec, 21 | 81.65% | 1.29% |
| 30 Sep, 21 | 79.51% | 1.34% |
| 30 Jun, 21 | 77.08% | 1.23% |
| 31 Mar, 21 | 79.05% | 1.29% |
| 31 Dec, 20 | 78.22% | 1.39% |
| 30 Sep, 20 | 75.06% | 1.38% |
| 30 Jun, 20 | 73.76% | 1.45% |
| 31 Mar, 20 | 71.32% | 1.53% |
| 31 Dec, 19 | 68.19% | 1.51% |
| 30 Sep, 19 | 67.17% | 1.49% |
| 30 Jun, 19 | 67.25% | 1.53% |
| 31 Mar, 19 | 66.29% | 1.59% |
| 31 Dec, 18 | 64.51% | 1.67% |
| 30 Sep, 18 | 62.19% | 1.52% |
| 30 Jun, 18 | 63.97% | 1.59% |
| 31 Mar, 18 | 63.35% | 1.53% |
| 31 Dec, 17 | 64.41% | 1.43% |
| 30 Sep, 17 | 67.17% | 1.60% |
| 30 Jun, 17 | 64.84% | 1.53% |
| 31 Mar, 17 | 65.14% | 1.58% |
| 31 Dec, 16 | 64.22% | 1.51% |
| 30 Sep, 16 | 65.24% | 1.51% |
| 30 Jun, 16 | 65.76% | 1.58% |
| 31 Mar, 16 | 64.53% | 1.62% |
| 31 Dec, 15 | 63.21% | 1.12% |
| 30 Sep, 15 | 75.13% | 1.87% |
| 30 Jun, 15 | 63.41% | 1.53% |
| 31 Mar, 15 | 64.47% | 1.44% |
| 31 Dec, 14 | 66.88% | 1.54% |
| 30 Sep, 14 | 65.88% | 1.50% |
| 30 Jun, 14 | 66.24% | 1.70% |
| 31 Mar, 14 | 62.47% | 1.66% |
| 31 Dec, 13 | 61.37% | 1.62% |
| 30 Sep, 13 | 61.58% | 1.73% |
| 30 Jun, 13 | 59.68% | 13.79% |
| 31 Mar, 13 | 20.80% | 2.99% |
| 31 Dec, 12 | 26.36% | 6.88% |
| 30 Sep, 12 | 19.58% | 3.24% |
| 30 Jun, 12 | 24.59% | 3.78% |
| 31 Mar, 12 | 25.51% | 4.60% |
| 31 Dec, 11 | 23.56% | 3.58% |
| 30 Sep, 11 | 25.67% | 2.74% |
| 30 Jun, 11 | 30.62% | 13.76% |
| 31 Mar, 11 | 14.92% | 5.30% |
| 31 Dec, 10 | 16.78% | 15.62% |
| 30 Sep, 10 | 10.36% | 7.97% |
| 30 Jun, 10 | 11.40% | 3601.07% |
| 31 Mar, 10 | 0.56% | - |
As of 30 Jun 24, Calix is held by 88.17% institutional shareholders, representing a 1.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 143 | -3.38% |
| 31 Mar, 24 | 148 | 10.45% |
| 31 Dec, 23 | 134 | -14.65% |
| 30 Sep, 23 | 157 | 2.61% |
| 30 Jun, 23 | 153 | -3.16% |
| 31 Mar, 23 | 158 | -7.60% |
| 31 Dec, 22 | 171 | 28.57% |
| 30 Sep, 22 | 133 | 25.47% |
| 30 Jun, 22 | 106 | -24.29% |
| 31 Mar, 22 | 140 | 28.44% |
| 31 Dec, 21 | 109 | 17.20% |
| 30 Sep, 21 | 93 | 12.05% |
| 30 Jun, 21 | 83 | -13.54% |
| 31 Mar, 21 | 96 | -12.73% |
| 31 Dec, 20 | 110 | 18.28% |
| 30 Sep, 20 | 93 | 14.81% |
| 30 Jun, 20 | 81 | 47.27% |
| 31 Mar, 20 | 55 | 14.58% |
| 31 Dec, 19 | 48 | 29.73% |
| 30 Sep, 19 | 37 | -26.00% |
| 30 Jun, 19 | 50 | -23.08% |
| 31 Mar, 19 | 65 | -7.14% |
| 31 Dec, 18 | 70 | 27.27% |
| 30 Sep, 18 | 55 | 30.95% |
| 30 Jun, 18 | 42 | 10.53% |
| 31 Mar, 18 | 38 | -19.15% |
| 31 Dec, 17 | 47 | 20.51% |
| 30 Sep, 17 | 39 | -15.22% |
| 30 Jun, 17 | 46 | -6.12% |
| 31 Mar, 17 | 49 | 6.52% |
| 31 Dec, 16 | 46 | 9.52% |
| 30 Sep, 16 | 42 | -4.55% |
| 30 Jun, 16 | 44 | 29.41% |
| 31 Mar, 16 | 34 | -35.85% |
| 31 Dec, 15 | 53 | -19.70% |
| 30 Sep, 15 | 66 | 34.69% |
| 30 Jun, 15 | 49 | -16.95% |
| 31 Mar, 15 | 59 | -20.27% |
| 31 Dec, 14 | 74 | 25.42% |
| 30 Sep, 14 | 59 | 15.69% |
| 30 Jun, 14 | 51 | -12.07% |
| 31 Mar, 14 | 58 | 7.41% |
| 31 Dec, 13 | 54 | -33.33% |
| 30 Sep, 13 | 81 | -8.99% |
| 30 Jun, 13 | 89 | 270.83% |
| 31 Mar, 13 | 24 | - |
| 31 Dec, 12 | 24 | 71.43% |
| 30 Sep, 12 | 14 | -53.33% |
| 30 Jun, 12 | 30 | 36.36% |
| 31 Mar, 12 | 22 | 37.50% |
| 31 Dec, 11 | 16 | - |
| 30 Sep, 11 | 16 | -48.39% |
| 30 Jun, 11 | 31 | - |
| 31 Mar, 11 | 31 | 82.35% |
| 31 Dec, 10 | 17 | 41.67% |
| 30 Sep, 10 | 12 | -52.00% |
| 30 Jun, 10 | 25 | 733.33% |
| 31 Mar, 10 | 3 | - |
143 institutional shareholders have increased their position in CALX stock as of 30 Jun 24 compared to 148 in the previous quarter (a -3.38% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 87 | -3.33% |
| 31 Mar, 24 | 90 | -10.89% |
| 31 Dec, 23 | 101 | 4.12% |
| 30 Sep, 23 | 97 | 10.23% |
| 30 Jun, 23 | 88 | -4.35% |
| 31 Mar, 23 | 92 | 5.75% |
| 31 Dec, 22 | 87 | 12.99% |
| 30 Sep, 22 | 77 | 13.24% |
| 30 Jun, 22 | 68 | 1.49% |
| 31 Mar, 22 | 67 | -22.09% |
| 31 Dec, 21 | 86 | 26.47% |
| 30 Sep, 21 | 68 | -17.07% |
| 30 Jun, 21 | 82 | -2.38% |
| 31 Mar, 21 | 84 | 23.53% |
| 31 Dec, 20 | 68 | 54.55% |
| 30 Sep, 20 | 44 | 25.71% |
| 30 Jun, 20 | 35 | -5.41% |
| 31 Mar, 20 | 37 | 12.12% |
| 31 Dec, 19 | 33 | -10.81% |
| 30 Sep, 19 | 37 | 32.14% |
| 30 Jun, 19 | 28 | -28.21% |
| 31 Mar, 19 | 39 | 30.00% |
| 31 Dec, 18 | 30 | 50.00% |
| 30 Sep, 18 | 20 | -44.44% |
| 30 Jun, 18 | 36 | -2.70% |
| 31 Mar, 18 | 37 | 42.31% |
| 31 Dec, 17 | 26 | 8.33% |
| 30 Sep, 17 | 24 | 4.35% |
| 30 Jun, 17 | 23 | -30.30% |
| 31 Mar, 17 | 33 | -15.38% |
| 31 Dec, 16 | 39 | 44.44% |
| 30 Sep, 16 | 27 | -12.90% |
| 30 Jun, 16 | 31 | -13.89% |
| 31 Mar, 16 | 36 | 5.88% |
| 31 Dec, 15 | 34 | 41.67% |
| 30 Sep, 15 | 24 | -36.84% |
| 30 Jun, 15 | 38 | 2.70% |
| 31 Mar, 15 | 37 | 8.82% |
| 31 Dec, 14 | 34 | -26.09% |
| 30 Sep, 14 | 46 | - |
| 30 Jun, 14 | 46 | 31.43% |
| 31 Mar, 14 | 35 | -28.57% |
| 31 Dec, 13 | 49 | 53.13% |
| 30 Sep, 13 | 32 | 128.57% |
| 30 Jun, 13 | 14 | 40.00% |
| 31 Mar, 13 | 10 | 66.67% |
| 31 Dec, 12 | 6 | -33.33% |
| 30 Sep, 12 | 9 | 125.00% |
| 30 Jun, 12 | 4 | -55.56% |
| 31 Mar, 12 | 9 | 28.57% |
| 31 Dec, 11 | 7 | -30.00% |
| 30 Sep, 11 | 10 | 100.00% |
| 30 Jun, 11 | 5 | - |
| 31 Mar, 11 | 5 | - |
| 31 Dec, 10 | 5 | -16.67% |
| 30 Sep, 10 | 6 | 500.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
87 institutional shareholders have reduced their position in CALX stock as of 30 Jun 24 compared to 90 in the previous quarter (a -3.33% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 257 | -5.86% | 57,610,629 | 0.03% | 88.17% | 1.16% | 143 | -3.38% | 87 | -3.33% |
| 31 Mar, 24 | 273 | -1.09% | 57,594,922 | 1.54% | 87.29% | 1.19% | 148 | 10.45% | 90 | -10.89% |
| 31 Dec, 23 | 276 | -3.50% | 56,718,834 | 4.79% | 85.56% | 1.28% | 134 | -14.65% | 101 | 4.12% |
| 30 Sep, 23 | 286 | 3.25% | 54,126,883 | -0.42% | 81.68% | 1.19% | 157 | 2.61% | 97 | 10.23% |
| 30 Jun, 23 | 277 | -2.46% | 54,355,762 | 0.45% | 82.91% | 1.22% | 153 | -3.16% | 88 | -4.35% |
| 31 Mar, 23 | 284 | -1.73% | 54,114,561 | 0.07% | 82.54% | 1.13% | 158 | -7.60% | 92 | 5.75% |
| 31 Dec, 22 | 289 | 19.42% | 54,075,765 | -0.03% | 85.46% | 1.25% | 171 | 28.57% | 87 | 12.99% |
| 30 Sep, 22 | 242 | 15.79% | 54,092,631 | 1.96% | 82.77% | 1.24% | 133 | 25.47% | 77 | 13.24% |
| 30 Jun, 22 | 209 | -11.81% | 53,052,152 | 0.89% | 81.83% | 1.23% | 106 | -24.29% | 68 | 1.49% |
| 31 Mar, 22 | 237 | 3.49% | 52,582,442 | 1.77% | 81.54% | 1.22% | 140 | 28.44% | 67 | -22.09% |
| 31 Dec, 21 | 229 | 10.63% | 51,666,243 | 2.19% | 81.65% | 1.29% | 109 | 17.20% | 86 | 26.47% |
| 30 Sep, 21 | 207 | 4.55% | 50,559,737 | 4.05% | 79.51% | 1.34% | 93 | 12.05% | 68 | -17.07% |
| 30 Jun, 21 | 198 | -6.60% | 48,590,953 | -1.73% | 77.08% | 1.23% | 83 | -13.54% | 82 | -2.38% |
| 31 Mar, 21 | 212 | 2.91% | 49,448,333 | 2.05% | 79.05% | 1.29% | 96 | -12.73% | 84 | 23.53% |
| 31 Dec, 20 | 206 | 26.38% | 48,456,327 | 7.05% | 78.22% | 1.39% | 110 | 18.28% | 68 | 54.55% |
| 30 Sep, 20 | 163 | 23.48% | 45,265,739 | 7.18% | 75.06% | 1.38% | 93 | 14.81% | 44 | 25.71% |
| 30 Jun, 20 | 132 | 23.36% | 42,233,137 | 4.73% | 73.76% | 1.45% | 81 | 47.27% | 35 | -5.41% |
| 31 Mar, 20 | 107 | 8.08% | 40,324,806 | 6.01% | 71.32% | 1.53% | 55 | 14.58% | 37 | 12.12% |
| 31 Dec, 19 | 99 | 3.13% | 38,039,465 | 2.10% | 68.19% | 1.51% | 48 | 29.73% | 33 | -10.81% |
| 30 Sep, 19 | 96 | - | 37,258,364 | 1.42% | 67.17% | 1.49% | 37 | -26.00% | 37 | 32.14% |
| 30 Jun, 19 | 96 | -21.31% | 36,736,888 | 2.53% | 67.25% | 1.53% | 50 | -23.08% | 28 | -28.21% |
| 31 Mar, 19 | 122 | -0.81% | 35,830,203 | 5.58% | 66.29% | 1.59% | 65 | -7.14% | 39 | 30.00% |
| 31 Dec, 18 | 123 | 24.24% | 33,937,981 | 2.81% | 64.51% | 1.67% | 70 | 27.27% | 30 | 50.00% |
| 30 Sep, 18 | 99 | 5.32% | 33,011,796 | -1.31% | 62.19% | 1.52% | 55 | 30.95% | 20 | -44.44% |
| 30 Jun, 18 | 94 | 5.62% | 33,449,483 | 2.30% | 63.97% | 1.59% | 42 | 10.53% | 36 | -2.70% |
| 31 Mar, 18 | 89 | 7.23% | 32,697,242 | 0.06% | 63.35% | 1.53% | 38 | -19.15% | 37 | 42.31% |
| 31 Dec, 17 | 83 | 6.41% | 32,678,029 | -3.35% | 64.41% | 1.43% | 47 | 20.51% | 26 | 8.33% |
| 30 Sep, 17 | 78 | -8.24% | 33,811,971 | 4.26% | 67.17% | 1.60% | 39 | -15.22% | 24 | 4.35% |
| 30 Jun, 17 | 85 | -15.00% | 32,430,638 | 0.53% | 64.84% | 1.53% | 46 | -6.12% | 23 | -30.30% |
| 31 Mar, 17 | 100 | 1.01% | 32,258,563 | 2.21% | 65.14% | 1.58% | 49 | 6.52% | 33 | -15.38% |
| 31 Dec, 16 | 99 | 12.50% | 31,562,176 | -0.81% | 64.22% | 1.51% | 46 | 9.52% | 39 | 44.44% |
| 30 Sep, 16 | 88 | -9.28% | 31,820,115 | 0.03% | 65.24% | 1.51% | 42 | -4.55% | 27 | -12.90% |
| 30 Jun, 16 | 97 | 7.78% | 31,810,472 | 1.45% | 65.76% | 1.58% | 44 | 29.41% | 31 | -13.89% |
| 31 Mar, 16 | 90 | -12.62% | 31,356,892 | -1.91% | 64.53% | 1.62% | 34 | -35.85% | 36 | 5.88% |
| 31 Dec, 15 | 103 | -5.50% | 31,968,139 | -17.79% | 63.21% | 1.12% | 53 | -19.70% | 34 | 41.67% |
| 30 Sep, 15 | 109 | 5.83% | 38,884,248 | 18.03% | 75.13% | 1.87% | 66 | 34.69% | 24 | -36.84% |
| 30 Jun, 15 | 103 | -14.88% | 32,943,454 | -1.23% | 63.41% | 1.53% | 49 | -16.95% | 38 | 2.70% |
| 31 Mar, 15 | 121 | -6.92% | 33,353,001 | -1.84% | 64.47% | 1.44% | 59 | -20.27% | 37 | 8.82% |
| 31 Dec, 14 | 130 | 4.84% | 33,977,879 | 1.04% | 66.88% | 1.54% | 74 | 25.42% | 34 | -26.09% |
| 30 Sep, 14 | 124 | 3.33% | 33,628,146 | 0.38% | 65.88% | 1.50% | 59 | 15.69% | 46 | - |
| 30 Jun, 14 | 120 | 6.19% | 33,500,779 | 6.68% | 66.24% | 1.70% | 51 | -12.07% | 46 | 31.43% |
| 31 Mar, 14 | 113 | -5.04% | 31,402,389 | 2.56% | 62.47% | 1.66% | 58 | 7.41% | 35 | -28.57% |
| 31 Dec, 13 | 119 | -7.03% | 30,619,212 | 0.06% | 61.37% | 1.62% | 54 | -33.33% | 49 | 53.13% |
| 30 Sep, 13 | 128 | 14.29% | 30,600,643 | 4.32% | 61.58% | 1.73% | 81 | -8.99% | 32 | 128.57% |
| 30 Jun, 13 | 112 | 211.11% | 29,332,465 | 188.26% | 59.68% | 13.79% | 89 | 270.83% | 14 | 40.00% |
| 31 Mar, 13 | 36 | 5.88% | 10,175,804 | -19.88% | 20.80% | 2.99% | 24 | - | 10 | 66.67% |
| 31 Dec, 12 | 34 | 21.43% | 12,700,674 | 34.15% | 26.36% | 6.88% | 24 | 71.43% | 6 | -33.33% |
| 30 Sep, 12 | 28 | -28.21% | 9,467,750 | -19.74% | 19.58% | 3.24% | 14 | -53.33% | 9 | 125.00% |
| 30 Jun, 12 | 39 | 11.43% | 11,796,536 | -3.36% | 24.59% | 3.78% | 30 | 36.36% | 4 | -55.56% |
| 31 Mar, 12 | 35 | 52.17% | 12,206,221 | 8.28% | 25.51% | 4.60% | 22 | 37.50% | 9 | 28.57% |
| 31 Dec, 11 | 23 | -11.54% | 11,273,090 | -6.81% | 23.56% | 3.58% | 16 | - | 7 | -30.00% |
| 30 Sep, 11 | 26 | -33.33% | 12,097,309 | -14.19% | 25.67% | 2.74% | 16 | -48.39% | 10 | 100.00% |
| 30 Jun, 11 | 39 | 2.63% | 14,098,343 | 129.50% | 30.62% | 13.76% | 31 | - | 5 | - |
| 31 Mar, 11 | 38 | 58.33% | 6,143,107 | 22.96% | 14.92% | 5.30% | 31 | 82.35% | 5 | - |
| 31 Dec, 10 | 24 | 9.09% | 4,996,122 | 29.11% | 16.78% | 15.62% | 17 | 41.67% | 5 | -16.67% |
| 30 Sep, 10 | 22 | -15.38% | 3,869,645 | -8.81% | 10.36% | 7.97% | 12 | -52.00% | 6 | 500.00% |
| 30 Jun, 10 | 26 | 766.67% | 4,243,327 | 1926.32% | 11.40% | 3601.07% | 25 | 733.33% | 1 | - |
| 31 Mar, 10 | 3 | - | 209,410 | - | 0.56% | - | 3 | - | - | - |
Calix Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Calix's stock was made by Collins John Matthew on Oct 30 2023, selling 30,000 shares at $9.16 per share (valued at $274.80K).
Calix Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 5 | 4 | 125.00% |
| Q3 2023 | 2 | 4 | 50.00% |
| Q2 2023 | 19 | 3 | 633.33% |
| Q1 2023 | 13 | 3 | 433.33% |
| Q4 2022 | 6 | 12 | 50.00% |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 11 | 4 | 275.00% |
| Q4 2021 | 9 | 17 | 52.94% |
| Q3 2021 | 5 | 20 | 25.00% |
| Q2 2021 | 11 | 3 | 366.67% |
| Q1 2021 | 4 | 4 | 100.00% |
| Q4 2020 | 6 | 8 | 75.00% |
| Q3 2020 | 7 | 2 | 350.00% |
| Q2 2020 | 13 | 4 | 325.00% |
| Q1 2020 | 5 | 1 | 500.00% |
| Q4 2019 | 5 | 4 | 125.00% |
| Q3 2019 | 9 | 1 | 900.00% |
| Q2 2019 | 19 | 4 | 475.00% |
| Q1 2019 | 4 | - | - |
5 total buy trades, and 4 total sell trades (buy/sell ratio of 1.25%) were made by Calix's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 8 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | 2 | 50.00% |
| Q4 2021 | 2 | 11 | 18.18% |
| Q3 2021 | 1 | 9 | 11.11% |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 1 | 3 | 33.33% |
| Q4 2020 | 1 | 4 | 25.00% |
| Q3 2020 | 5 | - | - |
| Q2 2020 | 1 | 3 | 33.33% |
| Q1 2020 | 3 | 1 | 300.00% |
| Q4 2019 | 1 | 3 | 33.33% |
| Q3 2019 | 9 | 1 | 900.00% |
| Q2 2019 | 7 | 4 | 175.00% |
| Q1 2019 | 2 | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Calix's stocks.
Calix Peer Ownership
| Ticker | Company |
|---|---|
| CWAN | Clearwater Analytics Holdings, Inc. |
| INTA | Intapp, Inc. |
| CVLT | Commvault Systems, Inc. |
| CVT | Cvent Holding Corp. |
| PAYC | Paycom Software, Inc. |
| CDAY | Dayforce Inc |
| ETWO | E2open Parent Holdings, Inc. |
| BSY | Bentley Systems, Incorporated |
| MANH | Manhattan Associates, Inc. |
| PYCR | Paycor HCM, Inc. |
| BRZE | Braze, Inc. |
| ENV | Envestnet, Inc. |
| ENFN | Enfusion, Inc. |
| AGYS | Agilysys, Inc. |
| VERX | Vertex, Inc. |
| CXM | Sprinklr, Inc. |
| EXFY | Expensify, Inc. |
| BLKB | Blackbaud, Inc. |
| AZPN | Aspen Technology, Inc. |
| DT | Dynatrace, Inc. |
| ALKT | Alkami Technology, Inc. |
CALX Ownership FAQ
Who Owns Calix?
Calix is owned by institutional shareholders (88.17%), insiders (11.40%), and public (0.42%). The largest institutional shareholder of Calix is BLACKROCK INC. (16.35% of total shares) and the top mutual fund owner is Manager Directed Portfolios (3.79% of total shares).
Who are the major institutional shareholders of Calix?
Calix's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, ALLIANCEBERNSTEIN L.P., STATE STREET CORP, and TD ASSET MANAGEMENT INC. The top five shareholders own together 43.61% of the company's share outstanding.
How many Calix shareholders are there?
As of Jun 2024, there are 257 institutional shareholders of Calix.
What percentage of Calix is owned by BLACKROCK INC?
BLACKROCK INC owns 10.68M shares of Calix, representing 16.35% of the company's total shares outstanding, valued at $378.48M (as of Jun 2024).
What percentage of Calix is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 7.51M shares of Calix (CALX), compromising 11.49% of the company, valued at $266.08M.
What percentage of Calix is owned by ALLIANCEBERNSTEIN L.P?
ALLIANCEBERNSTEIN L.P is the third largest holder of Calix. The company owns 6.07M of the company's shares outstanding (worth $214.94M).