Calix Ownership | Who Owns Calix?

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Calix Ownership Summary

Calix is owned by 86.40% institutional investors, 11.36% insiders, and 2.24% 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 5.70% of its assets in Calix shares.

CALX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Calix	86.40%	11.36%	2.24%
Sector	Technology Stocks	54.54%	11.27%	34.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	10.68M	16.35%	$378.48M
Vanguard group	7.51M	11.49%	$266.08M
Alliancebernstein	6.07M	9.28%	$214.94M
State street	2.31M	3.54%	$81.87M
Td asset management	1.92M	2.94%	$68.09M
Dimensional fund advisors lp	1.79M	2.75%	$63.55M
Bank of new york mellon	1.47M	2.24%	$51.94M
Paradigm capital management inc/ny	1.34M	2.05%	$47.37M
Geode capital management	1.32M	2.02%	$46.67M
Congress asset management co /ma	1.20M	1.84%	$42.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dc investments management	229.37K	6.85%	$8.13M
Trigran investments	1.01M	3.74%	$35.72M
Ov management	130.77K	3.24%	$4.63M
Divisar capital management	448.11K	3.01%	$15.88M
Sg capital management	442.89K	2.65%	$15.69M
Paradigm capital management inc/ny	1.34M	2.16%	$47.37M
Kettle hill capital management	229.53K	2.05%	$8.13M
Formula growth	110.00K	1.42%	$3.90M
Pier capital	239.03K	1.26%	$8.47M
Mesirow institutional investment management	358.65K	1.11%	$12.71M

Top Buyers

Holder	Shares	% Assets	Change
Alyeska investment group	626.38K	0.13%	626.38K
Alliancebernstein	6.07M	0.07%	623.18K
Mirae asset global etfs	502.91K	0.04%	502.91K
Divisar capital management	448.11K	3.01%	448.11K
Sg capital management	442.89K	2.65%	442.89K

Top Sellers

Holder	Shares	% Assets	Change
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

Holder	Shares	% Assets	Change	Value
Alyeska investment group	626.38K	0.13%	626.38K	$22.19M
Mirae asset global etfs	502.91K	0.04%	502.91K	$17.82M
Divisar capital management	448.11K	3.01%	448.11K	$15.88M
Sg capital management	442.89K	2.65%	442.89K	$15.69M
Kettle hill capital management	229.53K	2.05%	229.53K	$8.13M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	249	-5.68%	57,088,419	-0.96%	86	1.11%	130	-10.96%	78	-12.36%
Jun 30, 2024	261	-4.74%	57,631,913	0.06%	88	1.16%	145	-2.03%	87	-3.33%
Mar 31, 2024	274	-1.08%	57,594,959	1.54%	87	1.19%	148	10.45%	90	-10.89%
Dec 31, 2023	277	-3.48%	56,718,871	4.79%	85	1.28%	134	-15.19%	101	4.12%
Sep 30, 2023	287	3.61%	54,126,920	-0.42%	81	1.19%	158	3.27%	97	10.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.78M	5.70%	1.96K
Vanguard Total Stock Mkt Idx Inv	1.77M	2.68%	-12.46K
iShares Russell 2000 ETF	1.63M	2.46%	-3.42K
Vanguard Small Cap Index	1.40M	2.11%	2.75K
Vanguard Information Technology ETF	1.32M	2.00%	5.92K
AB Sustainable Glb Thematic AXX USD	913.80K	1.38%	-12.15K
Vanguard Institutional Extnd Mkt Idx Tr	878.94K	1.33%	-3.16K
TD U.S. Capital Reinvestment I	836.19K	1.27%	-32.25K
Congress Small Cap Growth Institutional	800.00K	1.21%	-
Vanguard Small Cap Growth Index Inv	768.57K	1.16%	-4.65K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 27, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$1.99M
Aug 04, 2023	LISTWIN DONALD J	-	Sell	$4.32M
Jul 25, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$471.20K
May 02, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$220.49K
Feb 03, 2023	Collins John Matthew	Chief Commercial Ops Officer	Sell	$272.40K

Insider Transactions Trends

Date	Buy	Sell
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 5.70% of its total shares outstanding invested in 3.78M Calix shares.

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