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CALX · Calix, Inc

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$37.10 +0.25 (+0.68%) At close · Jul 28
Market Cap
$2.34B
Shares
62.96M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 303
Total Value: $2,562,723,920
Total Shares: 52,455,399
Showing 1–100 of 307 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding CALX

All superinvestors →
Joel Greenblatt $1,478,322

Holder Concentration

Across 308 13F filers
Top Holder
20.6%
Jun 2023 → Mar 2026 · range 14.9% – 20.6%
of institutional value
Top 5
39.9%
Jun 2023 → Mar 2026 · range 36.5% – 49.2%
of institutional value
Top 10
52.2%
Jun 2023 → Mar 2026 · range 49.0% – 61.5%
of institutional value
HHI
587
Jun 2023 → Mar 2026 · range 457 – 744
Broadly held
Showing 100 of 307
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $546,405,207 21.32% 11,153,403
Mega ALLIANCEBERNSTEIN L.P. $159,272,760 6.21% 3,251,128
Mega VANGUARD CAPITAL MANAGEMENT LLC $131,612,859 5.14% 2,686,525
Mega STATE STREET CORP $127,488,293 4.97% 2,602,333
Mega MILLENNIUM MANAGEMENT LLC $93,275,588 3.64% 1,903,972
Large WESTFIELD CAPITAL MANAGEMENT CO LP $75,743,487 2.96% 1,546,101
Mega GEODE CAPITAL MANAGEMENT, LLC $70,335,236 2.74% 1,435,706
Mega DIMENSIONAL FUND ADVISORS LP $59,694,068 2.33% 1,218,495
Large LOOMIS SAYLES & CO L P $41,161,250 1.61% 840,197
Large ACADIAN ASSET MANAGEMENT LLC $39,208,166 1.53% 800,330
Mid GILDER GAGNON HOWE & CO LLC $38,167,717 1.49% 779,092
Mid PARADIGM CAPITAL MANAGEMENT INC/NY $37,634,118 1.47% 768,200
Mega BANK OF AMERICA CORP /DE/ Bank $36,748,229 1.43% 750,117
Mega MORGAN STANLEY $34,891,311 1.36% 712,213
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $34,138,925 1.33% 696,855
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $33,408,926 1.30% 681,954
Mega UBS Group AG $31,610,551 1.23% 645,245
Mega NORTHERN TRUST CORP Bank $29,871,257 1.17% 609,742
Mid Harvey Partners, LLC $28,046,775 1.09% 572,500
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $27,287,185 1.06% 556,995
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $27,000,838 1.05% 551,150
Large RENAISSANCE TECHNOLOGIES LLC $26,622,047 1.04% 543,418
Mega WELLINGTON MANAGEMENT GROUP LLP $26,185,986 1.02% 534,517
Large Artisan Partners Limited Partnership $25,958,576 1.01% 529,875
Large Point72 Asset Management, L.P. $25,171,747 0.98% 513,814
Large Squarepoint Ops LLC $22,476,709 0.88% 458,802
Mega Nuveen, LLC $21,209,925 0.83% 432,944
Large Trexquant Investment LP $21,034,689 0.82% 429,367
Mega CITADEL ADVISORS LLC $20,977,419 0.82% 428,198
Mega VANGUARD FIDUCIARY TRUST CO Bank $20,499,326 0.80% 418,439
Mega PRINCIPAL FINANCIAL GROUP INC $19,367,363 0.76% 395,333
Mega Bank of New York Mellon Corp Bank $18,981,660 0.74% 387,460
Mid Penn Capital Management Company, LLC $18,545,850 0.72% 378,564
Mega JANE STREET GROUP, LLC $17,241,784 0.67% 351,945
Small Divisar Capital Management LLC $16,664,585 0.65% 340,163
Mid OBERWEIS ASSET MANAGEMENT INC/ $16,413,119 0.64% 335,030
Large FEDERATED HERMES, INC. $15,536,590 0.61% 317,138
Large MetLife Investment Management, LLC $15,304,818 0.60% 312,407
Mega GOLDMAN SACHS GROUP INC $15,062,856 0.59% 307,468
Mid Divisadero Street Capital Management, LP $14,974,773 0.58% 305,670
Large Rockefeller Capital Management L.P. $14,676,765 0.57% 299,587
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $14,196,567 0.55% 289,785
Large Man Group plc $13,732,533 0.54% 280,313
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $13,611,968 0.53% 277,852
Mega Invesco Ltd. $13,366,968 0.52% 272,851
Large SEI INVESTMENTS CO $13,193,986 0.51% 269,320
Mega DEUTSCHE BANK AG\ Bank $12,395,595 0.48% 253,023
Large Connor, Clark & Lunn Investment Management Ltd. $10,998,352 0.43% 224,502
Large JACOBS LEVY EQUITY MANAGEMENT, INC $10,869,999 0.42% 221,882
Large Public Sector Pension Investment Board Pension $10,572,482 0.41% 215,809
Large Qube Research & Technologies Ltd $10,338,653 0.40% 211,036
Large Russell Investments Group, Ltd. $9,444,631 0.37% 192,787
Large OSAIC HOLDINGS, INC. $8,816,680 0.34% 179,969
Mid Defiance ETFs, LLC Mutual Fund $8,589,367 0.34% 175,329
Mid Penserra Capital Management LLC $8,589,367 0.34% 175,329
Mid Polar Asset Management Partners Inc. $8,511,963 0.33% 173,749
Large PANAGORA ASSET MANAGEMENT INC $8,113,772 0.32% 165,621
Mega TWO SIGMA INVESTMENTS, LP $7,909,680 0.31% 161,455
Small G2 Investment Partners Management LLC $7,864,952 0.31% 160,542
Mega RHUMBLINE ADVISERS $7,791,173 0.30% 159,036
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,719,839 0.30% 157,580
Mid SG Capital Management LLC $7,710,977 0.30% 157,399
Large Allianz Asset Management GmbH $7,527,803 0.29% 153,660
Mega Legal & General Group Plc $7,447,703 0.29% 152,025
Mega FMR LLC $6,589,545 0.26% 134,508
Mid Engineers Gate Manager LP $6,346,213 0.25% 129,541
Mega Swiss National Bank Bank $6,099,255 0.24% 124,500
Mid INTECH INVESTMENT MANAGEMENT LLC $5,962,034 0.23% 121,699
Large LORD, ABBETT & CO. LLC $5,939,792 0.23% 121,245
Large HighTower Advisors, LLC $5,836,129 0.23% 119,129
Mid Nearwater Capital Markets, Ltd $5,790,618 0.23% 118,200
Mega AMERIPRISE FINANCIAL INC $5,086,875 0.20% 103,835
Mid NORTH STAR ASSET MANAGEMENT INC $4,872,790 0.19% 99,465
Mega JPMORGAN CHASE & CO $4,823,700 0.19% 98,463
Mega ENVESTNET ASSET MANAGEMENT INC $4,801,509 0.19% 98,010
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $4,383,478 0.17% 89,477
Mid Hillsdale Investment Management Inc. $4,229,796 0.17% 86,340
Large HRT FINANCIAL LP $4,062,495 0.16% 82,925
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,740,092 0.15% 76,344
Mid Edgestream Partners, L.P. $3,711,041 0.14% 75,751
Large MACKENZIE FINANCIAL CORP $3,549,766 0.14% 72,459
Mid Y-Intercept (Hong Kong) Ltd $3,496,324 0.14% 93,685
Small THOMPSON INVESTMENT MANAGEMENT, INC. $3,431,200 0.13% 91,940
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,270,131 0.13% 66,751
Large TUDOR INVESTMENT CORP ET AL $3,174,649 0.12% 64,802
Large BESSEMER GROUP INC $3,153,583 0.12% 64,372
Large PRUDENTIAL FINANCIAL INC $3,146,823 0.12% 64,234
Small MARATHON CAPITAL MANAGEMENT $3,118,272 0.12% 83,555
Mid XTX Topco Ltd $3,054,379 0.12% 62,347
Mid GSA CAPITAL PARTNERS LLP $2,944,347 0.11% 60,101
Small CONNORS INVESTOR SERVICES INC $2,859,448 0.11% 58,368
Mid Aquatic Capital Management LLC $2,813,005 0.11% 57,420
Mega FIRST TRUST ADVISORS LP $2,778,565 0.11% 56,717
Large STATE OF WISCONSIN INVESTMENT BOARD $2,773,225 0.11% 56,608
Large Blackstone Inc. $2,763,427 0.11% 56,408
Mega VANGUARD ASSET MANAGEMENT, Ltd $2,674,021 0.10% 54,583
Large ExodusPoint Capital Management, LP $2,563,205 0.10% 52,321
Large CANADA LIFE ASSURANCE Co Insurance $2,459,689 0.10% 50,208
Mid OpenArc Corporate Advisory, LLC $2,087,659 0.08% 42,614
Large Thrivent Financial for Lutherans $2,022,111 0.08% 41,276
Key facts CIK 1406666 CUSIP 13100M509 13F (30d) 53 filings 53 filers Visit website Investor relations

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