Who owns Calix (CALX)?
119 holders named in SEC filings declare between 79.0% and 102.5% of Calix's shares outstanding, as of Jul 27, 2026. The largest are BlackRock (18.7%), Vanguard (13.7%) and Carl Russo (8.8%); the five largest hold 51.0% together. Another 170 institutions hold small positions worth 2.1%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 14.6% and sold 14.2% of the shares, a net purchase of 0.42%; 32 opened a position, 104 added, 108 reduced and 56 sold out. Biggest buyers: Citadel (+780,566 shares) and BlackRock (+622,087 shares). Biggest sellers: CONGRESS ASSET MANAGEMENT CO (-1.6M) and Millennium (-1.2M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. raised its stake to 16.4% on Jun 30, 2026. Directors and officers, from their latest Form 4: Carl Russo (8.8%). Over time, 277 managers declared Calix in their 13F for Q2 2026, against 91 for Q4 2019: together at most 93.9% of the shares outstanding, against 65.3%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13F | 18.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Vanguard | 13F | 13.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Carl Russo | Form 4 | 8.8% | Jul 27, 2026 | — |
| ALLIANCEBERNSTEIN L.P. | 13F | 5.2% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 4.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.4% | Jun 30, 2026 | Q4 2019 or earlier |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 13F | 2.1% | Jun 30, 2026 | Q2 2025 |
| Dimensional | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| ACADIAN ASSET MANAGEMENT LLC | 13F | 2.0% | Jun 30, 2026 | Q3 2024 |
| Citadel | 13F | 1.9% | Jun 30, 2026 | Q1 2022 |
| UBS | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13F | 1.4% | Jun 30, 2026 | Q4 2024 |
| LOOMIS SAYLES & CO L P | 13F | 1.2% | Jun 30, 2026 | Q2 2025 |
| Mirae Asset | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Jane Street | 13F | 1.1% | Jun 30, 2026 | Q2 2025 |
| Two Sigma | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Millennium | 13F | 1.1% | Jun 30, 2026 | Q4 2022 |
| Charles Schwab | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 13F | 1.0% | Jun 30, 2026 | Q4 2025 |
| Northern Trust | 13F | 1.0% | Jun 30, 2026 | Q4 2019 or earlier |
| GILDER GAGNON HOWE & CO LLC | 13F | 0.92% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 0.89% | Jun 30, 2026 | Q4 2019 or earlier |
| Renaissance Technologies | 13F | 0.87% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 0.83% | Jun 30, 2026 | Q4 2019 or earlier |
Calix institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 91 | 65.3% | $304.3M | 73.1% |
| Q4 2020 | 185 | 77.3% | $1.4B | 72.3% |
| Q4 2021 | 204 | 80.5% | $4.1B | 68.8% |
| Q4 2022 | 265 | 82.6% | $3.7B | 59.4% |
| Q4 2023 | 258 | 83.7% | $2.4B | 57.5% |
| Q4 2024 | 250 | 86.4% | $2.0B | 50.7% |
| Q4 2025 | 327 | 87.7% | $3.1B | 49.5% |
| Q2 2026 | 277 | 93.9% | $2.3B | 46.1% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.