Who owns Calix, Inc. (CALX)
Which tracked institutional funds hold CALX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
71 tracked funds added or opened CALX while 96 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CALX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CALX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CALX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 308 tracked filers holding CALX, 170 increased or opened the position and 166 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CALX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$271M
- VANGUARD CAPITAL MANAGEMENT LLC$132M
- Point72 Asset Management, L.P.$25M
- VANGUARD FIDUCIARY TRUST CO$20M
- Divisadero Street Capital Management, LP$15M
- SG Capital Management LLC$8M
Full exits 27
- VANGUARD GROUP INC$413M
- FULLER & THALER ASSET MANAGEMENT, INC.$58M
- Hood River Capital Management LLC$28M
- Alyeska Investment Group, L.P.$20M
- NEUBERGER BERMAN GROUP LLC$13M
- Synergy Asset Management, LLC$10M
Largest adds
- ALLIANCEBERNSTEIN L.P.$95M
- CITADEL ADVISORS LLC$19M
- MILLENNIUM MANAGEMENT LLC$17M
- Squarepoint Ops LLC$16M
- WESTFIELD CAPITAL MANAGEMENT CO LP$15M
- MetLife Investment Management, LLC$14M
Largest trims
- BlackRock, Inc.$254M
- LORD, ABBETT & CO. LLC$46M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$41M
- PRICE T ROWE ASSOCIATES INC /MD/$33M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- Invesco Ltd.$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 7,208,226 | $353M | 10.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,533,754 | $271M | 8.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,251,128 | $172M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,686,525 | $132M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 2,602,333 | $128M | 3.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,903,972 | $93M | 2.8% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 1,644,289 | $81M | 2.4% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 1,546,101 | $76M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,435,706 | $70M | 2.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,218,495 | $60M | 1.8% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 840,197 | $41M | 1.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 800,330 | $39M | 1.2% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 779,092 | $38M | 1.2% | 2026-Q1 |
| PARADIGM CAPITAL MANAGEMENT INC/NY added | 768,200 | $38M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 750,117 | $37M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 712,213 | $35M | 1.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 696,855 | $34M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 681,954 | $33M | 1.0% | 2026-Q1 |
| UBS Group AG added | 645,245 | $32M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 609,742 | $30M | 0.9% | 2026-Q1 |
| Harvey Partners, LLC added | 572,500 | $28M | 0.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 556,995 | $27M | 0.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 551,150 | $27M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 543,418 | $27M | 0.8% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 529,875 | $26M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 518,725 | $25M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 513,814 | $25M | 0.8% | 2026-Q1 |
| Squarepoint Ops LLC added | 458,802 | $22M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 432,944 | $21M | 0.6% | 2026-Q1 |
| Trexquant Investment LP added | 429,367 | $21M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 428,198 | $21M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 418,439 | $20M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 395,333 | $19M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 387,460 | $19M | 0.6% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 378,564 | $19M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 351,945 | $17M | 0.5% | 2026-Q1 |
| Divisar Capital Management LLC added | 340,163 | $17M | 0.5% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 335,030 | $16M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 317,138 | $16M | 0.5% | 2026-Q1 |
| MetLife Investment Management, LLC added | 312,407 | $15M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 307,468 | $15M | 0.5% | 2026-Q1 |
| Divisadero Street Capital Management, LP trimmed | 305,670 | $15M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 299,587 | $15M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 289,785 | $14M | 0.4% | 2026-Q1 |
| Man Group plc added | 280,313 | $14M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 277,852 | $14M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 269,320 | $13M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 253,023 | $12M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 224,502 | $11M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 223,030 | $11M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 221,882 | $11M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 215,809 | $11M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 211,036 | $10M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 192,787 | $9M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 179,969 | $9M | 0.3% | 2026-Q1 |
| Defiance ETFs, LLC added | 175,329 | $9M | 0.3% | 2026-Q1 |
| Penserra Capital Management LLC added | 175,329 | $9M | 0.3% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 173,749 | $9M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 165,621 | $8M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 161,455 | $8M | 0.2% | 2026-Q1 |
| G2 Investment Partners Management LLC trimmed | 160,542 | $8M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 159,036 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 157,580 | $8M | 0.2% | 2026-Q1 |
| SG Capital Management LLC added | 157,399 | $8M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 153,660 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 152,025 | $7M | 0.2% | 2026-Q1 |
| FMR LLC added | 134,508 | $7M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 129,541 | $6M | 0.2% | 2026-Q1 |
| NORGES BANK | 174,500 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 124,500 | $6M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 121,699 | $6M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 121,245 | $6M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 119,129 | $6M | 0.2% | 2026-Q1 |
| Nearwater Capital Markets, Ltd new | 118,200 | $6M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 103,835 | $5M | 0.2% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC added | 99,465 | $5M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 98,463 | $5M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 98,010 | $5M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 89,477 | $4M | 0.1% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 86,340 | $4M | 0.1% | 2026-Q1 |
| Counterpoint Mutual Funds LLC added | 85,456 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,798,629 | $413M | 12.5% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,094,173 | $58M | 1.8% | 2025-Q4 stale |
| TD Asset Management Inc trimmed | 1,313,762 | $47M | 1.4% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 555,284 | $34M | 1.0% | 2025-Q3 stale |
| Hood River Capital Management LLC added | 523,261 | $28M | 0.8% | 2025-Q4 stale |
| Epoch Investment Partners, Inc. trimmed | 748,566 | $27M | 0.8% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. trimmed | 375,132 | $20M | 0.6% | 2025-Q4 stale |
| NEUBERGER BERMAN GROUP LLC added | 253,237 | $13M | 0.4% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 207,000 | $11M | 0.3% | 2025-Q2 stale |
| Synergy Asset Management, LLC new | 189,221 | $10M | 0.3% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 145,007 | $9M | 0.3% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 165,390 | $9M | 0.3% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 117,936 | $6M | 0.2% | 2025-Q4 stale |
| 4D Advisors, LLC new | 115,000 | $6M | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC added | 95,612 | $6M | 0.2% | 2025-Q3 stale |
| Atika Capital Management LLC trimmed | 89,500 | $5M | 0.2% | 2025-Q3 stale |
| Lisanti Capital Growth, LLC added | 95,736 | $5M | 0.2% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 92,855 | $5M | 0.2% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 68,899 | $4M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.