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Institutional Ownership · SEC Form 13F

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.

308
Institutional holders
56M
Shares held (tracked funds)
83.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed7,208,226$353M10.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new5,533,754$271M8.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added3,251,128$172M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,686,525$132M4.0%2026-Q1
STATE STREET CORP added2,602,333$128M3.9%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,903,972$93M2.8%2026-Q1
CONGRESS ASSET MANAGEMENT CO added1,644,289$81M2.4%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added1,546,101$76M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,435,706$70M2.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,218,495$60M1.8%2026-Q1
LOOMIS SAYLES & CO L P added840,197$41M1.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed800,330$39M1.2%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed779,092$38M1.2%2026-Q1
PARADIGM CAPITAL MANAGEMENT INC/NY added768,200$38M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added750,117$37M1.1%2026-Q1
MORGAN STANLEY added712,213$35M1.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed696,855$34M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added681,954$33M1.0%2026-Q1
UBS Group AG added645,245$32M1.0%2026-Q1
NORTHERN TRUST CORP added609,742$30M0.9%2026-Q1
Harvey Partners, LLC added572,500$28M0.9%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added556,995$27M0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed551,150$27M0.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added543,418$27M0.8%2026-Q1
Artisan Partners Limited Partnership trimmed529,875$26M0.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed518,725$25M0.8%2026-Q1
Point72 Asset Management, L.P. added513,814$25M0.8%2026-Q1
Squarepoint Ops LLC added458,802$22M0.7%2026-Q1
Nuveen, LLC added432,944$21M0.6%2026-Q1
Trexquant Investment LP added429,367$21M0.6%2026-Q1
CITADEL ADVISORS LLC added428,198$21M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new418,439$20M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added395,333$19M0.6%2026-Q1
Bank of New York Mellon Corp trimmed387,460$19M0.6%2026-Q1
Penn Capital Management Company, LLC added378,564$19M0.6%2026-Q1
JANE STREET GROUP, LLC added351,945$17M0.5%2026-Q1
Divisar Capital Management LLC added340,163$17M0.5%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added335,030$16M0.5%2026-Q1
FEDERATED HERMES, INC. added317,138$16M0.5%2026-Q1
MetLife Investment Management, LLC added312,407$15M0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed307,468$15M0.5%2026-Q1
Divisadero Street Capital Management, LP trimmed305,670$15M0.5%2026-Q1
Rockefeller Capital Management L.P. added299,587$15M0.4%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added289,785$14M0.4%2026-Q1
Man Group plc added280,313$14M0.4%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added277,852$14M0.4%2026-Q1
SEI INVESTMENTS CO added269,320$13M0.4%2026-Q1
DEUTSCHE BANK AG\ added253,023$12M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added224,502$11M0.3%2026-Q1
Invesco Ltd. trimmed223,030$11M0.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed221,882$11M0.3%2026-Q1
Public Sector Pension Investment Board added215,809$11M0.3%2026-Q1
Qube Research & Technologies Ltd trimmed211,036$10M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed192,787$9M0.3%2026-Q1
OSAIC HOLDINGS, INC. added179,969$9M0.3%2026-Q1
Defiance ETFs, LLC added175,329$9M0.3%2026-Q1
Penserra Capital Management LLC added175,329$9M0.3%2026-Q1
Polar Asset Management Partners Inc. added173,749$9M0.3%2026-Q1
PANAGORA ASSET MANAGEMENT INC added165,621$8M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added161,455$8M0.2%2026-Q1
G2 Investment Partners Management LLC trimmed160,542$8M0.2%2026-Q1
RHUMBLINE ADVISERS added159,036$8M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed157,580$8M0.2%2026-Q1
SG Capital Management LLC added157,399$8M0.2%2026-Q1
Allianz Asset Management GmbH added153,660$8M0.2%2026-Q1
Legal & General Group Plc trimmed152,025$7M0.2%2026-Q1
FMR LLC added134,508$7M0.2%2026-Q1
Engineers Gate Manager LP trimmed129,541$6M0.2%2026-Q1
NORGES BANK174,500$6M0.2%2026-Q1
Swiss National Bank added124,500$6M0.2%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added121,699$6M0.2%2026-Q1
LORD, ABBETT & CO. LLC trimmed121,245$6M0.2%2026-Q1
HighTower Advisors, LLC trimmed119,129$6M0.2%2026-Q1
Nearwater Capital Markets, Ltd new118,200$6M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed103,835$5M0.2%2026-Q1
NORTH STAR ASSET MANAGEMENT INC added99,465$5M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed98,463$5M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added98,010$5M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed89,477$4M0.1%2026-Q1
Hillsdale Investment Management Inc. added86,340$4M0.1%2026-Q1
Counterpoint Mutual Funds LLC added85,456$4M0.1%2026-Q1
VANGUARD GROUP INC trimmed7,798,629$413M12.5%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. added1,094,173$58M1.8%2025-Q4 stale
TD Asset Management Inc trimmed1,313,762$47M1.4%2025-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. added555,284$34M1.0%2025-Q3 stale
Hood River Capital Management LLC added523,261$28M0.8%2025-Q4 stale
Epoch Investment Partners, Inc. trimmed748,566$27M0.8%2025-Q1 stale
Alyeska Investment Group, L.P. trimmed375,132$20M0.6%2025-Q4 stale
NEUBERGER BERMAN GROUP LLC added253,237$13M0.4%2025-Q4 stale
CW Advisors, LLC trimmed207,000$11M0.3%2025-Q2 stale
Synergy Asset Management, LLC new189,221$10M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed145,007$9M0.3%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added165,390$9M0.3%2025-Q4 stale
ALGERT GLOBAL LLC trimmed117,936$6M0.2%2025-Q4 stale
4D Advisors, LLC new115,000$6M0.2%2025-Q4 stale
Informed Momentum Co LLC added95,612$6M0.2%2025-Q3 stale
Atika Capital Management LLC trimmed89,500$5M0.2%2025-Q3 stale
Lisanti Capital Growth, LLC added95,736$5M0.2%2025-Q4 stale
Driehaus Capital Management LLC trimmed92,855$5M0.2%2025-Q2 stale
DARK FOREST CAPITAL MANAGEMENT LP added68,899$4M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership