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Institutional Ownership · SEC Form 13F

Who owns CALY


Which tracked institutional funds hold CALY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALY company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

300
Institutional holders
148M
Shares held (tracked funds)
79.3%
Of shares outstanding

How the tape is positioned

98 tracked funds added or opened CALY while 46 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

CALY’s largest tracked holder by dollar value, BlackRock, 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 CALY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CALY 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 300 tracked filers holding CALY, 159 increased or opened the position and 132 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 CALY 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 29

  • VANGUARD PORTFOLIO MANAGEMENT LLC$120M
  • VANGUARD CAPITAL MANAGEMENT LLC$86M
  • Nicholas Investment Partners, LP$16M
  • VANGUARD FIDUCIARY TRUST CO$12M
  • COMMERCE BANK$9M
  • JUPITER ASSET MANAGEMENT LTD$9M

Full exits 21

  • VANGUARD GROUP INC$173M
  • MILLENNIUM MANAGEMENT LLC$8M
  • Claar Advisors LLC$7M
  • Invenomic Capital Management LP$7M
  • FineMark National Bank & Trust$7M
  • MARSHALL WACE, LLP$5M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$92M
  • AMERICAN CENTURY COMPANIES INC$60M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$39M
  • CITADEL ADVISORS LLC$25M
  • Point72 Asset Management, L.P.$24M
  • DIMENSIONAL FUND ADVISORS LP$24M

Largest trims

  • Providence Equity Partners L.L.C.$92M
  • BlackRock, Inc.$37M
  • Leonard Green & Partners, L.P.$26M
  • ALLIANCEBERNSTEIN L.P.$18M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$11M
  • GOLDMAN SACHS GROUP INC$11M

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. trimmed14,513,366$201M9.0%2026-Q1
Providence Equity Partners L.L.C. trimmed11,175,226$155M6.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added9,466,465$131M5.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new8,661,260$120M5.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added7,436,532$103M4.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added6,912,968$96M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,194,362$86M3.8%2026-Q1
Leonard Green & Partners, L.P. trimmed5,663,094$79M3.5%2026-Q1
STATE STREET CORP added5,284,998$73M3.3%2026-Q1
SHAPIRO CAPITAL MANAGEMENT LLC trimmed5,202,809$72M3.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added3,836,560$53M2.4%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added3,812,544$53M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,698,372$51M2.3%2026-Q1
MORGAN STANLEY trimmed2,773,714$38M1.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,644,387$37M1.6%2026-Q1
Point72 Asset Management, L.P. added2,329,903$32M1.4%2026-Q1
JPMORGAN CHASE & CO added2,365,179$31M1.4%2026-Q1
CITADEL ADVISORS LLC added1,835,570$25M1.1%2026-Q1
NORTHERN TRUST CORP added1,809,150$25M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,754,811$24M1.1%2026-Q1
Invesco Ltd. added1,593,590$22M1.0%2026-Q1
FMR LLC added1,530,559$21M0.9%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added1,378,843$19M0.9%2026-Q1
BWCP, LP trimmed1,358,453$19M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,335,207$19M0.8%2026-Q1
O'Keefe Stevens Advisory, Inc. added1,175,164$16M0.7%2026-Q1
Nicholas Investment Partners, LP added1,125,984$16M0.7%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added1,074,216$15M0.7%2026-Q1
TUDOR INVESTMENT CORP ET AL added1,060,421$15M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed925,434$13M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new897,859$12M0.6%2026-Q1
Empowered Funds, LLC added873,762$12M0.5%2026-Q1
Bank of New York Mellon Corp trimmed858,824$12M0.5%2026-Q1
Nuveen, LLC added855,624$12M0.5%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed987,778$12M0.5%2026-Q1
Granite Investment Partners, LLC added750,571$10M0.5%2026-Q1
JANE STREET GROUP, LLC added685,071$10M0.4%2026-Q1
COMMERCE BANK new667,605$9M0.4%2026-Q1
Trexquant Investment LP trimmed653,999$9M0.4%2026-Q1
UBS Group AG added632,093$9M0.4%2026-Q1
JUPITER ASSET MANAGEMENT LTD new627,547$9M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed582,198$8M0.4%2026-Q1
LORD, ABBETT & CO. LLC trimmed574,111$8M0.4%2026-Q1
Quantedge Capital Pte Ltd added537,500$7M0.3%2026-Q1
Engineers Gate Manager LP added510,319$7M0.3%2026-Q1
Public Sector Pension Investment Board added499,986$7M0.3%2026-Q1
Russell Investments Group, Ltd. added478,616$7M0.3%2026-Q1
WINTON GROUP Ltd added466,282$6M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added453,151$6M0.3%2026-Q1
FRANKLIN RESOURCES INC added451,402$6M0.3%2026-Q1
Granahan Investment Management, LLC trimmed422,920$6M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added399,345$6M0.2%2026-Q1
Edgestream Partners, L.P. added377,938$5M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed376,219$5M0.2%2026-Q1
GRACE & WHITE INC /NY trimmed365,789$5M0.2%2026-Q1
D. E. Shaw & Co., Inc. added365,763$5M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added359,102$5M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added346,311$5M0.2%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed351,012$5M0.2%2026-Q1
PDT Partners, LLC trimmed336,186$5M0.2%2026-Q1
Legal & General Group Plc trimmed317,544$4M0.2%2026-Q1
Requisite Capital Management, LLC trimmed308,646$4M0.2%2026-Q1
Susquehanna Portfolio Strategies, LLC296,279$4M0.2%2026-Q1
Squarepoint Ops LLC added293,101$4M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added275,881$4M0.2%2026-Q1
Swiss National Bank271,800$4M0.2%2026-Q1
HARBOR CAPITAL ADVISORS, INC. trimmed238,531$3M0.1%2026-Q1
LPL Financial LLC trimmed237,974$3M0.1%2026-Q1
Phocas Financial Corp. new230,490$3M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added212,447$3M0.1%2026-Q1
Assenagon Asset Management S.A. trimmed205,936$3M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added199,078$3M0.1%2026-Q1
Pathstone Holdings, LLC trimmed197,913$3M0.1%2026-Q1
CAXTON ASSOCIATES LLP trimmed179,756$2M0.1%2026-Q1
AREX Capital Management, LP trimmed178,700$2M0.1%2026-Q1
Vanguard Global Advisers, LLC new171,611$2M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added166,205$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added160,211$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added156,775$2M0.1%2026-Q1
Legato Capital Management LLC added156,542$2M0.1%2026-Q1
BOYAR ASSET MANAGEMENT INC. added151,183$2M0.1%2026-Q1
Prentice Capital Management, LP trimmed145,411$2M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added141,798$2M0.1%2026-Q1
Aquatic Capital Management LLC added135,301$2M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed129,494$2M0.1%2026-Q1
Alta Wealth Advisors LLC new127,054$2M0.1%2026-Q1
VANGUARD GROUP INC added14,835,341$173M7.7%2025-Q4 stale
Hill Path Capital LP4,685,985$45M2.0%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC added719,393$8M0.4%2025-Q4 stale
Claar Advisors LLC added626,689$7M0.3%2025-Q4 stale
Invenomic Capital Management LP new586,237$7M0.3%2025-Q4 stale
FineMark National Bank & Trust trimmed572,008$7M0.3%2025-Q4 stale
LGT CAPITAL PARTNERS LTD.750,789$6M0.3%2025-Q2 stale
Long Focus Capital Management, LLC trimmed569,771$5M0.2%2025-Q3 stale
MARSHALL WACE, LLP trimmed456,148$5M0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed361,272$4M0.2%2025-Q4 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed244,066$3M0.1%2025-Q4 stale
Man Group plc trimmed339,949$3M0.1%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed178,422$2M0.1%2025-Q4 stale
Verition Fund Management LLC added176,641$2M0.1%2025-Q4 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