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.
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$187M
- 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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 21,245,111 | $399M | 14.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 14,282,573 | $268M | 10.0% | 2026-Q2 |
| Providence Equity Partners L.L.C. trimmed | 11,175,226 | $155M | 5.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 9,466,465 | $131M | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,661,260 | $120M | 4.5% | 2026-Q1 |
| STATE STREET CORP added | 5,524,929 | $104M | 3.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 6,912,968 | $96M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,194,362 | $86M | 3.2% | 2026-Q1 |
| Leonard Green & Partners, L.P. trimmed | 5,663,094 | $79M | 2.9% | 2026-Q1 |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 5,202,809 | $72M | 2.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 3,836,560 | $53M | 2.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 3,812,544 | $53M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,698,372 | $51M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 2,223,048 | $42M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,773,714 | $38M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,644,387 | $37M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,726,458 | $32M | 1.2% | 2026-Q2 |
| FMR LLC added | 1,707,162 | $32M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,365,179 | $31M | 1.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,426,348 | $27M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,338,900 | $25M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,809,150 | $25M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,754,811 | $24M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,185,418 | $22M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 1,378,843 | $19M | 0.7% | 2026-Q1 |
| BWCP, LP trimmed | 1,358,453 | $19M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,335,207 | $19M | 0.7% | 2026-Q1 |
| O'Keefe Stevens Advisory, Inc. added | 1,175,164 | $16M | 0.6% | 2026-Q1 |
| Nicholas Investment Partners, LP new | 1,125,984 | $16M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 672,463 | $13M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 897,859 | $12M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 873,762 | $12M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 858,824 | $12M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 855,624 | $12M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 987,778 | $12M | 0.4% | 2026-Q1 |
| Granite Investment Partners, LLC added | 750,571 | $10M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 685,071 | $10M | 0.4% | 2026-Q1 |
| COMMERCE BANK new | 667,605 | $9M | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 653,999 | $9M | 0.3% | 2026-Q1 |
| UBS Group AG added | 632,093 | $9M | 0.3% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 627,547 | $9M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 582,198 | $8M | 0.3% | 2026-Q1 |
| LORD, ABBETT & CO. LLC new | 574,111 | $8M | 0.3% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 537,500 | $7M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 510,319 | $7M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 499,986 | $7M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 478,616 | $7M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 466,282 | $6M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 453,151 | $6M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 451,402 | $6M | 0.2% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 422,920 | $6M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 399,345 | $6M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 377,938 | $5M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 376,219 | $5M | 0.2% | 2026-Q1 |
| GRACE & WHITE INC /NY trimmed | 365,789 | $5M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 359,102 | $5M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 346,311 | $5M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB new | 351,012 | $5M | 0.2% | 2026-Q1 |
| PDT Partners, LLC trimmed | 336,186 | $5M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 243,518 | $5M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 317,544 | $4M | 0.2% | 2026-Q1 |
| Requisite Capital Management, LLC trimmed | 308,646 | $4M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 296,279 | $4M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 293,101 | $4M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 275,881 | $4M | 0.1% | 2026-Q1 |
| Swiss National Bank | 271,800 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 190,909 | $4M | 0.1% | 2026-Q2 |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 238,531 | $3M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 237,974 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 172,371 | $3M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. new | 230,490 | $3M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 212,447 | $3M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 205,936 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 199,078 | $3M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 197,913 | $3M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 146,013 | $3M | 0.1% | 2026-Q2 |
| AREX Capital Management, LP trimmed | 178,700 | $2M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 129,956 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 128,242 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 171,611 | $2M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 166,205 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 160,211 | $2M | 0.1% | 2026-Q1 |
| Legato Capital Management LLC new | 156,542 | $2M | 0.1% | 2026-Q1 |
| BOYAR ASSET MANAGEMENT INC. added | 151,183 | $2M | 0.1% | 2026-Q1 |
| Prentice Capital Management, LP trimmed | 145,411 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 141,798 | $2M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 135,301 | $2M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 96,998 | $2M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 16,062,805 | $187M | 7.0% | 2025-Q4 stale |
| Hill Path Capital LP | 4,685,985 | $45M | 1.7% | 2025-Q3 stale |
| Claar Advisors LLC added | 626,689 | $7M | 0.3% | 2025-Q4 stale |
| Invenomic Capital Management LP new | 586,237 | $7M | 0.3% | 2025-Q4 stale |
| FineMark National Bank & Trust trimmed | 572,008 | $7M | 0.2% | 2025-Q4 stale |
| LGT CAPITAL PARTNERS LTD. | 750,789 | $6M | 0.2% | 2025-Q2 stale |
| Long Focus Capital Management, LLC trimmed | 569,771 | $5M | 0.2% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 361,272 | $4M | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 244,066 | $3M | 0.1% | 2025-Q4 stale |
| Man Group plc new | 339,949 | $3M | 0.1% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 178,422 | $2M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC added | 176,641 | $2M | 0.1% | 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.
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.