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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on CALY is one-sided between 2026-Q1 and 2026-Q2: 129 added or opened and 43 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 289 tracked filers holding CALY, 161 increased or opened the position and 144 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 27
- LOOMIS SAYLES & CO L P$15M
- MILLENNIUM MANAGEMENT LLC$13M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11M
- Weiss Asset Management LP$10M
- Divisadero Street Capital Management, LP$10M
- SummitTX Capital, L.P.$6M
Full exits 27
- Leonard Green & Partners, L.P.$79M
- BWCP, LP$19M
- LORD, ABBETT & CO. LLC$8M
- WINTON GROUP Ltd$6M
- Requisite Capital Management, LLC$4M
- Susquehanna Portfolio Strategies, LLC$4M
Largest adds
- BlackRock, Inc.$198M
- WELLINGTON MANAGEMENT GROUP LLP$165M
- DIMENSIONAL FUND ADVISORS LP$57M
- VICTORY CAPITAL MANAGEMENT INC$47M
- GOLDMAN SACHS GROUP INC$37M
- VANGUARD PORTFOLIO MANAGEMENT LLC$37M
Largest trims
- Providence Equity Partners L.L.C.$155M
- BALYASNY ASSET MANAGEMENT L.P.$13M
- Point72 Asset Management, L.P.$10M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- Quantedge Capital Pte Ltd$4M
- D. E. Shaw & Co., Inc.$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 21,245,111 | $399M | 14.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 14,282,573 | $268M | 9.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 10,020,519 | $188M | 6.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,356,463 | $157M | 5.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 6,873,031 | $129M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,819,257 | $109M | 3.9% | 2026-Q2 |
| STATE STREET CORP added | 5,524,929 | $104M | 3.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 4,226,658 | $79M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,024,811 | $76M | 2.7% | 2026-Q2 |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 3,724,280 | $70M | 2.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 3,552,398 | $67M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,257,622 | $61M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,810,380 | $53M | 1.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,752,071 | $52M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,497,908 | $47M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,226,682 | $42M | 1.5% | 2026-Q2 |
| Invesco Ltd. added | 2,223,048 | $42M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,014,233 | $38M | 1.4% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 1,954,378 | $37M | 1.3% | 2026-Q2 |
| 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 trimmed | 1,661,779 | $32M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 1,500,377 | $28M | 1.0% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 1,498,604 | $28M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,485,098 | $28M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,462,675 | $20M | 0.7% | 2026-Q2 |
| 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 |
| O'Keefe Stevens Advisory, Inc. added | 1,188,723 | $22M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,185,418 | $22M | 0.8% | 2026-Q2 |
| Granite Investment Partners, LLC added | 1,109,057 | $21M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,048,443 | $20M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 1,018,975 | $19M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 995,923 | $19M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 936,908 | $18M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 899,674 | $17M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 896,583 | $17M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P new | 814,884 | $15M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 733,233 | $14M | 0.5% | 2026-Q2 |
| COMMERCE BANK added | 673,361 | $13M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 672,463 | $13M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 589,085 | $11M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 576,409 | $11M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 572,180 | $11M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP new | 543,767 | $10M | 0.4% | 2026-Q2 |
| Divisadero Street Capital Management, LP new | 515,778 | $10M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 495,778 | $9M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 494,338 | $9M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 469,357 | $9M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 459,377 | $9M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 417,171 | $8M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 399,687 | $8M | 0.3% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 348,789 | $7M | 0.2% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 342,173 | $6M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 337,740 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 332,017 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 314,762 | $6M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. new | 314,541 | $6M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 311,397 | $6M | 0.2% | 2026-Q2 |
| Divisar Capital Management LLC new | 298,282 | $6M | 0.2% | 2026-Q2 |
| PEAK6 LLC added | 289,453 | $5M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 279,035 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 273,900 | $5M | 0.2% | 2026-Q2 |
| PDT Partners, LLC trimmed | 270,074 | $5M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC added | 256,071 | $5M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 246,649 | $5M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 243,518 | $5M | 0.2% | 2026-Q2 |
| STRS OHIO added | 238,100 | $4M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 218,836 | $4M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 210,371 | $4M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 207,559 | $4M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 205,097 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 204,558 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 202,929 | $4M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 196,800 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 190,909 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 180,118 | $3M | 0.1% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 174,100 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 172,371 | $3M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 172,123 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 165,268 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 156,077 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 146,394 | $3M | 0.1% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC added | 146,013 | $3M | 0.1% | 2026-Q2 |
| Neo Ivy Capital Management added | 145,010 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 144,948 | $3M | 0.1% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. new | 143,299 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 138,489 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 137,712 | $3M | 0.1% | 2026-Q2 |
| 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 |
| Alta Wealth Advisors LLC added | 127,336 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 123,413 | $2M | 0.1% | 2026-Q2 |
| BOYAR ASSET MANAGEMENT INC. trimmed | 107,837 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 104,251 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 103,525 | $2M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 103,166 | $2M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 101,190 | $2M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 100,864 | $2M | 0.1% | 2026-Q2 |
| GFS Advisors, LLC new | 760 | $3M | 0.1% | 2026-Q2 |
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.