Recent Quarter Total Invested
$2.04 B
Recent Quarter Institutional Ownership Percentage
88.21%
Total Invested of Last Quarter
$1.92 B
Ownership Percentage of Last Quarter
87.29%
Calix, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 10.68 M | $378.48 M | -2.40% | 16.35% |
| VANGUARD GROUP INC | 08/13/2024 | 7.51 M | $266.08 M | 2.55% | 11.49% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 6.07 M | $214.94 M | 11.45% | 9.28% |
| STATE STREET CORP | 08/14/2024 | 2.31 M | $81.87 M | 0.05% | 3.54% |
| TD ASSET MANAGEMENT INC | 08/02/2024 | 1.92 M | $68.09 M | -6.87% | 2.94% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.79 M | $63.55 M | 2.61% | 2.75% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 1.47 M | $51.94 M | -2.44% | 2.24% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 08/14/2024 | 1.34 M | $47.37 M | 9.46% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.32 M | $46.67 M | 3.60% | 2.02% |
| CONGRESS ASSET MANAGEMENT CO /MA | 08/02/2024 | 1.20 M | $42.65 M | 15.09% | 1.84% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/12/2024 | 1.19 M | $42.32 M | -1.96% | 1.83% |
| EPOCH INVESTMENT PARTNERS, INC. | 08/13/2024 | 1.17 M | $41.33 M | 0.20% | 1.79% |
| TRIGRAN INVESTMENTS, INC. | 08/14/2024 | 1.01 M | $35.72 M | 18.54% | 1.54% |
| MORGAN STANLEY | 08/14/2024 | 884,120 | $31.32 M | 4.59% | 1.35% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 08/02/2024 | 812,053 | $28.77 M | 9.18% | 1.24% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2024 | 807,226 | $28.60 M | 21.91% | 1.24% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2024 | 626,378 | $22.19 M | 100.00% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 588,509 | $20.85 M | 9.60% | 0.90% |
| NORTHERN TRUST CORP | 08/14/2024 | 585,785 | $20.75 M | -3.48% | 0.90% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2024 | 532,400 | $18.86 M | 0.62% | 0.81% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 502,913 | $17.82 M | 100.00% | 0.77% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 483,017 | $17.11 M | -20.43% | 0.74% |
| ANALOG CENTURY MANAGEMENT LP | 08/14/2024 | 449,439 | $15.92 M | -11.15% | 0.69% |
| DIVISAR CAPITAL MANAGEMENT LLC | 08/14/2024 | 448,108 | $15.88 M | 100.00% | 0.69% |
| SG CAPITAL MANAGEMENT LLC | 08/14/2024 | 442,887 | $15.69 M | 100.00% | 0.68% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 407,543 | $14.44 M | -1.34% | 0.62% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 08/02/2024 | 358,647 | $12.71 M | 8.92% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 340,151 | $12.05 M | 18.37% | 0.52% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2024 | 321,637 | $11.40 M | 1,362.72% | 0.49% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 304,494 | $10.79 M | 41.70% | 0.47% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 300,346 | $10.64 M | 82.66% | 0.46% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 289,320 | $10.25 M | -5.32% | 0.44% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 273,193 | $9.68 M | -1.65% | 0.42% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 07/15/2024 | 270,877 | $9.60 M | -25.15% | 0.41% |
| PIER CAPITAL, LLC | 08/07/2024 | 239,025 | $8.47 M | -10.55% | 0.37% |
| INVESCO LTD. | 08/13/2024 | 233,085 | $8.26 M | -4.17% | 0.36% |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 08/14/2024 | 229,535 | $8.13 M | 100.00% | 0.35% |
| DC INVESTMENTS MANAGEMENT, LLC | 08/13/2024 | 229,372 | $8.13 M | 13.16% | 0.35% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2024 | 203,450 | $7.21 M | -3.97% | 0.31% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 200,780 | $7.11 M | -12.30% | 0.31% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 198,908 | $7.05 M | -1.67% | 0.30% |
| EDGESTREAM PARTNERS, L.P. | 08/09/2024 | 191,252 | $6.78 M | 14.53% | 0.29% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 08/14/2024 | 190,484 | $6.75 M | 8.35% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 179,801 | $6.37 M | 75.56% | 0.28% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 177,181 | $6.28 M | -17.74% | 0.27% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2024 | 175,000 | $6.20 M | 250.00% | 0.27% |
| RHUMBLINE ADVISERS | 08/01/2024 | 173,563 | $6.15 M | 3.06% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 170,421 | $6.04 M | 1.98% | 0.26% |
| CITADEL ADVISORS LLC | 08/14/2024 | 169,547 | $6.01 M | -12.56% | 0.26% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 158,563 | $5.62 M | -31.71% | 0.24% |
Calix, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CALX shares?
During the previous two years, 363 institutional investors and hedge funds held shares of Calix, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 10.68 M
VANGUARD GROUP INC: 7.51 M
ALLIANCEBERNSTEIN L.P.: 6.07 M
STATE STREET CORP: 2.31 M
TD ASSET MANAGEMENT INC: 1.92 M
DIMENSIONAL FUND ADVISORS LP: 1.79 M
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What percentage of Calix, Inc. stock is owned by institutional investors?
88.21% of Calix, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CALX ?
Institutional investors have bought a total of 64.56 M shares in the last 24 months. This purchase volume represents approximately $2.48 B in transactions.