Calix, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 10.81 M | $419.32 M | 100.00% | 16.36% |
| VANGUARD GROUP INC | 11/13/2024 | 7.56 M | $293.44 M | 0.73% | 11.45% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 5.26 M | $203.86 M | -13.37% | 7.95% |
| STATE STREET CORP | 11/14/2024 | 2.32 M | $89.84 M | 0.24% | 3.51% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.76 M | $68.18 M | -2.00% | 2.66% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 1.57 M | $60.56 M | -18.07% | 2.38% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/28/2024 | 1.57 M | $60.72 M | 30.06% | 2.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.33 M | $51.66 M | 1.12% | 2.02% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.33 M | $51.52 M | -9.40% | 2.01% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 11/14/2024 | 1.33 M | $51.48 M | -0.73% | 2.01% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 1.14 M | $44.30 M | 535.21% | 1.73% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 1.14 M | $44.20 M | -4.59% | 1.72% |
| MORGAN STANLEY | 11/14/2024 | 1.03 M | $39.84 M | 16.16% | 1.55% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2024 | 955,668 | $37.07 M | 18.39% | 1.45% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 928,899 | $36.03 M | 48.30% | 1.41% |
| EPOCH INVESTMENT PARTNERS, INC. | 11/13/2024 | 866,424 | $33.61 M | -25.72% | 1.31% |
| INVESCO LTD. | 11/12/2024 | 775,103 | $30.07 M | 232.54% | 1.17% |
| TRIGRAN INVESTMENTS, INC. | 11/14/2024 | 742,313 | $28.79 M | -26.38% | 1.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 601,146 | $23.32 M | 2.15% | 0.91% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 11/14/2024 | 560,300 | $21.73 M | 5.24% | 0.85% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 522,220 | $20.26 M | 3.84% | 0.79% |
| DIVISAR CAPITAL MANAGEMENT LLC | 11/14/2024 | 448,108 | $17.38 M | 0.00% | 0.68% |
| SG CAPITAL MANAGEMENT LLC | 11/14/2024 | 436,383 | $16.93 M | -1.47% | 0.66% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 429,771 | $16.67 M | -47.08% | 0.65% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 410,463 | $15.92 M | 34.80% | 0.62% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 402,869 | $15.63 M | -1.15% | 0.61% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 401,615 | $15.58 M | -16.85% | 0.61% |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 11/13/2024 | 361,677 | $14.03 M | 0.84% | 0.55% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 354,034 | $13.73 M | 4.08% | 0.54% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 344,514 | $13.36 M | 200.51% | 0.52% |
| ACK ASSET MANAGEMENT LLC | 11/13/2024 | 321,124 | $12.46 M | 100.00% | 0.49% |
| SG CAPITAL MANAGEMENT LLC | 11/14/2024 | 308,900 | $11.98 M | 100.00% | 0.47% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 277,116 | $10.75 M | -4.22% | 0.42% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 258,618 | $10.03 M | 100.00% | 0.39% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 258,279 | $10.02 M | 45.77% | 0.39% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2024 | 250,000 | $9.70 M | 42.86% | 0.38% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 11/12/2024 | 246,830 | $9.57 M | 29.58% | 0.37% |
| PIER CAPITAL, LLC | 11/15/2024 | 238,434 | $9.25 M | -0.25% | 0.36% |
| DC INVESTMENTS MANAGEMENT, LLC | 11/14/2024 | 229,372 | $8.90 M | 0.00% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 203,918 | $7.91 M | 159.71% | 0.31% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 201,139 | $7.80 M | 1.12% | 0.30% |
| CITADEL ADVISORS LLC | 11/14/2024 | 177,990 | $6.90 M | 4.98% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 175,835 | $6.82 M | 3.18% | 0.27% |
| RHUMBLINE ADVISERS | 11/12/2024 | 166,293 | $6.45 M | -4.19% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 158,918 | $6.16 M | 22.85% | 0.24% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 142,187 | $5.52 M | 0.37% | 0.22% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 140,983 | $5.47 M | -11.09% | 0.21% |
| OV MANAGEMENT LLC | 11/13/2024 | 138,509 | $5.37 M | 5.92% | 0.21% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 129,223 | $5.01 M | -1.14% | 0.20% |
| JPMORGAN CHASE & CO | 12/26/2024 | 127,570 | $4.95 M | 46.19% | 0.19% |
Calix, Inc.institutional Ownership - FAQ's
During the previous two years, 341 institutional investors and hedge funds held shares of Calix, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 10.81 M
VANGUARD GROUP INC: 7.56 M
ALLIANCEBERNSTEIN L.P.: 5.26 M
STATE STREET CORP: 2.32 M
DIMENSIONAL FUND ADVISORS LP: 1.76 M
TD ASSET MANAGEMENT INC: 1.57 M
86.40% of Calix, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 73.60 M shares in the last 24 months. This purchase volume represents approximately $2.57 B in transactions.