Calix, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 11.10 M | $393.25 M | -2.15% | 16.81% |
| VANGUARD GROUP INC | 05/09/2025 | 8.02 M | $284.06 M | 0.47% | 12.14% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 2.51 M | $88.93 M | 12.08% | 3.80% |
| STATE STREET CORP | 05/15/2025 | 2.38 M | $84.34 M | -3.46% | 3.60% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 1.77 M | $62.55 M | -13.11% | 2.67% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.73 M | $61.15 M | -5.83% | 2.61% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/11/2025 | 1.38 M | $48.85 M | 8.09% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.38 M | $48.82 M | 2.96% | 2.09% |
| TD ASSET MANAGEMENT INC | 05/07/2025 | 1.31 M | $46.56 M | -5.70% | 1.99% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.14 M | $40.57 M | -16.64% | 1.73% |
| MORGAN STANLEY | 05/15/2025 | 1.10 M | $39.12 M | 11.44% | 1.67% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/14/2025 | 1.05 M | $37.29 M | -5.21% | 1.59% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2025 | 1.03 M | $36.58 M | 26.31% | 1.56% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 05/15/2025 | 1.03 M | $36.41 M | -2.83% | 1.56% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2025 | 796.46 K | $28.23 M | 16.46% | 1.21% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 751.94 K | $26.65 M | 36.33% | 1.14% |
| EPOCH INVESTMENT PARTNERS, INC. | 05/14/2025 | 748.57 K | $26.53 M | -5.28% | 1.13% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 679.37 K | $24.08 M | 4.64% | 1.03% |
| NORTHERN TRUST CORP | 05/13/2025 | 618.79 K | $21.93 M | -2.16% | 0.94% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 566.06 K | $20.06 M | 29.82% | 0.86% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 552.60 K | $19.58 M | -22.03% | 0.84% |
| HARVEY PARTNERS, LLC | 05/15/2025 | 521.00 K | $18.46 M | 22.59% | 0.79% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 507.54 K | $17.99 M | -21.31% | 0.77% |
| DIVISAR CAPITAL MANAGEMENT LLC | 05/15/2025 | 460.77 K | $16.33 M | -22.48% | 0.70% |
| 05/12/2025 | 429.09 K | $15.21 M | 100.00% | 0.65% | |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2025 | 414.95 K | $14.71 M | -31.70% | 0.63% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 402.25 K | $14.26 M | 8.82% | 0.61% |
| SG CAPITAL MANAGEMENT LLC | 05/15/2025 | 341.74 K | $12.11 M | -40.28% | 0.52% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/14/2025 | 338.31 K | $12.02 M | 100.00% | 0.51% |
| BARCLAYS PLC | 05/15/2025 | 327.26 K | $11.60 M | 52.56% | 0.50% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 315.79 K | $11.19 M | 18.63% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 294.54 K | $10.44 M | 2.45% | 0.45% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 286.72 K | $10.16 M | 332.93% | 0.43% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 275.10 K | $9.75 M | -1.96% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 274.54 K | $9.73 M | -5.63% | 0.42% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 265.47 K | $9.41 M | -38.95% | 0.40% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 05/15/2025 | 253.99 K | $9.00 M | 124.79% | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 253.21 K | $8.97 M | 718.22% | 0.38% |
| JPMORGAN CHASE & CO | 05/12/2025 | 249.91 K | $8.86 M | 1.51% | 0.38% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 243.22 K | $8.62 M | 100.00% | 0.37% |
| INVESCO LTD. | 05/12/2025 | 237.53 K | $8.42 M | -0.59% | 0.36% |
| DC INVESTMENTS MANAGEMENT, LLC | 05/14/2025 | 229.37 K | $8.13 M | 0.00% | 0.35% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 05/15/2025 | 212.00 K | $7.51 M | -22.91% | 0.32% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 05/14/2025 | 208.02 K | $7.37 M | 38.11% | 0.32% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 200.54 K | $7.11 M | -0.86% | 0.30% |
| SG CAPITAL MANAGEMENT LLC | 05/15/2025 | 198.50 K | $7.03 M | -60.20% | 0.30% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 187.19 K | $6.63 M | 27.33% | 0.28% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 183.63 K | $6.50 M | 60.11% | 0.28% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 178.60 K | $6.33 M | 2.37% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 176.33 K | $6.25 M | 10.60% | 0.27% |
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Calix, Inc. institutional Ownership - FAQ's
During the previous two years, 349 institutional investors and hedge funds held shares of Calix, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 11.1 M
VANGUARD GROUP INC: 8.02 M
ALLIANCEBERNSTEIN L.P.: 2.51 M
STATE STREET CORP: 2.38 M
MILLENNIUM MANAGEMENT LLC: 1.77 M
DIMENSIONAL FUND ADVISORS LP: 1.73 M
85.11% of Calix, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 73.73 M shares in the last 24 months. This purchase volume represents approximately $3.41 B in transactions.