CALX Institutional Ownership & Shareholders
CALIX INC (CALX) is currently held by 282 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.30B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CALX tracked by InsiderSet, reporting ownership valued at approximately $439.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $433.57M, representing an estimated loss of -1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed CALX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Alliancebernstein L.P., and several other long-term asset managers with concentrated positions in CALIX INC (CALX).
This page ranks the largest institutional CALX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
282
Total Reported Value
$2.30B
Largest Holder
Blackrock, Inc.
Largest Position
$439.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 11,775,490 | $439,461,286 | $433,573,542 | -$5,887,744 | -1.34% | |
| Vanguard Portfolio Management Llc | 0.01% | 5,588,048 | $208,545,951 | $205,751,927 | -$2,794,024 | -1.34% | |
| Alliancebernstein L.P. | 0.05% | 3,248,412 | $159,139,704 | $119,606,530 | -$39,533,174 | -24.84% | |
| State Street Corp | 0.00% | 2,915,560 | $108,794,967 | $107,350,919 | -$1,444,048 | -1.33% | |
| Vanguard Capital Management Llc | 0.00% | 2,587,424 | $96,562,664 | $95,268,952 | -$1,293,712 | -1.34% | |
| Geode Capital Management, Llc | 0.00% | 1,481,595 | $55,302,936 | $54,552,328 | -$750,608 | -1.36% | |
| Westfield Capital Management Co Lp | 0.16% | 1,324,534 | $49,431,609 | $48,769,342 | -$662,267 | -1.34% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,309,436 | $48,861,723 | $48,213,434 | -$648,289 | -1.33% | |
| Acadian Asset Management Llc | 0.05% | 1,241,622 | $46,315,000 | $45,716,522 | -$598,478 | -1.29% | |
| Citadel Advisors Llc | 0.03% | 1,208,764 | $45,111,072 | $44,506,690 | -$604,382 | -1.34% | |
| Paradigm Capital Management Inc/Ny | 1.01% | 997,134 | $37,213,041 | $36,714,474 | -$498,567 | -1.34% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 875,837 | $32,686,237 | $32,248,318 | -$437,919 | -1.34% | |
| Fort Washington Investment Advisors Inc | 0.16% | 933,937 | $32,090,075 | $34,387,560 | +$2,297,485 | +7.16% | |
| Ubs Group Ag | 0.01% | 857,360 | $31,996,676 | $31,567,995 | -$428,681 | -1.34% | |
| Loomis Sayles & Co L P | 0.04% | 784,798 | $29,288,661 | $28,896,262 | -$392,399 | -1.34% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.03% | 753,302 | $28,111,916 | $27,736,580 | -$375,336 | -1.34% | |
| Jane Street Group, Llc | 0.02% | 718,768 | $26,824,421 | $26,465,038 | -$359,383 | -1.34% | |
| Two Sigma Investments, Lp | 0.02% | 703,911 | $26,269,959 | $25,918,003 | -$351,956 | -1.34% | |
| Millennium Management Llc | 0.02% | 698,620 | $26,072,498 | $25,723,188 | -$349,310 | -1.34% | |
| Charles Schwab Investment Management Inc | 0.00% | 696,967 | $26,010,808 | $25,662,325 | -$348,483 | -1.34% | |
| Nomura Asset Management International Inc. | 0.04% | 659,563 | $24,615,000 | $24,285,110 | -$329,890 | -1.34% | |
| Northern Trust Corp | 0.00% | 642,151 | $23,965,076 | $23,644,000 | -$321,076 | -1.34% | |
| Gilder Gagnon Howe & Co Llc | 0.22% | 580,323 | $21,657,654 | $21,367,493 | -$290,161 | -1.34% | |
| Bank Of America Corp | 0.00% | 560,034 | $20,900,469 | $20,620,452 | -$280,017 | -1.34% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 548,118 | $20,455,764 | $20,181,705 | -$274,059 | -1.34% |
| Morgan Stanley | 0.00% | 524,882 | $19,588,637 | $19,326,155 | -$262,482 | -1.34% | |
| Wellington Management Group Llp | 0.00% | 519,153 | $19,374,789 | $19,115,213 | -$259,576 | -1.34% | |
| Hrt Financial Lp | 0.04% | 517,152 | $19,300,000 | $19,041,537 | -$258,463 | -1.34% | |
| Rockefeller Capital Management L.P. | 0.03% | 466,594 | $17,413,287 | $17,179,991 | -$233,296 | -1.34% | |
| Trigran Investments, Inc. | 3.03% | 442,008 | $16,495,738 | $16,274,735 | -$221,003 | -1.34% | |
| Harvey Partners, Llc | 1.09% | 420,500 | $15,693,060 | $15,482,810 | -$210,250 | -1.34% | |
| Vanguard Fiduciary Trust Co | 0.00% | 417,114 | $15,566,694 | $15,358,137 | -$208,557 | -1.34% | |
| D. E. Shaw & Co., Inc. | 0.01% | 409,082 | $15,266,940 | $15,062,399 | -$204,541 | -1.34% | |
| Oberweis Asset Management Inc/ | 0.31% | 402,230 | $15,011,224 | $14,810,109 | -$201,115 | -1.34% | |
| Alyeska Investment Group, L.P. | 0.04% | 400,088 | $14,931,284 | $14,731,240 | -$200,044 | -1.34% | |
| Divisar Capital Management Llc | 3.40% | 395,163 | $14,747,483 | $14,549,902 | -$197,581 | -1.34% | |
| Penn Capital Management Company, Llc | 0.92% | 388,239 | $14,515,002 | $14,294,960 | -$220,042 | -1.52% | |
| Nuveen, Llc | 0.00% | 366,953 | $13,694,687 | $13,511,209 | -$183,478 | -1.34% | |
| Neuberger Berman Group Llc | 0.01% | 253,237 | $13,403,834 | $9,324,186 | -$4,079,648 | -30.44% | |
| Federated Hermes, Inc. | 0.02% | 322,879 | $12,049,844 | $11,888,405 | -$161,439 | -1.34% | |
| Mackenzie Financial Corp | 0.01% | 350,442 | $12,041,187 | $12,903,274 | +$862,087 | +7.16% | |
| Bank Of New York Mellon Corp | 0.00% | 321,827 | $12,010,571 | $11,849,670 | -$160,901 | -1.34% | |
| Man Group Plc | 0.02% | 317,967 | $11,866,528 | $11,707,545 | -$158,983 | -1.34% | |
| Invesco Ltd. | 0.00% | 313,311 | $11,692,766 | $11,536,111 | -$156,655 | -1.34% | |
| Goldman Sachs Group Inc | 0.00% | 304,086 | $11,348,490 | $11,196,447 | -$152,043 | -1.34% | |
| Trexquant Investment Lp | 0.07% | 299,603 | $11,181,184 | $11,031,382 | -$149,802 | -1.34% | |
| Needham Investment Management Llc | 0.31% | 275,000 | $10,263,000 | $10,125,500 | -$137,500 | -1.34% | |
| Qube Research & Technologies Ltd | 0.01% | 269,329 | $10,051,358 | $9,916,694 | -$134,664 | -1.34% | |
| Deutsche Bank Ag\ | 0.00% | 266,222 | $9,935,405 | $9,802,294 | -$133,111 | -1.34% | |
| Fmr Llc | 0.00% | 263,002 | $9,815,217 | $9,683,734 | -$131,483 | -1.34% |
Frequently asked questions about CALX
Who are the largest institutional holders of CALX?
The largest institutional holders of CALX reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Alliancebernstein L.P., State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported CALX position.
What is CALX institutional ownership?
This page tracks CALX positions reported by institutional investment managers through SEC Form 13F. CALIX INC (CALX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CALX?
InsiderSet currently tracks 282 institutional managers reporting CALX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CALX shareholders.
How much CALX stock do institutions own?
Institutional investment managers disclosed approximately $2.30B in CALX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CALX institutional ownership last updated?
The latest CALX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CALX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CALX position after the reporting date.
Are institutions buying or selling CALX?
Institutional buying and selling can be analyzed by comparing CALX positions across consecutive 13F reporting periods. InsiderSet's CALX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CALX ownership changes.
How has CALX institutional ownership changed over time?
InsiderSet tracks CALX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.