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Security record · archived quarter

CALX

Calix, Inc. · Technology · Communication Equipment

39.27 -1.5% mkt cap $2.47B quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
0Δ holders
28.03MShares held
$1.49BReported value
+1New positions
−1Exits
Stable Conviction score 47/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 101 -3 43.25M $1.65B +6 −9
Q1 2026 107 -1 41.16M $2.03B +6 −7
Q4 2025 107 0 44.23M $2.34B
Q3 2025 20 0 30.67M $1.88B +1 −1
Q2 2025 17 0 28.03M $1.49B +1 −1
Q1 2025 14 0 6.57M $232.87M +1 −1
Q4 2024 14 +4 6.89M $240.25M +4
Q3 2024 9 -1 3.14M $121.87M −1
Q2 2024 10 2.12M $74.95M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 11.46M $609.80M 0.0% n/c 1 SEC ↗
17 The Vanguard Group (passive) 8.62M $458.25M 0.0% n/c 1 SEC ↗
18 The Vanguard Group (passive) 8.62M $458.25M 0.0% n/c 1 SEC ↗
19 The Vanguard Group (passive) 8.62M $458.25M 0.0% n/c 1 SEC ↗
20 The Vanguard Group (passive) 8.62M $458.25M 0.0% n/c 1 SEC ↗
21 The Vanguard Group (passive) 8.62M $458.25M 0.0% n/c 1 SEC ↗
22 State Street Global Advisors (passive) 2.33M -2.0% $124.11M 0.0% ▼ Trim 3 SEC ↗
23 Millennium Management 2.25M +27.3% $119.52M 0.1% ▲ Add 5 SEC ↗
24 Geode Capital Management (passive) 1.36M -1.6% $72.09M 0.0% ▼ Trim 5 SEC ↗
25 Geode Capital Management (passive) 1.36M -1.6% $72.09M 0.0% ▼ Trim 5 SEC ↗
26 Wellington Management 519.79K +159.2% $27.65M 0.0% ▲ Add 5 SEC ↗
27 Wellington Management 519.79K +159.2% $27.65M 0.0% ▲ Add 5 SEC ↗
28 Wellington Management 519.79K +159.2% $27.65M 0.0% ▲ Add 5 SEC ↗
29 Arrowstreet Capital 405.44K +60.1% $21.57M 0.0% ▲ Add 3 SEC ↗
30 Citadel Advisors 275.71K +276.1% $14.66M 0.0% ▲ Add 5 SEC ↗
31 Citadel Advisors 275.71K +276.1% $14.66M 0.0% ▲ Add 5 SEC ↗
32 Renaissance Technologies 237.62K +125.6% $12.64M 0.0% ▲ Add 5 SEC ↗
33 D. E. Shaw & Co. 202.47K +356.5% $10.77M 0.0% ▲ Add 3 SEC ↗
34 Point72 Asset Management 162.32K +1918.6% $8.63M 0.0% ▲ Add 2 SEC ↗
35 T. Rowe Price 50.35K +7.2% $2.68M 0.0% ▲ Add 5 SEC ↗
36 Fidelity (FMR) 43.25K $2.30M 0.0% n/c 1 SEC ↗
37 Fidelity (FMR) 43.25K $2.30M 0.0% n/c 1 SEC ↗
38 AQR Capital Management 43.58K -2.9% $2.28M 0.0% ▼ Trim 5 SEC ↗
39 AQR Capital Management 43.58K -2.9% $2.28M 0.0% ▼ Trim 5 SEC ↗
40 AQR Capital Management 43.58K -2.9% $2.28M 0.0% ▼ Trim 5 SEC ↗
41 AQR Capital Management 43.58K -2.9% $2.28M 0.0% ▼ Trim 5 SEC ↗
42 AQR Capital Management 43.58K -2.9% $2.28M 0.0% ▼ Trim 5 SEC ↗
43 Marshall Wace 36.87K -54.3% $1.96M 0.0% ▼ Trim 3 SEC ↗
44 Marshall Wace 36.87K -54.3% $1.96M 0.0% ▼ Trim 3 SEC ↗
45 Two Sigma Investments 24.79K +37.0% $1.32M 0.0% ▲ Add 5 SEC ↗
46 Gotham Asset Management 7.32K New $389,404 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $389,404 0.0%

Exited

Norges Bank $6.18M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 306 holders, 59.61M shares, $2.85B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API