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Security record · archived quarter

CALX

Calix, Inc. · Technology · Communication Equipment

38.95 -2.2% mkt cap $2.45B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
0Δ holders
30.67MShares held
$1.88BReported value
+1New positions
−1Exits
Rising Conviction score 49/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
2 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
3 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
4 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
5 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
7 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
10 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
11 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
12 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
13 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
14 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
15 BlackRock (passive) 11.72M +2.2% $719.15M 0.0% ▲ Add 2 SEC ↗
16 The Vanguard Group (passive) 8.49M -1.5% $520.97M 0.0% ▼ Trim 2 SEC ↗
17 The Vanguard Group (passive) 8.49M -1.5% $520.97M 0.0% ▼ Trim 2 SEC ↗
18 The Vanguard Group (passive) 8.49M -1.5% $520.97M 0.0% ▼ Trim 2 SEC ↗
19 The Vanguard Group (passive) 8.49M -1.5% $520.97M 0.0% ▼ Trim 2 SEC ↗
20 The Vanguard Group (passive) 8.49M -1.5% $520.97M 0.0% ▼ Trim 2 SEC ↗
21 State Street Global Advisors (passive) 2.34M +0.3% $143.60M 0.0% ▲ Add 4 SEC ↗
22 Millennium Management 1.96M -12.6% $120.59M 0.1% ▼ Trim 6 SEC ↗
23 Geode Capital Management (passive) 1.37M +1.2% $84.16M 0.0% ▲ Add 6 SEC ↗
24 Geode Capital Management (passive) 1.37M +1.2% $84.16M 0.0% ▲ Add 6 SEC ↗
25 Arrowstreet Capital 1.27M +214.3% $78.21M 0.0% ▲ Add 4 SEC ↗
26 T. Rowe Price 1.23M +2349.4% $75.68M 0.0% ▲ Add 6 SEC ↗
27 T. Rowe Price 1.23M +2349.4% $75.68M 0.0% ▲ Add 6 SEC ↗
28 Wellington Management 659.46K +26.9% $40.47M 0.0% ▲ Add 6 SEC ↗
29 Wellington Management 659.46K +26.9% $40.47M 0.0% ▲ Add 6 SEC ↗
30 Wellington Management 659.46K +26.9% $40.47M 0.0% ▲ Add 6 SEC ↗
31 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
32 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
33 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
34 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
35 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
36 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
37 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
38 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 561.88K $34.48M 0.0% n/c 1 SEC ↗
40 Goldman Sachs Group 268.95K $16.51M 0.0% n/c 1 SEC ↗
41 Goldman Sachs Group 268.95K $16.51M 0.0% n/c 1 SEC ↗
42 Renaissance Technologies 260.82K +9.8% $16.01M 0.0% ▲ Add 6 SEC ↗
43 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
45 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
47 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
48 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
52 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
53 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 232.59K $14.27M 0.0% n/c 1 SEC ↗
55 Fidelity (FMR) 70.74K +63.5% $4.34M 0.0% ▲ Add 2 SEC ↗
56 Fidelity (FMR) 70.74K +63.5% $4.34M 0.0% ▲ Add 2 SEC ↗
57 Fidelity (FMR) 70.74K +63.5% $4.34M 0.0% ▲ Add 2 SEC ↗
58 Citadel Advisors 65.70K -76.2% $4.03M 0.0% ▼ Trim 6 SEC ↗
59 Citadel Advisors 65.70K -76.2% $4.03M 0.0% ▼ Trim 6 SEC ↗
60 AQR Capital Management 49.61K +13.8% $3.04M 0.0% ▲ Add 6 SEC ↗
61 AQR Capital Management 49.61K +13.8% $3.04M 0.0% ▲ Add 6 SEC ↗
62 AQR Capital Management 49.61K +13.8% $3.04M 0.0% ▲ Add 6 SEC ↗
63 AQR Capital Management 49.61K +13.8% $3.04M 0.0% ▲ Add 6 SEC ↗
64 AQR Capital Management 49.61K +13.8% $3.04M 0.0% ▲ Add 6 SEC ↗
65 D. E. Shaw & Co. 42.61K -79.0% $2.61M 0.0% ▼ Trim 4 SEC ↗
66 D. E. Shaw & Co. 42.61K -79.0% $2.61M 0.0% ▼ Trim 4 SEC ↗
67 Bridgewater Associates 35.89K New $2.20M 0.0% New 1 SEC ↗
68 Two Sigma Investments 18.27K -26.3% $1.12M 0.0% ▼ Trim 6 SEC ↗
69 Gotham Asset Management 11.40K +55.7% $699,741 0.0% ▲ Add 2 SEC ↗
70 Marshall Wace 4.03K -89.1% $247,260 0.0% ▼ Trim 4 SEC ↗

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

New buyers

Bridgewater Associates $2.20M 0.0%

Exited

Point72 Asset Management $8.63M 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: Q3 2025 · Methodology · Get this via the API