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Security record · archived quarter

CALX

Calix, Inc. · Technology · Communication Equipment

39.85 +0.1% mkt cap $2.51B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
107Tracked holders
0Δ holders
44.23MShares held
$2.34BReported value
+0New positions
−0Exits
Stable Conviction score 49/100 3 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 -2.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
2 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
3 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
4 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
5 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
7 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
8 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
9 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
10 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
11 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
12 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
13 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
14 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
15 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
16 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
17 BlackRock (passive) 11.46M -2.2% $606.73M 0.0% ▼ Trim 3 SEC ↗
18 The Vanguard Group (passive) 8.30M -2.2% $439.45M 0.0% ▼ Trim 3 SEC ↗
19 The Vanguard Group (passive) 8.30M -2.2% $439.45M 0.0% ▼ Trim 3 SEC ↗
20 The Vanguard Group (passive) 8.30M -2.2% $439.45M 0.0% ▼ Trim 3 SEC ↗
21 The Vanguard Group (passive) 8.30M -2.2% $439.45M 0.0% ▼ Trim 3 SEC ↗
22 The Vanguard Group (passive) 8.30M -2.2% $439.45M 0.0% ▼ Trim 3 SEC ↗
23 State Street Global Advisors (passive) 2.36M +1.0% $125.07M 0.0% ▲ Add 5 SEC ↗
24 Alliancebernstein L.P. 1.46M $77.40M 0.0% n/c 1 SEC ↗
25 Geode Capital Management (passive) 1.45M +5.4% $76.51M 0.0% ▲ Add 7 SEC ↗
26 Geode Capital Management (passive) 1.45M +5.4% $76.51M 0.0% ▲ Add 7 SEC ↗
27 Millennium Management 1.44M -26.6% $76.32M 0.1% ▼ Trim 7 SEC ↗
28 Arrowstreet Capital 1.28M +0.2% $67.62M 0.0% ▲ Add 5 SEC ↗
29 Dimensional Fund Advisors Lp 948.62K $50.21M 0.0% n/c 1 SEC ↗
30 Dimensional Fund Advisors Lp 948.62K $50.21M 0.0% n/c 1 SEC ↗
31 Dimensional Fund Advisors Lp 948.62K $50.21M 0.0% n/c 1 SEC ↗
32 Dimensional Fund Advisors Lp 948.62K $50.21M 0.0% n/c 1 SEC ↗
33 Dimensional Fund Advisors Lp 948.62K $50.21M 0.0% n/c 1 SEC ↗
34 Loomis Sayles & Co L P 789.89K $41.81M 0.1% n/c 1 SEC ↗
35 Loomis Sayles & Co L P 789.89K $41.81M 0.1% n/c 1 SEC ↗
36 MIRAE ASSET GLOBAL ETFS HOLDINGS… 765.41K $40.51M 0.1% n/c 1 SEC ↗
37 MIRAE ASSET GLOBAL ETFS HOLDINGS… 765.41K $40.51M 0.1% n/c 1 SEC ↗
38 T. Rowe Price 688.19K -44.2% $36.43M 0.0% ▼ Trim 7 SEC ↗
39 T. Rowe Price 688.19K -44.2% $36.43M 0.0% ▼ Trim 7 SEC ↗
40 Charles Schwab Investment… 673.04K $35.62M 0.0% n/c 1 SEC ↗
41 Wellington Management 639.73K -3.0% $33.86M 0.0% ▼ Trim 7 SEC ↗
42 Wellington Management 639.73K -3.0% $33.86M 0.0% ▼ Trim 7 SEC ↗
43 Wellington Management 639.73K -3.0% $33.86M 0.0% ▼ Trim 7 SEC ↗
44 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
45 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
46 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
47 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
48 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
49 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
50 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
51 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
52 Morgan Stanley 622.88K +10.9% $32.97M 0.0% ▲ Add 2 SEC ↗
53 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
54 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
55 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
58 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
59 Northern Trust Corp 595.63K $31.53M 0.0% n/c 1 SEC ↗
60 Artisan Partners Limited Partnership 590.19K $31.24M 0.0% n/c 1 SEC ↗
61 Invesco Ltd. 577.77K $30.58M 0.0% n/c 1 SEC ↗
62 Invesco Ltd. 577.77K $30.58M 0.0% n/c 1 SEC ↗
63 Invesco Ltd. 577.77K $30.58M 0.0% n/c 1 SEC ↗
64 Invesco Ltd. 577.77K $30.58M 0.0% n/c 1 SEC ↗
65 Invesco Ltd. 577.77K $30.58M 0.0% n/c 1 SEC ↗
66 Qube Research & Technologies Ltd 472.05K $24.99M 0.0% n/c 1 SEC ↗
67 Renaissance Technologies 463.62K +77.8% $24.54M 0.0% ▲ Add 7 SEC ↗
68 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
69 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
70 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
71 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
72 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
73 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
74 Bank Of America Corp /De/ 459.46K $24.32M 0.0% n/c 1 SEC ↗
75 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
76 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
77 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
78 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
79 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
80 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
81 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
82 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
83 Bank of New York Mellon Corp 405.88K $21.48M 0.0% n/c 1 SEC ↗
84 Nuveen, LLC 403.39K $21.35M 0.0% n/c 1 SEC ↗
85 Nuveen, LLC 403.39K $21.35M 0.0% n/c 1 SEC ↗
86 Nuveen, LLC 403.39K $21.35M 0.0% n/c 1 SEC ↗
87 Goldman Sachs Group 401.74K +49.4% $21.26M 0.0% ▲ Add 2 SEC ↗
88 Goldman Sachs Group 401.74K +49.4% $21.26M 0.0% ▲ Add 2 SEC ↗
89 Nomura Asset Management… 387.82K $20.53M 0.0% n/c 1 SEC ↗
90 Alyeska Investment Group, L.P. 375.13K $19.86M 0.1% n/c 1 SEC ↗
91 UBS Group AG 359.10K $19.01M 0.0% n/c 1 SEC ↗
92 UBS Group AG 359.10K $19.01M 0.0% n/c 1 SEC ↗
93 UBS Group AG 359.10K $19.01M 0.0% n/c 1 SEC ↗
94 UBS Group AG 359.10K $19.01M 0.0% n/c 1 SEC ↗
95 Principal Financial Group Inc 342.65K $18.14M 0.0% n/c 1 SEC ↗
96 Principal Financial Group Inc 342.65K $18.14M 0.0% n/c 1 SEC ↗
97 Federated Hermes, Inc. 297.75K $15.76M 0.0% n/c 1 SEC ↗
98 Federated Hermes, Inc. 297.75K $15.76M 0.0% n/c 1 SEC ↗
99 Russell Investments Group, Ltd. 254.56K $13.48M 0.0% n/c 1 SEC ↗
100 Russell Investments Group, Ltd. 254.56K $13.48M 0.0% n/c 1 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API