Security record · archived quarter
CALX
Calix, Inc. · Technology · Communication Equipment
107Tracked holders
0Δ holders
44.23MShares held
$2.34BReported value
+0New positions
−0Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.69K | $401,771 | n/a | n/a |
| Q2 2026 | 101 | -3 | 43.15M | $1.65B | +6 | −9 |
| Q1 2026 | 107 | -1 | 41.16M | $2.03B | +6 | −7 |
| Q4 2025 | 107 | 0 | 44.23M | $2.34B | n/a | n/a |
| 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 | n/a |
| Q3 2024 | 9 | -1 | 3.14M | $121.87M | n/a | −1 |
| Q2 2024 | 10 | n/a | 2.12M | $74.95M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.46M | -2.2% | $606.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (passive) | 8.30M | -2.2% | $439.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 2.36M | +1.0% | $125.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Alliancebernstein L.P. | 1.46M | n/a | $77.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.45M | +5.4% | $76.51M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 1.44M | -26.6% | $76.32M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 1.28M | +0.2% | $67.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 948.62K | n/a | $50.21M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Loomis Sayles & Co L P | 789.89K | n/a | $41.81M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 765.41K | n/a | $40.51M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | T. Rowe Price ✦ | 688.19K | -44.2% | $36.43M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 673.04K | n/a | $35.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 639.73K | -3.0% | $33.86M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 14 | Morgan Stanley ✦ | 622.88K | +10.9% | $32.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 15 | Northern Trust Corp | 595.63K | n/a | $31.53M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Artisan Partners Limited Partnership | 590.19K | n/a | $31.24M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 577.77K | n/a | $30.58M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Qube Research & Technologies Ltd | 472.05K | n/a | $24.99M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 463.62K | +77.8% | $24.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 459.46K | n/a | $24.32M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 21 | Bank of New York Mellon Corp | 405.88K | n/a | $21.48M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 22 | Nuveen, LLC | 403.39K | n/a | $21.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Goldman Sachs Group ✦ | 401.74K | +49.4% | $21.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Nomura Asset Management… | 387.82K | n/a | $20.53M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Alyeska Investment Group, L.P. | 375.13K | n/a | $19.86M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 359.10K | n/a | $19.01M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Principal Financial Group Inc | 342.65K | n/a | $18.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Federated Hermes, Inc. | 297.75K | n/a | $15.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Russell Investments Group, Ltd. | 254.56K | n/a | $13.48M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 30 | Neuberger Berman Group LLC | 253.24K | n/a | $13.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Rockefeller Capital Management L.P. | 238.03K | n/a | $12.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Deutsche Bank Ag\ | 222.26K | n/a | $11.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Connor, Clark & Lunn Investment… | 216.95K | n/a | $11.48M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Sei Investments Co | 216.54K | n/a | $11.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | New York State Common Retirement… | 213.15K | n/a | $11.28M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 177.81K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Prudential Financial Inc | 176.22K | n/a | $9.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 164.72K | n/a | $8.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 158.73K | n/a | $8.40M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 40 | Rhumbline Advisers | 156.42K | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 144.84K | n/a | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Squarepoint Ops LLC | 127.78K | n/a | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Tudor Investment Corp Et Al | 124.52K | n/a | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 123.54K | +74.7% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Jane Street Group, Llc | 122.91K | n/a | $6.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Swiss National Bank | 122.30K | n/a | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Allianz Asset Management GmbH | 115.41K | n/a | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Man Group plc | 114.31K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 109.78K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | JPMorgan Chase ✦ | 109.61K | -52.9% | $5.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Canada Pension Plan Investment Board | 101.48K | n/a | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Barclays Plc | 98.32K | n/a | $5.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | First Trust Advisors Lp | 92.24K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 71.91K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | State Of Wisconsin Investment Board | 71.78K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bridgewater Associates ✦ | 65.54K | +82.6% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Envestnet Asset Management Inc | 64.62K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Amundi | 63.25K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Mackenzie Financial Corp | 58.06K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | California State Teachers… | 57.59K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Assenagon Asset Management S.A. | 50.88K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 45.84K | -30.2% | $2.43M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | Gotham Asset Management ✦ | 44.08K | +286.6% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | American Century Companies Inc | 40.67K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Voya Investment Management Llc | 39.22K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 38.70K | -9.2% | $2.05M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 67 | Hsbc Holdings Plc | 36.99K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 68 | AQR Capital Management ✦ | 36.83K | -25.8% | $1.95M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 69 | Franklin Resources Inc | 36.12K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 70 | Creative Planning | 30.61K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Tidal Investments LLC | 30.06K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Manufacturers Life Insurance… | 28.93K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Universal- Beteiligungs- und… | 28.36K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Janus Henderson Group Plc | 27.23K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Mirae Asset Global Investments Co.… | 24.89K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 23.62K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Lazard Asset Management Llc | 21.40K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Two Sigma Investments ✦ | 19.57K | +7.1% | $1.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | State Board Of Administration Of… | 16.88K | n/a | $893,617 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Citigroup Inc | 15.02K | n/a | $794,850 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Bnp Paribas Financial Markets | 14.83K | n/a | $784,740 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Zurcher Kantonalbank (Zurich… | 12.35K | n/a | $653,791 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Robeco Institutional Asset… | 11.97K | n/a | $633,836 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | ProShare Advisors LLC | 11.72K | n/a | $620,604 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 10.71K | n/a | $566,881 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 86 | Corient Private Wealth LP | 9.13K | n/a | $483,356 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Pictet Asset Management Holding SA | 9.12K | n/a | $482,563 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Victory Capital Management Inc | 8.98K | n/a | $475,153 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cetera Investment Advisers | 8.77K | n/a | $464,196 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | LPL Financial LLC | 8.15K | n/a | $431,485 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Capstone Investment Advisors, Llc | 7.39K | n/a | $391,311 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Marshall Wace ✦ | 7.25K | +80.0% | $383,954 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 93 | Quantinno Capital Management LP | 6.54K | n/a | $346,162 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Pacer Advisors, Inc. | 6.52K | n/a | $345,104 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 6.25K | n/a | $330,971 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 96 | Mml Investors Services, Llc | 5.33K | n/a | $282,329 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mercer Global Advisors Inc /Adv | 5.17K | n/a | $273,913 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 4.56K | n/a | $241,520 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Royal Bank Of Canada | 4.42K | n/a | $235,000 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 100 | Jones Financial Companies Lllp | 4.08K | n/a | $216,007 | 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 ·
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