Security record · archived quarter
CALX
Calix, Inc. · Technology · Communication Equipment
107Tracked holders
-1Δ holders
41.16MShares held
$2.03BReported value
+6New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow +5.8% ·
net new positions -0.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 | 99 | -3 | 42.97M | $1.64B | +6 | −11 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 2 | Alliancebernstein L.P. | 3.25M | +122.3% | $172.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 2.69M | n/a | $131.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 2.60M | +10.1% | $127.64M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.90M | +32.0% | $93.28M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.44M | -0.7% | $70.35M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Loomis Sayles & Co L P | 840.20K | +6.4% | $41.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 750.12K | +63.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 696.86K | -9.0% | $34.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 681.95K | +1.3% | $33.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 645.25K | +79.7% | $31.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Nomura Asset Management… | 557.00K | +43.6% | $27.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 551.15K | -56.9% | $27.00M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 543.42K | +17.2% | $26.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Wellington Management ✦ | 534.52K | -16.4% | $26.19M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 19 | Artisan Partners Limited Partnership | 529.88K | -10.2% | $25.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 513.81K | New | $25.17M | 0.0% | New | 1 | SEC ↗ |
| 21 | Squarepoint Ops LLC | 458.80K | +259.1% | $22.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Nuveen, LLC | 432.94K | +7.3% | $21.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Citadel Advisors ✦ | 428.20K | +834.1% | $20.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 24 | Principal Financial Group Inc | 395.33K | +15.4% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 26 | Jane Street Group, Llc | 351.94K | +186.3% | $17.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Federated Hermes, Inc. | 317.14K | +6.5% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 307.47K | -23.5% | $15.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Rockefeller Capital Management L.P. | 299.59K | +25.9% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | New York State Common Retirement… | 289.79K | +36.0% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Man Group plc | 280.31K | +145.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Schroder Investment Management Group | 277.85K | n/a | $13.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Invesco Ltd. | 272.85K | -52.8% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 34 | Sei Investments Co | 269.32K | +24.4% | $13.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Deutsche Bank Ag\ | 253.02K | +13.8% | $12.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 36 | Connor, Clark & Lunn Investment… | 224.50K | +3.5% | $11.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 211.04K | -55.3% | $10.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 192.79K | -24.3% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 39 | Osaic Holdings, Inc. | 179.97K | +1.2% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Two Sigma Investments ✦ | 161.46K | +725.2% | $7.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Rhumbline Advisers | 159.04K | +1.7% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 157.58K | -0.7% | $7.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 43 | Allianz Asset Management GmbH | 153.66K | +33.1% | $7.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Legal & General Group Plc | 152.03K | -7.7% | $7.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Fidelity (FMR) ✦ | 134.51K | +8.9% | $6.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 46 | Swiss National Bank | 124.50K | +1.8% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 119.13K | -17.8% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 103.83K | -5.4% | $5.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | JPMorgan Chase ✦ | 98.46K | -10.2% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 50 | Envestnet Asset Management Inc | 98.01K | +51.7% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Canada Pension Plan Investment Board | 89.48K | -11.8% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Hrt Financial Lp | 82.92K | New | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 53 | California State Teachers… | 76.34K | +32.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Mackenzie Financial Corp | 72.46K | +24.8% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 66.75K | -90.3% | $3.27M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | Tudor Investment Corp Et Al | 64.80K | -48.0% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Prudential Financial Inc | 64.23K | -63.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | First Trust Advisors Lp | 56.72K | -38.5% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | State Of Wisconsin Investment Board | 56.61K | -21.1% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Assenagon Asset Management S.A. | 49.65K | -2.4% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | LPL Financial LLC | 40.25K | +393.7% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Franklin Resources Inc | 39.13K | +8.3% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 63 | Voya Investment Management Llc | 38.76K | -1.2% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 38.71K | +5.1% | $1.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 65 | Universal- Beteiligungs- und… | 37.22K | +31.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | American Century Companies Inc | 36.18K | -11.0% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Creative Planning | 31.35K | +2.4% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 30.46K | -57.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Gotham Asset Management ✦ | 30.18K | -31.5% | $1.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Janus Henderson Group Plc | 27.23K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 26.73K | -7.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Stifel Financial Corp | 26.39K | +11.8% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 73 | Mirae Asset Global Investments Co.… | 22.63K | -9.1% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 21.15K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 75 | D. E. Shaw & Co. ✦ | 21.08K | -45.5% | $1.03M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 76 | Tidal Investments LLC | 20.90K | -30.5% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Hsbc Holdings Plc | 19.14K | -48.2% | $940,322 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Robeco Institutional Asset… | 18.19K | +51.9% | $891,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Amundi | 17.70K | -72.0% | $867,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | State Board Of Administration Of… | 16.88K | 0.0% | $827,098 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Bnp Paribas Financial Markets | 15.09K | +1.8% | $739,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Captrust Financial Advisors | 14.82K | New | $726,228 | 0.0% | New | 1 | SEC ↗ |
| 83 | Zurcher Kantonalbank (Zurich… | 14.66K | +18.7% | $718,046 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Fifth Third Bancorp | 14.46K | +2989.3% | $708,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 13.40K | +25.1% | $656,466 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 86 | Citigroup Inc | 12.45K | -17.1% | $609,877 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Barclays Plc | 11.82K | -88.0% | $579,012 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 88 | Holocene Advisors, LP | 10.48K | New | $513,513 | 0.0% | New | 1 | SEC ↗ |
| 89 | Pictet Asset Management Holding SA | 10.05K | +10.2% | $492,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Cetera Investment Advisers | 9.74K | +11.0% | $477,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Victory Capital Management Inc | 9.64K | +7.4% | $472,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | ProShare Advisors LLC | 9.38K | -20.0% | $459,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 8.30K | +27.0% | $406,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Pacer Advisors, Inc. | 8.26K | +26.6% | $404,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 7.78K | +24.4% | $381,142 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 96 | Mercer Global Advisors Inc /Adv | 6.30K | +21.7% | $308,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Corient Private Wealth LP | 5.23K | -42.7% | $256,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Capstone Investment Advisors, Llc | 4.62K | -37.5% | $226,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Ensign Peak Advisors, Inc | 4.56K | 0.0% | $223,541 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Jones Financial Companies Lllp | 4.27K | +4.7% | $214,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $25.17M | 0.0% |
| Hrt Financial Lp | $4.06M | 0.0% |
| Susquehanna International… | $1.04M | 0.0% |
| Captrust Financial Advisors | $726,228 | 0.0% |
| Holocene Advisors, LP | $513,513 | 0.0% |
Exited
| Alyeska Investment Group, L.P. | $19.86M | was 0.1% |
| Neuberger Berman Group LLC | $13.40M | was 0.0% |
| Bridgewater Associates | $3.47M | was 0.0% |
| Lazard Asset Management Llc | $1.13M | was 0.0% |
| Marshall Wace | $383,954 | was 0.0% |
| Mml Investors Services, Llc | $282,329 | was 0.0% |
| Danske Bank A/S | $26,465 | 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: Q1 2026 ·
Methodology ·
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