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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
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 ↗ |
| 2 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 11.15M | -2.7% | $546.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Alliancebernstein L.P. | 3.25M | +122.3% | $172.08M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 2.69M | — | $131.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 2.60M | +10.1% | $127.64M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Millennium Management ✦ | 1.90M | +32.0% | $93.28M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 1.44M | -0.7% | $70.35M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 1.44M | -0.7% | $70.35M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.22M | +28.4% | $59.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Loomis Sayles & Co L P | 840.20K | +6.4% | $41.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Loomis Sayles & Co L P | 840.20K | +6.4% | $41.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 750.12K | +63.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 750.12K | +63.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 750.12K | +63.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 750.12K | +63.3% | $36.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 712.21K | +14.3% | $34.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 696.86K | -9.0% | $34.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 696.86K | -9.0% | $34.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Charles Schwab Investment… | 681.95K | +1.3% | $33.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | UBS Group AG | 645.25K | +79.7% | $31.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | UBS Group AG | 645.25K | +79.7% | $31.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | UBS Group AG | 645.25K | +79.7% | $31.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS Group AG | 645.25K | +79.7% | $31.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 609.74K | +2.4% | $29.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Nomura Asset Management… | 557.00K | +43.6% | $27.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Arrowstreet Capital ✦ | 551.15K | -56.9% | $27.00M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 543.42K | +17.2% | $26.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 58 | Wellington Management ✦ | 534.52K | -16.4% | $26.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 59 | Wellington Management ✦ | 534.52K | -16.4% | $26.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 60 | Wellington Management ✦ | 534.52K | -16.4% | $26.19M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | Artisan Partners Limited Partnership | 529.88K | -10.2% | $25.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 513.81K | New | $25.17M | 0.0% | New | 1 | SEC ↗ |
| 63 | Squarepoint Ops LLC | 458.80K | +259.1% | $22.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Nuveen, LLC | 432.94K | +7.3% | $21.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Nuveen, LLC | 432.94K | +7.3% | $21.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 432.94K | +7.3% | $21.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 428.20K | +834.1% | $20.98M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 428.20K | +834.1% | $20.98M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 69 | Principal Financial Group Inc | 395.33K | +15.4% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Principal Financial Group Inc | 395.33K | +15.4% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 387.46K | -4.5% | $18.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Jane Street Group, Llc | 351.94K | +186.3% | $17.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Jane Street Group, Llc | 351.94K | +186.3% | $17.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Jane Street Group, Llc | 351.94K | +186.3% | $17.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Federated Hermes, Inc. | 317.14K | +6.5% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Federated Hermes, Inc. | 317.14K | +6.5% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 307.47K | -23.5% | $15.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 307.47K | -23.5% | $15.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 299.59K | +25.9% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 299.59K | +25.9% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 299.59K | +25.9% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 299.59K | +25.9% | $14.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | New York State Common Retirement… | 289.79K | +36.0% | $14.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Man Group plc | 280.31K | +145.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Man Group plc | 280.31K | +145.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Schroder Investment Management Group | 277.85K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Schroder Investment Management Group | 277.85K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Schroder Investment Management Group | 277.85K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Schroder Investment Management Group | 277.85K | — | $13.73M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Invesco Ltd. | 272.85K | -52.8% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Invesco Ltd. | 272.85K | -52.8% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Invesco Ltd. | 272.85K | -52.8% | $13.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Invesco Ltd. | 272.85K | -52.8% | $13.37M | 0.0% | ▼ Trim | 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% |
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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