Security record · archived quarter
CALX
Calix, Inc. · Technology · Communication Equipment
101Tracked holders
-3Δ holders
43.25MShares held
$1.65BReported value
+6New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +5.4% ·
net new positions -3.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 11.78M | +5.6% | $439.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Alliancebernstein L.P. | 3.25M | -0.1% | $159.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 2.92M | +12.0% | $108.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Vanguard Capital Management Llc | 2.59M | -3.7% | $96.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 1.48M | +3.2% | $55.30M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 1.48M | +3.2% | $55.30M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 1.21M | +182.3% | $45.11M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 1.21M | +182.3% | $45.11M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | Arrowstreet Capital ✦ | 875.84K | +58.9% | $32.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | UBS Group AG | 857.36K | +32.9% | $32.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 857.36K | +32.9% | $32.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Loomis Sayles & Co L P | 784.80K | -6.6% | $29.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Loomis Sayles & Co L P | 784.80K | -6.6% | $29.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 753.30K | +8.1% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 753.30K | +8.1% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 718.77K | +104.2% | $26.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 718.77K | +104.2% | $26.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 703.91K | +336.0% | $26.27M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Millennium Management ✦ | 698.62K | -63.3% | $26.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 40 | Charles Schwab Investment… | 696.97K | +2.2% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nomura Asset Management… | 659.56K | +18.4% | $24.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 560.03K | -25.3% | $20.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 560.03K | -25.3% | $20.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank Of America Corp /De/ | 560.03K | -25.3% | $20.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 560.03K | -25.3% | $20.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 548.12K | +0.9% | $20.46M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Wellington Management ✦ | 519.15K | -2.9% | $19.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 63 | Wellington Management ✦ | 519.15K | -2.9% | $19.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 64 | Wellington Management ✦ | 519.15K | -2.9% | $19.37M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 65 | Hrt Financial Lp | 517.15K | +523.6% | $19.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 466.59K | +55.8% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 466.59K | +55.8% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 466.59K | +55.8% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 466.59K | +55.8% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | D. E. Shaw & Co. ✦ | 409.08K | +1840.9% | $15.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 71 | D. E. Shaw & Co. ✦ | 409.08K | +1840.9% | $15.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 72 | Alyeska Investment Group, L.P. | 400.09K | New | $14.93M | 0.0% | New | 1 | SEC ↗ |
| 73 | Principal Financial Group Inc | 393.02K | -0.6% | $14.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Principal Financial Group Inc | 393.02K | -0.6% | $14.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Nuveen, LLC | 366.95K | -15.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Nuveen, LLC | 366.95K | -15.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Nuveen, LLC | 366.95K | -15.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mackenzie Financial Corp | 323.52K | +346.5% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Federated Hermes, Inc. | 322.88K | +1.8% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Federated Hermes, Inc. | 322.88K | +1.8% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Man Group plc | 317.97K | +13.4% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Man Group plc | 317.97K | +13.4% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 304.09K | -1.1% | $11.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 304.09K | -1.1% | $11.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 98 | Qube Research & Technologies Ltd | 269.33K | +27.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Deutsche Bank Ag\ | 266.22K | +5.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 266.22K | +5.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Alyeska Investment Group, L.P. | $14.93M | 0.0% |
Exited
| Artisan Partners Limited… | $25.96M | was 0.0% |
| Point72 Asset Management | $25.17M | was 0.0% |
| Gotham Asset Management | $1.48M | was 0.0% |
| Stifel Financial Corp | $1.29M | was 0.0% |
| Captrust Financial Advisors | $726,228 | was 0.0% |
| Cetera Investment Advisers | $477,065 | was 0.0% |
| Pacer Advisors, Inc. | $404,000 | was 0.0% |
| Corient Private Wealth LP | $256,316 | was 0.0% |
| Capstone Investment Advisors… | $226,481 | 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: Q2 2026 ·
Methodology ·
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