Security record
CALX
Calix, Inc. · Technology · Communication Equipment
99Tracked holders
-3Δ holders
42.97MShares held
$1.64BReported value
+6New positions
−11Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +5.0% ·
net new positions -5.1%
— 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 | 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 | — | — |
| 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 ↗ ×16 |
| 2 | Alliancebernstein L.P. | 3.25M | -0.1% | $159.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 2.92M | +12.0% | $108.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.59M | -3.7% | $96.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.48M | +3.2% | $55.30M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 1.31M | +7.5% | $48.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Citadel Advisors ✦ | 1.21M | +182.3% | $45.11M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 875.84K | +58.9% | $32.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | UBS Group AG | 857.36K | +32.9% | $32.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Loomis Sayles & Co L P | 784.80K | -6.6% | $29.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 753.30K | +8.1% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 718.77K | +104.2% | $26.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 703.91K | +336.0% | $26.27M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Millennium Management ✦ | 698.62K | -63.3% | $26.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Charles Schwab Investment… | 696.97K | +2.2% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Nomura Asset Management… | 659.56K | +18.4% | $24.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northern Trust Corp | 642.15K | +5.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Bank Of America Corp /De/ | 560.03K | -25.3% | $20.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Renaissance Technologies ✦ | 548.12K | +0.9% | $20.46M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 524.88K | -26.3% | $19.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 21 | Wellington Management ✦ | 519.15K | -2.9% | $19.37M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 22 | Hrt Financial Lp | 517.15K | +523.6% | $19.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 466.59K | +55.8% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | D. E. Shaw & Co. ✦ | 409.08K | +1840.9% | $15.27M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Alyeska Investment Group, L.P. | 400.09K | New | $14.93M | 0.0% | New | 1 | SEC ↗ |
| 26 | Principal Financial Group Inc | 393.02K | -0.6% | $14.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Nuveen, LLC | 366.95K | -15.2% | $13.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Mackenzie Financial Corp | 323.52K | +346.5% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Federated Hermes, Inc. | 322.88K | +1.8% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Bank of New York Mellon Corp | 321.83K | -16.9% | $12.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 31 | Man Group plc | 317.97K | +13.4% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Invesco Ltd. | 313.31K | +14.8% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Goldman Sachs Group ✦ | 304.09K | -1.1% | $11.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 269.33K | +27.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Deutsche Bank Ag\ | 266.22K | +5.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Fidelity (FMR) ✦ | 263.00K | +95.5% | $9.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 37 | New York State Common Retirement… | 250.46K | -13.6% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 238.83K | +23.9% | $8.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 39 | Bnp Paribas Financial Markets | 230.10K | +1424.7% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Connor, Clark & Lunn Investment… | 202.14K | -10.0% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Sei Investments Co | 189.89K | -29.5% | $7.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | JPMorgan Chase ✦ | 184.04K | +86.9% | $6.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 43 | UBS AM, a distinct business unit of… | 143.75K | -8.8% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 44 | Tudor Investment Corp Et Al | 142.65K | +120.1% | $5.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Legal & General Group Plc | 139.85K | -8.0% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 46 | Rhumbline Advisers | 136.54K | -14.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Swiss National Bank | 116.70K | -6.3% | $4.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 115.62K | +103.9% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 106.09K | +174.1% | $3.84M | 0.0% | ▲ Add | 9 | SEC ↗ ×5 |
| 50 | Squarepoint Ops LLC | 95.75K | -79.1% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 94.77K | -8.7% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Holocene Advisors, LP | 91.56K | +773.5% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 77.76K | +16.5% | $2.90M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 72.70K | -25.8% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Prudential Financial Inc | 60.32K | -6.1% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 56.57K | +85.7% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | Lazard Asset Management Llc | 56.17K | New | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 58 | Allianz Asset Management GmbH | 53.14K | -65.4% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Universal- Beteiligungs- und… | 47.63K | +28.0% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | State Of Wisconsin Investment Board | 42.83K | -24.3% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Assenagon Asset Management S.A. | 40.17K | -19.1% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 62 | Voya Investment Management Llc | 40.13K | +3.5% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Barclays Plc | 40.10K | +239.3% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Nordea Investment Management Ab | 41.13K | New | $1.49M | 0.0% | New | 1 | SEC ↗ ×2 |
| 65 | LPL Financial LLC | 39.99K | -0.7% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Citigroup Inc | 39.10K | +214.1% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Franklin Resources Inc | 38.13K | -2.6% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 68 | Hsbc Holdings Plc | 38.30K | +100.1% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | American Century Companies Inc | 35.39K | -2.2% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Manufacturers Life Insurance… | 28.95K | +8.3% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 26.84K | +26.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Creative Planning | 26.78K | -14.6% | $999,504 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 73 | Victory Capital Management Inc | 23.63K | +145.0% | $881,947 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Robeco Institutional Asset… | 22.83K | +25.5% | $852,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Mirae Asset Global Investments Co.… | 22.63K | 0.0% | $844,514 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 21.66K | +160.9% | $808,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Tidal Investments LLC | 20.41K | -2.4% | $761,664 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 16.88K | 0.0% | $630,074 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Zurcher Kantonalbank (Zurich… | 14.66K | 0.0% | $546,999 | 0.0% | Held | 3 | SEC ↗ |
| 80 | Marshall Wace ✦ | 14.13K | New | $527,182 | 0.0% | New | 1 | SEC ↗ |
| 81 | Fifth Third Bancorp | 12.44K | -14.0% | $464,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 12.27K | New | $457,991 | 0.0% | New | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 11.65K | -13.1% | $434,666 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 84 | Schroder Investment Management Group | 11.05K | -96.0% | $398,533 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Pictet Asset Management Holding SA | 10.05K | 0.0% | $375,103 | 0.0% | Held | 3 | SEC ↗ |
| 86 | ProShare Advisors LLC | 8.44K | -10.1% | $314,944 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Canada Pension Plan Investment Board | 8.40K | -90.6% | $313,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 7.71K | -0.9% | $287,737 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 89 | Osaic Holdings, Inc. | 7.05K | -96.1% | $263,252 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 90 | Mercer Global Advisors Inc /Adv | 5.41K | -14.1% | $201,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Royal Bank Of Canada | 4.25K | +43.1% | $159,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 92 | Jones Financial Companies Lllp | 4.42K | +3.3% | $157,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 3.36K | -26.3% | $125,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Assetmark, Inc | 1.72K | -32.8% | $64,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 1.02K | -20.7% | $38,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Us Bancorp \De\ | 1.02K | +85.1% | $37,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Optiver Holding B.V. | 544 | New | $20,302 | 0.0% | New | 1 | SEC ↗ |
| 98 | Group One Trading Llc | 102 | -88.8% | $3,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Northwestern Mutual Wealth… | 88 | -71.2% | $3,284 | 0.0% | ▼ Trim | 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% |
| Lazard Asset Management Llc | $2.10M | 0.0% |
| Nordea Investment Management… | $1.49M | 0.0% |
| Marshall Wace | $527,182 | 0.0% |
| Mitsubishi UFJ Trust &… | $457,991 | 0.0% |
| Optiver Holding B.V. | $20,302 | 0.0% |
Exited
| Artisan Partners Limited… | $25.96M | was 0.0% |
| Point72 Asset Management | $25.17M | was 0.0% |
| HighTower Advisors, LLC | $5.84M | was 0.0% |
| Gotham Asset Management | $1.48M | was 0.0% |
| Stifel Financial Corp | $1.29M | was 0.0% |
| Amundi | $867,025 | 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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