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HomeStocksCALXInstitutional Holders

CALX logoCalix, Inc. (CALX) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+2.60 pp), though top 10 holders maintain a highly concentrated 57.1% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
95.3%$2.2B total value · ▲ +2.60 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
69 / 100Bullish
Institutions & Flow286 holders-23 net flow (+35 / -58)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-23)
  • Marquee funds including Citadel Advisors Llc and Jane Street Group, Llc maintain significant positions
  • Top 10 holders control 57.1% of institutional value
  • No Insider Signal

Top Institutional Holders of CALX

Ranked by reported Q2 2026 13F market value

Top 10 Holders
57.1%
Top 25 Holders
74.4%

Share of total reported institutional value in CALX held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.11.8M$439.5M+5.6%18.702%0.01%
2VANGUARD PORTFOLIO MANAGEMENT LLC5.6M$208.5M+1.0%8.875%0.01%
3ALLIANCEBERNSTEIN L.P.3.2M$159.1M-0.1%5.159%0.05%

Quarterly Institutional Activity

Filings activity in CALX during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers35Added To51Trimmed195Exited58
  • CITADEL ADVISORS LLC$46.6M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$32.7M
  • UBS Group AG

CALX Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 20262867.1%95.25%+2.60 pp$2.19B23%
Q1 20263086.1%92.65%+4.53 pp$2.85B3.4%
Q4 2025328+5.1%88.12%+2.47 pp$2.95B9.3%
Q3 2025312+6.8%85.65%+0.77 pp$3.26B+15%
Q2 2025292+15%84.88%1.28 pp$2.82B+44%
Q1 2025254

CALX — Frequently Asked Questions

Quick answers to the most common questions about buying CALX stock.

What percentage of CALX is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Calix, Inc. stands at 95.3%, held across 286 reporting institutions.

Who is the largest institutional holder of CALX?

BlackRock, Inc. is the largest reported institutional holder of CALX, with approximately 11,775,490 shares worth $0.44B as of Q2 2026.

Is CALX a hedge fund favorite?

Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of CALX, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.

What is CALX's Smart Money Score?

Our composite Smart Money Score for CALX is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought CALX this quarter?
4STATE STREET CORP2.9M$108.8M+12.0%4.630%0.00%
5VANGUARD CAPITAL MANAGEMENT LLC2.6M$96.6M-3.7%4.109%0.00%
6GEODE CAPITAL MANAGEMENT, LLC1.5M$55.3M+3.2%2.353%0.00%
7WESTFIELD CAPITAL MANAGEMENT CO LP1.3M$49.4M-14.3%2.104%0.16%
8DIMENSIONAL FUND ADVISORS LP1.3M$48.9M+7.5%2.080%0.01%
9CITADEL ADVISORS LLC1.2M$46.6M+169.2%1.981%0.00%
10PARADIGM CAPITAL MANAGEMENT INC/NY997K$37.2M+29.8%1.584%1.01%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP876K$32.7M+58.9%1.391%0.01%
12UBS Group AG857K$32.0M+32.9%1.362%0.00%
13LOOMIS SAYLES & CO L P785K$29.3M-6.6%1.246%0.04%
14MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.753K$28.1M+8.1%1.196%0.03%
15JANE STREET GROUP, LLC727K$27.1M+104.0%1.155%0.00%
16TWO SIGMA INVESTMENTS, LP704K$26.3M+336.0%1.118%0.02%
17MILLENNIUM MANAGEMENT LLC699K$26.1M-63.3%1.110%0.01%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC697K$26.0M+2.2%1.107%0.00%
19NOMURA ASSET MANAGEMENT INTERNATIONAL INC.660K$24.6M+18.4%1.048%0.04%
20NORTHERN TRUST CORP642K$24.0M+5.3%1.020%0.00%
21GILDER GAGNON HOWE & CO LLC580K$21.7M-25.5%0.922%0.22%
22BANK OF AMERICA CORP /DE/560K$20.9M-25.3%0.889%0.00%
23RENAISSANCE TECHNOLOGIES LLC548K$20.5M+0.9%0.870%0.03%
24MORGAN STANLEY525K$19.6M-26.3%0.834%0.00%
25WELLINGTON MANAGEMENT GROUP LLP519K$19.4M-2.9%0.825%0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CALX — a direct measure of their conviction.

$32.0M
  • JANE STREET GROUP, LLC$27.1M
  • TWO SIGMA INVESTMENTS, LP$26.3M
  • Rockefeller Capital Management L.P.$17.4M
  • D. E. Shaw & Co., Inc.$15.3M
  • MACKENZIE FINANCIAL CORP$12.1M
  • FMR LLC$9.8M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$8.9M
  • BNP PARIBAS FINANCIAL MARKETS$8.6M
  • JPMORGAN CHASE & CO$6.7M
  • +2.0%
    86.16%
    +0.10 pp
    $1.97B
    +0.1%
    Q4 2024249+5.5%86.06%0.23 pp$1.96B11%
    Q3 2024236—86.29%—$2.20B—

    Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

    35 institutions opened new positions in CALX during Q2 2026, while 58 fully exited. 51 added to existing positions and 195 trimmed.

    How is institutional ownership of CALX changing?

    CALX institutional ownership rose by 2.60 percentage points quarter-over-quarter, with a net change of -22 holders.

    How concentrated is CALX ownership among the top holders?

    The top 10 institutions account for 57.1% of all reported 13F value in CALX, and the top 25 account for 74.4%.

    Where does this CALX institutional ownership data come from?

    All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

    CALXCalix, Inc.
    $30.60$1.9B
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