| 4 | STATE STREET CORP | 2.9M | $108.8M | +12.0% | 4.630% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $96.6M | -3.7% | 4.109% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $55.3M | +3.2% | 2.353% | 0.00% |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.3M | $49.4M | -14.3% | 2.104% | 0.16% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $48.9M | +7.5% | 2.080% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 1.2M | $46.6M | +169.2% | 1.981% | 0.00% |
| 10 | PARADIGM CAPITAL MANAGEMENT INC/NY | 997K | $37.2M | +29.8% | 1.584% | 1.01% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 876K | $32.7M | +58.9% | 1.391% | 0.01% |
| 12 | UBS Group AG | 857K | $32.0M | +32.9% | 1.362% | 0.00% |
| 13 | LOOMIS SAYLES & CO L P | 785K | $29.3M | -6.6% | 1.246% | 0.04% |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 753K | $28.1M | +8.1% | 1.196% | 0.03% |
| 15 | JANE STREET GROUP, LLC | 727K | $27.1M | +104.0% | 1.155% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 704K | $26.3M | +336.0% | 1.118% | 0.02% |
| 17 | MILLENNIUM MANAGEMENT LLC | 699K | $26.1M | -63.3% | 1.110% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 697K | $26.0M | +2.2% | 1.107% | 0.00% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 660K | $24.6M | +18.4% | 1.048% | 0.04% |
| 20 | NORTHERN TRUST CORP | 642K | $24.0M | +5.3% | 1.020% | 0.00% |
| 21 | GILDER GAGNON HOWE & CO LLC | 580K | $21.7M | -25.5% | 0.922% | 0.22% |
| 22 | BANK OF AMERICA CORP /DE/ | 560K | $20.9M | -25.3% | 0.889% | 0.00% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 548K | $20.5M | +0.9% | 0.870% | 0.03% |
| 24 | MORGAN STANLEY | 525K | $19.6M | -26.3% | 0.834% | 0.00% |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 519K | $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.
| 86.16% |
| +0.10 pp |
| $1.97B |
| +0.1% |
| Q4 2024 | 249 | +5.5% | 86.06% | 0.23 pp | $1.96B | 11% |
| Q3 2024 | 236 | — | 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.
CALX institutional ownership rose by 2.60 percentage points quarter-over-quarter, with a net change of -22 holders.
The top 10 institutions account for 57.1% of all reported 13F value in CALX, and the top 25 account for 74.4%.
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.
Calix, Inc. (CALX) Institutional Ownership