Companies: 10,795·Total market cap: $144.5T
Calix, Inc.

Calix, Inc.

CALXNYSETechnology● Active
$38.14
+$0.87(+2.33%)
Market Cap$2.4B
P/E Ratio
52W High$71.22
52W Low$37.26

Calix, Inc. (CALX) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · CALX · as of Mar 31, 2025

Ownership Breakdown

Institutions 88.66%
Insiders 9.53%
Public 1.8%

270

Institutional Holders

▲ 8 vs Q4

$2.00B

Total Inst. Value

▲ $6.74M vs Q4

63.78M

Shares Outstanding

freeFloat 90.47%

56.55M

13F Shares Held

▼ 732,637 vs Q4

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

CALX largest shareholders · institutional ownership

Q1 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

BLACKROCK, INC.

communications services, nec

11.10M16.81%

16.81%

$393.25BMay 2, 2025 243.9K

VANGUARD GROUP INC

communications services, nec

8.02M12.14%

12.14%

$284.06BMay 9, 2025 37.6K

ALLIANCEBERNSTEIN L.P.

communications services, nec

2.51M3.80%

3.80%

$88.93BMay 15, 2025 270.4K

STATE STREET CORP

communications services, nec

2.38M3.60%

3.60%

$84.34BMay 15, 2025 85.4K

MILLENNIUM MANAGEMENT LLC

communications services, nec

1.77M2.67%

2.67%

$62.55BMay 15, 2025 266.2K

DIMENSIONAL FUND ADVISORS LP

communications services, nec

1.73M2.61%

2.61%

$61.15BMay 13, 2025 106.9K

CONGRESS ASSET MANAGEMENT CO /MA

communications services, nec

1.38M2.09%

2.09%

$48.85BApr 11, 2025 103.2K

GEODE CAPITAL MANAGEMENT, LLC

communications services, nec

1.38M2.09%

2.09%

$48.82BMay 13, 2025 39.6K

TD ASSET MANAGEMENT INC

communications services, nec

1.31M1.99%

1.99%

$46.56BMay 7, 2025 79.4K

BANK OF NEW YORK MELLON CORP

communications services, nec

1.14M1.73%

1.73%

$40.57BApr 29, 2025 228.5K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q1 2025 vs prior quarter

Q1 2025

Net institutional sentimentBullish — more buying than selling

24

Increased

+2.96M shares

3

New Positions

first time holders

22

Decreased

−2.56M shares

0

Sold Out

fully exited

Net shares change (top 50)

+402.5K

+2.96M / −2.56M

Net new holders

+5

3 new / 0 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

CALX insider trading · insider activity

Source: SEC Form 4

Buy 0%Active transactions only100% Sell

Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

5

Buy transactions

4

Sell transactions

1.25

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

Weening Michael

President & CEO

Nov 27, 2023Award120,000$37.80$4.54M120.0KForm 4 ↗

SINDELAR CORY

Chief Financial Officer

Nov 27, 2023Award100,000$37.80$3.78M100.0KForm 4 ↗

Collins John Matthew

Chief Commercial Ops Officer

Oct 27, 2023Sale60,000$33.14$1.99M0Form 4 ↗

LISTWIN DONALD J

director

Aug 4, 2023Sale100,000$43.15$4.32M497.5KForm 4 ↗

Collins John Matthew

Chief Commercial Ops Officer

Jul 25, 2023Sale10,000$47.12$471.2K0Form 4 ↗

BOWICK CHRISTOPHER J

director

May 11, 2023Award8,183$42.79$350.2K8.2KForm 4 ↗

LISTWIN DONALD J

director

May 11, 2023Award8,183$42.79$350.2K8.2KForm 4 ↗

Peters Kevin Robert

director

May 11, 2023Award8,183$42.79$350.2K8.2KForm 4 ↗

Mukherjee Rajatish

director

May 11, 2023Award8,183$42.79$350.2K8.2KForm 4 ↗

CRUSCO KATHLEEN M

director

May 11, 2023Award8,183$42.79$350.2K8.2KForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Calix, Inc. (CALX) is primarily owned by institutional investors, who hold approximately 88.7% of total shares outstanding. Company insiders own approximately 9.53%, while retail and public investors account for the remaining 1.80%.

The largest institutional shareholder of Calix, Inc. is BLACKROCK, INC., holding approximately 11.10 million shares — equal to 16.81% of outstanding shares — as of March 31, 2025.

A total of 270 institutional investors currently hold CALX stock, with a combined institutional value of approximately $2.00 billion as of the most recent 13F filing period.

Frequently asked questions

CALX ownership

Calix, Inc. (CALX) is primarily owned by institutional investors, who hold approximately 88.7% of shares. The largest shareholder is BLACKROCK, INC. with a 16.81% stake. Company insiders hold 9.53%. Data sourced from SEC Form 13F as of March 31, 2025.

who owns CALX stockCALX ownership structureSEC Form 13F institutional holdingsCALX float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of March 31, 2025