Calix

CALX • NYSE

Calix is a software - application company in the technology sector on NYSE, led by Michael Weening, with a market cap of $3.6B. As of Q3 2025, 87% of shares are held by 308 institutional investors, with BlackRock, Inc. as the largest holder at 17.94%.

Chief Executive OfficerMichael Weening

Market Cap$3.6B

Software - Application

Technology

Employees1.8K

Websitecalix.com

Country

United States of America

Overview

Overview of institutional ownership in CALX as of Q3 2025 with a market cap of $4.0B

All Institutions

Institutions: 308
Value Held: $3.5B
Shares Held: 56.6M
Avg Position: $11.3M
Median Position: $825.6K

Hedge Funds

Hedge Funds: 38
Value Held: $414.5M
Shares Held: 6.8M
Avg Position: $10.9M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

76.26%

$3.1B

Hedge Funds

10.34%

$414.5M

Retail & Other

13.4%

$537.0M

Based on market cap of $4.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CALX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$719.1M 0.01% of portfolio	17.94% 11.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$521.0M 0.01% of portfolio	13.00% 8.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$143.6M 0.00% of portfolio	3.58% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$120.6M 0.10% of portfolio	3.01% 2.0M shares	Q4 2022 Held for 2y 11m	$121.98B
CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager	Daniel Anthony Lagan CEO	$89.8M 0.60% of portfolio	2.24% 1.5M shares	Q1 2023 Held for 2y 8m	$15.0B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$86.5M 0.03% of portfolio	2.16% 1.4M shares	Q2 2017 Held for 8y 5m	$317.45B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$84.2M 0.01% of portfolio	2.10% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$78.2M 0.05% of portfolio	1.95% 1.3M shares	Q1 2024 Held for 1y 8m	$158.92B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$75.7M 0.01% of portfolio	1.89% 1.2M shares	Q4 2020 Held for 4y 11m	$912.31B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$58.0M 0.01% of portfolio	1.45% 945.9K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for CALX in Q3 2025

Traded: +$76.1M
Buyers: 163
Sellers: 128
Total Bought: +$429.3M
Total Sold: −$353.2M
Avg Position: $10.2M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$72.6M +1.2M shares	$75.7M 1.2M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$53.3M +869.0K shares	$78.2M 1.3M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$38.2M +622.4K shares	$51.5M 839.1K shares
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short	+$24.6M +400.9K shares	$27.9M 453.9K shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	+$24.1M +392.9K shares	$42.0M 684.1K shares
Invesco Ltd. ETF Provider	+$15.8M +257.8K shares	$29.6M 482.0K shares
B BlackRock, Inc. Institution	+$15.6M +253.6K shares	$719.1M 11.7M shares
Hood River Capital Management LLC Long Only Manager	+$13.8M +224.6K shares	$27.9M 454.4K shares
LOOMIS SAYLES & CO L P Long Only Manager	+$12.8M +209.4K shares	$37.9M 617.0K shares
A Advisor Group Holdings, Inc. Institution	+$12.4M +201.4K shares	$12.5M 203.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Assenagon Asset Management S.A. Institution	−$42.2M −688.4K shares	$15.9M 259.3K shares
Artisan Partners Limited Partnership Long Only Manager	−$30.3M −494.5K shares	$43.6M 710.2K shares
BARCLAYS PLC Institution	−$18.5M −301.2K shares	$5.5M 89.3K shares
PARADIGM CAPITAL MANAGEMENT INC/NY Long Only Manager	−$17.9M −291.8K shares	$41.3M 672.4K shares
MORGAN STANLEY RIA/Wealth	−$17.5M −285.7K shares	$34.5M 561.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$17.3M −282.2K shares	$120.6M 2.0M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$12.9M −210.0K shares	$4.0M 65.7K shares
D D. E. Shaw & Co., Inc. Institution	−$9.8M −159.9K shares	$2.6M 42.6K shares
C Cubist Systematic Strategies, LLC Institution	−$8.9M −145.0K shares	$8.9M 145.0K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$8.7M −142.5K shares	$58.0M 945.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CALX in Q3 2025

New Positions: 24
New Value: $10.3M
Exited Positions: 31
Exited Value: $53.9M

New Positions

Institution	Position Value
Bridgewater Associates, LP Hedge Fund•Global Macro	$2.2M 35.9K shares
C CAXTON ASSOCIATES LLP Institution	$2.1M 34.0K shares
A Axecap Investments, LLC Institution	$1.7M 27.8K shares
Williamson Legacy Group, LLC RIA/Wealth	$1.1M 18.2K shares
R Resona Asset Management Co.,Ltd. Institution	$666.2K 10.9K shares
Point72 Ltd RIA/Wealth	$353.7K 5.8K shares
H HUNTINGTON ASSET ADVISORS, INC. Institution	$284.6K 4.6K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$282.1K 6.2K shares
Kingsview Wealth Management, LLC RIA/Wealth	$264.4K 4.3K shares
P Perbak Capital Partners LLP Institution	$248.6K 4.1K shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$8.6M 162.3K shares
Polar Securities Inc. Hedge Fund•Multi-Strategy	$8.1M 152.7K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$7.6M 142.4K shares
SG Capital Management LLC Hedge Fund•Event Driven	$6.4M 120.5K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$4.9M 92.9K shares
D Dean Capital Investments Management, LLC Institution	$4.1M 76.6K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.9M 72.6K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$2.2M 42.1K shares
LEUCADIA NATIONAL CORP Institution	$1.2M 22.9K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$1.2M 22.2K shares

Options Activity

Institutions with the largest Call and Put options positions in CALX as of Q3 2025

Call Positions: 8
Call Value: $9.5M
Put Positions: 5
Put Value: $2.1M

Call Positions

Institution	Position Value
S SYMMETRY PEAK MANAGEMENT LLC Institution	$2.5M 409.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 328.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8M 294.0 contracts
J JANE STREET GROUP, LLC Institution	$1.7M 280.0 contracts
P PEAK6 LLC Institution	$626.0K 102.0 contracts
W WOLVERINE TRADING, LLC Institution	$577.0K 94.0 contracts
Walleye Trading LLC RIA/Wealth	$202.5K 33.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$24.5K 4.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$883.7K 144.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$705.8K 115.0 contracts
J JANE STREET GROUP, LLC Institution	$355.9K 58.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$85.9K 14.0 contracts
Walleye Trading LLC RIA/Wealth	$36.8K 6.0 contracts

Most Committed Institutions

Institutions with CALX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D Divisar Capital Management LLC Hedge Fund•Long/Short	Steven Richard Baughman CEO	4.08% $15.0M	0.37% 244.1K shares	Q2 2024 Held for 1y 5m	$367.6M
G G2 Investment Partners Management LLC Hedge Fund•Long/Short	Joshua M Goldberg Managing Partner	3.15% $14.7M	0.37% 240.0K shares	Q2 2020 Held for 5y 5m	$467.4M
H Harvey Partners, LLC Institution	-	2.98% $32.7M	0.82% 533.5K shares	Q4 2024 Held for 11 months	$1.1B
PARADIGM CAPITAL MANAGEMENT INC/NY Long Only Manager	Candace King Weir CEO	1.79% $41.3M	1.03% 672.4K shares	Q1 2019 Held for 6y 8m	$2.3B
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short	William Zolezzi Managing Partner	1.30% $27.9M	0.70% 453.9K shares	Q4 2024 Held for 11 months	$2.1B
AH Lisanti Capital Growth, LLC Long Only Manager	Mary Lisanti President	1.22% $5.0M	0.12% 81.3K shares	Q2 2025 Held for 5 months	$410.1M
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	Pamela Marie Lawrence President	1.19% $15.5M	0.39% 252.2K shares	Q1 2025 Held for 8 months	$1.3B
MARATHON CAPITAL MANAGEMENT RIA/Wealth	Edward George Hart Partner	1.14% $4.9M	0.12% 80.2K shares	Q3 2023 Held for 2y 2m	$433.1M
A Axecap Investments, LLC Institution	-	1.05% $1.7M	0.04% 27.8K shares	Q3 2025 Held for 2 months	$161.9M
Williamson Legacy Group, LLC RIA/Wealth	Joseph Richard Williamson CEO	0.86% $1.1M	0.03% 18.2K shares	Q3 2025 Held for 2 months	$129.8M

Hedge Fund Spotlight

Discover hedge funds investing in CALX

ALGERT COLDIRON INVESTORS LLC

Hedge Fund • Quant

Portfolio ManagerRyan Zentner Lafond

Portfolio Value: $6.0B
Positions: 1,110
Last Reported: Q3 2025

Sector Allocation

Position in Calix

Market Value: $8.8M
Shares Held: 143.7K
Portfolio Weight: 0.15%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nextpower Inc. NXT	Solar Energy	$40.8M	0.68%
2 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$38.9M	0.65%
3 Credo Technology Group Holding Ltd CRDO	Communication Equipment Technology	$38.7M	0.64%