$CALX

$38.30 +$0.62 (1.65%) Close

$CALX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 63.0M shares outstanding

Who owns CALX?

By type of holder

Institutions 95.1% Insiders 5.0% Everyone else 0.0%

Concentration Top 10 holders own 55.4%

BlackRock, Inc. 18.7% · Vanguard Portfolio Management LLC 8.9%

Institutional ownership

95.1%

+0.3 pts vs last qtr

Institutional holders

285

-25 vs last qtr

Net shares bought

+171.7K

by institutions in Q2 2026

New / sold out

38 / 63

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +780.6K
BlackRock, Inc. +622.1K

Biggest sellers in Q2 2026

Congress Asset Management Co −1.6M
Millennium Management LLC −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$43.3M

8 notices from 5 people

Shares covered

718.0K

1.14% of the company

Arranged in advance

81%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Carl Russo Officer 10b5-1 $25.3M
Michael Weening Officer 10b5-1 $4.99M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+31.7%

+4.02% a year

Each share's claim on the business

−24.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$191M vs $333M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years8% 1–3 years18% Under 1 year9%

Quarterly turnover

15.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CALX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	11.8M	18.70%	+622.1K (+5.6%)	≤2021	0.0%
Shares held by quarter Peak holding11.8M (Q2'26) Change over 8 quarters+965.6K Share of the company18.700% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	5.6M	8.87%	+54.3K (+1.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.6M (Q2'26) Change over 8 quarters+5.6M Share of the company8.870% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

11.8M

% of company

18.70%

Change vs last qtr

+622.1K (+5.6%)

Held since

≤2021

Vanguard Portfolio Management LLC

5.6M

% of company

8.87%

Change vs last qtr

+54.3K (+1.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Calix, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CALX on Form N-PORT; together they hold 48.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$131M	3.5M	5.55%	0.12%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$67.8M	1.8M	2.88%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$131M

% of company

5.55%

% of the fund

0.12%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$67.8M

% of company

2.88%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Calix, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RC Russo Carl Insider	4.0M	6.31%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company6.310% Russo Carl's insider activity →
PK Peters Kevin Robert Insider	135.7K	0.22%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.220% Peters Kevin Robert's insider activity →

Russo Carl

Insider

4.0M

% of company

6.31%

Change vs last qtr

—

Held since

—

Peters Kevin Robert

Insider

135.7K

% of company

0.22%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Calix, Inc..

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