CALX NYSE
Calix, Inc.
1W: -4.6%
1M: -10.0%
3M: -31.0%
YTD: -28.4%
1Y: -18.0%
3Y: -14.8%
5Y: -7.4%
$39.23
+0.81 (+2.11%)
Weekly Expected Move ±8.7%
$33
$36
$40
$43
$47
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Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CALX
371
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
40
New Positions
110
Increased
181
Reduced
94
Closed
0.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (423 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,153,403 | $$438M | -309,538 | -2.7% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 8,302,450 | $$326M | -186,628 | -2.2% | 12Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 5,533,754 | $$217M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 5,373,050 | $$211M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 2,602,333 | $$102M | +239,368 | +10.1% | 13Q | SEC ↗ |
| 6 | CONGRESS ASSET MANAGEMENT CO | 1,644,289 | $$65M | +196,744 | +13.6% | 13Q | SEC ↗ |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1,546,101 | $$61M | +400,809 | +35.0% | 4Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 1,462,371 | $$57M | +52,642 | +3.7% | 12Q | SEC ↗ |
| 9 | MILLENNIUM MANAGEMENT LLC | 1,441,912 | $$57M | -523,006 | -26.6% | 12Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,435,706 | $$56M | -9,632 | -0.7% | 13Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,218,495 | $$48M | +269,876 | +28.4% | 13Q | SEC ↗ |
| 12 | LOOMIS SAYLES & CO L P | 840,197 | $$33M | +50,305 | +6.4% | 4Q | SEC ↗ |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 800,330 | $$31M | -229,785 | -22.3% | 7Q | SEC ↗ |
| 14 | GILDER GAGNON HOWE & CO LLC | 779,092 | $$31M | -108,835 | -12.3% | 13Q | SEC ↗ |
| 15 | PARADIGM CAPITAL MANAGEMENT INC/NY | 768,200 | $$30M | +95,800 | +14.2% | 13Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 750,117 | $$29M | +290,661 | +63.3% | 13Q | SEC ↗ |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 696,855 | $$27M | -68,560 | -9.0% | 8Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 681,954 | $$27M | +8,909 | +1.3% | 13Q | SEC ↗ |
| 19 | UBS Group AG | 645,245 | $$25M | +286,145 | +79.7% | 13Q | SEC ↗ |
| 20 | MORGAN STANLEY | 622,875 | $$24M | +60,993 | +10.9% | 12Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 609,742 | $$24M | +14,116 | +2.4% | 13Q | SEC ↗ |
| 22 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 556,995 | $$22M | +169,174 | +43.6% | 2Q | SEC ↗ |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 551,150 | $$22M | -726,355 | -56.9% | 6Q | SEC ↗ |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 543,418 | $$21M | +79,800 | +17.2% | 13Q | SEC ↗ |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 534,517 | $$21M | -105,212 | -16.4% | 13Q | SEC ↗ |
| 26 | Harvey Partners, LLC | 533,732 | $$21M | +232 | +0.0% | 5Q | SEC ↗ |
| 27 | Artisan Partners Limited Partnership | 529,875 | $$21M | -60,312 | -10.2% | 12Q | SEC ↗ |
| 28 | Point72 Asset Management, L.P. NEW | 513,814 | $$20M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Squarepoint Ops LLC | 458,802 | $$18M | +331,027 | +259.1% | 2Q | SEC ↗ |
| 30 | Nuveen, LLC | 432,944 | $$17M | +29,553 | +7.3% | 5Q | SEC ↗ |
| 31 | Trexquant Investment LP | 429,367 | $$17M | +119,529 | +38.6% | 6Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 418,439 | $$16M | — | +0.0% | 1Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 395,333 | $$16M | +52,685 | +15.4% | 13Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 387,460 | $$15M | -18,421 | -4.5% | 13Q | SEC ↗ |
| 35 | Penn Capital Management Company, LLC | 378,564 | $$15M | +125,477 | +49.6% | 5Q | SEC ↗ |
| 36 | Alyeska Investment Group, L.P. NEW | 375,132 | $$15M | — | +0.0% | 1Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 351,945 | $$14M | +229,036 | +186.3% | 4Q | SEC ↗ |
| 38 | Divisar Capital Management LLC | 340,163 | $$13M | +40,200 | +13.4% | 8Q | SEC ↗ |
| 39 | OBERWEIS ASSET MANAGEMENT INC | 335,030 | $$13M | +90,430 | +37.0% | 2Q | SEC ↗ |
| 40 | MetLife Investment Management, LLC | 312,407 | $$12M | +279,431 | +847.4% | 13Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC | 307,468 | $$12M | -496,004 | -61.7% | 13Q | SEC ↗ |
| 42 | Divisadero Street Capital Management, NEW | 305,670 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 299,587 | $$12M | -176,483 | -37.1% | 10Q | SEC ↗ |
| 44 | FEDERATED HERMES, INC. | 297,750 | $$12M | +182,214 | +157.7% | 2Q | SEC ↗ |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 289,785 | $$11M | +76,636 | +36.0% | 13Q | SEC ↗ |
| 46 | SCHRODER INVESTMENT MANAGEMENT GROUP | 277,852 | $$11M | +266,515 | +2350.8% | 4Q | SEC ↗ |
| 47 | Invesco Ltd. | 272,851 | $$11M | -304,920 | -52.8% | 13Q | SEC ↗ |
| 48 | SEI INVESTMENTS CO | 269,320 | $$11M | +52,784 | +24.4% | 13Q | SEC ↗ |
| 49 | DEUTSCHE BANK AG | 253,023 | $$10M | +30,758 | +13.8% | 13Q | SEC ↗ |
| 50 | JACOBS LEVY EQUITY MANAGEMENT, INC | 221,882 | $$9M | -203,716 | -47.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,533,754 | $$217M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,373,050 | $$211M |
| Point72 Asset Management, L.P. | 513,814 | $$20M |
| VANGUARD FIDUCIARY TRUST CO | 418,439 | $$16M |
| Alyeska Investment Group, L.P. | 375,132 | $$15M |
| Divisadero Street Capital Managemen | 305,670 | $$12M |
| SG Capital Management LLC | 157,399 | $$6M |
| Nearwater Capital Markets, Ltd | 118,200 | $$5M |
| 4D Advisors, LLC | 115,000 | $$5M |
| Counterpoint Mutual Funds LLC | 85,456 | $$3M |
| HRT FINANCIAL LP | 82,925 | $$3M |
| Edgestream Partners, L.P. | 75,751 | $$3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 54,583 | $$2M |
| OpenArc Corporate Advisory, LLC | 42,614 | $$2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 40,373 | $$2M |
| Elo Mutual Pension Insurance Co | 33,294 | $$1M |
| CAPITAL FUND MANAGEMENT S.A. | 31,365 | $$1M |
| Vanguard Global Advisers, LLC | 24,612 | $$966K |
| TWO SIGMA ADVISERS, LP | 22,300 | $$875K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,151 | $$830K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, I | 2,188,346 | $$86M |
| BALYASNY ASSET MANAGEMENT L.P. | 555,284 | $$22M |
| Hood River Capital Management LLC | 523,261 | $$21M |
| NEUBERGER BERMAN GROUP LLC | 253,237 | $$10M |
| Synergy Asset Management, LLC | 189,221 | $$7M |
| DARK FOREST CAPITAL MANAGEMENT LP | 137,742 | $$5M |
| ALGERT GLOBAL LLC | 117,936 | $$5M |
| Lisanti Capital Growth, LLC | 95,736 | $$4M |
| Informed Momentum Co LLC | 95,612 | $$4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 92,855 | $$4M |
| Atika Capital Management LLC | 89,500 | $$4M |
| DC Investments Management, LLC | 76,642 | $$3M |
| Jump Financial, LLC | 56,400 | $$2M |
| CASTLEARK MANAGEMENT LLC | 52,920 | $$2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 42,100 | $$2M |
| Walleye Capital LLC | 37,506 | $$1M |
| Axecap Investments, LLC | 27,811 | $$1M |
| NATIXIS | 27,558 | $$1M |
| Calamos Advisors LLC | 23,409 | $$918K |
| LAZARD ASSET MANAGEMENT LLC | 21,400 | $$840K |