Calix Inc

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Calix Inc
TickerCALX
CIK #0001406666
CUSIP13100M509
SectorTechnology - Communications Services, Nec
Address1035 N Mcdowell Blvd, Petaluma, CA 95954
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Calix Networks Inc 2009-09-01 50.0 M Exemption: 506 · Minimum: $29 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001406666] 10-K
[0001406666] 10-Q
[0001406666] 3
[0001406666] 4
[0001406666] 5
[0001406666] 8-K
[0001406666] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
AllianceBernstein LP Calix Inc [2026-05-18] 0.0
Vanguard Portfolio Management LLC Calix Inc [2026-04-29] 0.0
AllianceBernstein LP Calix Inc [2024-02-14] 8.0
Gilder Gagnon Howe & Co LLC Calix Inc [2022-02-11] 6.1
Vanguard Group Inc Calix Inc [2021-02-10] 5.21
BlackRock Inc Calix Inc [2020-02-05] 8.0
Nokomis Capital LLC Calix Inc [2018-02-15] 8.1
Renaissance Technologies LLC Calix Inc [2018-02-14] 5.24
Divisar Capital Management LLC Calix Inc [2018-01-08] 5.3
Ameriprise Financial Inc Calix Inc [2017-02-10] 6.45
Dimensional Fund Advisors LP Calix Inc [2017-02-09] 6.23
Alyeska Investment Group LP Calix Inc [2016-02-16] 5.2
Vanguard Group Inc Calix Inc [2016-02-10] 5.62
Lapides Asset Management LLC Calix Inc [2014-10-08] 5.1
Ameriprise Financial Inc Calix Inc [2014-02-13] 5.66
BlackRock Inc Calix Inc [2014-01-28] 5.2
Wellington Management Co LLP Calix Inc [2013-12-10] 10.54
Invicta Capital Management LLC Calix Inc [2012-08-15] 5.4
Form 3/4/5 Filer 2011 - 2026
Russo Carl
Calix Inc
Makagon Kira
Crusco Kathleen M
Berry Michael J
Mukherjee Rajatish
Bowick Christopher J
Peters Kevin Robert
Oosterman Wade
Durocher John
Eleniak Shane Todd Marshall
Weening Michael
Sindelar Cory
Collins John Matthew
Fields Eleanor
Listwin Donald J
Everett Michael T
Matthews Michael
Denuccio Kevin A
Plants J Daniel
Cheung Sheila
Billings Gregory A
Flynn Michael T
Atkins William J
Colvin John
Pardun Thomas E
Lockhart Andy Glen
Grosser Adam
Bradaran Mehdi
Banta Tony
Langlois Michel
Pope Kevin
Ashby Michael
Weingarth Roger
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Russo Carl
Stock Options (right to buy) · derivative
2026-03-30 Grant 11,753 $0.00
Russo Carl
Stock Option (right to buy) · derivative
2026-02-25 Option exercise 10,000 $0.00
Russo Carl
Common Stock
2026-02-25 Option exercise 10,000 $12.63 126,300
Weening Michael
Common Stock
2026-02-14 Grant 439 $45.32 19,895
Sindelar Cory
Common Stock
2026-02-14 Grant 439 $45.32 19,895
Durocher John
Common Stock
2026-02-14 Grant 439 $45.32 19,895
Sindelar Cory
Stock Option (right to buy) · derivative
2026-02-12 Grant 170,000 $0.00
Durocher John
Stock Option (right to buy) · derivative
2026-02-12 Grant 195,000 $0.00
Weening Michael
Stock Option (right to buy) · derivative
2026-02-12 Grant 217,500 $0.00
Eleniak Shane Todd Marshall
Stock Option · derivative
2026-02-12 Grant 195,000 $0.00
Russo Carl
Common Stock
2026-02-03 Sell 13,477 $46.93 632,476
Russo Carl
Common Stock
2026-02-03 Sell 11,523 $47.66 549,186
Sindelar Cory
Stock Option (right to buy) · derivative
2026-02-02 Option exercise 27,000 $0.00
Sindelar Cory
Common Stock
2026-02-02 Option exercise 27,000 $5.05 136,350
Russo Carl
Common Stock
2026-01-07 Option exercise 10,000 $12.63 126,300
Russo Carl
Stock Option (right to buy) · derivative
2026-01-07 Option exercise 10,000 $0.00
Russo Carl
Employee Stock Options (right to buy) · derivative
2026-01-02 Grant 11,663 $0.00
Russo Carl
Stock Option (right to buy) · derivative
2025-11-24 Option exercise 10,000 $0.00
Russo Carl
Common Stock
2025-11-24 Option exercise 10,000 $12.63 126,300
Russo Carl
Common Stock
2025-11-17 Option exercise 10,000 $12.63 126,300
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 309 58,506,227
2025-12-31 334 57,879,512
2025-09-30 318 53,630,503
2025-06-30 298 55,626,035
2025-03-31 263 57,078,349
2024-12-31 257 58,643,298
2024-09-30 245 57,814,834
2024-06-30 256 57,744,745
2024-03-31 263 59,236,752
2023-12-31 267 56,624,310
2023-09-30 280 52,241,502
2023-06-30 271 51,674,695
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 93,685 93,685
Thompson Investment Management Inc [2026-06-30] SOLE 91,940 91,940
Louisiana State Employees Retirement System [2026-06-30] SOLE 26,700 26,700
Handelsbanken Fonder AB [2026-06-30] SOLE 0 22,900
Alaska Retirement Management Board [2026-06-30] SOLE 22,253 22,253
Assenagon Asset Management SA [2026-06-30] SOLE 20,085 20,085
Yousif Capital Management LLC [2026-06-30] SOLE 3,703 15,640
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 13,764 13,764
Diversified Trust Co [2026-06-30] SOLE 0 11,801
Congress Asset Management Co [2026-06-30] SOLE 8,816 8,898
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 6,324
LVW Advisors LLC [2026-06-30] SOLE 0 5,689
Gamma Investing LLC [2026-06-30] DFND 897 897
Harbor Investment Advisory LLC [2026-06-30] SOLE 840 840
IFP Advisors LLC [2026-06-30] SOLE 168 168
Farther Finance Advisors LLC [2026-06-30] SOLE 0 130
Versant Capital Management Inc [2026-06-30] SOLE 112 112
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 62 62
Farmers & Merchants Investments Inc [2026-06-30] SOLE 27 27
Main Street Group LTD [2026-06-30] SOLE 0 27
Park Avenue Securities LLC [2026-06-30] SOLE 0 26
Fortitude Family Office LLC [2026-06-30] SOLE 22 22
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 20
Highline Wealth Partners LLC [2026-06-30] SOLE 18 18
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 14
Trust Co [2026-06-30] SOLE 6 6
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 5
Davis Capital Management [2026-06-30] SOLE 3 3
True Wealth Design LLC [2026-06-30] SOLE 0 2
LRI Investments LLC [2026-06-30] SOLE 1 1
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