Calix Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CXA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	26,771	0.0404%
Private Companies	298,435	0.45%
General Public	959,604	1.45%
Individual Insiders	7,113,398	10.7%
Institutions	57,917,757	87.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.31% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.3%	BlackRock, Inc.	10,809,906	€387.3m	1.19%	0.01%
11.4%	The Vanguard Group, Inc.	7,564,787	€271.1m	0.73%	no data
8.95%	Carl Russo	5,937,569	€212.7m	-0.42%	no data
7.92%	AllianceBernstein L.P.	5,255,451	€188.3m	-13.4%	0.06%
3.49%	State Street Global Advisors, Inc.	2,316,174	€83.0m	0.24%	no data
2.65%	Dimensional Fund Advisors LP	1,757,687	€63.0m	-2%	0.01%
2.37%	TD Asset Management, Inc.	1,574,496	€56.4m	-18.1%	0.04%
2.36%	Congress Asset Management Company, LLP	1,565,471	€56.1m	30.1%	0.38%
2.01%	Geode Capital Management, LLC	1,331,565	€47.7m	1.12%	no data
2%	Paradigm Capital Management, Inc.	1,327,100	€47.6m	-0.73%	2.15%
1.82%	BNY Asset Management	1,207,227	€43.3m	-10.1%	0.01%
1.72%	Millennium Management LLC	1,142,110	€40.9m	535%	0.03%
1.72%	Artisan Partners Limited Partnership	1,139,561	€40.8m	-4.59%	0.03%
1.44%	Gilder Gagnon Howe & Co. LLC	955,668	€34.2m	18.4%	0.37%
1.4%	Alyeska Investment Group, L.P.	928,899	€33.3m	48.3%	0.17%
1.31%	Toronto-Dominion Bank, Banking Investments	866,424	€31.0m	-25.7%	0.05%
1.22%	Donald Listwin	807,533	€28.9m	0%	no data
1.13%	Morgan Stanley, Investment Banking and Brokerage Investments	750,228	€26.9m	23.5%	no data
1.12%	Trigran Investments, Inc.	742,313	€26.6m	-26.4%	3.11%
0.91%	Charles Schwab Investment Management, Inc.	601,146	€21.5m	2.15%	no data
0.87%	Northern Trust Global Investments	578,350	€20.7m	-1.27%	no data
0.87%	Invesco Ltd.	576,229	€20.6m	1,260%	0.01%
0.84%	Polar Asset Management Partners Inc.	560,300	€20.1m	5.24%	0.75%
0.79%	Mirae Asset Global Investments Co., Ltd.	522,220	€18.7m	3.84%	0.02%
0.68%	Divisar Capital Management, LLC	448,108	€16.1m	0%	2.76%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/15 10:26
End of Day Share Price	2025/01/14 00:00
Earnings	2024/09/28
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Calix, Inc. is covered by 23 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Blair King	Avondale Partners
Ishan Majumdar	Baptista Research
Amir Rozwadowski	Barclays