Calix Ownership

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

Recent Insider Transactions

DB:CXA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
04 Nov 25	Sell€1,426,413	Carl Russo	Individual		25,000	€57.84
04 Nov 25	Sell€21,996,128	Carl Russo	Individual		395,000	€55.69

Insider Trading Volume

Insider Buying: CXA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CXA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	13,782	0.0208%
State or Government	32,645	0.0493%
General Public	2,888,329	4.36%
Individual Insiders	6,062,188	9.15%
Institutions	57,279,529	86.4%

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

Top Shareholders

Top 25 shareholders own 72.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.7%	BlackRock, Inc.	11,718,253	€552.8m	2.21%	0.01%
12.8%	The Vanguard Group, Inc.	8,489,078	€400.4m	-1.47%	0.01%
8.54%	Carl Russo	5,657,258	€266.9m	-3.58%	no data
3.53%	State Street Global Advisors, Inc.	2,339,943	€110.4m	0.28%	no data
2.96%	Millennium Management LLC	1,964,918	€92.7m	-12.6%	0.08%
2.21%	Congress Asset Management Company, LLP	1,463,202	€69.0m	3.19%	0.55%
2.13%	AllianceBernstein L.P.	1,409,729	€66.5m	4.54%	0.02%
2.07%	Geode Capital Management, LLC	1,371,103	€64.7m	1.18%	no data
1.92%	Arrowstreet Capital, Limited Partnership	1,274,426	€60.1m	214%	0.04%
1.86%	T. Rowe Price Group, Inc.	1,233,226	€58.2m	2,350%	0.01%
1.46%	UBS Asset Management AG	969,977	€45.8m	-12%	no data
1.43%	Dimensional Fund Advisors LP	945,865	€44.6m	-13.1%	0.01%
1.36%	Gilder Gagnon Howe & Co. LLC	902,621	€42.6m	-1.21%	0.53%
1.35%	Lord, Abbett & Co. LLC	896,256	€42.3m	10.2%	0.14%
1.27%	Acadian Asset Management LLC	839,114	€39.6m	287%	0.07%
1.16%	Mirae Asset Global Investments Co., Ltd.	772,033	€36.4m	4.04%	0.03%
1.07%	Artisan Partners Limited Partnership	710,197	€33.5m	-41.1%	0.03%
1.03%	Westfield Capital Management Company, L.P.	684,096	€32.3m	135%	0.16%
1.02%	Charles Schwab Investment Management, Inc.	677,816	€32.0m	1.62%	0.01%
1.01%	Paradigm Capital Management, Inc.	672,400	€31.7m	-30.3%	1.56%
1%	Wellington Management Group LLP	659,463	€31.1m	26.9%	0.01%
0.93%	Loomis Sayles & Company, L.P.	617,013	€29.1m	51.4%	0.04%
0.92%	Northern Trust Global Investments	612,852	€28.9m	0.41%	no data
0.84%	Balyasny Asset Management L.P.	555,284	€26.2m	21.4%	0.06%
0.8%	Harvey Partners, LLC	533,500	€25.2m	1.78%	2.81%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/25 16:53
End of Day Share Price	2025/11/25 00:00
Earnings	2025/09/27
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Calix, Inc. is covered by 21 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
Amir Rozwadowski	Barclays
Christian Schwab	Craig-Hallum Capital Group LLC
Parth Talsania	Equisights