Calix Ownership

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

Recent Insider Transactions

NYSE:CALX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
14 Aug 23	BuyUS$11,927	Michael Weening	Individual		341	US$34.98
04 Aug 23	SellUS$4,315,000	Donald Listwin	Individual		100,000	US$43.15

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 CALX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	15,850	0.0239%
Private Companies	326,984	0.492%
Individual Insiders	7,163,397	10.8%
Institutions	58,901,544	88.7%

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

Top Shareholders

Top 25 shareholders own 78.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.7%	BlackRock, Inc.	10,944,759	US$389.3m	25.5%	0.01%
11.2%	The Vanguard Group, Inc.	7,323,628	US$260.5m	14%	no data
9.14%	Carl Russo	5,987,569	US$213.0m	0%	no data
8.31%	AllianceBernstein L.P.	5,443,340	US$193.6m	2.67%	0.06%
3.52%	State Street Global Advisors, Inc.	2,309,649	US$82.2m	11.7%	no data
3.15%	TD Asset Management, Inc.	2,063,430	US$73.4m	28.1%	0.06%
2.67%	Dimensional Fund Advisors LP	1,747,889	US$62.2m	4.53%	0.01%
2.29%	BNY Asset Management	1,498,967	US$53.3m	20.6%	0.01%
1.94%	Geode Capital Management, LLC	1,271,089	US$45.2m	0.35%	no data
1.86%	Paradigm Capital Management, Inc.	1,221,400	US$43.4m	0%	1.95%
1.86%	Artisan Partners Limited Partnership	1,218,347	US$43.3m	-1.22%	0.03%
1.78%	Toronto-Dominion Bank, Banking Investments	1,164,049	US$41.4m	23.3%	0.06%
1.6%	Congress Asset Management Company, LLP	1,045,867	US$37.2m	19.4%	0.26%
1.41%	William Blair Investment Management, LLC	923,288	US$32.8m	-4.48%	0.04%
1.3%	Trigran Investments, Inc.	850,598	US$30.3m	0%	3.04%
1.23%	Donald Listwin	807,533	US$28.7m	0%	no data
1.14%	Kornitzer Capital Management, Inc.	743,753	US$26.5m	-9.66%	0.44%
1.01%	Gilder Gagnon Howe & Co. LLC	662,146	US$23.6m	-57.3%	0.3%
0.95%	Morgan Stanley, Investment Banking and Brokerage Investments	619,321	US$22.0m	80%	no data
0.93%	Assenagon Asset Management S.A.	607,001	US$21.6m	175%	0.04%
0.93%	Northern Trust Global Investments	606,889	US$21.6m	-15.8%	no data
0.93%	Norges Bank Investment Management	606,152	US$21.6m	0%	no data
0.89%	Westfield Capital Management Company, L.P.	584,576	US$20.8m	-14.2%	0.11%
0.82%	Charles Schwab Investment Management, Inc.	536,968	US$19.1m	14.6%	no data
0.81%	Polar Asset Management Partners Inc.	529,124	US$18.8m	9.25%	0.66%