Calix, Inc
CALXFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Calix, Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2026-03-31 | 74 | $3.63K | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 5,568 | $273K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 269,320 | $13.2M | SEC filing |
| HIGHLINE WEALTH PARTNERS LLC | 2026-03-31 | 55 | $2.69K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 1,435,706 | $70.3M | SEC filing |
| Man Group plc | 2026-03-31 | 280,313 | $13.7M | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 66,751 | Not shown | SEC filing |
| GILDER GAGNON HOWE & CO LLC | 2026-03-31 | 779,092 | $38.2M | SEC filing |
| Invesco Ltd. | 2026-03-31 | 272,851 | $13.4M | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 7 | $343 | SEC filing |
| Harvey Partners, LLC | 2026-03-31 | 572,500 | $28M | SEC filing |
| LORD, ABBETT & CO. LLC | 2026-03-31 | 121,245 | Not shown | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 21,077 | $1.03M | SEC filing |
| Larson Financial Group LLC | 2026-03-31 | 4 | $196 | SEC filing |
| GILPIN WEALTH MANAGEMENT, LLC | 2026-03-31 | 11 | $539 | SEC filing |
| Divisar Capital Management LLC | 2026-03-31 | 340,163 | $16.7M | SEC filing |
| Virtu Financial LLC | 2026-03-31 | 5,677 | Not shown | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 21,151 | $1.04M | SEC filing |
| Summit Global Investments | 2026-03-31 | 16,328 | Not shown | SEC filing |
| Neo Ivy Capital Management | 2026-03-31 | 5,696 | $279K | SEC filing |
- Each value is checked against Calix, Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 4 rows: the filed value is about 1,000 times too small for the share count at Calix, Inc's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-27 | Russo Carl · Director, 10% owner | Common Stock | S — Open market or private sale | −4,091 | 43.75 | SEC filing |
| 2026-04-27 | Russo Carl · Director, 10% owner | Common Stock | S — Open market or private sale | −20,909 | 43.17 | SEC filing |
| 2026-02-03 | Russo Carl · Director, 10% owner | Common Stock | S — Open market or private sale | −11,523 | 47.66 | SEC filing |
| 2026-02-03 | Russo Carl · Director, 10% owner | Common Stock | S — Open market or private sale | −13,477 | 46.93 | SEC filing |
| 2025-11-10 | Eleniak Shane Todd Marshall · Chief Product Officer | Common Stock | S — Open market or private sale | −24,000 | 64.14 | SEC filing |
| 2025-11-06 | SINDELAR CORY · Chief Financial Officer | Common Stock | S — Open market or private sale | −50,000 | 65.30 | SEC filing |
| 2025-11-04 | Russo Carl · Director, 10% owner | Common Stock | S — Open market or private sale | −395,000 | 64.00 | SEC filing |
| 2025-11-04 | Eleniak Shane Todd Marshall · Chief Product Officer | Common Stock | S — Open market or private sale | −50,000 | 65.34 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-29 | Russo Carl · Director, 10% owner | Stock Options (right to buy) | A — Grant, award, or other acquisition | +15,999 | SEC filing |
| 2026-05-14 | Oosterman Wade · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | BOWICK CHRISTOPHER J · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | Peters Kevin Robert · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | Makagon Kira · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | Russo Carl · Director, 10% owner | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | BERRY MICHAEL J · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
| 2026-05-14 | Mukherjee Rajatish · Director | Common Stock | A — Grant, award, or other acquisition | +4,967 | SEC filing |
Showing 8 of 26 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.