Cross-institution positioning
Jul 30, 2026Mixed positioning. 1 accumulating, 1 exited across 2 comparable institutions.
Source: Schedule 13 researchCALX Institutional Ownership
CALIX, INC
Latest stored close $37.24 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
52/100
2 tracked · 2 comparable
Latest filing
Jul 30, 2026
Positive breadth
1 positive · 1 negative
Recent close
$37.24
Research confidence
Limited
Institutional Research 44/100 · 1 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 30, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
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Accumulating1
Newly reported0
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 52/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 1 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
53/100
Insiders
45/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 28, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 8, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 21, 2026Revenue +21.3% YoY; Net income +8,698.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 4% through its reported 52-week range; -42.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from BlackRock.
Filed Jul 30, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 30, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jul 30, 2026
Direction locked
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jul 30, 2026
BlackRock
Filed Jan 23, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | Russo Carl | AGrant, award, or other acquisition · derivative | Stock Options (right to buy) | 17.6K | $0.00 | Direct | Sep 29, 2026 |
| Jul 27, 2026 | Russo Carl | SOpen-market or private sale | Common Stock | 75.0K | $36.20 | Indirect | Jul 28, 2026 |
| Jun 29, 2026 | Russo Carl | AGrant, award, or other acquisition · derivative | Stock Options (right to buy) | 16.0K | $0.00 | Direct | Jun 30, 2026 |
| May 14, 2026 | BOWICK CHRISTOPHER J | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | BERRY MICHAEL J | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Mukherjee Rajatish | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Oosterman Wade | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Peters Kevin Robert | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | CRUSCO KATHLEEN M | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Russo Carl | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| May 14, 2026 | Makagon Kira | AGrant, award, or other acquisition | Common Stock | 5.0K | $0.00 | Direct | May 18, 2026 |
| Apr 27, 2026 | Russo Carl | SOpen-market or private sale | Common Stock | 4.1K | $43.75 | Indirect | Apr 28, 2026 |
| Apr 27, 2026 | Russo Carl | SOpen-market or private sale | Common Stock | 20.9K | $43.17 | Indirect | Apr 28, 2026 |
| Apr 8, 2026 | Russo Carl | GGift | Common Stock | 40.0K | $0.00 | Direct | Apr 10, 2026 |
| Feb 1, 2022 | Peters Kevin Robert | GGift | Common Stock | 126.0K | $0.00 | Indirect | May 18, 2026 |
| Feb 1, 2022 | Peters Kevin Robert | GGift | Common Stock | 126.0K | $0.00 | Direct | May 18, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 8, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jul 21, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Jul 20, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 15, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 21, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jan 28, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 28, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Nov 17, 2025 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 29, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$293.3M
Q2 2026
+21.3% YoY 10-Q filed Jul 21, 2026
Operating income
$21.8M
Q2 2026
+5,488.0% YoY 10-Q filed Jul 21, 2026
Operating margin
7.4%
Q2 2026
+7.3 pts YoY 10-Q filed Jul 21, 2026
Net income
$17.1M
Q2 2026
+8,698.5% YoY 10-Q filed Jul 21, 2026
Diluted EPS
$0.26
Q2 2026
10-Q filed Jul 21, 2026
Operating cash flow
$31.1M
YTD through Jun 27, 2026
-45.0% YoY 10-Q filed Jul 21, 2026
Free cash flow
$18.4M
YTD through Jun 27, 2026
-62.0% YoY 10-Q filed Jul 21, 2026
Cash & equivalents
$68.9M
As of Jun 27, 2026
-10.0% YoY 10-Q filed Jul 21, 2026
Assets
$954.4M
As of Jun 27, 2026
+3.6% YoY 10-Q filed Jul 21, 2026
Liabilities
$244.4M
As of Jun 27, 2026
+64.3% YoY 10-Q filed Jul 21, 2026
Stockholders’ equity
$710.0M
As of Jun 27, 2026
-8.1% YoY 10-Q filed Jul 21, 2026
Shares outstanding
63.0M
As of Jul 13, 2026
-3.6% YoY 10-Q filed Jul 21, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 27, 2026 | $293.3M | +21.3% |
| Ended Mar 28, 2026 | $280.0M | +27.1% |
| Ended Sep 27, 2025 | $265.4M | +32.1% |
| Ended Jun 28, 2025 | $241.9M | +22.1% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $1.0B | +20.3% |
| Ended Dec 31, 2024 | $831.5M | -20.0% |
| Ended Dec 31, 2023 | $1.0B | +19.8% |
| Ended Dec 31, 2022 | $867.8M | +27.7% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$35.50
View live quote ↗
52-week low
$33.95
Sep 10, 2026
52-week high
$71.22
Oct 31, 2025
Below 52-week high
50.2%
1W return
+0.5%
1M return
-10.2%
3M return
-7.4%
6M return
-29.8%
YTD return
-32.9%
1Y return
-42.4%
30-day volatility
33.1%
90-day volatility
33.3%
1Y max drawdown
-49.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 19 filing(s) · 16 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| BlackRock CIK0002012383 | Jun 30, 2026 observed Jul 30, 2026 filed · 30d Schedule 13G amendment | Reported accumulation | 10.3M +652.5K | 16.20% +1.30 pts | $37.32 | $35.18 | $37.24 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -8.6M | 0.00% -13.29 pts | $50.57 | $51.02 | $37.24 |
| Vanguard Group CIK0000102909 | Jun 30, 2025 observed Jul 29, 2025 filed · 29d Schedule 13G amendment | Reported accumulation | 8.6M +1.1M | 13.29% +1.80 pts | $53.19 | $56.20 | $37.24 |
Explore more institutional activity
Related research
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