Calix, Inc.
DE ˙ DB ˙ US13100M5094
32,60 € ↓ -0,20 (-0,61%)
2026-06-05
DEL PRIS
SecurityDE:CXA / Calix, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership395,333 shares
Latest Disclosed Value $ 19,367,363
Principal Financial Group Inc reports 15.38% increase in ownership of CXA / Calix, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 395,333 shares of Calix, Inc. (DE:CXA) valued at $17,078,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 342,648 shares of Calix, Inc.. This represents a change in shares of 15.38% during the quarter. The current value of the position is $12,887,856 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CALIX COM 13100M509 395,333 52,685 15.38 19,367 6.79 0.0103
2026-02-02 2025-12-31 13F CALIX COM 13100M509 342,648 55,331 19.26 18,136 2.86 0.0093
2025-11-04 2025-09-30 13F CALIX COM 13100M509 287,317 1,025 0.36 17,633 15.79 0.0089
2025-08-08 2025-06-30 13F CALIX COM 13100M509 286,292 -8,247 -2.80 15,228 45.88 0.0080
2025-04-28 2025-03-31 13F CALIX COM 13100M509 294,539 7,030 2.45 10,438 4.12 0.0059
2025-01-31 2024-12-31 13F CALIX COM 13100M509 287,509 10,393 3.75 10,025 -6.74 0.0055
2024-10-31 2024-09-30 13F CALIX COM 13100M509 277,116 -12,204 -4.22 10,749 4.87 0.0059
2024-07-29 2024-06-30 13F CALIX COM 13100M509 289,320 -16,249 -5.32 10,251 1.16 0.0061
2024-04-29 2024-03-31 13F CALIX COM 13100M509 305,569 87,210 39.94 10,133 6.21 0.0060
2024-02-07 2023-12-31 13F CALIX COM 13100M509 218,359 -902 -0.41 9,540 -5.07 0.0061
2023-11-02 2023-09-30 13F CALIX COM 13100M509 219,261 182 0.08 10,051 -8.08 0.0072
2023-08-07 2023-06-30 13F CALIX COM 13100M509 219,079 -6,951 -3.08 10,934 -9.73 0.0075
2023-05-09 2023-03-31 13F CALIX COM 13100M509 226,030 -327,281 -59.15 12,113 -68.01 0.0087
2023-02-09 2022-12-31 13F CALIX COM 13100M509 553,311 330,545 148.38 37,863 178.00 0.0285
2022-11-09 2022-09-30 13F CALIX COM 13100M509 222,766 2,162 0.98 13,620 80.85 0.0108
2022-08-10 2022-06-30 13F CALIX COM 13100M509 220,604 -7,637 -3.35 7,531 -23.11 0.0056
2022-05-09 2022-03-31 13F CALIX COM 13100M509 228,241 136,666 149.24 9,794 33.74 0.0039
2022-05-09 2022-03-31 13F CALIX COM 13100M509 9,058 389
2022-02-09 2021-12-31 13F CALIX COM 13100M509 91,575 48,340 111.81 7,323 242.52 0.0044
2021-11-09 2021-09-30 13F CALIX COM 13100M509 43,235 344 0.80 2,138 4.96 0.0014
2021-08-10 2021-06-30 13F CALIX COM 13100M509 42,891 -4,744 -9.96 2,037 23.38 0.0013
2021-05-10 2021-03-31 13F CALIX COM 13100M509 47,635 34,307 257.41 1,651 315.87 0.0012
2021-02-23 2020-12-31 13F/A-1 CALIX COM 13100M509 13,328 13,328 397 0.0003
2021-02-08 2020-12-31 13F CALIX COM 13100M509 13,328 13,328 397 156.1859
2015-08-10 2015-06-30 13F CALIX COM 13100M509 0 -11,695 -100.00 0 -100.00
2015-05-14 2015-03-31 13F/A-1 CALIX COM 13100M509 11,695 11,695 98 0.0001
2015-05-12 2015-03-31 13F CALIX COM 13100M509 11,695 98
2014-11-13 2014-09-30 13F CALIX COM 13100M509 0 -13,628 -100.00 0 -100.00
2014-08-12 2014-06-30 13F CALIX COM 13100M509 13,628 -5,572 -29.02 111 -31.48 0.0002
2014-05-13 2014-03-31 13F CALIX COM 13100M509 19,200 -207 -1.07 162 -13.37 0.0003
2014-02-12 2013-12-31 13F CALIX COM 13100M509 19,407 19,407 187 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.