Calix, Inc.
US ˙ NYSE ˙ US13100M5094

SecurityCALX / Calix, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership39,131 shares
Latest Disclosed Value $ 1,917,028
Franklin Resources Inc reports 8.33% increase in ownership of CALX / Calix, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 39,131 shares of Calix, Inc. (US:CALX) valued at $1,917,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 36,122 shares of Calix, Inc.. This represents a change in shares of 8.33% during the quarter. The current value of the position is $1,506,544 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)
2026-05-13 2026-03-31 13F CALIX COM 13100M509 39,131 3,009 8.33 1,917 0.31 0.0001
2026-02-11 2025-12-31 13F CALIX COM 13100M509 36,122 2,155 6.34 1,912 -8.30 0.0005
2025-11-13 2025-09-30 13F CALIX COM 13100M509 33,967 3,031 9.80 2,085 26.69 0.0005
2025-08-12 2025-06-30 13F CALIX COM 13100M509 30,936 14,946 93.47 1,645 190.64 0.0004
2025-05-13 2025-03-31 13F CALIX COM 13100M509 15,990 210 1.33 567 2.91 0.0002
2025-02-12 2024-12-31 13F CALIX COM 13100M509 15,780 2,437 18.26 550 8.06 0.0002
2024-11-27 2024-09-30 13F/A-1 CALIX COM 13100M509 13,343 -1,195 -8.22 510 -1.17 0.0001
2024-11-12 2024-09-30 13F CALIX COM 13100M509 13,343 -1,195 510 0.0000
2024-08-14 2024-06-30 13F CALIX COM 13100M509 14,538 -29,076 -66.67 515 -64.38 0.0002
2024-05-13 2024-03-31 13F CALIX COM 13100M509 43,614 43,614 1,446 0.0005
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.