Calix, Inc.
US ˙ NYSE ˙ US13100M5094

SecurityCALX / Calix, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership152,025 shares
Latest Disclosed Value $ 7,447,705
Legal & General Group Plc reports 7.70% decrease in ownership of CALX / Calix, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 152,025 shares of Calix, Inc. (US:CALX) valued at $7,447,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 164,715 shares of Calix, Inc.. This represents a change in shares of -7.70% during the quarter. The current value of the position is $5,665,972 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)
2026-05-08 2026-03-31 13F CALIX COM 13100M509 152,025 -12,690 -7.70 7,448 -14.58 0.0017
2026-02-09 2025-12-31 13F CALIX COM 13100M509 164,715 -6,585 -3.84 8,718 -17.07 0.0019
2025-11-13 2025-09-30 13F CALIX COM 13100M509 171,300 -4,994 -2.83 10,513 12.10 0.0024
2025-08-12 2025-06-30 13F CALIX COM 13100M509 176,294 -2,302 -1.29 9,377 48.16 0.0023
2025-05-15 2025-03-31 13F CALIX COM 13100M509 178,596 4,127 2.37 6,329 4.04 0.0017
2025-02-13 2024-12-31 13F CALIX COM 13100M509 174,469 5,865 3.48 6,084 -6.99 0.0016
2025-02-28 2024-09-30 13F/A-2 CALIX COM 13100M509 168,604 2,685 1.62 6,540 11.26 0.0017
2024-11-14 2024-09-30 13F/A-1 CALIX COM 13100M509 175,835 5,414 6,821 0.0014
2024-11-14 2024-09-30 13F CALIX COM 13100M509 175,835 5,414 6,821 0.0007
2025-05-29 2024-06-30 13F/A-1 CALIX COM 13100M509 165,919 -1,201 -0.72 5,879 6.08 0.0017
2024-08-14 2024-06-30 13F CALIX COM 13100M509 170,421 3,301 6,038 0.0014
2025-05-29 2024-03-31 13F/A-2 CALIX COM 13100M509 167,120 75,203 81.82 5,542 38.01 0.0016
2024-07-01 2024-03-31 13F/A-1 CALIX COM 13100M509 167,120 75,203 5,542 0.0013
2024-05-14 2024-03-31 13F CALIX COM 13100M509 167,120 75,203 5,542 0.0007
2025-05-29 2023-12-31 13F/A-1 CALIX COM 13100M509 91,917 1,304 1.44 4,016 -3.32 0.0012
2024-02-15 2023-12-31 13F CALIX COM 13100M509 91,917 1,304 4,016 0.0010
2023-11-14 2023-09-30 13F CALIX COM 13100M509 90,613 -1,195 -1.30 4,154 -9.36 0.0014
2023-08-14 2023-06-30 13F CALIX COM 13100M509 91,808 2,954 3.32 4,582 -3.76 0.0015
2023-05-15 2023-03-31 13F CALIX COM 13100M509 88,854 4,177 4.93 4,762 -17.83 0.0017
2023-02-14 2022-12-31 13F CALIX COM 13100M509 84,677 587 0.70 5,794 12.68 0.0022
2022-11-14 2022-09-30 13F CALIX COM 13100M509 84,090 -2,233 -2.59 5,142 74.48 0.0020
2022-08-22 2022-06-30 13F CALIX COM 13100M509 86,323 5,230 6.45 2,947 -15.29 0.0010
2022-05-16 2022-03-31 13F CALIX COM 13100M509 81,093 31,883 64.79 3,479 -11.61 0.0011
2022-02-14 2021-12-31 13F CALIX COM 13100M509 49,210 1,258 2.62 3,936 66.08 0.0012
2021-11-15 2021-09-30 13F CALIX COM 13100M509 47,952 34,945 268.66 2,370 284.12 0.0008
2021-08-12 2021-06-30 13F CALIX COM 13100M509 13,007 334 2.64 617 40.55 0.0002
2021-05-17 2021-03-31 13F CALIX COM 13100M509 12,673 84 0.67 439 17.07 0.0002
2021-02-12 2020-12-31 13F CALIX COM 13100M509 12,589 -75 -0.59 375 66.67 0.0001
2020-11-13 2020-09-30 13F CALIX COM 13100M509 12,664 -1,664 -11.61 225 5.14 0.0001
2020-08-14 2020-06-30 13F CALIX COM 13100M509 14,328 3,506 32.40 214 181.58 0.0001
2020-05-14 2020-03-31 13F CALIX COM 13100M509 10,822 -2,165 -16.67 76 -26.92 0.0000
2020-02-13 2019-12-31 13F CALIX COM 13100M509 12,987 1,717 15.24 104 44.44 0.0000
2019-11-13 2019-09-30 13F CALIX COM 13100M509 11,270 4,125 57.73 72 53.19 0.0002
2019-08-14 2019-06-30 13F CALIX COM 13100M509 7,145 0 0.00 47 -14.55 0.0000
2019-05-15 2019-03-31 13F CALIX COM 13100M509 7,145 0 0.00 55 -21.43 0.0000
2019-02-15 2018-12-31 13F CALIX COM 13100M509 7,145 677 10.47 70 34.62 0.0001
2018-11-20 2018-09-30 13F CALIX COM 13100M509 6,468 0 0.00 52 4.00 0.0000
2018-08-10 2018-06-30 13F CALIX COM 13100M509 6,468 -1,439 -18.20 50 -7.41 0.0000
2018-05-17 2018-03-31 13F CALIX COM 13100M509 7,907 -3,825 -32.60 54 -23.94 0.0000
2018-02-13 2017-12-31 13F CALIX COM 13100M509 11,732 1,429 13.87 71 36.54 0.0001
2017-11-09 2017-09-30 13F CALIX COM 13100M509 10,303 0 0.00 52 -25.71 0.0000
2017-08-03 2017-06-30 13F CALIX COM 13100M509 10,303 0 0.00 70 -5.41 0.0001
2017-05-12 2017-03-31 13F CALIX COM 13100M509 10,303 138 1.36 74 -6.33 0.0001
2017-02-13 2016-12-31 13F CALIX COM 13100M509 10,165 3,450 51.38 79 61.22 0.0001
2016-10-12 2016-09-30 13F CALIX COM 13100M509 6,715 -858 -11.33 49 -3.92 0.0000
2016-08-16 2016-06-30 13F CALIX COM 13100M509 7,573 0 0.00 51 -5.56 0.0001
2016-05-16 2016-03-31 13F CALIX COM 13100M509 7,573 0 0.00 54 -8.47 0.0001
2016-02-16 2015-12-31 13F CALIX COM 13100M509 7,573 0 0.00 59 3.51 0.0001
2015-11-13 2015-09-30 13F CALIX COM 13100M509 7,573 0 0.00 57 -3.39 0.0001
2015-07-31 2015-06-30 13F CALIX COM 13100M509 7,573 0 0.00 59 -4.84 0.0001
2015-05-14 2015-03-31 13F CALIX COM 13100M509 7,573 0 0.00 62 -19.48 0.0001
2015-02-20 2014-12-31 13F/A-1 CALIX COM 13100M509 7,573 0 0.00 77 6.94 0.0001
2015-02-17 2014-12-31 13F CALIX COM 13100M509 7,573 0 77 0.0001
2014-11-14 2014-09-30 13F CALIX COM 13100M509 7,573 7,573 72 0.0001
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.