Calix, Inc.
DE ˙ DB ˙ US13100M5094
€ 33,80 ↓ -0.40 (-1.17%)
2026-06-01
PREÇO DA AÇÃO
SecurityDE:CXA / Calix, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership712,213 shares
Latest Disclosed Value $ 34,891,392
Morgan Stanley reports 14.34% increase in ownership of CXA / Calix, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 712,213 shares of Calix, Inc. (DE:CXA) valued at $30,767,602 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 622,875 shares of Calix, Inc.. This represents a change in shares of 14.34% during the quarter. The current value of the position is $24,072,799 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)
2026-05-15 2026-03-31 13F CALIX COM 13100M509 712,213 89,338 14.34 34,891 5.83 0.0021
2026-05-27 2025-12-31 13F/A-1 CALIX COM 13100M509 622,875 60,993 10.86 32,969 -4.39 0.0020
2026-02-13 2025-12-31 13F CALIX COM 13100M509 622,875 60,993 32,969 0.0020
2026-05-27 2025-09-30 13F/A-1 CALIX COM 13100M509 561,882 -285,734 -33.71 34,483 -23.52 0.0021
2025-11-14 2025-09-30 13F CALIX COM 13100M509 561,882 -285,734 34,483 0.0021
2025-08-15 2025-06-30 13F CALIX COM 13100M509 847,616 -256,359 -23.22 45,085 15.23 0.0029
2025-05-15 2025-03-31 13F CALIX COM 13100M509 1,103,975 113,292 11.44 39,125 13.26 0.0028
2025-05-15 2024-12-31 13F/A-1 CALIX COM 13100M509 990,683 -36,278 -3.53 34,545 -13.28 0.0024
2025-02-14 2024-12-31 13F CALIX COM 13100M509 990,683 -36,278 34,545 0.0024
2025-05-14 2024-09-30 13F/A-2 CALIX COM 13100M509 1,026,961 142,841 16.16 39,836 27.17 0.0029
2025-02-14 2024-09-30 13F/A-1 CALIX COM 13100M509 1,026,961 142,841 39,836 0.0029
2024-11-14 2024-09-30 13F CALIX COM 13100M509 1,026,961 142,841 39,836 0.0029
2025-05-14 2024-06-30 13F/A-2 CALIX COM 13100M509 884,120 38,778 4.59 31,324 11.75 0.0024
2024-10-17 2024-06-30 13F/A-1 CALIX COM 13100M509 884,120 38,778 31,324 0.0024
2024-08-14 2024-06-30 13F CALIX COM 13100M509 884,120 38,778 31,324 0.0024
2024-10-17 2024-03-31 13F/A-2 CALIX COM 13100M509 845,342 347,901 69.94 28,032 28.98 0.0022
2024-08-16 2024-03-31 13F/A-1 CALIX COM 13100M509 845,342 347,901 28,032 0.0003
2024-05-15 2024-03-31 13F CALIX COM 13100M509 845,342 347,901 28,032 0.0022
2024-08-16 2023-12-31 13F/A-1 CALIX COM 13100M509 497,441 214,287 75.68 21,733 67.45 0.0019
2024-02-13 2023-12-31 13F CALIX COM 13100M509 497,441 214,287 21,733 0.0019
2023-11-15 2023-09-30 13F CALIX COM 13100M509 283,154 21,902 8.38 12,980 -0.46 0.0013
2023-08-14 2023-06-30 13F CALIX COM 13100M509 261,252 -50,429 -16.18 13,039 -21.93 0.0013
2023-05-15 2023-03-31 13F CALIX COM 13100M509 311,681 -418,175 -57.30 16,703 -66.56 0.0018
2023-02-14 2022-12-31 13F CALIX COM 13100M509 729,856 52,132 7.69 49,944 20.53 0.0057
2022-11-14 2022-09-30 13F CALIX COM 13100M509 677,724 12,544 1.89 41,438 82.46 0.0056
2022-10-27 2022-06-30 13F/A-1 CALIX COM 13100M509 665,180 82,795 14.22 22,711 -9.12 0.0029
2022-08-15 2022-06-30 13F CALIX COM 13100M509 665,180 82,795 22,711 0.0006
2022-10-27 2022-03-31 13F/A-1 CALIX COM 13100M509 582,385 438,736 305.42 24,989 117.50 0.0034
2022-05-13 2022-03-31 13F CALIX COM 13100M509 582,385 438,736 24,989 0.0034
2022-02-14 2021-12-31 13F CALIX COM 13100M509 143,649 51,997 56.73 11,489 153.56 0.0014
2021-11-15 2021-09-30 13F CALIX COM 13100M509 91,652 -49,207 -34.93 4,531 -32.29 0.0006
2021-08-23 2021-06-30 13F/A-1 CALIX COM 13100M509 140,859 119,289 553.03 6,692 794.65 0.0009
2021-08-16 2021-06-30 13F CALIX COM 13100M509 140,859 119,289 6,692 0.0002
2021-05-17 2021-03-31 13F CALIX COM 13100M509 21,570 -60,565 -73.74 748 -69.41 0.0001
2021-02-16 2020-12-31 13F CALIX COM 13100M509 82,135 69,685 559.72 2,445 1,011.36 0.0004
2020-11-13 2020-09-30 13F CALIX COM 13100M509 12,450 -12,341 -49.78 220 -40.38 0.0000
2020-08-14 2020-06-30 13F CALIX COM 13100M509 24,791 592 2.45 369 114.53 0.0001
2020-05-26 2020-03-31 13F/A-1 CALIX COM 13100M509 24,199 -53,920 -69.02 172 -72.48 0.0000
2020-05-15 2020-03-31 13F CALIX COM 13100M509 24,199 -53,920 172 13.2132
2020-02-14 2019-12-31 13F CALIX COM 13100M509 78,119 54,104 225.29 625 305.84 0.0001
2019-11-14 2019-09-30 13F CALIX COM 13100M509 24,015 14,685 157.40 154 152.46 0.0000
2019-08-14 2019-06-30 13F CALIX COM 13100M509 9,330 -47,166 -83.49 61 -85.98 0.0000
2019-05-15 2019-03-31 13F CALIX COM 13100M509 56,496 -22,330 -28.33 435 -43.43 0.0001
2019-02-14 2018-12-31 13F CALIX COM 13100M509 78,826 -182,459 -69.83 769 -63.68 0.0002
2019-04-23 2018-09-30 13F/A-2 CALIX COM 13100M509 261,285 138,962 113.60 2,117 121.91 0.0005
2018-11-20 2018-09-30 13F/A-1 CALIX COM 13100M509 261,285 0 2,117 0.0005
2018-11-14 2018-09-30 13F CALIX COM 13100M509 261,285 138,962 2,117
2019-04-23 2018-06-30 13F/A-1 CALIX COM 13100M509 122,323 2,377 1.98 954 16.06 0.0003
2018-08-14 2018-06-30 13F CALIX COM 13100M509 122,323 2,377 954
2019-04-23 2018-03-31 13F/A-1 CALIX COM 13100M509 119,946 -26,570 -18.13 822 -5.63 0.0002
2018-05-14 2018-03-31 13F CALIX COM 13100M509 119,946 -26,570 822
2019-04-23 2017-12-31 13F/A-1 CALIX COM 13100M509 146,516 89,641 157.61 871 203.48 0.0002
2018-02-14 2017-12-31 13F CALIX COM 13100M509 146,516 89,641 871
2017-11-14 2017-09-30 13F CALIX COM 13100M509 56,875 14,818 35.23 287 -0.35 0.0001
2017-08-11 2017-06-30 13F CALIX COM 13100M509 42,057 -23,306 -35.66 288 -39.24 0.0001
2017-05-22 2017-03-31 13F/A-1 CALIX COM 13100M509 65,363 -58,499 -47.23 474 -50.31 0.0001
2017-05-12 2017-03-31 13F CALIX COM 13100M509 65,363 474
2017-02-22 2016-12-31 13F/A-1 CALIX COM 13100M509 123,862 107,139 640.67 954 675.61 0.0003
2017-02-13 2016-12-31 13F CALIX COM 13100M509 123,862 954
2016-11-10 2016-09-30 13F CALIX COM 13100M509 16,723 10,378 163.56 123 179.55 0.0000
2016-08-12 2016-06-30 13F CALIX COM 13100M509 6,345 -2,402 -27.46 44 -29.03 0.0000
2016-05-12 2016-03-31 13F CALIX COM 13100M509 8,747 -8,085 -48.03 62 -53.38 0.0000
2016-02-09 2015-12-31 13F CALIX COM 13100M509 16,832 -197,124 -92.13 133 -92.02 0.0000
2016-02-08 2015-09-30 13F/A-1 CALIX COM 13100M509 213,956 171,216 400.60 1,666 411.04 0.0006
2015-11-09 2015-09-30 13F CALIX COM 13100M509 213,956 1,666
2015-08-12 2015-06-30 13F CALIX COM 13100M509 42,740 -55,627 -56.55 326 -60.53 0.0001
2015-05-14 2015-03-31 13F CALIX COM 13100M509 98,367 -124,901 -55.94 826 -63.08 0.0003
2015-02-13 2014-12-31 13F CALIX COM 13100M509 223,268 201,698 935.09 2,237 985.92 0.0008
2014-12-16 2014-09-30 13F/A-1 CALIX COM 13100M509 21,570 -21,832 -50.30 206 -41.97 0.0001
2014-11-14 2014-09-30 13F CALIX COM 13100M509 21,570 206
2014-08-12 2014-06-30 13F CALIX COM 13100M509 43,402 -12,598 -22.50 355 -24.79 0.0006
2014-05-13 2014-03-31 13F CALIX COM 13100M509 56,000 -131,291 -70.10 472 -73.85 0.0002
2014-02-13 2013-12-31 13F CALIX COM 13100M509 187,291 -31,311 -14.32 1,805 -35.14 0.0008
2013-11-13 2013-09-30 13F CALIX NETWORKS INC COM STK COM 13100M509 218,602 85,705 64.49 2,783 107.38 0.0013
2013-08-08 2013-06-30 13F CALIX NETWORKS INC COM STK COM 13100M509 132,897 132,897 1,342 0.0007
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.