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Vanguard Realigns Reporting; Calix (NASDAQ: CALX) Beneficial Ownership Reported as 0

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Calix Inc Schedule 13G/A: The Vanguard Group amended its beneficial-ownership filing to state it holds 0 shares of Calix common stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report separately.

Positive

  • None.

Negative

  • None.

Insights

Amendment clarifies Vanguard's disaggregated reporting; no current beneficial stake reported.

The filing shows The Vanguard Group reports 0 shares (0%) beneficially owned in Calix as of the amendment. The disclosure attributes this to an internal realignment and reliance on SEC Release No. 34-39538 for separate reporting by subsidiaries.

Cash‑flow treatment and any holdings by specific Vanguard subsidiaries are not listed in the excerpt; subsequent filings from disaggregated entities may show holdings.

Filing is procedural, reflecting reporting structure changes rather than a trading decision.

The text cites an internal realignment dated January 12, 2026 and states certain subsidiaries will report separately in reliance on SEC Release No. 34-39538. The filer affirms no single outside party holds >5% through Vanguard-managed accounts.

Investors can expect separate 13 filings from Vanguard affiliates if those affiliates hold Calix shares; timing of those filings is not provided here.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/26/2026

FAQ

What does the Schedule 13G/A amendment say about CALX ownership by Vanguard?

The amendment states The Vanguard Group holds 0 shares (0%) of Calix common stock. It attributes this reporting position to an internal realignment that caused certain subsidiaries to report separately under SEC Release No. 34-39538.

Does the filing show any Vanguard subsidiaries hold Calix (CALX) shares?

This amendment does not list subsidiary holdings; it explains subsidiaries will report separately. The filing cites the January 12, 2026 realignment and reliance on SEC Release No. 34-39538 for disaggregated reporting.

Is Vanguard claiming beneficial ownership control over CALX shares after the realignment?

No, the amendment states Vanguard "no longer has, or is deemed to have, beneficial ownership" of securities held by the disaggregated subsidiaries. The change follows SEC Release No. 34-39538 guidance.

Who signed the Schedule 13G/A amendment for Calix (CALX)?

The filing is signed by Ashley Grim, titled Head of Global Fund Administration, with a signature date of 03/26/2026. The signer attests to the amendment's disclosures.

Does this amendment indicate any trading activity in CALX by Vanguard?

No trading activity is reported; the amendment records a beneficial-ownership position of 0 shares (0%). The document frames the change as an internal reporting realignment rather than a trade.
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