AllianceBernstein holds 3.25M Calix shares (NASDAQ: CALX)

Rhea-AI Filing Summary

Calix Inc ownership filing: AllianceBernstein L.P. reports beneficial ownership of 3,251,128 shares of Calix common stock, representing 5.0% of the class as reported. The filing states these shares are held solely for investment purposes on behalf of client discretionary advisory accounts.

The filing lists voting and disposition authorities: sole voting power 2,856,340 shares, sole dispositive power 3,248,692 shares, and shared dispositive power 2,436 shares. The filing identifies AllianceBernstein as a Delaware entity and is signed by a compliance officer.

Insights

Institutional Ownership Analyst

Large passive stake disclosed; voting and dispositive breakdown shown.

AllianceBernstein reports beneficial ownership of 3,251,128 shares (5.0%). The filing specifies these shares are held for client discretionary investment accounts, indicating institutional exposure rather than direct corporate control.

Voting and disposition figures are explicit: sole voting power 2,856,340 and sole dispositive power 3,248,692. Subsequent filings may show changes in position or strategy.

Compliance & SEC Filings Specialist

Schedule 13G disclosure consistent with beneficial ownership reporting requirements.

The form names AllianceBernstein L.P. as the reporting person and provides the CUSIP 13100M509, citizenship (Delaware), and signature by a compliance officer. The filing follows the Schedule 13G format for institutional investors.

It attributes holdings to client discretionary accounts and notes parent company relationships; the filing includes no transaction terms or timing beyond ownership counts.

Key Figures

Beneficial ownership: 3,251,128 shares Percent of class: 5.0% Sole voting power: 2,856,340 shares +2 more

5 metrics

Beneficial ownership 3,251,128 shares reported on Schedule 13G

Percent of class 5.0% percent of Calix common stock

Sole voting power 2,856,340 shares voting power reported by AllianceBernstein

Sole dispositive power 3,248,692 shares dispositive power reported by AllianceBernstein

Shared dispositive power 2,436 shares shared dispositive authority disclosed

Key Terms

Schedule 13G, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G regulatory

"Item 1. (a) Name of issuer: Calix Inc ... Schedule 13G filing"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficial ownership financial

"Item 4. Ownership (a) Amount beneficially owned: 3,251,128 shares acquired solely for investment purposes"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"(iii) Sole power to dispose or to direct the disposition of: 3,248,692"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Calix Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

13100M509

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

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

CUSIP Number(s): 13100M509

1

Names of Reporting Persons

AllianceBernstein L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 2,856,340.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,248,692.00
8	Shared Dispositive Power 2,436.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,251,128.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Calix Inc
(b)	Address of issuer's principal executive offices: 2777 ORCHARD PARKWAY, SAN JOSE, CA 95134
Item 2.
(a)	Name of person filing: AllianceBernstein L.P. ("AllianceBernstein L.P.")
(b)	Address or principal business office or, if none, residence: 501 Commerce Street, Nashville, TN 37203 All media outlets, please contact Jennifer Will at AllianceBernstein (212-969-1157) with any questions. All other questions can be directed to Section13USFilings@alliancebernstein.com.
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 13100M509
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,251,128 shares acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.* *AllianceBernstein L.P. is a majority owned subsidiary of Equitable Holdings, Inc. ("EQH"). AllianceBernstein operates under independent management and makes independent decisions from EQH and its respective subsidiaries, and EQH calculates and reports beneficial ownership separately from AllianceBernstein pursuant to guidance provided by the Securities and Exchange Commission in Release Number 34-39538 (January 12, 1998).
(b)	Percent of class: 5.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 2,856,340
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,248,692
	(iv) Shared power to dispose or to direct the disposition of: 2,436
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AllianceBernstein L.P.

Signature:	Marcus Edwards
Name/Title:	AVP/ Senior Compliance Associate
Date:	05/15/2026

FAQ

What stake does AllianceBernstein report in Calix (CALX)?

AllianceBernstein reports beneficial ownership of 3,251,128 shares, representing 5.0% of Calix common stock. The filing states these shares are held for client discretionary investment advisory accounts and lists voting/dispositive powers.

Does AllianceBernstein have voting control over the Calix shares?

The filing shows sole voting power of 2,856,340 shares held by AllianceBernstein. It also reports sole dispositive power of 3,248,692 shares and shared dispositive power of 2,436 shares.

Is the reported Calix position held by AllianceBernstein directly or for clients?

The filing states the 3,251,128 shares are held solely for investment purposes on behalf of client discretionary advisory accounts, indicating the position is held for clients rather than as AllianceBernstein's proprietary stake.

What identifier and entity details are included in the filing?

The filing lists CUSIP 13100M509 and names the reporting person as AllianceBernstein L.P., a Delaware entity, with an address in Nashville and a signature by a compliance officer dated 05/15/2026.