SCHEDULE 13G/A: AllianceBernstein Discloses 3.4% Stake in Calix Inc. Common Stock
Beneficial Ownership Report
AllianceBernstein L.P. has filed an amended Schedule 13G, reporting a 3.4% beneficial ownership stake in Calix Inc.'s common stock as of December 31, 2024.
Summary
- AllianceBernstein L.P., a Delaware-based investment adviser, has filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in Calix Inc.
- As of December 31, 2024, AllianceBernstein L.P. beneficially owns an aggregate of 2,238,826 shares of Calix Inc. Common Stock.
- This ownership represents 3.4% of the class of Calix Inc. Common Stock.
- AllianceBernstein L.P. holds sole voting power over 1,824,615 shares and sole dispositive power over 2,237,021 shares.
- Shared voting power is 0 shares, and shared dispositive power is 1,805 shares.
- The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.
- AllianceBernstein L.P. certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Calix Inc.
Sentiment
Score: 5
Explanation: This document is a factual regulatory filing (Schedule 13G) reporting beneficial ownership. It does not contain subjective language or performance data that would indicate positive or negative sentiment regarding the issuer's operations or financial health. The sentiment is neutral as it simply reports a holding.
Future Outlook
NA
Industry Context
This filing is a routine disclosure by an institutional investor, AllianceBernstein L.P., indicating its passive ownership stake in Calix Inc. It does not provide insights into Calix Inc.'s operational performance or strategic direction, nor does it directly relate to broader industry trends beyond demonstrating continued institutional interest in the telecommunications equipment sector where Calix operates.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional holdings, which can influence market perception and liquidity. This specific filing indicates a passive investment purpose, suggesting no immediate intent to influence company control.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement (reporting period end date). |
| 02/05/2025 | Date the Schedule 13G Amendment No. 1 was signed by AllianceBernstein L.P. |
Keywords
Calix Inc., AllianceBernstein L.P., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, CALX
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.