Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
358 institutional managers reported holding CALY for the quarter ended Mar 31, 2026. Together they hold about 76% of shares outstanding; the top 10 hold 45%. 62 opened new positions; 53 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 20.28M | 10.01% | $281.5M | trimmed -0.6% | ≤2013 |
| Vanguard Group | 16.10M | 7.94% | $223.4M | unchanged | ≤2013 |
| Providence Equity Partners L.l.c. (focused) | 11.18M | 5.51% | $155.1M | trimmed -47.2% | 2021 Q1 |
| Dimensional Fund Advisors | 9.47M | 4.67% | $131.4M | added +2.7% | ≤2013 |
| Wellington Management | 7.44M | 3.67% | $103.2M | added +671.1% | 2025 Q4 |
| American Century Companies INC | 6.91M | 3.41% | $96.0M | added +123.6% | 2019 Q4 |
| Leonard Green & Partners, L.p. (focused) | 5.66M | 2.79% | $78.6M | trimmed -37.1% | 2024 Q2 |
| State Street | 5.28M | 2.61% | $73.4M | added +0.8% | ≤2013 |
| Shapiro Capital Management LLC (focused) | 5.20M | 2.57% | $72.2M | trimmed -20.5% | 2023 Q2 |
| Principal Financial Group INC | 3.84M | 1.89% | $53.3M | added +30.3% | ≤2013 |
| Jacobs Levy Equity Management, INC | 3.81M | 1.88% | $52.9M | added +210.2% | 2025 Q3 |
| Geode Capital | 3.70M | 1.82% | $51.3M | added +14.4% | ≤2013 |
| Morgan Stanley | 2.78M | 1.37% | $38.5M | trimmed -17.3% | ≤2013 |
| Charles Schwab Investment Management | 2.64M | 1.30% | $36.7M | added +1% | ≤2013 |
| Point72 | 2.33M | 1.15% | $32.3M | added +231.3% | 2025 Q4 |
| Citadel Advisors | 1.85M | 0.91% | $25.7M | added +4722.5% | ≤2013 |
| Northern Trust | 1.81M | 0.89% | $25.1M | added +13% | ≤2013 |
| Goldman Sachs | 1.75M | 0.87% | $24.4M | trimmed -41.9% | ≤2013 |
| Invesco | 1.71M | 0.85% | $23.8M | added +71.8% | ≤2013 |
| FMR (Fidelity) | 1.54M | 0.76% | $21.4M | added +47.9% | 2016 Q3 |
| Bridgeway Capital Management, LLC | 1.38M | 0.68% | $19.1M | added +0.6% | 2024 Q3 |
| Bwcp, LP (focused) | 1.36M | 0.67% | $18.9M | trimmed -9.5% | 2025 Q4 |
| Bank OF America CORP /DE/ | 1.34M | 0.66% | $18.5M | added +35.8% | ≤2013 |
| O'Keefe Stevens Advisory, INC. | 1.18M | 0.58% | $16.3M | added +0.6% | 2025 Q2 |
| Nicholas Investment Partners, LP | 1.13M | 0.56% | $15.6M | opened | 2026 Q1 |
| Balyasny Asset Management | 1.07M | 0.53% | $14.9M | added +457.1% | 2025 Q1 |
| Tudor Investment | 1.06M | 0.52% | $14.7M | added +45.3% | 2025 Q3 |
| UBS | 1.03M | 0.51% | $14.3M | added +18.1% | ≤2013 |
| AllianceBernstein | 987.8k | 0.49% | $13.7M | trimmed -61.6% | ≤2013 |
| Renaissance Technologies | 925.4k | 0.46% | $12.8M | trimmed -6% | 2025 Q3 |
| Empowered Funds, LLC | 873.8k | 0.43% | $12.1M | added +4.5% | 2024 Q3 |
| BNY Mellon | 858.8k | 0.42% | $11.9M | trimmed -2.7% | ≤2013 |
| Nuveen | 855.6k | 0.42% | $11.9M | added +79.1% | 2019 Q1 |
| Jane Street | 774.2k | 0.38% | $10.7M | added +1183.9% | 2020 Q2 |
| Granite Investment Partners, LLC | 750.6k | 0.37% | $10.4M | added +181.8% | 2025 Q4 |
| Commerce Bank | 667.6k | 0.33% | $9.3M | opened | 2026 Q1 |
| Trexquant Investment LP | 654.0k | 0.32% | $9.1M | trimmed -13.1% | 2024 Q2 |
| Jupiter Asset Management LTD | 627.5k | 0.31% | $8.7M | opened | 2026 Q1 |
| Ameriprise Financial INC | 582.2k | 0.29% | $8.1M | trimmed -48.7% | ≤2013 |
| Lord, Abbett & CO. LLC | 574.1k | 0.28% | $8.0M | opened | 2026 Q1 |
| Quantedge Capital Pte LTD | 537.5k | 0.27% | $7.5M | added +19.7% | 2025 Q3 |
| Engineers Gate Manager LP | 510.3k | 0.25% | $7.1M | added +126.6% | 2025 Q4 |
| Public Sector Pension Investment Board | 500.0k | 0.25% | $6.9M | added +3.2% | 2023 Q4 |
| LPL Financial LLC | 482.4k | 0.24% | $6.7M | added +10.5% | 2019 Q3 |
| Russell Investments Group, LTD. | 478.6k | 0.24% | $6.6M | added +162.5% | 2024 Q2 |
| Winton Group | 466.3k | 0.23% | $6.5M | added +1247.6% | 2025 Q4 |
| Arrowstreet Capital | 453.2k | 0.22% | $6.3M | added +16.5% | 2025 Q4 |
| Franklin Resources | 451.4k | 0.22% | $6.3M | added +348.3% | 2025 Q1 |
| Granahan Investment Management, LLC | 422.9k | 0.21% | $5.9M | opened | 2021 Q3 |
| Edgestream Partners, L.p. | 377.9k | 0.19% | $5.2M | added +119.7% | 2025 Q3 |
Largest 50 of 358 shown; the full ranked, searchable register is at boothcheck.com/holders/CALY. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.