Codexis, Inc.
CDXS- Exchange
- Nasdaq
- Industry
- Industrial Organic Chemicals
- SEC CIK
- 0001200375
In the last 90 days, Codexis, Inc. insiders filed 0 open-market purchases and 3 sales; 149 institutions reported holding it in 13F filings for Q2 2026, worth $146.5M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 11, 2026
- $106.9M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $18.4K in total
- 3
- 13F holdersQ2 2026, +15 vs. previous quarter
- 149
- 13F valueReported value at the end of Q2 2026
- $146.5M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $70.4M
- +18.6% year over year
- Net income, FY2025
- -$44.0M
- No comparable prior period
- Free cash flow, FY2025
- -$23.8M
- No comparable prior period
- Revenue, Q2 FY2026
- $14.9M
- −2.7% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $44.0M (62.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 4.40M
- Shares sold short
- Change
- −555.0K
- −11.2% vs. previous
- Days to cover
- 4.89
- At average daily volume
Superinvestors holding CDXS, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding CDXS at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Codexis, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 10, 2026 (view filing)4:05 PM ET | Nov 9 | 1 day | De Vre RaymondDirector | SSale | −1.09K | $1.11 | −$1.21K | −1.3%83.7K after | |
| Oct 14, 2026 (view filing)5:19 PM ET | Oct 12 | 2 days | Erbez GeorgiaSee Remarks | SSale | −6.33K | $1.36 | −$8.62K | −9.5%60.5K after | |
| Oct 14, 2026 (view filing)5:17 PM ET | Oct 12 | 2 days | Moore AlisonPresident and CEO | SSale | −6.33K | $1.36 | −$8.62K | −2.5%244.2K after | |
| Jun 11, 2026 (view filing) | Jun 11 | Same day | De Vre RaymondDirector | SSale | −2.60K | $2.37 | −$6.17K | −3.0%84.8K after | |
| Feb 25, 2026 (view filing) | Feb 24 | 1 day | Lutz StefanChief Scientific Officer | SSale | −5.86K | $1.13 | −$6.62K | −4.3%130.4K after | |
| Feb 9, 2026 (view filing) | Feb 6 | 3 days | Lutz StefanChief Scientific Officer | SSale | −2.49K | $1.31 | −$3.26K | −1.8%136.3K after | |
| Feb 9, 2026 (view filing) | Feb 6 | 3 days | Erbez GeorgiaSee Remarks | SSale | −3.83K | $1.31 | −$5.01K | −5.4%66.8K after | |
| Feb 9, 2026 (view filing) | Feb 6 | 3 days | Moore AlisonPresident and CEO | SSale | −3.83K | $1.31 | −$5.01K | −1.5%250.5K after | |
| Jan 8, 2026 (view filing) | Jan 7 | 1 day | Lutz StefanCSO | SSale | −4.68K | $1.70 | −$7.96K | −3.3%138.8K after | |
| Dec 15, 2025 (view filing) | Nov 26-Dec 1 | 19 days | Opaleye Management Inc.10% Owner | SSaleCommon Stock, par value $0.001 per share | −514.3K | $1.71 | −$878.3K | −74.1%180.0K after | Amended6 lots |
Top 10 13F holders, Q2 2026
See all 149 holdersThe largest institutional positions in Codexis, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,284,352 | $16.5M | 0.00% | +255,579+3.6% | Added |
| Opaleye Management Inc. | 6,785,000 | $15.3M | 1.39% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 6,769,954 | $15.3M | 0.02% | −1,910,414−22.0% | Reduced |
| Millennium Management LLC | 5,549,139 | $12.5M | 0.01% | +1,551,009+38.8% | Added |
| Telemark Asset Management, LLC | 3,846,411 | $8.69M | 0.63% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,809,440 | $8.61M | 0.00% | +408,944+12.0% | Added |
| Nantahala Capital Management, LLC | 3,623,613 | $8.19M | 0.49% | −500,000−12.1% | Reduced |
| Vanguard Capital Management LLC | 3,617,109 | $8.17M | 0.00% | −51,398−1.4% | Reduced |
| Geode Capital Management, LLC | 2,162,393 | $4.89M | 0.00% | +277,040+14.7% | Added |
| State Street Corp | 1,756,814 | $3.97M | 0.00% | +89,860+5.4% | Added |
Holders of 5% or more of CDXS
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Codexis, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 13G/A | 9.86%10.8M shares | +2.41 ppfrom 7.45% | Jul 30, 20255 filings | Oct 30, 2026 | SEC |
| Telemark Asset Management, LLC | 13G | 7.30%7.85M shares | – | Feb 12, 20212 filings | Jul 29, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.20%5.98M shares | – | Apr 24, 20251 filing | Apr 24, 2025 | SEC |
| Lytton Laurence W | 13G/A | 5.20%5.59M shares | +0.20 ppfrom 5.00% | Mar 11, 20262 filings | Aug 13, 2026 | SEC |
| Integrated Core Strategies (US) LLC | 13G | 5.20%4.73M shares | New | Apr 14, 20261 filing | Apr 14, 2026 | SEC |