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Codexis, Inc.

CDXS
Exchange
Nasdaq
Industry
Industrial Organic Chemicals
SEC CIK
0001200375

No open-market purchases or sales by Codexis, Inc. insiders were filed in the last 90 days; 148 institutions reported holding it in 13F filings for Q2 2026, worth $157.6M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Codexis, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
148
+14 vs. Q1 2026
Shares held
69.8M
+3.34M (+5.0%) vs. Q1 2026
Total value
$157.6M
+$49.3M (+45.5%) vs. Q1 2026
New holders
26
63 more added
Sold out
12
35 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CDXS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 148 institutions
Q1 2021: 151 institutionsQ2 2021: 144 institutionsQ3 2021: 155 institutionsQ4 2021: 177 institutionsQ1 2022: 161 institutionsQ2 2022: 168 institutionsQ3 2022: 174 institutionsQ4 2022: 166 institutionsQ1 2023: 148 institutionsQ2 2023: 126 institutionsQ3 2023: 122 institutionsQ4 2023: 119 institutionsQ1 2024: 124 institutionsQ2 2024: 118 institutionsQ3 2024: 116 institutionsQ4 2024: 134 institutionsQ1 2025: 126 institutionsQ2 2025: 120 institutionsQ3 2025: 131 institutionsQ4 2025: 126 institutionsQ1 2026: 135 institutionsQ2 2026: 148 institutions
Value heldQ2 2026: $157.6M
Q1 2021: $1.44BQ2 2021: $1.44BQ3 2021: $1.47BQ4 2021: $2.10BQ1 2022: $1.29BQ2 2022: $680.5MQ3 2022: $373.2MQ4 2022: $278.1MQ1 2023: $252.2MQ2 2023: $171.1MQ3 2023: $104.0MQ4 2023: $183.9MQ1 2024: $189.1MQ2 2024: $174.0MQ3 2024: $193.9MQ4 2024: $305.3MQ1 2025: $175.3MQ2 2025: $174.8MQ3 2025: $161.1MQ4 2025: $107.0MQ1 2026: $108.4MQ2 2026: $157.6M
Institutions holding CDXS and their total value by quarter
QuarterHoldersValue
Q2 2026148$157.6M
Q1 2026135$108.4M
Q4 2025126$107.0M
Q3 2025131$161.1M
Q2 2025120$174.8M
Q1 2025126$175.3M
Q4 2024134$305.3M
Q3 2024116$193.9M
Q2 2024118$174.0M
Q1 2024124$189.1M
Q4 2023119$183.9M
Q3 2023122$104.0M
Q2 2023126$171.1M
Q1 2023148$252.2M
Q4 2022166$278.1M
Q3 2022174$373.2M
Q2 2022168$680.5M
Q1 2022161$1.29B
Q4 2021177$2.10B
Q3 2021155$1.47B
Q2 2021144$1.44B
Q1 2021151$1.44B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q1 2026.

Institutions holding CDXS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.7,284,352$16.5M0.00%+255,579+3.6%Added
Nantahala Capital Management, LLC7,247,226$16.4M0.50%+3,123,613+75.7%Added
Opaleye Management Inc.6,785,000$15.3M1.39%00.0%Unchanged
Standard Life Aberdeen plc6,769,954$15.3M0.02%−1,910,414−22.0%Reduced
Millennium Management LLC5,549,139$12.5M0.01%+1,551,009+38.8%Added
Telemark Asset Management, LLC3,846,411$8.69M0.63%00.0%Unchanged
Ameriprise Financial Inc3,809,440$8.61M0.00%+408,944+12.0%Added
Vanguard Capital Management LLC3,617,109$8.17M0.00%−51,398−1.4%Reduced
Assenagon Asset Management S.A.2,556,412$5.78M0.00%+1,805,242+240.3%Added
Geode Capital Management, LLC2,162,393$4.89M0.00%+277,040+14.7%Added
State Street Corp1,756,814$3.97M0.00%+89,860+5.4%Added
D. E. Shaw & Co., Inc.1,342,014$3.03M0.00%+362,167+37.0%Added
Jacobs Levy Equity Management, Inc1,330,205$3.01M0.01%+242,178+22.3%Added
Vanguard Portfolio Management LLC1,307,171$2.95M0.00%+427,832+48.7%Added
AQR Capital Management LLC845,431$1.91M0.00%+236,830+38.9%Added
Two Sigma Investments, LP696,599$1.57M0.00%+454,644+187.9%Added
Northern Trust Corp682,940$1.54M0.00%+25,801+3.9%Added
Franklin Resources Inc678,640$1.53M0.00%−9,570−1.4%Reduced
Morgan Stanley649,170$1.47M0.00%+176,329+37.3%Added
Vanguard Fiduciary Trust Co581,058$1.31M0.00%+30,050+5.5%Added
Man Group plc565,593$1.28M0.00%+565,593New
Post Resch Tallon Group Inc.563,478$1.27M0.88%−8,000−1.4%Reduced
Perkins Capital Management Inc526,100$1.19M0.89%−1,400−0.3%Reduced
FMR LLC478,483$1.08M0.00%+65,886+16.0%Added
Goldman Sachs Group Inc434,924$982.9K0.00%−389,946−47.3%Reduced
Algert Global LLC430,910$973.9K0.01%+233,463+118.2%Added
Nuveen, LLC392,267$886.5K0.00%+24,824+6.8%Added
Tudor Investment Corp Et Al357,925$808.9K0.00%−179,908−33.5%Reduced
Acadian Asset Management LLC358,285$804.0K0.00%+234,536+189.5%Added
Dimensional Fund Advisors LP313,386$708.7K0.00%+28,750+10.1%Added
Russell Investments Group, Ltd.308,095$696.3K0.00%+249,616+426.8%Added
Platinum Investment Management Ltd264,464$597.7K0.15%00.0%Unchanged
Royal Bank of Canada262,926$594.0K0.00%+47,561+22.1%Added
Potomac Capital Management, Inc.260,000$587.6K0.43%−14,200−5.2%Reduced
Charles Schwab Investment Management Inc242,211$547.4K0.00%00.0%Unchanged
XTX Topco Ltd240,627$543.8K0.01%+73,085+43.6%Added
Bank of America Corp240,517$543.6K0.00%+66,562+38.3%Added
UBS Group AG239,907$542.2K0.00%−1,943,868−89.0%Reduced
Bank of New York Mellon Corp226,039$510.8K0.00%+16,394+7.8%Added
Citadel Advisors LLC191,580$433.0K0.00%−96,015−33.4%Reduced
Invesco Ltd.162,271$366.7K0.00%−18,654−10.3%Reduced
Barclays PLC155,274$350.9K0.00%+181+0.1%Added
Arrowstreet Capital, Limited Partnership148,051$334.6K0.00%+148,051New
Bridgeway Capital Management, LLC125,908$284.6K0.01%00.0%Unchanged
STRS Ohio121,000$273.5K0.00%+21,900+22.1%Added
Jane Street Group, LLC120,815$273.0K0.00%−799,149−86.9%Reduced
Marshall Wace, LLP117,135$264.7K0.00%+117,135New
Stonepine Capital Management, LLC109,662$247.8K0.19%−308,332−73.8%Reduced
Rhumbline Advisers103,301$233.4K0.00%+3,987+4.0%Added
Wells Fargo & Company101,926$230.4K0.00%+45,295+80.0%Added
Deutsche Bank AG96,229$217.5K0.00%+3,147+3.4%Added
Alliancebernstein L.P.126,430$206.1K0.00%+8,300+7.0%Added
Susquehanna International Group, LLP82,523$186.5K0.00%+29,282+55.0%Added
LPL Financial LLC76,560$173.0K0.00%+1,500+2.0%Added
Price T Rowe Associates Inc66,924$152.0K0.00%+3,331+5.2%Added
Public Employees Retirement System of Ohio63,753$144.1K0.00%00.0%Unchanged
Numerai GP LLC60,209$136.1K0.01%+60,209New
Panagora Asset Management Inc58,200$131.5K0.00%+58,200New
Mariner, LLC54,637$123.5K0.00%+31,108+132.2%Added
Cerity Partners LLC53,322$120.5K0.00%+20,430+62.1%Added
MetLife Investment Management52,011$117.5K0.00%+52,011New
Envestnet Asset Management Inc51,375$116.1K0.00%+14,961+41.1%Added
Los Angeles Capital Management LLC48,125$108.8K0.00%−85,540−64.0%Reduced
Virtu Financial LLC46,601$105.0K0.00%+46,601New
Ieq Capital, LLC46,265$104.6K0.00%+46,265New
Citigroup Inc43,333$97.9K0.00%+31,424+263.9%Added
JPMorgan Chase & Co41,861$97.5K0.00%+454+1.1%Added
Gsa Capital Partners LLP41,811$94.0K0.01%−75,112−64.2%Reduced
Renaissance Technologies LLC41,500$93.8K0.00%−157,233−79.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.39,804$90.0K0.00%−2,614−6.2%Reduced
Frec Markets, Inc.37,269$84.2K0.01%+1,016+2.8%Added
Advisor Group Holdings, Inc.36,366$82.2K0.00%−199−0.5%Reduced
Commonwealth Equity Services, LLC36,204$81.8K0.00%+4,704+14.9%Added
Bank of Montreal34,998$79.1K0.00%00.0%Unchanged
Krilogy Financial LLC34,825$78.7K0.00%−1,432−3.9%Reduced
Dynamic Technology Lab Private Ltd33,000$74.0K0.02%+33,000New
Vanguard Global Advisers, LLC32,602$73.7K0.00%00.0%Unchanged
Mercer Global Advisors Inc32,350$73.1K0.00%+14,671+83.0%Added
American Century Companies Inc30,501$68.9K0.00%+30,501New
Blair William & Co30,219$68.3K0.00%+201+0.7%Added
Evergreen Capital Management LLC29,000$65.5K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC28,890$65.0K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC25,275$61.4K0.00%+6,416+34.0%Added
Prudential Financial Inc26,380$59.6K0.00%+12,800+94.3%Added
Guggenheim Capital LLC26,158$59.1K0.00%−792−2.9%Reduced
Manufacturers Life Insurance Company, The25,205$57.0K0.00%−2,234−8.1%Reduced
Intech Investment Management LLC21,454$48.5K0.00%−2,793−11.5%Reduced
Police & Firemen's Retirement System of New Jersey19,441$43.9K0.00%00.0%Unchanged
Voya Investment Management LLC18,561$41.9K0.00%+3,745+25.3%Added
JustInvest LLC17,948$40.6K0.00%−235−1.3%Reduced
Simplicity Wealth,LLC17,438$39.4K0.00%+4,130+31.0%Added
New York State Common Retirement Fund16,888$38.2K0.00%00.0%Unchanged
CI Private Wealth, LLC16,738$37.8K0.00%+16,738New
Creative Planning15,488$35.0K0.00%+15,488New
BNP Paribas Arbitrage, SA15,461$34.9K0.00%−5,230−25.3%Reduced
Navalign, LLC15,340$34.7K0.01%00.0%Unchanged
EP Wealth Advisors, LLC15,277$34.5K0.00%+15,277New
China Universal Asset Management Co., Ltd.14,466$32.7K0.00%−1,563−9.8%Reduced
ProShare Advisors LLC14,303$32.3K0.00%−2,673−15.7%Reduced
Elmwood Wealth Management, Inc.12,695$28.7K0.01%−9,000−41.5%Reduced