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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 $146.5M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Codexis, Inc. as of Dec 31, 2023. 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
119
−1 vs. Q3 2023
Shares held
55.2M
+529.4K (+1.0%) vs. Q3 2023
Total value
$168.5M
+$65.1M (+62.9%) vs. Q3 2023
New holders
17
45 more added
Sold out
18
38 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 holdersQ4 2023: 119 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 heldQ4 2023: $168.5M
Q1 2021: $1.42BQ2 2021: $1.44BQ3 2021: $1.47BQ4 2021: $2.10BQ1 2022: $1.29BQ2 2022: $680.5MQ3 2022: $373.0MQ4 2022: $277.8MQ1 2023: $244.4MQ2 2023: $171.1MQ3 2023: $104.0MQ4 2023: $168.5MQ1 2024: $187.4MQ2 2024: $162.7MQ3 2024: $193.8MQ4 2024: $305.3MQ1 2025: $175.2MQ2 2025: $173.8MQ3 2025: $161.0MQ4 2025: $107.0MQ1 2026: $108.4MQ2 2026: $146.5M
Institutions holding CDXS and their total value by quarter
QuarterHoldersValue
Q2 2026148$146.5M
Q1 2026135$108.4M
Q4 2025126$107.0M
Q3 2025131$161.0M
Q2 2025120$173.8M
Q1 2025126$175.2M
Q4 2024134$305.3M
Q3 2024116$193.8M
Q2 2024118$162.7M
Q1 2024124$187.4M
Q4 2023119$168.5M
Q3 2023122$104.0M
Q2 2023126$171.1M
Q1 2023148$244.4M
Q4 2022166$277.8M
Q3 2022174$373.0M
Q2 2022168$680.5M
Q1 2022161$1.29B
Q4 2021177$2.10B
Q3 2021155$1.47B
Q2 2021144$1.44B
Q1 2021151$1.42B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q3 2023.

Institutions holding CDXS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gsa Capital Partners LLP837,036$2.55M0.21%+420,977+101.2%Added
Paradigm Capital Management Inc900,000$2.75M0.14%+400,000+80.0%Added
D. E. Shaw & Co., Inc.911,138$2.78M0.00%−689,746−43.1%Reduced
Two Sigma Advisers, LP934,800$2.85M0.01%−236,200−20.2%Reduced
Ameriprise Financial Inc1,232,173$3.76M0.00%−555,469−31.1%Reduced
Federated Hermes, Inc.1,340,430$4.09M0.01%−57,601−4.1%Reduced
Jacobs Levy Equity Management, Inc1,367,988$4.17M0.02%−263,876−16.2%Reduced
Assenagon Asset Management S.A.1,456,739$4.44M0.01%−296,704−16.9%Reduced
State Street Corp1,485,228$4.53M0.00%+209,302+16.4%Added
Geode Capital Management, LLC1,514,392$4.62M0.00%+121,250+8.7%Added
Casdin Capital, LLC2,000,000$6.10M0.60%+1,700,000+566.7%Added
Nuveen Asset Management, LLC2,043,073$6.23M0.00%+7,891+0.4%Added
Telemark Asset Management, LLC2,696,411$8.22M1.22%+171,911+6.8%Added
Opaleye Management Inc.3,045,525$9.29M2.49%+1,926,625+172.2%Added
Baillie Gifford & Co3,419,093$10.4M0.01%−630,474−15.6%Reduced
Vanguard Group Inc4,128,428$12.6M0.00%+89,683+2.2%Added
FMR LLC4,366,482$13.3M0.00%+30,902+0.7%Added
Nantahala Capital Management, LLC4,592,903$14.0M1.40%−476,540−9.4%Reduced
BlackRock Inc.7,196,414$21.9M0.00%−196,471−2.7%Reduced
Kent Lake Capital LLC0$00.00%−542,934−100.0%Sold out
Renaissance Technologies LLC0$00.00%−260,286−100.0%Sold out
AMH Equity Ltd0$00.00%−236,447−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−52,796−100.0%Sold out
Keebeck Alpha, LP0$00.00%−52,796−100.0%Sold out
Point72 Middle East FZE0$00.00%−48,923−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−45,808−100.0%Sold out
Burney Co0$00.00%−23,000−100.0%Sold out
Mackenzie Financial Corp0$00.00%−16,171−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−15,409−100.0%Sold out
Walleye Capital LLC0$00.00%−13,952−100.0%Sold out
Long Focus Capital Management, LLC0$00.00%−10,000−100.0%Sold out
China Universal Asset Management Co., Ltd.0$00.00%−1,790−100.0%Sold out
Umb Bank N A0$00.00%−753−100.0%Sold out
Parallel Advisors, LLC0$00.00%−500−100.0%Sold out
Toronto Dominion Bank0$00.00%−442−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−93−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−189−100.0%Sold out
Trellus Management Company, LLC––––Not filed
Jacob Asset Management of New York LLC––––Not filed