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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, Q1 2024

Institutional positions in Codexis, Inc. as of Mar 31, 2024. 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
124
+5 vs. Q4 2023
Shares held
53.7M
−1.51M (−2.7%) vs. Q4 2023
Total value
$187.4M
+$19.0M (+11.3%) vs. Q4 2023
New holders
13
41 more added
Sold out
8
48 more reduced

Compare with Q4 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 holdersQ1 2024: 124 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 heldQ1 2024: $187.4M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q4 2023.

Institutions holding CDXS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vivo Capital, LLC388,144$1.35M0.11%00.0%Unchanged
Prescott Group Capital Management, L.L.C.453,125$1.58M0.25%−77,375−14.6%Reduced
Fred Alger Management, LLC508,095$1.77M0.01%+75,106+17.3%Added
Two Sigma Investments, LP531,778$1.86M0.00%−52,211−8.9%Reduced
Northern Trust Corp591,677$2.06M0.00%−21,599−3.5%Reduced
Kent Lake Capital LLC629,399$2.20M0.96%+629,399New
Acadian Asset Management LLC779,335$2.72M0.01%−2,812−0.4%Reduced
Two Sigma Advisers, LP867,700$3.03M0.01%−67,100−7.2%Reduced
Paradigm Capital Management Inc900,000$3.14M0.15%00.0%Unchanged
Jacobs Levy Equity Management, Inc1,046,676$3.65M0.02%−321,312−23.5%Reduced
Ameriprise Financial Inc1,299,073$4.53M0.00%+66,900+5.4%Added
Federated Hermes, Inc.1,351,880$4.72M0.01%+11,450+0.9%Added
Assenagon Asset Management S.A.1,456,739$5.08M0.01%00.0%Unchanged
State Street Corp1,511,283$5.27M0.00%+26,055+1.8%Added
Geode Capital Management, LLC1,562,679$5.45M0.00%+48,287+3.2%Added
Nuveen Asset Management, LLC1,643,514$5.74M0.00%−399,559−19.6%Reduced
Casdin Capital, LLC2,000,000$6.98M0.52%00.0%Unchanged
Telemark Asset Management, LLC2,696,411$9.41M0.97%00.0%Unchanged
Opaleye Management Inc.3,120,000$10.9M2.37%+74,475+2.4%Added
Baillie Gifford & Co3,445,309$12.0M0.01%+26,216+0.8%Added
Vanguard Group Inc4,258,201$14.9M0.00%+129,773+3.1%Added
FMR LLC4,433,659$15.5M0.00%+67,177+1.5%Added
Nantahala Capital Management, LLC4,461,878$15.6M1.53%−131,025−2.9%Reduced
BlackRock Inc.6,614,679$23.1M0.00%−581,735−8.1%Reduced
Aristides Capital LLC0$00.00%−61,900−100.0%Sold out
Man Group plc0$00.00%−56,400−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−50,456−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−19,993−100.0%Sold out
Captrust Financial Advisors0$00.00%−12,577−100.0%Sold out
Wolverine Trading, LLC0$00.00%−11,656−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−5,000−100.0%Sold out
Clear Street Markets LLC0$00.00%−4,924−100.0%Sold out