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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 2024

Institutional positions in Codexis, Inc. as of Dec 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
134
+18 vs. Q3 2024
Shares held
64.0M
+1.07M (+1.7%) vs. Q3 2024
Total value
$305.3M
+$111.5M (+57.5%) vs. Q3 2024
New holders
28
56 more added
Sold out
10
31 more reduced

Compare with Q3 2024: 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 2024: 134 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 2024: $305.3M
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 2024

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q3 2024.

Institutions holding CDXS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC237,176$1.13M0.00%+29,548+14.2%Added
Charles Schwab Investment Management Inc239,720$1.14M0.00%+26,052+12.2%Added
Two Sigma Investments, LP263,218$1.26M0.00%+6,397+2.5%Added
Empire Financial Management Company, LLC270,000$1.29M0.40%+47,048+21.1%Added
Private Advisor Group, LLC281,043$1.34M0.01%+2,344+0.8%Added
Assenagon Asset Management S.A.287,864$1.37M0.00%−815,578−73.9%Reduced
Prescott Group Capital Management, L.L.C.297,174$1.42M0.19%+60,000+25.3%Added
Fred Alger Management, LLC299,143$1.43M0.01%+173,227+137.6%Added
Envestnet Asset Management Inc309,713$1.48M0.00%+110,541+55.5%Added
Royal Bank of Canada350,082$1.67M0.00%+81,289+30.2%Added
Two Sigma Advisers, LP403,700$1.93M0.00%−81,400−16.8%Reduced
Dimensional Fund Advisors LP405,975$1.94M0.00%−2,967−0.7%Reduced
Post Resch Tallon Group Inc.403,667$2.02M1.94%+403,667New
Acadian Asset Management LLC483,732$2.31M0.01%−256,405−34.6%Reduced
Kent Lake PR LLC500,000$2.38M1.01%−500,000−50.0%Reduced
Standard Life Aberdeen plc508,623$2.43M0.00%−291,787−36.5%Reduced
Goldman Sachs Group Inc527,623$2.52M0.00%−27,516−5.0%Reduced
Northern Trust Corp688,189$3.28M0.00%+98,256+16.7%Added
Morgan Stanley709,772$3.39M0.00%+303,310+74.6%Added
Jacobs Levy Equity Management, Inc860,955$4.11M0.01%−34,740−3.9%Reduced
CenterBook Partners LP982,848$4.69M0.28%+982,848New
Federated Hermes, Inc.1,278,126$6.10M0.01%+21,767+1.7%Added
State Street Corp1,612,911$7.69M0.00%+61,500+4.0%Added
Baillie Gifford & Co1,694,025$8.08M0.01%−119,775−6.6%Reduced
Nuveen Asset Management, LLC1,812,345$8.64M0.00%+283,760+18.6%Added
Geode Capital Management, LLC1,855,514$8.85M0.00%+211,475+12.9%Added
Ameriprise Financial Inc2,399,650$11.4M0.00%+12,625+0.5%Added
Nantahala Capital Management, LLC2,841,660$13.6M0.95%−126,148−4.3%Reduced
Telemark Asset Management, LLC3,000,000$14.3M1.43%+303,589+11.3%Added
Vanguard Group Inc4,463,801$21.3M0.00%+311,082+7.5%Added
FMR LLC4,526,590$21.6M0.00%+29,500+0.7%Added
BlackRock, Inc.7,642,607$36.5M0.00%+726,873+10.5%Added
Casdin Capital, LLC8,100,000$38.6M2.58%00.0%Unchanged
Opaleye Management Inc.8,840,000$42.2M7.38%+70,000+0.8%Added
Vivo Capital, LLC0$00.00%−388,144−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−99,629−100.0%Sold out
Jane Street Group, LLC0$00.00%−57,716−100.0%Sold out
Engineers Gate Manager LP0$00.00%−40,005−100.0%Sold out
Algert Global LLC0$00.00%−37,165−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−10,000−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−5,150−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,341−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,000−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−514−100.0%Sold out