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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, Q2 2025

Institutional positions in Codexis, Inc. as of Jun 30, 2025. 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
120
−6 vs. Q1 2025
Shares held
71.2M
+6.04M (+9.3%) vs. Q1 2025
Total value
$173.8M
−$1.46M (−0.8%) vs. Q1 2025
New holders
10
42 more added
Sold out
16
44 more reduced

Compare with Q1 2025: 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 2025: 120 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 2025: $173.8M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q1 2025.

Institutions holding CDXS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Opaleye Management Inc.12,600,000$30.7M6.22%+3,100,000+32.6%Added
Casdin Capital, LLC7,200,000$17.6M1.60%−900,000−11.1%Reduced
BlackRock, Inc.7,135,938$17.4M0.00%−448,849−5.9%Reduced
FMR LLC4,610,357$11.2M0.00%+40,932+0.9%Added
Vanguard Group Inc4,589,213$11.2M0.00%−135,728−2.9%Reduced
Standard Life Aberdeen plc4,200,950$10.3M0.02%+3,594,656+592.9%Added
Nantahala Capital Management, LLC4,030,619$9.83M0.70%+1,200,000+42.4%Added
Telemark Asset Management, LLC4,000,000$9.76M1.04%+1,000,000+33.3%Added
Ameriprise Financial Inc2,550,806$6.22M0.00%+16,099+0.6%Added
Geode Capital Management, LLC1,977,869$4.83M0.00%+52,588+2.7%Added
Pier Capital, LLC1,915,160$4.67M0.71%+245,956+14.7%Added
Baillie Gifford & Co1,685,664$4.11M0.00%−13,980−0.8%Reduced
State Street Corp1,613,338$3.94M0.00%−33,899−2.1%Reduced
Jacobs Levy Equity Management, Inc1,178,131$2.87M0.01%+107,878+10.1%Added
Federated Hermes, Inc.872,814$2.13M0.00%−215,137−19.8%Reduced
Renaissance Technologies LLC755,486$1.84M0.00%+104,700+16.1%Added
Prescott Group Capital Management, L.L.C.700,591$1.71M0.20%+131,617+23.1%Added
Northern Trust Corp659,158$1.61M0.00%−3,887−0.6%Reduced
Dimensional Fund Advisors LP572,139$1.40M0.00%+113,523+24.8%Added
Private Advisor Group, LLC522,913$1.28M0.01%+180,253+52.6%Added
Morgan Stanley479,853$1.17M0.00%+35,619+8.0%Added
Post Resch Tallon Group Inc.467,301$1.14M1.10%−1,286−0.3%Reduced
Goldman Sachs Group Inc448,770$1.09M0.00%+139,684+45.2%Added
Franklin Resources Inc447,526$1.09M0.00%+178,333+66.2%Added
Royal Bank of Canada414,419$1.01M0.00%−22,707−5.2%Reduced
Mink Brook Asset Management LLC321,711$785.0K0.68%+195,069+154.0%Added
Platinum Investment Management Ltd316,383$772.0K0.05%00.0%Unchanged
Perkins Capital Management Inc312,000$761.3K0.77%−6,800−2.1%Reduced
Nuveen, LLC300,852$734.1K0.00%−947,411−75.9%Reduced
Empire Financial Management Company, LLC295,000$719.8K0.21%00.0%Unchanged
Barclays PLC253,639$618.9K0.00%+55,505+28.0%Added
Charles Schwab Investment Management Inc250,726$611.8K0.00%+476+0.2%Added
Assenagon Asset Management S.A.229,697$560.5K0.00%−372,591−61.9%Reduced
Bank of New York Mellon Corp207,800$507.0K0.00%−16,590−7.4%Reduced
LPL Financial LLC180,665$440.8K0.00%−39,460−17.9%Reduced
UBS Group AG174,151$424.9K0.00%−117,834−40.4%Reduced
CWM Advisors, LLC162,912$397.5K0.04%+36,809+29.2%Added
White Pine Capital LLC137,749$336.1K0.11%−57,332−29.4%Reduced
Rhumbline Advisers135,556$330.7K0.00%+27,897+25.9%Added
Alliancebernstein L.P.118,130$288.2K0.00%+315+0.3%Added
Millennium Management LLC117,002$285.5K0.00%+117,002New
STRS Ohio115,300$281.3K0.00%+8,200+7.7%Added
Citadel Advisors LLC111,848$272.9K0.00%−105,825−48.6%Reduced
Marshall Wace, LLP102,378$249.8K0.00%+102,378New
Susquehanna International Group, LLP102,239$249.5K0.00%−2,064−2.0%Reduced
Bridgeway Capital Management, LLC100,908$246.2K0.01%+6,300+6.7%Added
Invesco Ltd.96,078$234.4K0.00%+28,631+42.4%Added
AQR Capital Management LLC84,556$206.3K0.00%+6,524+8.4%Added
Acadian Asset Management LLC82,037$200.0K0.00%−313,197−79.2%Reduced
Clough Capital Partners L P69,000$168.0K0.02%00.0%Unchanged
Envestnet Asset Management Inc68,402$166.9K0.00%−312,548−82.0%Reduced
Bank of America Corp53,346$130.2K0.00%−8,215−13.3%Reduced
MetLife Investment Management50,349$122.9K0.00%+30,533+154.1%Added
Paradigm Capital Management Inc50,000$122.0K0.01%00.0%Unchanged
Intech Investment Management LLC48,395$118.1K0.00%−16,090−25.0%Reduced
XTX Topco Ltd47,492$115.9K0.00%+47,492New
Public Employees Retirement System of Ohio46,713$114.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP46,000$112.2K0.00%−53,500−53.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.45,606$111.3K0.00%−2,028−4.3%Reduced
Wells Fargo & Company44,193$107.8K0.00%−4,069−8.4%Reduced
Commonwealth Equity Services, LLC42,811$104.0K0.00%−6,698−13.5%Reduced
JPMorgan Chase & Co42,101$102.7K0.00%−4,542−9.7%Reduced
Brevan Howard Capital Management LP42,029$102.6K0.00%−8,808−17.3%Reduced
Price T Rowe Associates Inc40,497$99.0K0.00%+6,298+18.4%Added
Stifel Financial Corp39,991$97.6K0.00%−2,130−5.1%Reduced
Russell Investments Group, Ltd.38,036$92.8K0.00%−8,899−19.0%Reduced
Blair William & Co36,830$89.9K0.00%00.0%Unchanged
Two Sigma Investments, LP33,648$82.1K0.00%+740+2.2%Added
Citigroup Inc31,265$76.3K0.00%−26,284−45.7%Reduced
Manufacturers Life Insurance Company, The29,775$72.7K0.00%+1,383+4.9%Added
Deutsche Bank AG28,713$70.1K0.00%−11,755−29.0%Reduced
Voya Investment Management LLC23,124$56.4K0.00%+1,225+5.6%Added
Elmwood Wealth Management, Inc.21,695$52.9K0.02%+21,695New
Advisor Group Holdings, Inc.20,634$50.3K0.00%+19,614+1,922.9%Added
ProShare Advisors LLC19,883$48.5K0.00%−1,294−6.1%Reduced
Police & Firemen's Retirement System of New Jersey19,441$47.4K0.00%00.0%Unchanged
Squarepoint Ops LLC17,104$41.7K0.00%−13,978−45.0%Reduced
New York State Common Retirement Fund16,888$41.2K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.16,639$40.6K0.00%+23+0.1%Added
US Bancorp16,200$39.5K0.00%−1,760−9.8%Reduced
Fiduciary Trust Co13,620$33.2K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado13,643$33.0K0.00%00.0%Unchanged
SEI Investments Co10,536$25.7K0.00%−1,172−10.0%Reduced
State of Wyoming10,443$25.5K0.00%+10,443New
CIBC World Markets Corp10,088$24.6K0.00%−7,788−43.6%Reduced
Tower Research Capital LLC (TRC)9,950$24.3K0.00%+7,301+275.6%Added
Nisa Investment Advisors, LLC9,138$22.3K0.00%+7,192+369.6%Added
BNP Paribas Arbitrage, SA8,570$20.9K0.00%+3,524+69.8%Added
Legal & General Group Plc8,500$20.7K0.00%+1,151+15.7%Added
Ameritas Investment Partners, Inc.8,428$20.6K0.00%00.0%Unchanged
California State Teachers Retirement System5,931$14.5K0.00%00.0%Unchanged
CWM, LLC5,768$14.0K0.00%+1,422+32.7%Added
Mirae Asset Global Investments Co., Ltd.3,200$7.81K0.00%+428+15.4%Added
Amalgamated Bank2,780$7.00K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,276$5.55K0.00%−2,450−51.8%Reduced
GF Fund Management Co. Ltd.2,019$4.93K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,800$4.39K0.00%−2,400−57.1%Reduced
GAMMA Investing LLC973$2.37K0.00%−102−9.5%Reduced
Comerica Bank972$2.37K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.956$2.33K0.00%+956New