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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, Q3 2025

Institutional positions in Codexis, Inc. as of Sep 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
131
+12 vs. Q2 2025
Shares held
66.0M
−5.24M (−7.4%) vs. Q2 2025
Total value
$161.0M
−$12.8M (−7.4%) vs. Q2 2025
New holders
23
34 more added
Sold out
11
43 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 131 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 heldQ3 2025: $161.0M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q2 2025.

Institutions holding CDXS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Opaleye Management Inc.12,795,000$31.2M4.41%+195,000+1.5%Added
BlackRock, Inc.7,143,948$17.4M0.00%+8,010+0.1%Added
Vanguard Group Inc4,669,815$11.4M0.00%+80,602+1.8%Added
Standard Life Aberdeen plc4,092,062$9.98M0.02%−108,888−2.6%Reduced
Millennium Management LLC4,067,559$9.92M0.01%+3,950,557+3,376.5%Added
Nantahala Capital Management, LLC4,030,619$9.83M0.61%00.0%Unchanged
Telemark Asset Management, LLC4,000,000$9.76M0.93%00.0%Unchanged
Ameriprise Financial Inc2,773,646$6.77M0.00%+222,840+8.7%Added
Geode Capital Management, LLC1,992,404$4.86M0.00%+14,535+0.7%Added
Pier Capital, LLC1,891,232$4.61M0.72%−23,928−1.2%Reduced
State Street Corp1,540,754$3.76M0.00%−72,584−4.5%Reduced
Empire Financial Management Company, LLC1,463,537$3.57M0.82%+1,168,537+396.1%Added
Jacobs Levy Equity Management, Inc1,164,846$2.84M0.01%−13,285−1.1%Reduced
Nuveen, LLC920,122$2.25M0.00%+619,270+205.8%Added
Franklin Resources Inc756,158$1.85M0.00%+308,632+69.0%Added
Goldman Sachs Group Inc724,255$1.77M0.00%+275,485+61.4%Added
Northern Trust Corp645,274$1.57M0.00%−13,884−2.1%Reduced
Prescott Group Capital Management, L.L.C.635,545$1.55M0.16%−65,046−9.3%Reduced
Dimensional Fund Advisors LP603,620$1.47M0.00%+31,481+5.5%Added
FMR LLC584,367$1.43M0.00%−4,025,990−87.3%Reduced
Private Advisor Group, LLC561,413$1.37M0.01%+38,500+7.4%Added
Post Resch Tallon Group Inc.559,935$1.37M1.21%+92,634+19.8%Added
Tudor Investment Corp Et Al537,833$1.31M0.01%+537,833New
UBS Group AG522,383$1.27M0.00%+348,232+200.0%Added
Balyasny Asset Management LLC496,791$1.21M0.00%+496,791New
Royal Bank of Canada410,133$1.00M0.00%−4,286−1.0%Reduced
Renaissance Technologies LLC310,486$757.6K0.00%−445,000−58.9%Reduced
Perkins Capital Management Inc307,700$750.8K0.66%−4,300−1.4%Reduced
Stifel Financial Corp278,341$679.2K0.00%+238,350+596.0%Added
Squarepoint Ops LLC276,361$674.3K0.00%+259,257+1,515.8%Added
Citadel Advisors LLC269,931$658.6K0.00%+158,083+141.3%Added
Platinum Investment Management Ltd264,464$645.3K0.04%−51,919−16.4%Reduced
Charles Schwab Investment Management Inc250,732$611.8K0.00%+60.0%Added
Federated Hermes, Inc.234,247$571.6K0.00%−638,567−73.2%Reduced
Assenagon Asset Management S.A.233,953$570.8K0.00%+4,256+1.9%Added
Barclays PLC224,492$547.8K0.00%−29,147−11.5%Reduced
Mink Brook Asset Management LLC220,000$536.8K0.36%−101,711−31.6%Reduced
Bank of New York Mellon Corp208,249$508.1K0.00%+449+0.2%Added
Morgan Stanley196,626$479.8K0.00%−283,227−59.0%Reduced
D. E. Shaw & Co., Inc.173,805$424.1K0.00%+173,805New
Cubist Systematic Strategies, LLC147,381$359.6K0.01%+147,381New
White Pine Capital LLC138,187$337.2K0.10%+438+0.3%Added
Man Group plc133,835$326.6K0.00%+133,835New
Diametric Capital, LP129,869$316.9K0.12%+129,869New
Invesco Ltd.123,136$300.5K0.00%+27,058+28.2%Added
Alliancebernstein L.P.118,130$288.2K0.00%00.0%Unchanged
Rhumbline Advisers111,819$272.8K0.00%−23,737−17.5%Reduced
Bridgeway Capital Management, LLC100,908$246.2K0.01%00.0%Unchanged
STRS Ohio99,100$241.8K0.00%−16,200−14.1%Reduced
Stonepine Capital Management, LLC88,264$215.4K0.18%+88,264New
LPL Financial LLC87,670$213.9K0.00%−92,995−51.5%Reduced
Marshall Wace, LLP87,063$212.4K0.00%−15,315−15.0%Reduced
AQR Capital Management LLC84,069$205.1K0.00%−487−0.6%Reduced
Wells Fargo & Company76,583$186.9K0.00%+32,390+73.3%Added
Envestnet Asset Management Inc67,717$165.2K0.00%−685−1.0%Reduced
Acadian Asset Management LLC60,365$146.0K0.00%−21,672−26.4%Reduced
Citigroup Inc56,040$136.7K0.00%+24,775+79.2%Added
Oxford Asset Management LLP54,042$131.9K0.04%+54,042New
Jane Street Group, LLC50,258$122.6K0.00%+50,258New
Paradigm Capital Management Inc50,000$122.0K0.01%00.0%Unchanged
Bank of America Corp49,752$121.4K0.00%−3,594−6.7%Reduced
Brevan Howard Capital Management LP48,734$118.9K0.00%+6,705+16.0%Added
Russell Investments Group, Ltd.48,443$118.2K0.00%+10,407+27.4%Added
Public Employees Retirement System of Ohio46,713$114.0K0.00%00.0%Unchanged
Price T Rowe Associates Inc44,269$109.0K0.00%+3,772+9.3%Added
Commonwealth Equity Services, LLC41,690$102.0K0.00%−1,121−2.6%Reduced
Intech Investment Management LLC41,033$100.1K0.00%−7,362−15.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.38,742$94.5K0.00%−6,864−15.1%Reduced
JPMorgan Chase & Co38,336$93.5K0.00%−3,765−8.9%Reduced
Advisor Group Holdings, Inc.37,065$90.7K0.00%+16,431+79.6%Added
Prelude Capital Management, LLC35,927$87.7K0.01%+35,927New
Blair William & Co35,293$86.1K0.00%−1,537−4.2%Reduced
MetLife Investment Management35,281$86.1K0.00%−15,068−29.9%Reduced
Manufacturers Life Insurance Company, The29,466$71.9K0.00%−309−1.0%Reduced
Two Sigma Advisers, LP27,500$67.1K0.00%−18,500−40.2%Reduced
Quadrature Capital Ltd26,926$65.6K0.00%+26,926New
Krilogy Financial LLC30,029$64.6K0.00%+30,029New
Dynamic Technology Lab Private Ltd24,106$59.0K0.01%+24,106New
Two Sigma Investments, LP22,745$55.5K0.00%−10,903−32.4%Reduced
SG Americas Securities, LLC21,536$53.0K0.00%+21,536New
Elmwood Wealth Management, Inc.21,695$52.9K0.02%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey19,441$47.4K0.00%00.0%Unchanged
Susquehanna International Group, LLP18,784$45.8K0.00%−83,455−81.6%Reduced
HRT Financial LP18,812$45.0K0.00%+18,812New
XTX Topco Ltd17,304$42.2K0.00%−30,188−63.6%Reduced
ProShare Advisors LLC17,215$42.0K0.00%−2,668−13.4%Reduced
New York State Common Retirement Fund16,888$41.2K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA16,608$40.5K0.00%+8,038+93.8%Added
Aigen Investment Management, LP15,830$38.6K0.01%+15,830New
China Universal Asset Management Co., Ltd.15,823$38.6K0.00%−816−4.9%Reduced
Voya Investment Management LLC14,843$36.2K0.00%−8,281−35.8%Reduced
Fiduciary Trust Co13,620$33.2K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado13,643$33.0K0.00%00.0%Unchanged
Crux Wealth Advisors13,413$32.7K0.01%+13,413New
State of Wyoming13,102$32.0K0.00%+2,659+25.5%Added
Jump Financial, LLC10,608$25.9K0.00%+10,608New
SEI Investments Co10,536$25.7K0.00%00.0%Unchanged
Victory Capital Management Inc10,072$24.6K0.00%+10,072New
Tower Research Capital LLC (TRC)9,974$24.3K0.00%+24+0.2%Added
Nisa Investment Advisors, LLC9,138$22.3K0.00%00.0%Unchanged