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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 2025

Institutional positions in Codexis, Inc. as of Dec 31, 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
126
−4 vs. Q3 2025
Shares held
65.6M
−173.7K (−0.3%) vs. Q3 2025
Total value
$107.0M
−$53.6M (−33.4%) vs. Q3 2025
New holders
16
51 more added
Sold out
20
33 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 126 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 2025: $107.0M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q3 2025.

Institutions holding CDXS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Standard Life Aberdeen plc7,966,498$13.0M0.02%+3,874,436+94.7%Added
BlackRock, Inc.7,395,740$12.1M0.00%+251,792+3.5%Added
Opaleye Management Inc.6,789,738$11.1M1.46%−6,005,262−46.9%Reduced
Vanguard Group Inc4,941,542$8.05M0.00%+271,727+5.8%Added
Nantahala Capital Management, LLC3,990,169$6.50M0.39%−40,450−1.0%Reduced
Telemark Asset Management, LLC3,846,411$6.27M0.63%−153,589−3.8%Reduced
Ameriprise Financial Inc3,793,574$6.18M0.00%+1,019,928+36.8%Added
Millennium Management LLC3,135,192$5.11M0.00%−932,367−22.9%Reduced
Prescott Group Capital Management, L.L.C.2,568,359$4.19M0.39%+1,932,814+304.1%Added
Geode Capital Management, LLC2,026,006$3.30M0.00%+33,602+1.7%Added
State Street Corp1,603,510$2.61M0.00%+62,756+4.1%Added
Jacobs Levy Equity Management, Inc1,135,190$1.85M0.01%−29,656−2.5%Reduced
Timothy G. Youngquist 2020 Irrevocable Trust978,071$1.59M1.37%+978,071New
UBS Group AG809,520$1.32M0.00%+287,137+55.0%Added
Franklin Resources Inc740,558$1.21M0.00%−15,600−2.1%Reduced
Renaissance Technologies LLC737,485$1.20M0.00%+426,999+137.5%Added
Goldman Sachs Group Inc718,109$1.17M0.00%−6,146−0.8%Reduced
Private Advisor Group, LLC654,581$1.07M0.01%+93,168+16.6%Added
Northern Trust Corp645,296$1.05M0.00%+220.0%Added
FMR LLC641,926$1.05M0.00%+57,559+9.8%Added
D. E. Shaw & Co., Inc.628,291$1.02M0.00%+454,486+261.5%Added
Assenagon Asset Management S.A.566,547$923.5K0.00%+332,594+142.2%Added
Tudor Investment Corp Et Al537,833$876.7K0.00%00.0%Unchanged
Perkins Capital Management Inc529,500$863.1K0.69%+221,800+72.1%Added
Post Resch Tallon Group Inc.511,748$834.1K0.70%−48,187−8.6%Reduced
Citadel Advisors LLC499,377$814.0K0.00%+229,446+85.0%Added
Morgan Stanley431,140$702.8K0.00%+234,514+119.3%Added
Lazard Asset Management LLC428,921$699.1K0.00%+428,921New
Dimensional Fund Advisors LP406,004$661.6K0.00%−197,616−32.7%Reduced
Federated Hermes, Inc.347,640$566.7K0.00%+113,393+48.4%Added
Nuveen, LLC300,852$490.4K0.00%−619,270−67.3%Reduced
Potomac Capital Management, Inc.300,000$489.0K0.41%+300,000New
Jane Street Group, LLC299,930$488.9K0.00%+249,672+496.8%Added
Susquehanna International Group, LLP294,653$480.3K0.00%+275,869+1,468.6%Added
Charles Schwab Investment Management Inc274,898$448.1K0.00%+24,166+9.6%Added
Platinum Investment Management Ltd264,464$431.1K0.10%00.0%Unchanged
Stonepine Capital Management, LLC256,106$417.5K0.33%+167,842+190.2%Added
Barclays PLC244,851$399.1K0.00%+20,359+9.1%Added
Bank of New York Mellon Corp204,749$333.7K0.00%−3,500−1.7%Reduced
Atom Investors LP184,655$301.0K0.02%+184,655New
Stifel Financial Corp177,750$289.7K0.00%−100,591−36.1%Reduced
Invesco Ltd.174,590$284.6K0.00%+51,454+41.8%Added
Bridgeway Capital Management, LLC150,908$246.0K0.01%+50,000+49.6%Added
Wells Fargo & Company122,030$198.9K0.00%+45,447+59.3%Added
Alliancebernstein L.P.118,130$192.6K0.00%00.0%Unchanged
Royal Bank of Canada116,567$190.0K0.00%−293,566−71.6%Reduced
Diametric Capital, LP112,254$183.0K0.05%−17,615−13.6%Reduced
Rhumbline Advisers108,582$177.0K0.00%−3,237−2.9%Reduced
Man Group plc107,996$176.0K0.00%−25,839−19.3%Reduced
STRS Ohio99,100$161.5K0.00%00.0%Unchanged
Acadian Asset Management LLC88,376$142.0K0.00%+28,011+46.4%Added
Jain Global LLC85,900$140.0K0.00%+85,900New
LPL Financial LLC78,825$128.5K0.00%−8,845−10.1%Reduced
XTX Topco Ltd74,558$121.5K0.00%+57,254+330.9%Added
Bank of America Corp69,999$114.1K0.00%+20,247+40.7%Added
AQR Capital Management LLC64,675$105.4K0.00%−19,394−23.1%Reduced
Point72 Asset Management, L.P.63,089$102.8K0.00%+63,089New
Two Sigma Advisers, LP59,400$96.8K0.00%+31,900+116.0%Added
Russell Investments Group, Ltd.59,051$96.3K0.00%+10,608+21.9%Added
Quadrature Capital Ltd54,435$88.7K0.00%+27,509+102.2%Added
Deutsche Bank AG51,406$83.8K0.00%+49,759+3,021.2%Added
SG Americas Securities, LLC50,290$82.0K0.00%+28,754+133.5%Added
Paradigm Capital Management Inc50,000$81.5K0.00%00.0%Unchanged
Price T Rowe Associates Inc44,269$73.0K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.41,398$67.5K0.00%+2,656+6.9%Added
JPMorgan Chase & Co40,977$66.8K0.00%+2,641+6.9%Added
Public Employees Retirement System of Ohio39,813$64.9K0.00%−6,900−14.8%Reduced
Two Sigma Investments, LP39,804$64.9K0.00%+17,059+75.0%Added
Commonwealth Equity Services, LLC37,346$60.9K0.00%−4,344−10.4%Reduced
Advisor Group Holdings, Inc.36,565$59.6K0.00%−500−1.3%Reduced
Intech Investment Management LLC35,491$57.9K0.00%−5,542−13.5%Reduced
Prelude Capital Management, LLC34,787$56.7K0.00%−1,140−3.2%Reduced
Manufacturers Life Insurance Company, The32,751$53.4K0.00%+3,285+11.1%Added
Blair William & Co30,390$49.5K0.00%−4,903−13.9%Reduced
Caitong International Asset Management Co., Ltd30,389$49.5K0.01%+30,389New
Evergreen Capital Management LLC29,000$47.3K0.00%+29,000New
Krilogy Financial LLC30,101$46.7K0.00%+72+0.2%Added
Persistent Asset Partners Ltd27,813$45.3K0.02%+27,813New
Tower Research Capital LLC (TRC)27,409$44.7K0.00%+17,435+174.8%Added
Guggenheim Capital LLC27,355$44.6K0.00%+27,355New
Elmwood Wealth Management, Inc.21,695$35.4K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA20,668$33.7K0.00%+4,060+24.4%Added
ProShare Advisors LLC20,214$32.9K0.00%+2,999+17.4%Added
Police & Firemen's Retirement System of New Jersey19,441$31.7K0.00%00.0%Unchanged
Aigen Investment Management, LP17,629$28.7K0.01%+1,799+11.4%Added
Envestnet Asset Management Inc17,095$27.9K0.00%−50,622−74.8%Reduced
New York State Common Retirement Fund16,888$27.5K0.00%00.0%Unchanged
State of Wyoming16,870$27.5K0.00%+3,768+28.8%Added
Navalign, LLC15,340$25.0K0.01%+15,340New
Voya Investment Management LLC14,843$24.2K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.14,718$24.0K0.00%−1,105−7.0%Reduced
Fiduciary Trust Co13,620$22.2K0.00%00.0%Unchanged
SEI Investments Co10,536$17.2K0.00%00.0%Unchanged
Victory Capital Management Inc10,081$16.4K0.00%+9+0.1%Added
Gamco Investors, Inc. Et Al10,000$16.3K0.00%+10,000New
Legal & General Group Plc8,500$13.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.8,428$13.7K0.00%00.0%Unchanged
California State Teachers Retirement System5,485$8.94K0.00%−449−7.6%Reduced
Citigroup Inc5,417$8.83K0.00%−50,623−90.3%Reduced
Mirae Asset Global Investments Co., Ltd.4,389$7.15K0.00%+899+25.8%Added