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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
Daiwa Securities Group Inc.269$00.00%00.0%Unchanged
Covestor Ltd23$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$20.00%00.0%Unchanged
Farther Finance Advisors, LLC2$30.00%−12−85.7%Reduced
Huntington National Bank2$30.00%00.0%Unchanged
Allworth Financial LP6$100.00%+3+100.0%Added
Sunbelt Securities, Inc.30$490.00%+30New
Rothschild Investment LLC113$1840.00%−92−44.9%Reduced
MAI Capital Management138$2250.00%00.0%Unchanged
SBI Securities Co., Ltd.321$5230.00%−1−0.3%Reduced
N.E.W. Advisory Services LLC325$5300.00%00.0%Unchanged
Global Retirement Partners, LLC350$5710.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC500$8150.00%00.0%Unchanged
Harbour Investments, Inc.501$8170.00%+501New
Simplex Trading, LLC824$1.34K0.00%+824New
The PNC Financial Services Group, Inc.876$1.43K0.00%+799+1,037.7%Added
Rockefeller Capital Management L.P.1,000$1.63K0.00%00.0%Unchanged
Optiver Holding B.V.1,152$1.88K0.00%00.0%Unchanged
Sterling Capital Management LLC1,471$2.40K0.00%+273+22.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,587$2.59K0.00%00.0%Unchanged
GF Fund Management Co. Ltd.1,775$2.89K0.00%−167−8.6%Reduced
CIBC Private Wealth Group, LLC1,800$2.93K0.00%00.0%Unchanged
CWM, LLC1,794$3.00K0.00%−2,499−58.2%Reduced
GAMMA Investing LLC2,604$4.25K0.00%+1,631+167.6%Added
Amalgamated Bank2,803$5.00K0.00%+23+0.8%Added
Torren Management, LLC3,801$6.20K0.00%+3,801New
Mirae Asset Global Investments Co., Ltd.4,389$7.15K0.00%+899+25.8%Added
Citigroup Inc5,417$8.83K0.00%−50,623−90.3%Reduced
California State Teachers Retirement System5,485$8.94K0.00%−449−7.6%Reduced
Ameritas Investment Partners, Inc.8,428$13.7K0.00%00.0%Unchanged
Legal & General Group Plc8,500$13.9K0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al10,000$16.3K0.00%+10,000New
Victory Capital Management Inc10,081$16.4K0.00%+9+0.1%Added
SEI Investments Co10,536$17.2K0.00%00.0%Unchanged
Fiduciary Trust Co13,620$22.2K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.14,718$24.0K0.00%−1,105−7.0%Reduced
Voya Investment Management LLC14,843$24.2K0.00%00.0%Unchanged
Navalign, LLC15,340$25.0K0.01%+15,340New
State of Wyoming16,870$27.5K0.00%+3,768+28.8%Added
New York State Common Retirement Fund16,888$27.5K0.00%00.0%Unchanged
Envestnet Asset Management Inc17,095$27.9K0.00%−50,622−74.8%Reduced
Aigen Investment Management, LP17,629$28.7K0.01%+1,799+11.4%Added
Police & Firemen's Retirement System of New Jersey19,441$31.7K0.00%00.0%Unchanged
ProShare Advisors LLC20,214$32.9K0.00%+2,999+17.4%Added
BNP Paribas Arbitrage, SA20,668$33.7K0.00%+4,060+24.4%Added
Elmwood Wealth Management, Inc.21,695$35.4K0.01%00.0%Unchanged
Guggenheim Capital LLC27,355$44.6K0.00%+27,355New
Tower Research Capital LLC (TRC)27,409$44.7K0.00%+17,435+174.8%Added
Persistent Asset Partners Ltd27,813$45.3K0.02%+27,813New
Krilogy Financial LLC30,101$46.7K0.00%+72+0.2%Added
Evergreen Capital Management LLC29,000$47.3K0.00%+29,000New
Caitong International Asset Management Co., Ltd30,389$49.5K0.01%+30,389New
Blair William & Co30,390$49.5K0.00%−4,903−13.9%Reduced
Manufacturers Life Insurance Company, The32,751$53.4K0.00%+3,285+11.1%Added
Prelude Capital Management, LLC34,787$56.7K0.00%−1,140−3.2%Reduced
Intech Investment Management LLC35,491$57.9K0.00%−5,542−13.5%Reduced
Advisor Group Holdings, Inc.36,565$59.6K0.00%−500−1.3%Reduced
Commonwealth Equity Services, LLC37,346$60.9K0.00%−4,344−10.4%Reduced
Two Sigma Investments, LP39,804$64.9K0.00%+17,059+75.0%Added
Public Employees Retirement System of Ohio39,813$64.9K0.00%−6,900−14.8%Reduced
JPMorgan Chase & Co40,977$66.8K0.00%+2,641+6.9%Added
Mirae Asset Global ETFs Holdings Ltd.41,398$67.5K0.00%+2,656+6.9%Added
Price T Rowe Associates Inc44,269$73.0K0.00%00.0%Unchanged
Paradigm Capital Management Inc50,000$81.5K0.00%00.0%Unchanged
SG Americas Securities, LLC50,290$82.0K0.00%+28,754+133.5%Added
Deutsche Bank AG51,406$83.8K0.00%+49,759+3,021.2%Added
Quadrature Capital Ltd54,435$88.7K0.00%+27,509+102.2%Added
Russell Investments Group, Ltd.59,051$96.3K0.00%+10,608+21.9%Added
Two Sigma Advisers, LP59,400$96.8K0.00%+31,900+116.0%Added
Point72 Asset Management, L.P.63,089$102.8K0.00%+63,089New
AQR Capital Management LLC64,675$105.4K0.00%−19,394−23.1%Reduced
Bank of America Corp69,999$114.1K0.00%+20,247+40.7%Added
XTX Topco Ltd74,558$121.5K0.00%+57,254+330.9%Added
LPL Financial LLC78,825$128.5K0.00%−8,845−10.1%Reduced
Jain Global LLC85,900$140.0K0.00%+85,900New
Acadian Asset Management LLC88,376$142.0K0.00%+28,011+46.4%Added
STRS Ohio99,100$161.5K0.00%00.0%Unchanged
Man Group plc107,996$176.0K0.00%−25,839−19.3%Reduced
Rhumbline Advisers108,582$177.0K0.00%−3,237−2.9%Reduced
Diametric Capital, LP112,254$183.0K0.05%−17,615−13.6%Reduced
Royal Bank of Canada116,567$190.0K0.00%−293,566−71.6%Reduced
Alliancebernstein L.P.118,130$192.6K0.00%00.0%Unchanged
Wells Fargo & Company122,030$198.9K0.00%+45,447+59.3%Added
Bridgeway Capital Management, LLC150,908$246.0K0.01%+50,000+49.6%Added
Invesco Ltd.174,590$284.6K0.00%+51,454+41.8%Added
Stifel Financial Corp177,750$289.7K0.00%−100,591−36.1%Reduced
Atom Investors LP184,655$301.0K0.02%+184,655New
Bank of New York Mellon Corp204,749$333.7K0.00%−3,500−1.7%Reduced
Barclays PLC244,851$399.1K0.00%+20,359+9.1%Added
Stonepine Capital Management, LLC256,106$417.5K0.33%+167,842+190.2%Added
Platinum Investment Management Ltd264,464$431.1K0.10%00.0%Unchanged
Charles Schwab Investment Management Inc274,898$448.1K0.00%+24,166+9.6%Added
Susquehanna International Group, LLP294,653$480.3K0.00%+275,869+1,468.6%Added
Jane Street Group, LLC299,930$488.9K0.00%+249,672+496.8%Added
Potomac Capital Management, Inc.300,000$489.0K0.41%+300,000New
Nuveen, LLC300,852$490.4K0.00%−619,270−67.3%Reduced
Federated Hermes, Inc.347,640$566.7K0.00%+113,393+48.4%Added
Dimensional Fund Advisors LP406,004$661.6K0.00%−197,616−32.7%Reduced
Lazard Asset Management LLC428,921$699.1K0.00%+428,921New
Morgan Stanley431,140$702.8K0.00%+234,514+119.3%Added