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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
Citadel Advisors LLC499,377$814.0K0.00%+229,446+85.0%Added
Post Resch Tallon Group Inc.511,748$834.1K0.70%−48,187−8.6%Reduced
Perkins Capital Management Inc529,500$863.1K0.69%+221,800+72.1%Added
Tudor Investment Corp Et Al537,833$876.7K0.00%00.0%Unchanged
Assenagon Asset Management S.A.566,547$923.5K0.00%+332,594+142.2%Added
D. E. Shaw & Co., Inc.628,291$1.02M0.00%+454,486+261.5%Added
FMR LLC641,926$1.05M0.00%+57,559+9.8%Added
Northern Trust Corp645,296$1.05M0.00%+220.0%Added
Private Advisor Group, LLC654,581$1.07M0.01%+93,168+16.6%Added
Goldman Sachs Group Inc718,109$1.17M0.00%−6,146−0.8%Reduced
Renaissance Technologies LLC737,485$1.20M0.00%+426,999+137.5%Added
Franklin Resources Inc740,558$1.21M0.00%−15,600−2.1%Reduced
UBS Group AG809,520$1.32M0.00%+287,137+55.0%Added
Timothy G. Youngquist 2020 Irrevocable Trust978,071$1.59M1.37%+978,071New
Jacobs Levy Equity Management, Inc1,135,190$1.85M0.01%−29,656−2.5%Reduced
State Street Corp1,603,510$2.61M0.00%+62,756+4.1%Added
Geode Capital Management, LLC2,026,006$3.30M0.00%+33,602+1.7%Added
Prescott Group Capital Management, L.L.C.2,568,359$4.19M0.39%+1,932,814+304.1%Added
Millennium Management LLC3,135,192$5.11M0.00%−932,367−22.9%Reduced
Ameriprise Financial Inc3,793,574$6.18M0.00%+1,019,928+36.8%Added
Telemark Asset Management, LLC3,846,411$6.27M0.63%−153,589−3.8%Reduced
Nantahala Capital Management, LLC3,990,169$6.50M0.39%−40,450−1.0%Reduced
Vanguard Group Inc4,941,542$8.05M0.00%+271,727+5.8%Added
Opaleye Management Inc.6,789,738$11.1M1.46%−6,005,262−46.9%Reduced
BlackRock, Inc.7,395,740$12.1M0.00%+251,792+3.5%Added
Standard Life Aberdeen plc7,966,498$13.0M0.02%+3,874,436+94.7%Added
Pier Capital, LLC0$00.00%−1,891,232−100.0%Sold out
Empire Financial Management Company, LLC0$00.00%−1,463,537−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−496,791−100.0%Sold out
Squarepoint Ops LLC0$00.00%−276,361−100.0%Sold out
Mink Brook Asset Management LLC0$00.00%−220,000−100.0%Sold out
White Pine Capital LLC0$00.00%−138,187−100.0%Sold out
Marshall Wace, LLP0$00.00%−87,063−100.0%Sold out
Oxford Asset Management LLP0$00.00%−54,042−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−48,734−100.0%Sold out
MetLife Investment Management0$00.00%−35,281−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−24,106−100.0%Sold out
HRT Financial LP0$00.00%−18,812−100.0%Sold out
Public Employees Retirement Association of Colorado0$00.00%−13,643−100.0%Sold out
Crux Wealth Advisors0$00.00%−13,413−100.0%Sold out
Jump Financial, LLC0$00.00%−10,608−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−9,138−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−3,529−100.0%Sold out
Comerica Bank0$00.00%−972−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−442−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−342−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed