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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, Q1 2026

Institutional positions in Codexis, Inc. as of Mar 31, 2026. 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
135
+12 vs. Q4 2025
Shares held
66.5M
+5.76M (+9.5%) vs. Q4 2025
Total value
$108.4M
+$9.47M (+9.6%) vs. Q4 2025
New holders
33
48 more added
Sold out
21
33 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 135 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 heldQ1 2026: $108.4M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q4 2025.

Institutions holding CDXS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Standard Life Aberdeen plc8,680,368$14.1M0.02%+713,870+9.0%Added
BlackRock, Inc.7,028,773$11.5M0.00%−366,967−5.0%Reduced
Opaleye Management Inc.6,785,000$11.1M1.46%−4,738−0.1%Reduced
Nantahala Capital Management, LLC4,123,613$6.72M0.42%+133,444+3.3%Added
Millennium Management LLC3,998,130$6.52M0.00%+862,938+27.5%Added
Telemark Asset Management, LLC3,846,411$6.27M0.58%00.0%Unchanged
Vanguard Capital Management LLC3,668,507$5.98M0.00%+3,668,507New
Ameriprise Financial Inc3,400,496$5.54M0.00%−393,078−10.4%Reduced
UBS Group AG2,183,775$3.56M0.00%+1,374,255+169.8%Added
Geode Capital Management, LLC1,885,353$3.07M0.00%−140,653−6.9%Reduced
State Street Corp1,666,954$2.72M0.00%+63,444+4.0%Added
Jacobs Levy Equity Management, Inc1,088,027$1.77M0.01%−47,163−4.2%Reduced
D. E. Shaw & Co., Inc.979,847$1.60M0.00%+351,556+56.0%Added
Timothy G. Youngquist 2020 Irrevocable Trust978,071$1.59M0.78%00.0%Unchanged
Jane Street Group, LLC919,964$1.50M0.00%+620,034+206.7%Added
Vanguard Portfolio Management LLC879,339$1.43M0.00%+879,339New
Private Advisor Group, LLC847,001$1.38M0.01%+192,420+29.4%Added
Goldman Sachs Group Inc824,870$1.34M0.00%+106,761+14.9%Added
Assenagon Asset Management S.A.751,170$1.22M0.00%+184,623+32.6%Added
Franklin Resources Inc688,210$1.12M0.00%−52,348−7.1%Reduced
Northern Trust Corp657,139$1.07M0.00%+11,843+1.8%Added
AQR Capital Management LLC608,601$992.0K0.00%+543,926+841.0%Added
Post Resch Tallon Group Inc.571,478$974.9K0.79%+59,730+11.7%Added
Vanguard Fiduciary Trust Co551,008$898.1K0.00%+551,008New
Tudor Investment Corp Et Al537,833$876.7K0.00%00.0%Unchanged
Perkins Capital Management Inc527,500$859.8K0.81%−2,000−0.4%Reduced
Morgan Stanley472,841$770.7K0.00%+41,701+9.7%Added
Stonepine Capital Management, LLC417,994$681.3K0.60%+161,888+63.2%Added
FMR LLC412,597$672.5K0.00%−229,329−35.7%Reduced
Nuveen, LLC367,443$598.9K0.00%+66,591+22.1%Added
Diametric Capital, LP359,268$585.6K0.15%+247,014+220.0%Added
Citadel Advisors LLC287,595$468.8K0.00%−211,782−42.4%Reduced
Dimensional Fund Advisors LP284,636$463.4K0.00%−121,368−29.9%Reduced
Lazard Asset Management LLC282,380$460.3K0.00%−146,541−34.2%Reduced
Potomac Capital Management, Inc.274,200$446.9K0.39%−25,800−8.6%Reduced
Platinum Investment Management Ltd264,464$431.1K0.11%00.0%Unchanged
Charles Schwab Investment Management Inc242,211$394.8K0.00%−32,687−11.9%Reduced
Two Sigma Investments, LP241,955$394.4K0.00%+202,151+507.9%Added
Royal Bank of Canada215,365$351.0K0.00%+98,798+84.8%Added
Bank of New York Mellon Corp209,645$341.7K0.00%+4,896+2.4%Added
Renaissance Technologies LLC198,733$323.9K0.00%−538,752−73.1%Reduced
Algert Global LLC197,447$321.8K0.00%+197,447New
Invesco Ltd.180,925$294.9K0.00%+6,335+3.6%Added
Bank of America Corp173,955$283.5K0.00%+103,956+148.5%Added
XTX Topco Ltd167,542$273.1K0.00%+92,984+124.7%Added
Barclays PLC155,093$252.8K0.00%−89,758−36.7%Reduced
Los Angeles Capital Management LLC133,665$217.9K0.00%+133,665New
Bridgeway Capital Management, LLC125,908$205.2K0.00%−25,000−16.6%Reduced
Acadian Asset Management LLC123,749$200.0K0.00%+35,373+40.0%Added
Alliancebernstein L.P.118,130$192.6K0.00%00.0%Unchanged
Gsa Capital Partners LLP116,923$191.0K0.01%+116,923New
Rhumbline Advisers99,314$161.9K0.00%−9,268−8.5%Reduced
STRS Ohio99,100$161.5K0.00%00.0%Unchanged
Deutsche Bank AG93,082$151.7K0.00%+41,676+81.1%Added
LPL Financial LLC75,060$122.3K0.00%−3,765−4.8%Reduced
Quadrature Capital Ltd64,199$104.6K0.00%+9,764+17.9%Added
Price T Rowe Associates Inc63,593$104.0K0.00%+19,324+43.7%Added
Public Employees Retirement System of Ohio63,753$103.9K0.00%+23,940+60.1%Added
Russell Investments Group, Ltd.58,479$95.3K0.00%−572−1.0%Reduced
Wells Fargo & Company56,631$92.3K0.00%−65,399−53.6%Reduced
Krilogy Financial LLC36,257$92.1K0.00%+6,156+20.5%Added
Prelude Capital Management, LLC54,680$89.1K0.01%+19,893+57.2%Added
Susquehanna International Group, LLP53,241$86.8K0.00%−241,412−81.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.42,418$69.1K0.00%+1,020+2.5%Added
CWM, LLC39,077$63.7K0.00%+37,283+2,078.2%Added
JPMorgan Chase & Co41,407$62.9K0.00%+430+1.0%Added
Advisor Group Holdings, Inc.36,565$59.6K0.00%00.0%Unchanged
Envestnet Asset Management Inc36,414$59.4K0.00%+19,319+113.0%Added
Frec Markets, Inc.36,253$59.1K0.01%+36,253New
Bank of Montreal34,998$57.0K0.00%+34,998New
Cerity Partners LLC32,892$53.6K0.00%+32,892New
Vanguard Global Advisers, LLC32,602$53.1K0.00%+32,602New
Commonwealth Equity Services, LLC31,500$51.3K0.00%−5,846−15.7%Reduced
Blair William & Co30,018$48.9K0.00%−372−1.2%Reduced
Evergreen Capital Management LLC29,000$47.3K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC28,890$47.0K0.01%+28,890New
Manufacturers Life Insurance Company, The27,439$44.7K0.00%−5,312−16.2%Reduced
Guggenheim Capital LLC26,950$43.9K0.00%−405−1.5%Reduced
Intech Investment Management LLC24,247$39.5K0.00%−11,244−31.7%Reduced
Mariner, LLC23,529$38.3K0.00%+23,529New
Elmwood Wealth Management, Inc.21,695$35.4K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC18,859$34.3K0.00%+18,859New
BNP Paribas Arbitrage, SA20,691$33.7K0.00%+23+0.1%Added
FNY Investment Advisers, LLC20,000$32.0K0.01%+20,000New
Police & Firemen's Retirement System of New Jersey19,441$31.7K0.00%00.0%Unchanged
JustInvest LLC18,183$29.6K0.00%+18,183New
Mercer Global Advisors Inc17,679$28.8K0.00%+17,679New
ProShare Advisors LLC16,976$27.7K0.00%−3,238−16.0%Reduced
New York State Common Retirement Fund16,888$27.5K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.16,029$26.1K0.00%+1,311+8.9%Added
Navalign, LLC15,340$25.0K0.01%00.0%Unchanged
Voya Investment Management LLC14,816$24.1K0.00%−27−0.2%Reduced
StoneX Group Inc.14,096$23.0K0.00%+14,096New
Fiduciary Trust Co13,620$22.2K0.00%00.0%Unchanged
Prudential Financial Inc13,580$22.1K0.00%+13,580New
Tower Research Capital LLC (TRC)13,572$22.1K0.00%−13,837−50.5%Reduced
Simplicity Wealth,LLC13,308$21.7K0.00%+13,308New
Citigroup Inc11,909$19.4K0.00%+6,492+119.8%Added
Caerus Investment Advisors, LLC10,580$17.2K0.01%+10,580New
Pallas Capital Advisors LLC10,325$16.8K0.00%+10,325New