Codexis, Inc.

CDXS

Exchange: Nasdaq
Industry: Industrial Organic Chemicals
SEC CIK: 0001200375

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Codexis, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of CDXS: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	126	3	135	+12
Shares	65.6M	4.94M	66.5M	+5.76M (+9.5%)
Value	$107.0M	$8.06M	$108.4M	+$9.47M (+9.6%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Codexis, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to CDXS in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	3,668,507	$5.98M	0.00%
Vanguard Portfolio Management LLC	879,339	$1.43M	0.00%
Vanguard Fiduciary Trust Co	551,008	$898.1K	0.00%
Algert Global LLC	197,447	$321.8K	0.00%
Los Angeles Capital Management LLC	133,665	$217.9K	0.00%
Gsa Capital Partners LLP	116,923	$191.0K	0.01%
Frec Markets, Inc.	36,253	$59.1K	0.01%
Bank of Montreal	34,998	$57.0K	0.00%
Cerity Partners LLC	32,892	$53.6K	0.00%
Vanguard Global Advisers, LLC	32,602	$53.1K	0.00%
Capital Advisors, Ltd. LLC	28,890	$47.0K	0.01%
Mariner, LLC	23,529	$38.3K	0.00%
Wealth Enhancement Advisory Services, LLC	18,859	$34.3K	0.00%
FNY Investment Advisers, LLC	20,000	$32.0K	0.01%
JustInvest LLC	18,183	$29.6K	0.00%
Mercer Global Advisors Inc	17,679	$28.8K	0.00%
StoneX Group Inc.	14,096	$23.0K	0.00%
Prudential Financial Inc	13,580	$22.1K	0.00%
Simplicity Wealth,LLC	13,308	$21.7K	0.00%
Caerus Investment Advisors, LLC	10,580	$17.2K	0.01%
Pallas Capital Advisors LLC	10,325	$16.8K	0.00%
Pinnacle Wealth Planning Services, Inc.	8,273	$13.5K	0.00%
Essential Partners LLC	7,988	$13.0K	0.00%
EverSource Wealth Advisors, LLC	1,016	$1.66K	0.00%
Rialto Wealth Management, LLC	420	$685	0.00%
SRS Capital Advisors, Inc.	301	$491	0.00%
Nisa Investment Advisors, LLC	197	$321	0.00%
Root Financial Partners, LLC	73	$119	0.00%
SJS Investment Consulting Inc.	67	$110	0.00%
IFP Advisors, Inc	62	$101	0.00%
Leo H. Evart, Inc.	50	$82	0.00%
Transamerica Financial Advisors, Inc.	46	$74	0.00%
True Wealth Design, LLC	40	$66	0.00%

Sold out (21)

Institutions that held Codexis, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of CDXS in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Prescott Group Capital Management, L.L.C.	2,568,359	$4.19M
Federated Hermes, Inc.	347,640	$566.7K
Atom Investors LP	184,655	$301.0K
Stifel Financial Corp	177,750	$289.7K
Man Group plc	107,996	$176.0K
Jain Global LLC	85,900	$140.0K
Point72 Asset Management, L.P.	63,089	$102.8K
Two Sigma Advisers, LP	59,400	$96.8K
SG Americas Securities, LLC	50,290	$82.0K
Paradigm Capital Management Inc	50,000	$81.5K
Persistent Asset Partners Ltd	27,813	$45.3K
Aigen Investment Management, LP	17,629	$28.7K
State of Wyoming	16,870	$27.5K
SEI Investments Co	10,536	$17.2K
California State Teachers Retirement System	5,485	$8.94K
Torren Management, LLC	3,801	$6.20K
Amalgamated Bank	2,803	$5.00K
Optiver Holding B.V.	1,152	$1.88K
Mark Sheptoff Financial Planning, LLC	500	$815
Sunbelt Securities, Inc.	30	$49
Daiwa Securities Group Inc.	269	$0

Not filed for Q1 2026 yet (3)

Institutions that held Codexis, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CDXS in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	4,941,542	$8.05M
CIBC Private Wealth Group, LLC	1,800	$2.93K
Global Retirement Partners, LLC	350	$571