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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 148 | $146.5M |
| Q1 2026 | 135 | $108.4M |
| Q4 2025 | 126 | $107.0M |
| Q3 2025 | 131 | $161.0M |
| Q2 2025 | 120 | $173.8M |
| Q1 2025 | 126 | $175.2M |
| Q4 2024 | 134 | $305.3M |
| Q3 2024 | 116 | $193.8M |
| Q2 2024 | 118 | $162.7M |
| Q1 2024 | 124 | $187.4M |
| Q4 2023 | 119 | $168.5M |
| Q3 2023 | 122 | $104.0M |
| Q2 2023 | 126 | $171.1M |
| Q1 2023 | 148 | $244.4M |
| Q4 2022 | 166 | $277.8M |
| Q3 2022 | 174 | $373.0M |
| Q2 2022 | 168 | $680.5M |
| Q1 2022 | 161 | $1.29B |
| Q4 2021 | 177 | $2.10B |
| Q3 2021 | 155 | $1.47B |
| Q2 2021 | 144 | $1.44B |
| Q1 2021 | 151 | $1.42B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Potomac Capital Management, Inc. | 274,200 | $446.9K | 0.39% | −25,800−8.6% | Reduced |
| Lazard Asset Management LLC | 282,380 | $460.3K | 0.00% | −146,541−34.2% | Reduced |
| Dimensional Fund Advisors LP | 284,636 | $463.4K | 0.00% | −121,368−29.9% | Reduced |
| Citadel Advisors LLC | 287,595 | $468.8K | 0.00% | −211,782−42.4% | Reduced |
| Diametric Capital, LP | 359,268 | $585.6K | 0.15% | +247,014+220.0% | Added |
| Nuveen, LLC | 367,443 | $598.9K | 0.00% | +66,591+22.1% | Added |
| FMR LLC | 412,597 | $672.5K | 0.00% | −229,329−35.7% | Reduced |
| Stonepine Capital Management, LLC | 417,994 | $681.3K | 0.60% | +161,888+63.2% | Added |
| Morgan Stanley | 472,841 | $770.7K | 0.00% | +41,701+9.7% | Added |
| Perkins Capital Management Inc | 527,500 | $859.8K | 0.81% | −2,000−0.4% | Reduced |
| Tudor Investment Corp Et Al | 537,833 | $876.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 551,008 | $898.1K | 0.00% | +551,008 | New |
| Post Resch Tallon Group Inc. | 571,478 | $974.9K | 0.79% | +59,730+11.7% | Added |
| AQR Capital Management LLC | 608,601 | $992.0K | 0.00% | +543,926+841.0% | Added |
| Northern Trust Corp | 657,139 | $1.07M | 0.00% | +11,843+1.8% | Added |
| Franklin Resources Inc | 688,210 | $1.12M | 0.00% | −52,348−7.1% | Reduced |
| Assenagon Asset Management S.A. | 751,170 | $1.22M | 0.00% | +184,623+32.6% | Added |
| Goldman Sachs Group Inc | 824,870 | $1.34M | 0.00% | +106,761+14.9% | Added |
| Private Advisor Group, LLC | 847,001 | $1.38M | 0.01% | +192,420+29.4% | Added |
| Vanguard Portfolio Management LLC | 879,339 | $1.43M | 0.00% | +879,339 | New |
| Jane Street Group, LLC | 919,964 | $1.50M | 0.00% | +620,034+206.7% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 978,071 | $1.59M | 0.78% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 979,847 | $1.60M | 0.00% | +351,556+56.0% | Added |
| Jacobs Levy Equity Management, Inc | 1,088,027 | $1.77M | 0.01% | −47,163−4.2% | Reduced |
| State Street Corp | 1,666,954 | $2.72M | 0.00% | +63,444+4.0% | Added |
| Geode Capital Management, LLC | 1,885,353 | $3.07M | 0.00% | −140,653−6.9% | Reduced |
| UBS Group AG | 2,183,775 | $3.56M | 0.00% | +1,374,255+169.8% | Added |
| Ameriprise Financial Inc | 3,400,496 | $5.54M | 0.00% | −393,078−10.4% | Reduced |
| Vanguard Capital Management LLC | 3,668,507 | $5.98M | 0.00% | +3,668,507 | New |
| Telemark Asset Management, LLC | 3,846,411 | $6.27M | 0.58% | 00.0% | Unchanged |
| Millennium Management LLC | 3,998,130 | $6.52M | 0.00% | +862,938+27.5% | Added |
| Nantahala Capital Management, LLC | 4,123,613 | $6.72M | 0.42% | +133,444+3.3% | Added |
| Opaleye Management Inc. | 6,785,000 | $11.1M | 1.46% | −4,738−0.1% | Reduced |
| BlackRock, Inc. | 7,028,773 | $11.5M | 0.00% | −366,967−5.0% | Reduced |
| Standard Life Aberdeen plc | 8,680,368 | $14.1M | 0.02% | +713,870+9.0% | Added |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,568,359−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −347,640−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −184,655−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −177,750−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −107,996−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −85,900−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −63,089−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −59,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −50,290−100.0% | Sold out |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −27,813−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |