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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, Q2 2026

Institutional positions in Codexis, Inc. as of Jun 30, 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
148
+14 vs. Q1 2026
Shares held
64.9M
−1.56M (−2.3%) vs. Q1 2026
Total value
$146.5M
+$38.2M (+35.2%) vs. Q1 2026
New holders
26
62 more added
Sold out
12
36 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 148 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 heldQ2 2026: $146.5M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Codexis, Inc.; share changes are against Q1 2026.

Institutions holding CDXS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Stonepine Capital Management, LLC109,662$247.8K0.19%−308,332−73.8%Reduced
Marshall Wace, LLP117,135$264.7K0.00%+117,135New
Jane Street Group, LLC120,815$273.0K0.00%−799,149−86.9%Reduced
STRS Ohio121,000$273.5K0.00%+21,900+22.1%Added
Bridgeway Capital Management, LLC125,908$284.6K0.01%00.0%Unchanged
Arrowstreet Capital, Limited Partnership148,051$334.6K0.00%+148,051New
Barclays PLC155,274$350.9K0.00%+181+0.1%Added
Invesco Ltd.162,271$366.7K0.00%−18,654−10.3%Reduced
Citadel Advisors LLC191,580$433.0K0.00%−96,015−33.4%Reduced
Bank of New York Mellon Corp226,039$510.8K0.00%+16,394+7.8%Added
UBS Group AG239,907$542.2K0.00%−1,943,868−89.0%Reduced
Bank of America Corp240,517$543.6K0.00%+66,562+38.3%Added
XTX Topco Ltd240,627$543.8K0.01%+73,085+43.6%Added
Charles Schwab Investment Management Inc242,211$547.4K0.00%00.0%Unchanged
Potomac Capital Management, Inc.260,000$587.6K0.43%−14,200−5.2%Reduced
Royal Bank of Canada262,926$594.0K0.00%+47,561+22.1%Added
Platinum Investment Management Ltd264,464$597.7K0.15%00.0%Unchanged
Russell Investments Group, Ltd.308,095$696.3K0.00%+249,616+426.8%Added
Dimensional Fund Advisors LP313,386$708.7K0.00%+28,750+10.1%Added
Acadian Asset Management LLC358,285$804.0K0.00%+234,536+189.5%Added
Tudor Investment Corp Et Al357,925$808.9K0.00%−179,908−33.5%Reduced
Nuveen, LLC392,267$886.5K0.00%+24,824+6.8%Added
Algert Global LLC430,910$973.9K0.01%+233,463+118.2%Added
Goldman Sachs Group Inc434,924$982.9K0.00%−389,946−47.3%Reduced
FMR LLC478,483$1.08M0.00%+65,886+16.0%Added
Perkins Capital Management Inc526,100$1.19M0.94%−1,400−0.3%Reduced
Post Resch Tallon Group Inc.563,478$1.27M0.88%−8,000−1.4%Reduced
Man Group plc565,593$1.28M0.00%+565,593New
Vanguard Fiduciary Trust Co581,058$1.31M0.00%+30,050+5.5%Added
Morgan Stanley649,170$1.47M0.00%+176,329+37.3%Added
Franklin Resources Inc678,640$1.53M0.00%−9,570−1.4%Reduced
Northern Trust Corp682,940$1.54M0.00%+25,801+3.9%Added
Two Sigma Investments, LP696,599$1.57M0.00%+454,644+187.9%Added
AQR Capital Management LLC845,431$1.91M0.00%+236,830+38.9%Added
Assenagon Asset Management S.A.1,278,206$2.89M0.00%+527,036+70.2%Added
Vanguard Portfolio Management LLC1,307,171$2.95M0.00%+427,832+48.7%Added
Jacobs Levy Equity Management, Inc1,330,205$3.01M0.01%+242,178+22.3%Added
D. E. Shaw & Co., Inc.1,342,014$3.03M0.00%+362,167+37.0%Added
State Street Corp1,756,814$3.97M0.00%+89,860+5.4%Added
Geode Capital Management, LLC2,162,393$4.89M0.00%+277,040+14.7%Added
Vanguard Capital Management LLC3,617,109$8.17M0.00%−51,398−1.4%Reduced
Nantahala Capital Management, LLC3,623,613$8.19M0.49%−500,000−12.1%Reduced
Ameriprise Financial Inc3,809,440$8.61M0.00%+408,944+12.0%Added
Telemark Asset Management, LLC3,846,411$8.69M0.63%00.0%Unchanged
Millennium Management LLC5,549,139$12.5M0.01%+1,551,009+38.8%Added
Standard Life Aberdeen plc6,769,954$15.3M0.02%−1,910,414−22.0%Reduced
Opaleye Management Inc.6,785,000$15.3M1.39%00.0%Unchanged
BlackRock, Inc.7,284,352$16.5M0.00%+255,579+3.6%Added
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−978,071−100.0%Sold out
Private Advisor Group, LLC0$00.00%−847,001−100.0%Sold out
Diametric Capital, LP0$00.00%−359,268−100.0%Sold out
Lazard Asset Management LLC0$00.00%−282,380−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−54,680−100.0%Sold out
StoneX Group Inc.0$00.00%−14,096−100.0%Sold out
Fiduciary Trust Co0$00.00%−13,620−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−10,325−100.0%Sold out
Victory Capital Management Inc0$00.00%−10,081−100.0%Sold out
MAI Capital Management0$00.00%−232−100.0%Sold out
Root Financial Partners, LLC0$00.00%−73−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1−100.0%Sold out
CWM, LLC––––Not filed