CODEXIS INC CDXS
COM · Common Stock · CUSIP 192005106
American protein engineering company
- SectorMaterials
- IndustryIndustrial Organic Chemicals
- HeadquartersRedwood City, CA
- Founded2002
- Websitecodexis.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($141.7k this quarter). Holder counts are more reliable. Shares outstanding: 109.5m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.26. Options: 3 managers hold calls ($83.8k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 174 |
| Q4 2022 | 167 |
| Q1 2023 | 149 |
| Q2 2023 | 127 |
| Q3 2023 | 123 |
| Q4 2023 | 120 |
| Q1 2024 | 125 |
| Q2 2024 | 119 |
| Q3 2024 | 117 |
| Q4 2024 | 135 |
| Q1 2025 | 127 |
| Q2 2025 | 121 |
| Q3 2025 | 131 |
| Q4 2025 | 126 |
| Q1 2026 | 135 |
| Q2 2026 | 149 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 52 | 43 |
| Q4 2024 | 76 | 41 |
| Q1 2025 | 65 | 59 |
| Q2 2025 | 51 | 60 |
| Q3 2025 | 58 | 53 |
| Q4 2025 | 63 | 53 |
| Q1 2026 | 76 | 54 |
| Q2 2026 | 89 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $174.0k | $44.0k | 0.25 |
| Q4 2025 | $95.2k | $326 | 0.00 |
| Q1 2026 | $61.6k | $0 | 0.00 |
| Q2 2026 | $83.8k | $0 | 0.00 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +3.1m |
| Assenagon Asset Management S.A. | Added | +1.8m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.6m |
| Man Group plc | New | +565.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +454.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +427.8k |
| AMERIPRISE FINANCIAL INC | Added | +408.9k |
| D. E. Shaw & Co., Inc. | Added | +362.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +277.0k |
| BlackRock, Inc. | Added | +255.6k |
Biggest sellers
| UBS Group AG | Reduced | -1.9m |
| Aberdeen Group plc | Reduced | -1.9m |
| Timothy G. Youngquist 2020 Irrevocable Trust | Sold out | -978.1k |
| Private Advisor Group, LLC | Sold out | -847.0k |
| JANE STREET GROUP, LLC | Reduced | -799.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -389.9k |
| Diametric Capital, LP | Sold out | -359.3k |
| Stonepine Capital Management, LLC | Reduced | -308.3k |
| LAZARD ASSET MANAGEMENT LLC | Sold out | -282.4k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -179.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $45.4k20.1k shares |
| CITADEL ADVISORS LLC | Reduced | $35.7k15.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.7k1.2k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Opaleye Management Inc. 13G · passive investor no change · filed 2026-05-05 | 7.5% |
| Aberdeen Group plc 13G · institution -1.4 pts · filed 2026-07-20 | 7.5% |
| Telemark Asset Management, LLC 13G · passive investor new · filed 2026-07-29 | 7.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 7.2% |
| LYTTON LAURENCE W 13G · passive investor +0.2 pts · filed 2026-08-13 | 5.2% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-04-14 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Casdin Capital, LLC (0.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 4 | $32.1k | — |
| Q1 2026 | 0 | — | 3 | $22.9k | — |
| Q2 2026 | 0 | — | 1 | $6.2k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-11 | De Vre Raymond Director | Sold | $6.2k2.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 7.3m $16.5m | Added +255.6k |
| Nantahala Capital Management, LLC 0.50% of their portfolio | 7.2m $16.4m | Added +3.1m |
| Opaleye Management Inc. 1.39% of their portfolio | 6.8m $15.3m | Unchanged |
| Aberdeen Group plc 0.02% of their portfolio | 6.8m $15.3m | Reduced -1.9m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 5.5m $12.5m | Added +1.6m |
| Telemark Asset Management, LLC 0.63% of their portfolio | 3.8m $8.7m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 3.8m $8.6m | Added +408.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.6m $8.2m | Reduced -51.4k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 2.6m $5.8m | Added +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $4.9m | Added +277.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $4.0m | Added +89.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 1.3m $3.0m | Added +362.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 1.3m $3.0m | Added +242.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.3m $3.0m | Added +427.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 845.4k $1.9m | Added +236.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 696.6k $1.6m | Added +454.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 682.9k $1.5m | Added +25.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 678.6k $1.5m | Reduced -9.6k |
| MORGAN STANLEY 0.00% of their portfolio | 649.2k $1.5m | Added +176.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 581.1k $1.3m | Added +30.1k |
| Man Group plc 0.00% of their portfolio | 565.6k $1.3m | New |
| Post Resch Tallon Group Inc. 0.88% of their portfolio | 563.5k $1.3m | Reduced -8.0k |
| PERKINS CAPITAL MANAGEMENT INC 0.89% of their portfolio | 526.1k $1.2m | Reduced -1.4k |
| FMR LLC 0.00% of their portfolio | 478.5k $1.1m | Added +65.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 434.9k $982.9k | Reduced -389.9k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 430.9k $973.9k | Added +233.5k |
| Nuveen, LLC 0.00% of their portfolio | 392.3k $886.5k | Added +24.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 358.3k $804.0k | Added +234.5k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 357.9k $808.9k | Reduced -179.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 313.4k $708.7k | Added +28.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 308.1k $696.3k | Added +249.6k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.15% of their portfolio | 264.5k $597.7k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 262.9k $594.0k | Added +47.6k |
| Potomac Capital Management, Inc. 0.43% of their portfolio | 260.0k $587.6k | Reduced -14.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 242.2k $547.4k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 240.6k $543.8k | Added +73.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 240.5k $543.6k | Added +66.6k |
| UBS Group AG 0.00% of their portfolio | 239.9k $542.2k | Reduced -1.9m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 226.0k $510.8k | Added +16.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 191.6k $433.0k | Reduced -96.0k |
| Invesco Ltd. 0.00% of their portfolio | 162.3k $366.7k | Reduced -18.7k |
| BARCLAYS PLC 0.00% of their portfolio | 155.3k $350.9k | Added +181 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 148.1k $334.6k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 126.4k $206.1k | Added +8.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 125.9k $284.6k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 121.0k $273.5k | Added +21.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 120.8k $273.0k | Reduced -799.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 117.1k $264.7k | New |
| Stonepine Capital Management, LLC 0.19% of their portfolio | 109.7k $247.8k | Reduced -308.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 103.3k $233.4k | Added +4.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 101.9k $230.4k | Added +45.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 96.2k $217.5k | Added +3.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 82.5k $186.5k | Added +29.3k |
| LPL Financial LLC 0.00% of their portfolio | 76.6k $173.0k | Added +1.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 66.9k $152.0k | Added +3.3k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 63.8k $144.1k | Unchanged |
| Numerai GP LLC 0.01% of their portfolio | 60.2k $136.1k | New |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 58.2k $131.5k | New |
| Mariner, LLC 0.00% of their portfolio | 54.6k $123.5k | Added +31.1k |
| Cerity Partners LLC 0.00% of their portfolio | 53.3k $120.5k | Added +20.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 52.0k $117.5k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 51.4k $116.1k | Added +15.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 48.1k $108.8k | Reduced -85.5k |
| Virtu Financial LLC 0.00% of their portfolio | 46.6k $105.0k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 46.3k $104.6k | New |
| CITIGROUP INC 0.00% of their portfolio | 43.3k $97.9k | Added +31.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 41.9k $97.5k | Added +454 |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 41.8k $94.0k | Reduced -75.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 41.5k $93.8k | Reduced -157.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 39.8k $90.0k | Reduced -2.6k |
| Frec Markets, Inc. 0.01% of their portfolio | 37.3k $84.2k | Added +1.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 36.4k $82.2k | Reduced -199 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 36.2k $81.8k | Added +4.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 35.0k $79.1k | Unchanged |
| Krilogy Financial LLC 0.00% of their portfolio | 34.8k $78.7k | Reduced -1.4k |
| Dynamic Technology Lab Private Ltd 0.02% of their portfolio | 33.0k $74.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 32.6k $73.7k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 32.4k $73.1k | Added +14.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 30.5k $68.9k | New |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 30.2k $68.3k | Added +201 |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 29.0k $65.5k | Unchanged |
| Capital Advisors, Ltd. LLC 0.01% of their portfolio | 28.9k $65.0k | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 26.4k $59.6k | Added +12.8k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 26.2k $59.1k | Reduced -792 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 25.3k $61.4k | Added +6.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 25.2k $57.0k | Reduced -2.2k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.5k $48.5k | Reduced -2.8k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 19.4k $43.9k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 18.6k $41.9k | Added +3.7k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 17.9k $40.6k | Reduced -235 |
| Simplicity Wealth,LLC 0.00% of their portfolio | 17.4k $39.4k | Added +4.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 16.9k $38.2k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 16.7k $37.8k | New |
| Creative Planning 0.00% of their portfolio | 15.5k $35.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 15.5k $34.9k | Reduced -5.2k |
| Navalign, LLC 0.01% of their portfolio | 15.3k $34.7k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 15.3k $34.5k | New |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 14.5k $32.7k | Reduced -1.6k |
| ProShare Advisors LLC 0.00% of their portfolio | 14.3k $32.3k | Reduced -2.7k |
| Elmwood Wealth Management, Inc. 0.01% of their portfolio | 12.7k $28.7k | Reduced -9.0k |