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 ($147.5k this quarter). Holder counts are more reliable. Shares outstanding: 90.3m as of 2025-08-08, 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 ≈ $2.44. Options: 3 managers hold calls ($19.7k notional), 1 hold puts ($0).
Trends to Q2 2025
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 |
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 2023 | 57 | 62 |
| Q4 2023 | 62 | 54 |
| Q1 2024 | 53 | 56 |
| Q2 2024 | 54 | 59 |
| Q3 2024 | 52 | 43 |
| Q4 2024 | 76 | 41 |
| Q1 2025 | 65 | 59 |
| Q2 2025 | 51 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.3k | $308 | 0.24 |
| Q4 2024 | $206.7k | $477 | 0.00 |
| Q1 2025 | $38.0k | $15.9k | 0.42 |
| Q2 2025 | $19.7k | $0 | 0.00 |
Biggest buyers
| Aberdeen Group plc | Added | +3.6m |
| Opaleye Management Inc. | Added | +3.1m |
| Nantahala Capital Management, LLC | Added | +1.2m |
| Telemark Asset Management, LLC | Added | +1.0m |
| ROYAL BANK OF CANADA | Added | +391.7k |
| Pier Capital, LLC | Added | +246.0k |
| Mink Brook Asset Management LLC | Added | +195.1k |
| Private Advisor Group, LLC | Added | +180.3k |
| FRANKLIN RESOURCES INC | Added | +178.3k |
| GOLDMAN SACHS GROUP INC | Added | +139.7k |
Biggest sellers
| Nuveen, LLC | Reduced | -947.4k |
| Casdin Capital, LLC | Reduced | -900.0k |
| CenterBook Partners LP | Sold out | -526.1k |
| BlackRock, Inc. | Reduced | -448.8k |
| Assenagon Asset Management S.A. | Reduced | -372.6k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -313.2k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -312.5k |
| FEDERATED HERMES, INC. | Reduced | -215.1k |
| VANGUARD GROUP INC | Reduced | -135.7k |
| UBS Group AG | Reduced | -117.8k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $17.0k7.0k shares |
| GROUP ONE TRADING LLC | New | $2.7k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 4 | $156.6k | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $42.2k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-27 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $239.0k100.0k shares |
| 2025-06-16 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $114.0k50.9k shares |
| 2025-06-13 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $221.0k99.1k shares |
| 2025-06-12 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $225.0k100.0k shares |
| 2025-05-28 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $11.8k5.0k shares |
| 2025-05-23 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $5.5m2.3m shares |
| 2025-05-01 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $46.4k20.0k shares |
| 2025-04-30 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $57.8k25.0k shares |
| 2025-04-25 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $56.0k25.0k shares |
| 2025-04-17 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $94.0k45.0k shares |
| 2025-04-16 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $149.1k70.0k shares |
| 2025-04-15 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $55.8k25.0k shares |
| 2025-04-08 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $198.0k100.0k shares |
| 2025-04-03 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $172.5k75.0k shares |
| 2025-04-02 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $12.3k5.0k shares |
| 2025-04-01 | Opaleye Management Inc. 10% owner · By Opaleye, L.P. | Bought | $86.8k35.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| Opaleye Management Inc. 6.22% of their portfolio | 12.6m $30.7m | Added +3.1m |
| Casdin Capital, LLC 1.60% of their portfolio | 7.2m $17.6m | Reduced -900.0k |
| BlackRock, Inc. 0.00% of their portfolio | 7.1m $17.4m | Reduced -448.8k |
| FMR LLC 0.00% of their portfolio | 4.6m $11.2m | Added +40.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.6m $11.2m | Reduced -135.7k |
| Aberdeen Group plc 0.02% of their portfolio | 4.2m $10.3m | Added +3.6m |
| Nantahala Capital Management, LLC 0.70% of their portfolio | 4.0m $9.8m | Added +1.2m |
| Telemark Asset Management, LLC 1.04% of their portfolio | 4.0m $9.8m | Added +1.0m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 2.6m $6.2m | Added +16.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.0m $4.8m | Added +52.6k |
| Pier Capital, LLC 0.71% of their portfolio | 1.9m $4.7m | Added +246.0k |
| BAILLIE GIFFORD & CO 0.00% of their portfolio | 1.7m $4.1m | Reduced -14.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $3.9m | Reduced -33.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 1.2m $2.9m | Added +107.9k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 872.8k $2.1m | Reduced -215.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 828.8k $2.0m | Added +391.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 755.5k $1.8m | Added +104.7k |
| Prescott Group Capital Management, L.L.C. 0.20% of their portfolio | 700.6k $1.7m | Added +131.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 659.2k $1.6m | Reduced -3.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 572.1k $1.4m | Added +113.5k |
| Private Advisor Group, LLC 0.01% of their portfolio | 522.9k $1.3m | Added +180.3k |
| MORGAN STANLEY 0.00% of their portfolio | 479.9k $1.2m | Added +35.6k |
| Post Resch Tallon Group Inc. 1.10% of their portfolio | 467.3k $1.1m | Reduced -1.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 448.8k $1.1m | Added +139.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 447.5k $1.1m | Added +178.3k |
| Mink Brook Asset Management LLC 0.68% of their portfolio | 321.7k $785.0k | Added +195.1k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.05% of their portfolio | 316.4k $772.0k | Unchanged |
| PERKINS CAPITAL MANAGEMENT INC 0.77% of their portfolio | 312.0k $761.3k | Reduced -6.8k |
| Nuveen, LLC 0.00% of their portfolio | 300.9k $734.1k | Reduced -947.4k |
| Empire Financial Management Company, LLC 0.21% of their portfolio | 295.0k $719.8k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 253.6k $618.9k | Added +55.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 250.7k $611.8k | Added +476 |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 229.7k $560.5k | Reduced -372.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 207.8k $507.0k | Reduced -16.6k |
| LPL Financial LLC 0.00% of their portfolio | 180.7k $440.8k | Reduced -39.5k |
| UBS Group AG 0.00% of their portfolio | 174.2k $424.9k | Reduced -117.8k |
| Inspire Investing, LLC 0.04% of their portfolio | 162.9k $397.5k | Added +36.8k |
| WHITE PINE CAPITAL LLC 0.11% of their portfolio | 137.7k $336.1k | Reduced -57.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 135.6k $330.7k | Added +27.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 118.1k $288.2k | Added +315 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 117.0k $285.5k | New |
| STRS OHIO 0.00% of their portfolio | 115.3k $281.3k | Added +8.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 111.8k $272.9k | Reduced -105.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 102.4k $249.8k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 102.2k $249.5k | Reduced -2.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 100.9k $246.2k | Added +6.3k |
| Invesco Ltd. 0.00% of their portfolio | 96.1k $234.4k | Added +28.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 84.6k $206.3k | Added +6.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 82.0k $200.0k | Reduced -313.2k |
| CLOUGH CAPITAL PARTNERS L P 0.02% of their portfolio | 69.0k $168.0k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 68.4k $166.9k | Reduced -312.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 53.3k $130.2k | Reduced -8.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 50.3k $122.9k | Added +30.5k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.01% of their portfolio | 50.0k $122.0k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 48.4k $118.1k | Reduced -16.1k |
| XTX Topco Ltd 0.00% of their portfolio | 47.5k $115.9k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 46.7k $114.0k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 46.0k $112.2k | Reduced -53.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 45.6k $111.3k | Reduced -2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.2k $107.8k | Reduced -4.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 42.8k $104.0k | Reduced -6.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 42.1k $102.7k | Reduced -4.5k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 42.0k $102.6k | Reduced -8.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 40.5k $99.0k | Added +6.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 40.0k $97.6k | Reduced -2.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 38.0k $92.8k | Reduced -8.9k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 36.8k $89.9k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 33.6k $82.1k | Added +740 |
| CITIGROUP INC 0.00% of their portfolio | 31.3k $76.3k | Reduced -26.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 29.8k $72.7k | Added +1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.7k $70.1k | Reduced -11.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 23.1k $56.4k | Reduced -20.7k |
| Elmwood Wealth Management, Inc. 0.02% of their portfolio | 21.7k $52.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 20.6k $50.3k | Added +19.6k |
| ProShare Advisors LLC 0.00% of their portfolio | 19.9k $48.5k | Reduced -1.3k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 19.4k $47.4k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 17.1k $41.7k | Reduced -14.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 16.9k $41.2k | Unchanged |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 16.6k $40.6k | Added +23 |
| US BANCORP \DE\ 0.00% of their portfolio | 16.2k $39.5k | Reduced -1.8k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 13.6k $33.0k | Unchanged |
| Fiduciary Trust Co 0.00% of their portfolio | 13.6k $33.2k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 10.5k $25.7k | Reduced -1.2k |
| State of Wyoming 0.00% of their portfolio | 10.4k $25.5k | New |
| CIBC WORLD MARKETS CORP 0.00% of their portfolio | 10.1k $24.6k | Reduced -7.8k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 9.9k $24.3k | Added +7.3k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 9.1k $22.3k | Added +7.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.6k $20.9k | Added +3.5k |
| Legal & General Group Plc 0.00% of their portfolio | 8.5k $20.7k | Added +1.2k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 8.4k $20.6k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 5.9k $14.5k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 5.8k $14.0k | Added +1.4k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 3.2k $7.8k | Added +428 |
| AMALGAMATED BANK 0.00% of their portfolio | 2.8k $7.0k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 2.3k $5.6k | Reduced -2.5k |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 2.0k $4.9k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.8k $4.4k | Reduced -2.4k |
| GAMMA Investing LLC 0.00% of their portfolio | 973 $2.4k | Reduced -102 |
| COMERICA BANK 0.00% of their portfolio | 972 $2.4k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 956 $2.3k | New |