CODEXIS, INC. (CDXS) — Institutional Holders, Q2 2026
149 institutional investment managers reported a CDXS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $146.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CDXS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MILLENNIUM MANAGEMENTAdded · +1,551,009 sh+$3.5M
- Man Group plcNew · +565,593 sh+$1.3M
- Assenagon Asset Management S.A.Added · +527,036 sh+$1.2M
- TWO SIGMA INVESTMENTSAdded · +454,644 sh+$1.0M
- VANGUARD PORTFOLIO MANAGEMENTAdded · +427,832 sh+$966.9K
Biggest sellers
- UBS Group AGTrimmed · -1,943,868 sh-$4.4M
- abrdn plcTrimmed · -1,910,414 sh-$4.3M
- Timothy G. Youngquist 2020 IrrevocableSold out · -978,071 sh-$2.2M
- Private Advisor GroupSold out · -847,001 sh-$1.9M
- JANE STREET GROUPTrimmed · -799,149 sh-$1.8M
CDXS 13F holders ranked 1–100 of 149
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 7,284,352 sh | 7,284,352 | $16.5M | <0.01% | +3.6% |
| 2 | Opaleye Management#2 · 6,785,000 sh | 6,785,000 | $15.3M | 1.39% | 0.0% |
| 3 | abrdn plc#3 · 6,769,954 sh | 6,769,954 | $15.3M | 0.02% | -22.0% |
| 4 | MILLENNIUM MANAGEMENT#4 · 5,549,139 sh | 5,549,139 | $12.5M | <0.01% | +38.8% |
| 5 | Telemark Asset Management#5 · 3,846,411 sh | 3,846,411 | $8.7M | 0.63% | 0.0% |
| 6 | AMERIPRISE FINANCIAL#6 · 3,809,440 sh | 3,809,440 | $8.6M | <0.01% | +12.0% |
| 7 | Nantahala Capital Management#7 · 3,623,613 sh | 3,623,613 | $8.2M | 0.27% | -12.1% |
| 8 | VANGUARD CAPITAL MANAGEMENT#8 · 3,617,109 sh | 3,617,109 | $8.2M | <0.01% | -1.4% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 2,162,393 sh | 2,162,393 | $4.9M | <0.01% | +14.7% |
| 10 | STATE STREET#10 · 1,756,814 sh | 1,756,814 | $4.0M | <0.01% | +5.4% |
| 11 | D. E. Shaw#11 · 1,342,014 sh | 1,342,014 | $3.0M | <0.01% | +37.0% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT#12 · 1,330,205 sh | 1,330,205 | $3.0M | 0.01% | +22.3% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 1,307,171 sh | 1,307,171 | $3.0M | <0.01% | +48.7% |
| 14 | Assenagon Asset Management S.A.#14 · 1,278,206 sh | 1,278,206 | $2.9M | — | +70.2% |
| 15 | AQR CAPITAL MANAGEMENT#15 · 845,431 sh | 845,431 | $1.9M | <0.01% | +38.9% |
| 16 | TWO SIGMA INVESTMENTS#16 · 696,599 sh | 696,599 | $1.6M | <0.01% | +187.9% |
| 17 | NORTHERN#17 · 682,940 sh | 682,940 | $1.5M | <0.01% | +3.9% |
| 18 | FRANKLIN RESOURCES#18 · 678,640 sh | 678,640 | $1.5M | <0.01% | -1.4% |
| 19 | MORGAN STANLEY#19 · 649,170 sh | 649,170 | $1.5M | <0.01% | +37.3% |
| 20 | VANGUARD FIDUCIARY#20 · 581,058 sh | 581,058 | $1.3M | <0.01% | +5.5% |
| 21 | Man Group plc#21 · 565,593 sh | 565,593 | $1.3M | <0.01% | New |
| 22 | Post Resch Tallon Group#22 · 563,478 sh | 563,478 | $1.3M | — | -1.4% |
| 23 | PERKINS CAPITAL MANAGEMENT#23 · 526,100 sh | 526,100 | $1.2M | 0.89% | -0.3% |
| 24 | FMR#24 · 478,483 sh | 478,483 | $1.1M | 0.00% | +16.0% |
| 25 | GOLDMAN SACHS GROUP#25 · 434,924 sh | 434,924 | $982.9K | <0.01% | -47.3% |
| 26 | ALGERT GLOBAL#26 · 430,910 sh | 430,910 | $973.9K | 0.01% | +118.2% |
| 27 | Nuveen#27 · 392,267 sh | 392,267 | $886.5K | <0.01% | +6.8% |
| 28 | TUDOR INVESTMENT ET AL#28 · 357,925 sh | 357,925 | $808.9K | <0.01% | -33.5% |
| 29 | ACADIAN ASSET MANAGEMENT#29 · 358,285 sh | 358,285 | $804.0K | <0.01% | +189.5% |
| 30 | DIMENSIONAL FUND ADVISORS#30 · 313,386 sh | 313,386 | $708.7K | <0.01% | +10.1% |
| 31 | Russell Investments Group, Ltd.#31 · 308,095 sh | 308,095 | $696.3K | <0.01% | +426.8% |
| 32 | PLATINUM INVESTMENT MANAGEMENT LTD#32 · 264,464 sh | 264,464 | $597.7K | 0.15% | 0.0% |
| 33 | ROYAL BANK OF CANADA#33 · 262,926 sh | 262,926 | $594.0K | <0.01% | +22.1% |
| 34 | Potomac Capital Management#34 · 260,000 sh | 260,000 | $587.6K | 0.40% | -5.2% |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT#35 · 242,211 sh | 242,211 | $547.4K | <0.01% | 0.0% |
| 36 | XTX Topco Ltd#36 · 240,627 sh | 240,627 | $543.8K | <0.01% | +43.6% |
| 37 | BANK OF AMERICA#37 · 240,517 sh | 240,517 | $543.6K | 0.00% | +38.3% |
| 38 | UBS Group AG#38 · 239,907 sh | 239,907 | $542.2K | <0.01% | -89.0% |
| 39 | Bank of New York Mellon#39 · 226,039 sh | 226,039 | $510.8K | <0.01% | +7.8% |
| 40 | CITADEL ADVISORS#40 · 191,580 sh | 191,580 | $433.0K | 0.00% | -33.4% |
| 41 | Invesco Ltd.#41 · 162,271 sh | 162,271 | $366.7K | 0.00% | -10.3% |
| 42 | BARCLAYS PLC#42 · 155,274 sh | 155,274 | $350.9K | <0.01% | +0.1% |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#43 · 148,051 sh | 148,051 | $334.6K | <0.01% | New |
| 44 | BRIDGEWAY CAPITAL MANAGEMENT#44 · 125,908 sh | 125,908 | $284.6K | <0.01% | 0.0% |
| 45 | STRS OHIO#45 · 121,000 sh | 121,000 | $273.5K | <0.01% | +22.1% |
| 46 | JANE STREET GROUP#46 · 120,815 sh | 120,815 | $273.0K | 0.00% | -86.9% |
| 47 | MARSHALL WACE, LLP#47 · 117,135 sh | 117,135 | $264.7K | <0.01% | New |
| 48 | Stonepine Capital Management#48 · 109,662 sh | 109,662 | $247.8K | 0.12% | -73.8% |
| 49 | RHUMBLINE ADVISERS#49 · 103,301 sh | 103,301 | $233.4K | <0.01% | +4.0% |
| 50 | WELLS FARGO & COMPANY#50 · 101,926 sh | 101,926 | $230.4K | 0.00% | +80.0% |
| 51 | DEUTSCHE BANK AG\#51 · 96,229 sh | 96,229 | $217.5K | <0.01% | +3.4% |
| 52 | ALLIANCEBERNSTEIN L.P.#52 · 126,430 sh | 126,430 | $206.1K | <0.01% | +7.0% |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#53 · 82,523 sh | 82,523 | $186.5K | 0.00% | +55.0% |
| 54 | LPL Financial#54 · 76,560 sh | 76,560 | $173.0K | 0.00% | +2.0% |
| 55 | PRICE T ROWE ASSOCIATES#55 · 66,924 sh | 66,924 | $152.0K | 0.00% | +5.2% |
| 56 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#56 · 63,753 sh | 63,753 | $144.1K | <0.01% | 0.0% |
| 57 | Numerai GP#57 · 60,209 sh | 60,209 | $136.1K | 0.01% | New |
| 58 | PANAGORA ASSET MANAGEMENT#58 · 58,200 sh | 58,200 | $131.5K | <0.01% | New |
| 59 | Mariner#59 · 54,637 sh | 54,637 | $123.5K | <0.01% | +132.2% |
| 60 | Cerity Partners#60 · 53,322 sh | 53,322 | $120.5K | <0.01% | +62.1% |
| 61 | MetLife Investment Management#61 · 52,011 sh | 52,011 | $117.5K | <0.01% | New |
| 62 | ENVESTNET ASSET MANAGEMENT#62 · 51,375 sh | 51,375 | $116.1K | 0.00% | +41.1% |
| 63 | LOS ANGELES CAPITAL MANAGEMENT#63 · 48,125 sh | 48,125 | $108.8K | <0.01% | -64.0% |
| 64 | Virtu Financial#64 · 46,601 sh | 46,601 | $105.0K | <0.01% | New |
| 65 | IEQ CAPITAL#65 · 46,265 sh | 46,265 | $104.6K | <0.01% | New |
| 66 | CITIGROUP#66 · 43,333 sh | 43,333 | $97.9K | 0.00% | +263.9% |
| 67 | JPMORGAN CHASE#67 · 41,861 sh | 41,861 | $97.5K | 0.00% | +1.1% |
| 68 | GSA CAPITAL PARTNERS LLP#68 · 41,811 sh | 41,811 | $94.0K | <0.01% | -64.2% |
| 69 | RENAISSANCE TECHNOLOGIES#69 · 41,500 sh | 41,500 | $93.8K | <0.01% | -79.1% |
| 70 | MIRAE ASSET GLOBAL ETFS Ltd.#70 · 39,804 sh | 39,804 | $90.0K | <0.01% | -6.2% |
| 71 | Frec Markets#71 · 37,269 sh | 37,269 | $84.2K | <0.01% | +2.8% |
| 72 | OSAIC#72 · 36,366 sh | 36,366 | $82.2K | <0.01% | -0.5% |
| 73 | COMMONWEALTH EQUITY SERVICES#73 · 36,204 sh | 36,204 | $81.8K | <0.01% | +14.9% |
| 74 | BANK OF MONTREAL#74 · 34,998 sh | 34,998 | $79.1K | 0.00% | 0.0% |
| 75 | Krilogy Financial#75 · 34,825 sh | 34,825 | $78.7K | — | -3.9% |
| 76 | Dynamic Technology Lab Private Ltd#76 · 33,000 sh | 33,000 | $74.0K | 0.02% | New |
| 77 | Vanguard Global Advisers#77 · 32,602 sh | 32,602 | $73.7K | 0.00% | 0.0% |
| 78 | MERCER GLOBAL ADVISORS#78 · 32,350 sh | 32,350 | $73.1K | <0.01% | +83.0% |
| 79 | AMERICAN CENTURY COMPANIES#79 · 30,501 sh | 30,501 | $68.9K | 0.00% | New |
| 80 | BLAIR WILLIAM#80 · 30,219 sh | 30,219 | $68.3K | <0.01% | +0.7% |
| 81 | EVERGREEN CAPITAL MANAGEMENT#81 · 29,000 sh | 29,000 | $65.5K | — | 0.0% |
| 82 | Capital Advisors, Ltd.#82 · 28,890 sh | 28,890 | $65.0K | <0.01% | 0.0% |
| 83 | WEALTH ENHANCEMENT ADVISORY SERVICES#83 · 25,275 sh | 25,275 | $61.4K | — | +34.0% |
| 84 | PRUDENTIAL FINANCIAL#84 · 26,380 sh | 26,380 | $59.6K | <0.01% | +94.3% |
| 85 | GUGGENHEIM CAPITAL#85 · 26,158 sh | 26,158 | $59.1K | <0.01% | -2.9% |
| 86 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#86 · 25,205 sh | 25,205 | $57.0K | 0.00% | -8.1% |
| 87 | INTECH INVESTMENT MANAGEMENT#87 · 21,454 sh | 21,454 | $48.5K | <0.01% | -11.5% |
| 88 | Police & Firemen's Retirement System of New Jersey#88 · 19,441 sh | 19,441 | $43.9K | <0.01% | 0.0% |
| 89 | VOYA INVESTMENT MANAGEMENT#89 · 18,561 sh | 18,561 | $41.9K | 0.00% | +25.3% |
| 90 | Vanguard Personalized Indexing Management#90 · 17,948 sh | 17,948 | $40.6K | <0.01% | -1.3% |
| 91 | Simplicity Wealth#91 · 17,438 sh | 17,438 | $39.4K | — | +31.0% |
| 92 | NEW YORK STATE COMMON RETIREMENT FUND#92 · 16,888 sh | 16,888 | $38.2K | 0.00% | 0.0% |
| 93 | Corient Private Wealth#93 · 16,738 sh | 16,738 | $37.8K | <0.01% | New |
| 94 | Creative Planning#94 · 15,488 sh | 15,488 | $35.0K | 0.00% | New |
| 95 | BNP PARIBAS FINANCIAL MARKETS#95 · 15,461 sh | 15,461 | $34.9K | 0.00% | -25.3% |
| 96 | Navalign#96 · 15,340 sh | 15,340 | $34.7K | <0.01% | 0.0% |
| 97 | EP Wealth Advisors#97 · 15,277 sh | 15,277 | $34.5K | <0.01% | New |
| 98 | China Universal Asset Management , Ltd.#98 · 14,466 sh | 14,466 | $32.7K | <0.01% | -9.8% |
| 99 | ProShare Advisors#99 · 14,303 sh | 14,303 | $32.3K | 0.00% | -15.7% |
| 100 | Elmwood Wealth Management#100 · 12,695 sh | 12,695 | $28.7K | — | -41.5% |
Funds that sold out of CDXS in Q2 2026 (12)
Held CDXS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable978,071 sh | 978,071 | $1.6M |
| Private Advisor Group847,001 sh | 847,001 | $1.4M |
| Diametric Capital359,268 sh | 359,268 | $585.6K |
| LAZARD ASSET MANAGEMENT282,380 sh | 282,380 | $460.3K |
| PRELUDE CAPITAL MANAGEMENT54,680 sh | 54,680 | $89.1K |
| StoneX Group14,096 sh | 14,096 | $23.0K |
| FIDUCIARY13,620 sh | 13,620 | $22.2K |
| Pallas Capital Advisors10,325 sh | 10,325 | $16.8K |
| VICTORY CAPITAL MANAGEMENT10,081 sh | 10,081 | $16.4K |
| MAI Capital Management232 sh | 232 | $379.00 |
| Root Financial Partners73 sh | 73 | $119.00 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT1 sh | 1 | $2.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.