CDXS

Codexis Inc
MaterialsUSCUSIP 192005106◍ Confluence graph
Tracked 13F Holders
133
-71 QoQ
13F Value (tracked)
$103.3M
Insider Net · 180d
-$6K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)21 adding · 19 trimming
Insider net (180d)-$6K

Who owns CDXS?

133 tracked 13F filers

133 tracked 13F filers disclose a position in CDXS as of the latest SEC 13F filings, a combined $103.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Aberdeen Group plc
$14.1M
8.7M
+9.0%
Added · +714K sh
Q1 2026
2BlackRock, Inc.
$11.5M
7.0M
−5.0%
Reduced · −367K sh
Q1 2026
3Opaleye Management Inc.
$11.1M
6.8M
−0.1%
Reduced · −5K sh
Q1 2026
4MILLENNIUM MANAGEMENT LLC
$6.5M
4.0M
+28%
Added · +863K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$6.0M
3.7M
First observed position
No prior filed position
Q1 2026
6Nantahala Capital Management, LLC
$8.2M
3.6M
−12%
Reduced · −500K sh
Q2 2026
7AMERIPRISE FINANCIAL INC
$5.5M
3.4M
−10%
Reduced · −393K sh
Q1 2026
8UBS Group AG
$3.6M
2.2M
+170%
Added · +1.4M sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$4.9M
2.2M
+15%
Added · +277K sh
Q2 2026
10STATE STREET CORP
$4.0M
1.8M
+5.4%
Added · +90K sh
Q2 2026
11JACOBS LEVY EQUITY MANAGEMENT, INC
$1.8M
1.1M
−4.2%
Reduced · −47K sh
Q1 2026
12D. E. Shaw & Co., Inc.
$1.6M
980K
+56%
Added · +352K sh
Q1 2026
13JANE STREET GROUP, LLC
$1.5M
920K
+207%
Added · +620K sh
Q1 2026
14VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4M
879K
First observed position
No prior filed position
Q1 2026
15GOLDMAN SACHS GROUP INC
$1.3M
825K
+15%
Added · +107K sh
Q1 2026
16FRANKLIN TEMPLETON INC
$1.1M
688K
−7.1%
Reduced · −52K sh
Q1 2026
17NORTHERN TRUST CORP
$1.1M
657K
+1.8%
Added · +12K sh
Q1 2026
18AQR CAPITAL MANAGEMENT LLC
$992K
609K
+841%
Added · +544K sh
Q1 2026
19Man Group plc
$1.3M
566K
Added
Added · +566K sh
Q2 2026
20Post Resch Tallon Group Inc.
$1.3M
563K
−1.4%
Reduced · −8K sh
Q2 2026
21VANGUARD FIDUCIARY TRUST CO
$898K
551K
First observed position
No prior filed position
Q1 2026
22TUDOR INVESTMENT CORP ET AL
$877K
538K
Held
Q1 2026
23PERKINS CAPITAL MANAGEMENT INC
$1.2M
526K
−0.3%
Reduced · −1K sh
Q2 2026
24MORGAN STANLEY
$771K
473K
+9.7%
Added · +42K sh
Q1 2026
25ALGERT GLOBAL LLC
$974K
431K
+118%
Added · +233K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CDXS being bought or sold by institutions?

Last quarter, 6 funds opened a new position in CDXS and 15 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
15
funds
Reduced
19
funds
Exited
0
funds

Funds that own CDXS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA61 funds$179.6B
MICROSOFT CORPMSFT60 funds$122.7B
ELI LILLY & COLLY60 funds$36.6B
APPLE INCAAPL59 funds$139.0B
AMAZON.COM INCAMZN59 funds$87.1B
ADVANCED MICRO DEVICESAMD59 funds$16.5B
ALPHABET INC-CL CGOOG58 funds$62.4B
MICRON TECHNOLOGY INCMU58 funds$17.1B
WALMART INCWMT58 funds$15.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B58 funds$15.5B
BROADCOM INCAVGO57 funds$76.3B
META PLATFORMS INC-CLASS AMETA57 funds$53.6B

Ranked by how many of CDXS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$6K
1 insiders
Net
-$6K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 11, 2026De Vre RaymondDirectorSell (S)3K$6K
Feb 24, 2026Lutz StefanChief Scientific OfficerSell (S)6K$7K
Feb 6, 2026MOORE ALISONPresident and CEO, DirectorSell (S)4K$5K
Feb 6, 2026Erbez GeorgiaSee RemarksSell (S)4K$5K
Feb 6, 2026Lutz StefanChief Scientific OfficerSell (S)2K$3K
Jan 7, 2026Lutz StefanCSOSell (S)5K$8K
Dec 1, 2025Opaleye Management Inc.10% OwnerSell (S)245K$409K
Dec 1, 2025Opaleye Management Inc.10% OwnerSell (S)9K$14K
Nov 28, 2025Opaleye Management Inc.10% OwnerSell (S)2K$4K
Nov 28, 2025Opaleye Management Inc.10% OwnerSell (S)105K$184K
Nov 26, 2025Opaleye Management Inc.10% OwnerSell (S)5K$9K
Nov 26, 2025Opaleye Management Inc.10% OwnerSell (S)148K$258K

Institutional ownership over time

53 funds-38 since Q3 2024
062124Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $24.2M

Recent filings

15 shown

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Connected entities for CDXS

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Ask your agent what changed in CDXS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CDXS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CDXS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CDXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.