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CDXS — CODEXIS INC

Reported value held$104.70M
Funds holding (latest)42
SectorIndustrials
Funds holding (Q2 2026)29
Institutional value$51.48M · 22.84M sh
New / Add / Cut / Exit3 / 18 / 7 / 1
Top-5 / Top-10 concentration75.4% / 89.4%
Institutional holdings change Accumulating +4.5% (+981.48K sh)
Institutional value change Up +44.9%

As of Q2 2026, 29 SEC-registered investment managers reported holding CDXS (CODEXIS INC) in their latest 13F filings, with a combined reported value of $51.48M across 22.84M shares. That is +4.5% by share count (+981.48K shares) versus the previous quarter, while reported value moved +44.9%. Ownership is concentrated: the five largest holders account for 75.4% of reported value and the top ten for 89.4%.

Compared with the prior quarter, 3 opened new positions, 18 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CDXS is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Casdin Capital history Q2 2025 7.20M $17.57M 1.60% Reduce
BlackRock Inc history Q2 2026 7.28M $16.46M 0.00% Add
Millennium Management history Q2 2026 5.55M $12.54M 0.01% Add
ARK Invest history Q2 2023 4.12M $11.55M 0.08% Reduce
Wellington Management Group history Q3 2022 1.55M $9.42M 0.00% Reduce
Vanguard Group history Q4 2025 4.94M $8.05M 0.00% Add
Geode Capital Management history Q2 2026 2.16M $4.89M 0.00% Add
Baillie Gifford & Co history Q2 2025 1.69M $4.11M 0.00% Reduce
D. E. Shaw & Co history Q2 2026 1.34M $3.03M 0.00% Add
AQR Capital Management history Q2 2026 845.43K $1.91M 0.00% Add
Two Sigma Investments history Q2 2026 696.60K $1.57M 0.00% Add
Northern Trust Corp history Q2 2026 682.94K $1.54M 0.00% Add
Franklin Resources history Q2 2026 678.64K $1.53M 0.00% Reduce
Morgan Stanley history Q2 2026 649.17K $1.47M 0.00% Add
Balyasny Asset Management history Q3 2025 496.79K $1.21M 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 478.48K $1.08M 0.00% Add
Goldman Sachs Group history Q2 2026 434.92K $982.93K 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 242.21K $547.40K 0.00% Hold
Bank of America Corp history Q2 2026 240.52K $543.57K 0.00% Add
UBS Group AG history Q2 2026 239.91K $542.19K 0.00% Reduce

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 6.92M 7.64M 7.58M 7.14M 7.14M 7.40M 7.03M 7.28M
Millennium Management 100.75K — — 923.66K 170.84K 629.42K 306.17K 1.48M 971.37K 618.96K 332.87K 71.92K 1.40M 35.93K — 117.00K 4.07M 3.14M 4.00M 5.55M
Geode Capital Management 1.00M 1.04M 1.09M 1.06M 1.12M 1.19M 1.23M 1.34M 1.39M 1.51M 1.56M 1.63M 1.64M 1.86M 1.93M 1.98M 1.99M 2.03M 1.89M 2.16M
D. E. Shaw & Co 166.42K 89.18K 292.85K 445.09K 525.33K 1.35M 1.32M 1.88M 1.60M 911.14K 169.58K 53.02K — — — — 173.81K 628.29K 979.85K 1.34M
AQR Capital Management — 23.27K 68.11K 22.16K 146.30K 221.02K 487.26K 766.26K 713.87K 188.97K 130.07K 237.27K 314.46K 103.63K 78.03K 84.56K 84.07K 64.67K 608.60K 845.43K
Two Sigma Investments 300.27K 661.04K 427.39K 561.36K 697.38K 1.02M 994.94K 1.14M 687.82K 583.99K 531.78K 334.90K 256.82K 263.22K 32.91K 33.65K 22.75K 39.80K 241.96K 696.60K
Northern Trust Corp 675.38K 662.01K 628.49K 611.88K 612.15K 576.86K 601.91K 559.41K 566.24K 613.28K 591.68K 588.76K 589.93K 688.19K 663.04K 659.16K 645.27K 645.30K 657.14K 682.94K
Franklin Resources — — — — — — — 36.50K 28.91K 29.46K 29.46K 29.46K 29.46K 177.10K 269.19K 447.53K 756.16K 740.56K 688.21K 678.64K
Morgan Stanley 346.42K 431.27K 281.56K 293.45K 622.03K 854.17K 717.30K 609.86K 328.69K 365.21K 223.71K 196.12K 406.46K 709.77K 444.23K 479.85K 196.63K 431.14K 472.84K 649.17K
Fidelity Management & Research (FMR) 1.38M 1.38M 1.38M 1.79M 1.83M 1.66M 1.64M 1.71M 4.34M 4.37M 4.43M 4.45M 4.50M 4.53M 4.57M 4.61M 584.37K 641.93K 412.60K 478.48K
Goldman Sachs Group 1.24M 1.20M 1.47M 1.69M 1.29M 1.42M 292.42K 303.23K 386.92K 254.95K 206.32K 479.27K 555.14K 527.62K 309.09K 448.77K 724.25K 718.11K 824.87K 434.92K
Charles Schwab Investment Management 411.58K 451.99K 549.36K 569.84K 612.67K 628.38K 632.07K 587.40K 152.41K 211.73K 204.55K 213.57K 213.67K 239.72K 250.25K 250.73K 250.73K 274.90K 242.21K 242.21K
Bank of America Corp 57.90K 37.95K 26.44K 172.50K 290.95K 354.52K 382.65K 249.48K 205.62K 162.51K 69.74K 54.06K 55.72K 76.31K 61.56K 53.35K 49.75K 70.00K 173.96K 240.52K
UBS Group AG 1.07K 2.24K 1.03K 966 12.65K 50.74K 37.47K 55.84K 16.33K 69.95K 73.33K 21.57K 38.34K 53.19K 291.99K 174.15K 522.38K 809.52K 2.18M 239.91K
BNY Mellon 209.54K 219.26K 220.88K 210.78K 232.31K 216.13K 212.33K 236.62K 238.57K 264.54K 252.03K 284.17K 203.45K 220.88K 224.39K 207.80K 208.25K 204.75K 209.65K 226.04K
Citadel Advisors 405.06K 808.10K 284.81K 238.93K 798.27K 968.20K 1.16M 297.43K 110.34K 132.99K 360.15K 252.44K 177.87K 75.14K 225.37K 111.85K 286.13K 516.88K 316.30K 207.38K
Invesco Ltd 32.10K 26.95K 26.90K 26.17K 29.29K 30.93K 33.12K 34.14K 38.04K 35.68K 98.18K 30.76K 33.30K 33.73K 67.45K 96.08K 123.14K 174.59K 180.93K 162.27K
Arrowstreet Capital 17.90K — — — — — — — — — — — — — — — — — — 148.05K
Marshall Wace 79.54K 713.82K 151.81K 274.40K 309.63K 353.38K — — — — — 28.87K — — — 102.38K 87.06K — — 117.14K
Wells Fargo & Co 2.14M 353.95K 359.32K 12.21K 2.45K 6.28K 15.16K 167.54K 18.34K 23.28K 25.37K 30.76K 31.91K 47.21K 48.26K 44.19K 76.58K 122.03K 56.63K 101.93K

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