CDXS · NASDAQ · Biotechnology

Codexis (CDXS)

Builds enzyme platforms for RNA manufacturing and pharma biocatalysis.

$1.39
After hours−0.02 (−1.07%)
At close$1.41(+1.81%)

13F · 13D/G · Form 4

Institutions≈ 59.32%64.96M shares
151 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders6.23%6.82M shares
14 holders · as of Jun 11, 2026
Strategic holders11.60%12.70M shares
2 holders · as of Apr 14, 2026
Other≈ 22.85%25.02M shares
remainder

109.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Aberdeen Group plcStrategic
7.27%7.97Mfiled Jan 15, 2026
BlackRock, Inc.Institution
6.65%7.28Mas of Jun 30, 2026
Opaleye Management Inc.Institution
6.20%6.79Mas of Jun 30, 2026
Abrdn PLCInstitution
6.18%6.77Mas of Jun 30, 2026
Millennium Management LLCInstitution
5.07%5.55Mas of Jun 30, 2026
Integrated Core Strategies (US) LLCStrategic
4.32%4.73Mfiled Apr 14, 2026
Lytton Laurence W.Insider
4.14%4.53Mfiled Mar 11, 2026
Telemark Asset Management, LLCInstitution
3.51%3.85Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
3.48%3.81Mas of Jun 30, 2026
Nantahala Capital Management, LLCInstitution
3.31%3.62Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.30%3.62Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.97%2.16Mas of Jun 30, 2026
State Street CorpInstitution
1.60%1.76Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
1.23%1.34Mas of Jun 30, 2026
Jacobs Levy Equity Management, IncInstitution
1.21%1.33Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
1.19%1.31Mas of Jun 30, 2026
Assenagon Asset Management S.A.Institution
1.17%1.28Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
0.77%845,431as of Jun 30, 2026
Stephen George DillyInsiderdirector
0.66%727,053filed Nov 12, 2025
Two Sigma Investments, LPInstitution
0.64%696,599as of Jun 30, 2026
Northern Trust CorpInstitution
0.62%682,940as of Jun 30, 2026
Franklin Resources IncInstitution
0.62%678,640as of Jun 30, 2026
Morgan StanleyInstitution
0.59%649,170as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.53%581,058as of Jun 30, 2026
Man Group PLCInstitution
0.52%565,593as of Jun 30, 2026

13F, as of Jun 30, 2026

151 holders · 64.96M shares · 28 new positions · 89 increased · 36 reduced · 13 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.7.28M6.65%+255.6KAug 7, 2026
Opaleye Management Inc.6.79M6.20%0Aug 14, 2026
Abrdn PLC6.77M6.18%−1.91MJul 31, 2026
Millennium Management LLC5.55M5.07%+1.55MAug 14, 2026
Telemark Asset Management, LLC3.85M3.51%0Aug 10, 2026
Ameriprise Financial Inc3.81M3.48%+408.9KAug 14, 2026
Nantahala Capital Management, LLC3.62M3.31%−500.0KAug 19, 2026
Vanguard Capital Management LLC3.62M3.30%−51.4KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Aberdeen Group plc8.82%7.97M13GJan 15, 2026
Opaleye Management Inc.7.47%6.79M13GMay 5, 2026
Telemark Asset Management, LLC7.30%7.85M13GJul 29, 2026
BlackRock, Inc.7.20%5.98M13GApr 24, 2025
Integrated Core Strategies (US) LLC5.20%4.73M13GApr 14, 2026
Lytton Laurence W5.00%4.53M13GMar 11, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 11, 2026
Raymond de Vredirector
Sale2,605$2.3784,811
Feb 24, 2026
Stefan Lutzofficer: Chief Scientific Officer
Sale5,862$1.13130,421
Feb 6, 2026
Alison Mooredirector, officer: President and CEO
Sale3,826$1.31250,506
Feb 6, 2026
Georgia Erbezofficer: See Remarks
Sale3,826$1.3166,810
Feb 6, 2026
Stefan Lutzofficer: Chief Scientific Officer
Sale2,492$1.31136,283
Jan 7, 2026
Stefan Lutzofficer: CSO
Sale4,685$1.70138,775
Nov 7, 2025
Opaleye Management Inc.10 percent owner
Sale · 3 lots603,364$1.70240,000
Nov 26, 2025
Opaleye Management Inc.10 percent owner
Sale · 3 lots301,636$1.74191,012
Dec 1, 2025
Opaleye Management Inc.10 percent owner
Sale · 2 lots253,533$1.67179,989
Nov 28, 2025
Opaleye Management Inc.10 percent owner
Sale · 2 lots107,490$1.75188,522

House and Senate disclosures

Not reported.