CDXS — CODEXIS INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- Arrowstreet Capital 148.05K sh · $334.60K
- Marshall Wace 117.14K sh · $264.73K
- JPMorgan Chase & Co 41.86K sh · $97.54K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 282.38K sh · $460.28K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details