Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CDXS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | abrdn plc | 8.7M | $14.1M | +9.0% | 9.550% | 0.02% |
| 2 | BlackRock, Inc. | 7.0M | $11.5M | -5.0% | 7.733% | 0.00% |
| 3 | Opaleye Management Inc. | 6.8M | $11.1M | -0.1% | 7.465% | 1.46% |
| 4 | Nantahala Capital Management, LLC | 4.1M | $6.7M | +3.3% | 4.537% | 0.35% |
| 5 | MILLENNIUM MANAGEMENT LLC | 4.0M | $6.5M | +27.5% | 4.399% | 0.00% |
| 6 | Telemark Asset Management, LLC | 3.8M | $6.3M | 0.0% | 4.232% | 0.58% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $6.0M | — | 4.036% | 0.00% |
| 8 | AMERIPRISE FINANCIAL INC | 3.4M | $5.5M | -10.4% | 3.741% | 0.00% |
| 9 | UBS Group AG | 2.2M | $3.6M | +169.8% | 2.403% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $3.1M | -6.9% | 2.074% | 0.00% |
| 11 | STATE STREET CORP | 1.7M | $2.7M | +4.0% | 1.834% | 0.00% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1M | $1.8M | -4.2% | 1.197% | 0.01% |
| 13 | D. E. Shaw & Co., Inc. | 980K | $1.6M | +56.0% | 1.078% | 0.00% |
| 14 | JANE STREET GROUP, LLC | 920K | $1.5M | +206.7% | 1.012% | 0.01% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 879K | $1.4M | — | 0.967% | 0.00% |
| 16 | Private Advisor Group, LLC | 847K | $1.4M | +29.4% | 0.932% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 825K | $1.3M | +14.9% | 0.907% | 0.00% |
| 18 | Assenagon Asset Management S.A. | 751K | $1.2M | +32.6% | 0.826% | 0.00% |
| 19 | FRANKLIN RESOURCES INC | 688K | $1.1M | -7.1% | 0.757% | 0.00% |
| 20 | NORTHERN TRUST CORP | 657K | $1.1M | +1.8% | 0.723% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 609K | $992K | +841.0% | 0.670% | 0.00% |
| 22 | Post Resch Tallon Group Inc. | 571K | $975K | +11.7% | 0.629% | 0.79% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 551K | $898K | — | 0.606% | 0.00% |
| 24 | TUDOR INVESTMENT CORP ET AL | 538K | $877K | 0.0% | 0.592% | 0.00% |
| 25 | PERKINS CAPITAL MANAGEMENT INC | 528K | $860K | -0.4% | 0.580% | 0.81% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CDXS — a direct measure of their conviction.
Filings activity in CDXS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 131 | +4.8% | 48.56% | 3.97 pp | $106M | 7.6% |
| Q4 2025 | 125 | 4.6% | 52.53% | 21.06 pp | $115M | 29% |
| Q3 2025 | 131 | +7.4% | 73.59% | 5.52 pp | $161M | 7.0% |
| Q2 2025 | 122 | 3.2% | 79.11% | 0.31 pp | $173M | 0.4% |
| Q1 2025 | 126 | 6.0% | 79.42% | 58.91 pp | $173M | 43% |
| Q4 2024 | 134 | +15% | 138.33% | +51.47 pp | $302M | +59% |
| Q3 2024 | 117 | 1.7% | 86.86% | +14.36 pp | $189M | +20% |
| Q2 2024 | 119 | — | 72.50% | — | $158M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CDXS stock.
Based on Q1 2026 13F filings, institutional ownership of Codexis, Inc. stands at 48.6%, held across 131 reporting institutions.
abrdn plc is the largest reported institutional holder of CDXS, with approximately 8,680,368 shares worth $0.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CDXS, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for CDXS is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in CDXS during Q1 2026, while 25 fully exited. 46 added to existing positions and 34 trimmed.
CDXS institutional ownership fell by 3.97 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 70.2% of all reported 13F value in CDXS, and the top 25 account for 88.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Codexis, Inc. (CDXS) Institutional Ownership