Ranked by reported Q2 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 | BlackRock, Inc. | 7.3M | $16.5M | +3.6% | 6.772% | 0.00% |
| 2 | Opaleye Management Inc. | 6.8M | $15.3M | 0.0% | 6.308% | 1.39% |
| 3 | Aberdeen Group plc | 6.8M | $15.3M | -22.0% | 6.294% | 0.02% |
| 4 | MILLENNIUM MANAGEMENT LLC | 5.5M | $12.5M | +38.8% | 5.159% | 0.00% |
| 5 | Telemark Asset Management, LLC | 3.8M | $8.7M | 0.0% | 3.576% | 0.63% |
| 6 | AMERIPRISE FINANCIAL INC | 3.8M | $8.6M | +12.0% | 3.542% | 0.00% |
| 7 | Nantahala Capital Management, LLC | 3.6M | $8.2M | -12.1% | 3.369% | 0.14% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $8.2M | -1.4% | 3.363% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $4.9M | +14.7% | 2.010% | 0.00% |
| 10 | STATE STREET CORP | 1.8M | $4.0M | +5.4% | 1.633% | 0.00% |
| 11 | D. E. Shaw & Co., Inc. | 1.3M | $3.0M | +37.0% | 1.248% | 0.00% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.3M | $3.0M | +22.3% | 1.237% | 0.01% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $3.0M | +48.6% | 1.215% | 0.00% |
| 14 | Assenagon Asset Management S.A. | 1.3M | $2.9M | +70.2% | 1.188% | 0.00% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 845K | $1.9M | +38.9% | 0.786% | 0.00% |
| 16 | Timothy G. Youngquist 2020 Irrevocable Trust | 978K | $1.6M | β | 0.909% | 0.18% |
| 17 | TWO SIGMA INVESTMENTS, LP | 697K | $1.6M | +187.9% | 0.648% | 0.00% |
| 18 | NORTHERN TRUST CORP | 683K | $1.5M | +3.9% | 0.635% | 0.00% |
| 19 | FRANKLIN RESOURCES INC | 679K | $1.5M | -1.4% | 0.631% | 0.00% |
| 20 | MORGAN STANLEY | 649K | $1.5M | +37.3% | 0.604% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 581K | $1.3M | +5.5% | 0.540% | 0.00% |
| 22 | Man Group plc | 566K | $1.3M | β | 0.526% | 0.00% |
| 23 | Post Resch Tallon Group Inc. | 563K | $1.3M | -1.4% | 0.524% | 0.88% |
| 24 | PERKINS CAPITAL MANAGEMENT INC | 526K | $1.2M | -0.3% | 0.489% | 0.89% |
| 25 | FMR LLC | 478K | $1.1M | +16.0% | 0.445% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CDXS β a direct measure of their conviction.
Filings activity in CDXS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | +12% | 61.25% | +0.02 pp | $147M | +38% |
| Q1 2026 | 133 | +6.4% | 61.23% | +0.47 pp | $106M | 7.3% |
| Q4 2025 | 125 | 4.6% | 60.76% | 1.36 pp | $115M | 29% |
| Q3 2025 | 131 | +7.4% | 62.12% | 4.94 pp | $161M | 7.0% |
| Q2 2025 | 122 | 3.2% | 67.06% | +0.39 pp | $173M | 0.4% |
| Q1 2025 | 126 | 6.0% | 66.67% | +0.09 pp | $173M | 43% |
| Q4 2024 | 134 | +15% | 66.58% | +1.06 pp | $302M | +59% |
| Q3 2024 | 117 | β | 65.52% | β | $189M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CDXS stock.
Based on Q2 2026 13F filings, institutional ownership of Codexis, Inc. stands at 61.3%, held across 149 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CDXS, with approximately 7,284,352 shares worth $0.02B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CDXS, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CDXS is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in CDXS during Q2 2026, while 11 fully exited. 104 added to existing positions and 16 trimmed.
CDXS institutional ownership rose by 0.02 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 69.5% of all reported 13F value in CDXS, and the top 25 account for 88.3%.
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