CODEXIS INC

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CDXS·192005106·US·Common Stock·Healthcare - Biotechnology-13D/G

CDXS (CODEXIS INC) is held by 94 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($16.5M), Aberdeen Group plc ($15.3M), MILLENNIUM MANAGEMENT LLC ($12.5M). Net institutional sentiment: Bullish.

94

Holders

(10 Elite)

$107M

Total Value

70% (90)

Consensus

63 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)67

Insider (Form 4)73

Activist (13D/13G)50

Congressional (STOCK Act)61

Holder Quality

45

★★★★★

Elite

65

★★★★

Strong

53

★★★

Solid

11

★★

Below

50

★

Weak

Held by 94 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Jun 11, 2026 · Activists Aug 13, 2026 · Congress none

ActivistLLLYTTON LAURENCE W5.2%Aug 13, 2026

ActivistTATelemark Asset Management, LLC7.3%Jul 29, 2026

ActivistAberdeen Group plc7.5%Jul 20, 2026

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Top Holders

Top Holders (94)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.3M(+3.6%)	$16.5M	0.0%	-63.19%	29
Aberdeen Group plc	Decreased	6.8M(-22.0%)	$15.3M	0.0%	-16.19%	0
MILLENNIUM MANAGEMENT LLC	Increased	5.5M(+38.8%)	$12.5M	0.0%	-24.25%	37
AMERIPRISE FINANCIAL INC	Increased	3.8M(+12.0%)	$8.6M	0.0%	-61.49%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	3.6M(-1.4%)	$8.2M	0.0%	+68.37%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.2M(+14.7%)	$4.9M	0.0%	-83.61%	31
STATE STREET CORP	Increased	1.8M(+5.4%)	$4M	0.0%	-43.91%	28
DED. E. Shaw & Co., Inc.	Increased	1.3M(+37.0%)	$3M	0.0%	-4.54%	34
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	1.3M(+22.3%)	$3M	0.0%	-59.78%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.3M(+48.6%)	$3M	0.0%	+17.95%	36
Assenagon Asset Management S.A.	Increased	1.3M(+70.2%)	$2.9M	0.0%	-22.19%	39
AQR CAPITAL MANAGEMENT LLC	Increased	845,431(+38.9%)	$1.9M	0.0%	+7.12%	34
TWO SIGMA INVESTMENTS, LP	Increased	696,599(+187.9%)	$1.6M	0.0%	-25.59%	41
NORTHERN TRUST CORP	Increased	682,940(+3.9%)	$1.5M	0.0%	-88.53%	27
FRANKLIN RESOURCES INC	Decreased	678,640(-1.4%)	$1.5M	0.0%	-43.76%	0
MORGAN STANLEY	Increased	649,170(+37.3%)	$1.5M	0.0%	-30.58%	33
VFVANGUARD FIDUCIARY TRUST CO	Increased	581,058(+5.5%)	$1.3M	0.0%	+57.71%	27
Man Group plc	New	565,593	$1.3M	0.0%	-26.99%	35
FMR LLC	Increased	478,483(+16.0%)	$1.1M	0.0%	-59.47%	20
GOLDMAN SACHS GROUP INC	Decreased	434,924(-47.3%)	$982,929	0.0%	-46.45%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer