Codexis
CDXS
About: Codexis Inc is a provider of enzymatic solutions for efficient and scalable therapeutics manufacturing that leverages its proprietary CodeEvolver technology platform to discover, develop, and enhance novel, high-performance enzymes. Codexis enzymes solve challenges associated with small molecule pharmaceuticals manufacturing and nucleic acid synthesis. The Company is currently developing its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. Codexis' enzymes can drive improvements such as higher yields, reduced energy usage and waste generation, improved efficiency in manufacturing and greater sensitivity in genomic and diagnostic applications. Geographically, it derives maximum revenue from the Americas.
Employees: 188
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
7.26% more ownership
Funds ownership: 78.68% [Q1] → 85.94% (+7.26%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
1% less capital invested
Capital invested by funds: $175M [Q1] → $174M (-$1.51M) [Q2]
7% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 44
5% less funds holding
Funds holding: 126 [Q1] → 120 (-6) [Q2]
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Financial journalist opinion
