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Allworth Financial’s Codexis CDXS Stock Holding History

Allworth Financial’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.21K Buy
2,304
+794
+53% +$1.98K ﹤0.01% 4103
2026
Q1 		$2.46K Buy
1,510
+1,504
+25,067% +$2.14K ﹤0.01% 4283
2025
Q4 		$10 Buy
6
+3
+100% +$6 ﹤0.01% 4953
2025
Q3 		$8 Buy
+3
New +$8 ﹤0.01% 4875

Other funds holding CDXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's CDXS Position: Q2 2026 in Review

Allworth Financial increased its Codexis (CDXS) stake by 53% in Q2 2026, buying an estimated $1.98K and bringing the position to 2,304 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4103.

Allworth Financial first reported a position in CDXS in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • Allworth Financial held 2,304 shares of Codexis worth $5.21K as of Q2 2026.
  • Allworth Financial bought 794 Codexis shares in Q2 2026, an estimated $1.98K.
  • Codexis made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4103 holding.
  • Allworth Financial first reported a position in Codexis in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.