Covestor’s Codexis CDXS Stock Holding History

Covestor’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 Q1	$0	Buy	52 +29	+126%	+$41	﹤0.01%	2309
2025 Q4	$0	Hold	23	–	–	﹤0.01%	2307
2025 Q3	$0	Hold	23	–	–	﹤0.01%	2325
2025 Q2	$0	Sell	23 -2	-8%	-$5	﹤0.01%	2247
2025 Q1	$0	Hold	25	–	–	﹤0.01%	2261
2024 Q4	$0	Buy	25 +2	+9%	+$8	﹤0.01%	2273
2024 Q3	$0	Sell	23 -1	-4%	-$3	﹤0.01%	2255
2024 Q2	$0	Sell	24 -1	-4%	-$3	﹤0.01%	2269
2024 Q1	$0	Sell	25 -1	-4%	-$3	﹤0.01%	2277
2023 Q4	$0	Sell	26 -3	-10%	-$6	﹤0.01%	2183
2023 Q3	$0	Buy	29 +16	+123%	+$37	﹤0.01%	2157
2023 Q2	$0	Sell	13 -1	-7%	-$3	﹤0.01%	2168
2023 Q1	$0	Hold	14	–	–	﹤0.01%	2069
2022 Q4	$0	Sell	14 -1	-7%	-$5	﹤0.01%	2106
2022 Q3	$0	Buy	15 +3	+25%	+$24	﹤0.01%	2039
2022 Q2	$0	Sell	12 -3	-20%	-$38	﹤0.01%	1954
2022 Q1	$0	Sell	15 -4	-21%	-$83	﹤0.01%	2142
2021 Q4	$1K	Buy	+19	New	+$625	﹤0.01%	1673

Other funds holding CDXS

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $758M AUM 124.8% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return