Creative Planning
CDXS icon

Creative Planning’s Codexis CDXS Stock Holding History

Creative Planning’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 		$35K Buy
+15,488
New +$38.6K ﹤0.01% 4155
2016
Q1 		– Sell
-46
Closed – – 4343
2015
Q4 		$0 Hold
46
– – ﹤0.01% 4420
2015
Q3 		$0 Buy
+46
New +$172 ﹤0.01% 4297
2015
Q2 		– Sell
-46
Closed – – 1394
2015
Q1 		$0 Hold
46
– – ﹤0.01% 4224
2014
Q4 		$0 Hold
46
– – ﹤0.01% 4166
2014
Q3 		$0 Hold
46
– – ﹤0.01% 4003
2014
Q2 		$0 Hold
46
– – ﹤0.01% 3786
2014
Q1 		$0 Hold
46
– – ﹤0.01% 3638
2013
Q4 		$0 Hold
46
– – ﹤0.01% 3330
2013
Q3 		$0 Hold
46
– – ﹤0.01% 3219
2013
Q2 		$0 Buy
+46
New +$104 ﹤0.01% 3071

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

Creative Planning's CDXS Position: Q2 2026 in Review

Creative Planning opened a new position in Codexis (CDXS) in Q2 2026: 15,488 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #4155 among its holdings. This is a return to the name: Creative Planning previously reported a position in CDXS as recently as Q4 2015.

Creative Planning first reported a position in CDXS in Q2 2013 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • Creative Planning held 15,488 shares of Codexis worth $35K as of Q2 2026.
  • Codexis was a new Creative Planning position in Q2 2026.
  • Codexis made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4155 holding.
  • Creative Planning first reported a position in Codexis in Q2 2013 and has held it in 11 quarters since.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.