Essential Partners’s Codexis CDXS Stock Holding History

Essential Partners’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 Q3	$64	Sell	46 -405	-90%	-$686	﹤0.01%	2746
2026 Q2	$1.02K	Sell	451 -7,537	-94%	-$18.8K	﹤0.01%	2238
2026 Q1	$13K	Buy	+7,988	New	+$11.4K	﹤0.01%	1119

Other funds holding CDXS

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's CDXS Position: Q3 2026 in Review

Essential Partners reduced its Codexis (CDXS) stake by 90% in Q3 2026, selling an estimated $686 and leaving 46 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Essential Partners first reported a position in CDXS in Q1 2026 and has held it in 3 quarters since. The position peaked at $13K in Q1 2026. 7 funds tracked by Wall St. Rank hold CDXS as of Q3 2026.

Essential Partners held 46 shares of Codexis worth $64 as of Q3 2026.
Essential Partners sold 405 Codexis shares in Q3 2026, an estimated $686.
Codexis made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2746 holding.
Essential Partners first reported a position in Codexis in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Codexis position peaked at $13K in Q1 2026.
7 funds tracked by Wall St. Rank held Codexis as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.