FFA
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Farther Finance Advisors’s Codexis CDXS Stock Holding History

Farther Finance Advisors’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 		$214 Sell
154
-886
-85% -$1.5K ﹤0.01% 5868
2026
Q2 		$2.36K Buy
1,040
+554
+114% +$1.38K ﹤0.01% 5116
2026
Q1 		$846 Buy
486
+484
+24,200% +$690 ﹤0.01% 5152
2025
Q4 		$3 Sell
2
-12
-86% -$24 ﹤0.01% 5434
2025
Q3 		$34 Hold
14
– – ﹤0.01% 4887
2025
Q2 		$34 Hold
14
– – ﹤0.01% 4398
2025
Q1 		$35 Sell
14
-36
-72% -$140 ﹤0.01% 4159
2024
Q4 		$239 Hold
50
– – ﹤0.01% 3615
2024
Q3 		$154 Buy
50
+12
+32% +$37 ﹤0.01% 3704
2024
Q2 		$114 Sell
38
-23
-38% -$74 ﹤0.01% 3584
2024
Q1 		$213 Sell
61
-51
-46% -$161 ﹤0.01% 3257
2023
Q4 		$342 Buy
+112
New +$241 ﹤0.01% 3100

Other funds holding CDXS

PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
KF
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's CDXS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Codexis (CDXS) stake by 85% in Q3 2026, selling an estimated $1.5K and leaving 154 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #5868.

Farther Finance Advisors first reported a position in CDXS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.36K in Q2 2026. 7 funds tracked by Wall St. Rank hold CDXS as of Q3 2026.

  • Farther Finance Advisors held 154 shares of Codexis worth $214 as of Q3 2026.
  • Farther Finance Advisors sold 886 Codexis shares in Q3 2026, an estimated $1.5K.
  • Codexis made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5868 holding.
  • Farther Finance Advisors first reported a position in Codexis in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Codexis position peaked at $2.36K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Codexis as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.