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IFP Advisors’s Codexis CDXS Stock Holding History

IFP 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
Q2 		$206 Buy
91
+29
+47% +$72 ﹤0.01% 4850
2026
Q1 		$101 Buy
+62
New +$88 ﹤0.01% 4738
2025
Q2 		– Sell
-1
Closed -$3 – 4934
2025
Q1 		$3 Hold
1
– – ﹤0.01% 4280
2024
Q4 		$5 Buy
+1
New +$4 ﹤0.01% 4560
2021
Q3 		– Sell
-50
Closed -$1K – 3379
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2870
2021
Q1 		$1K Buy
+50
New +$1.17K ﹤0.01% 2798
2020
Q1 		– Sell
-1,517
Closed -$21.2K – 2784
2019
Q4 		$26K Hold
1,517
– – ﹤0.01% 1507
2019
Q3 		$21K Buy
+1,517
New +$23.9K ﹤0.01% 1734

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

IFP Advisors's CDXS Position: Q2 2026 in Review

IFP Advisors increased its Codexis (CDXS) stake by 47% in Q2 2026, buying an estimated $72 and bringing the position to 91 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #4850.

IFP Advisors first reported a position in CDXS in Q3 2019 and has held it in 8 quarters since. The position peaked at $26K in Q4 2019. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • IFP Advisors held 91 shares of Codexis worth $206 as of Q2 2026.
  • IFP Advisors bought 29 Codexis shares in Q2 2026, an estimated $72.
  • Codexis made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4850 holding.
  • IFP Advisors first reported a position in Codexis in Q3 2019 and has held it in 8 quarters since.
  • IFP Advisors's Codexis position peaked at $26K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.