Krilogy Financial
CDXS icon

Krilogy Financial’s Codexis CDXS Stock Holding History

Krilogy Financial’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 		$42.5K Sell
30,141
-4,684
-13% -$7.94K ﹤0.01% 1069
2026
Q2 		$78.7K Sell
34,825
-1,432
-4% -$3.56K ﹤0.01% 1019
2026
Q1 		$92.1K Buy
36,257
+6,156
+20% +$8.78K ﹤0.01% 931
2025
Q4 		$46.7K Buy
30,101
+72
+0.2% +$147 ﹤0.01% 910
2025
Q3 		$64.6K Buy
+30,029
New +$81.9K ﹤0.01% 849

Other funds holding CDXS

Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Krilogy Financial's CDXS Position: Q3 2026 in Review

Krilogy Financial reduced its Codexis (CDXS) stake by 13% in Q3 2026, selling an estimated $7.94K and leaving 30,141 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Krilogy Financial first reported a position in CDXS in Q3 2025 and has held it in 5 quarters since. The position peaked at $92.1K in Q1 2026. 26 funds tracked by Wall St. Rank hold CDXS as of Q3 2026.

  • Krilogy Financial held 30,141 shares of Codexis worth $42.5K as of Q3 2026.
  • Krilogy Financial sold 4,684 Codexis shares in Q3 2026, an estimated $7.94K.
  • Codexis made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1069 holding.
  • Krilogy Financial first reported a position in Codexis in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Codexis position peaked at $92.1K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Codexis as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.