LPL Financial
CDXS icon

LPL Financial’s Codexis CDXS Stock Holding History

LPL 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
Q2 		$173K Buy
76,560
+1,500
+2% +$3.73K ﹤0.01% 5808
2026
Q1 		$122K Sell
75,060
-3,765
-5% -$5.37K ﹤0.01% 5630
2025
Q4 		$128K Sell
78,825
-8,845
-10% -$18K ﹤0.01% 5552
2025
Q3 		$214K Sell
87,670
-92,995
-51% -$254K ﹤0.01% 5300
2025
Q2 		$441K Sell
180,665
-39,460
-18% -$92.5K ﹤0.01% 4475
2025
Q1 		$592K Sell
220,125
-3,870
-2% -$15K ﹤0.01% 4009
2024
Q4 		$1.07M Buy
223,995
+35,335
+19% +$145K ﹤0.01% 3439
2024
Q3 		$581K Buy
188,660
+15,380
+9% +$47.6K ﹤0.01% 3867
2024
Q2 		$537K Buy
173,280
+55,865
+48% +$179K ﹤0.01% 3814
2024
Q1 		$410K Buy
117,415
+29,849
+34% +$94K ﹤0.01% 3939
2023
Q4 		$267K Buy
87,566
+1,456
+2% +$3.13K ﹤0.01% 4185
2023
Q3 		$163K Buy
86,110
+7,205
+9% +$16.8K ﹤0.01% 4304
2023
Q2 		$221K Buy
78,905
+53,090
+206% +$172K ﹤0.01% 4084
2023
Q1 		$107K Buy
+25,815
New +$135K ﹤0.01% 4195
2022
Q1 		– Sell
-9,196
Closed -$288K – 4212
2021
Q4 		$288K Buy
9,196
+311
+4% +$10.2K ﹤0.01% 3705
2021
Q3 		$207K Buy
+8,885
New +$210K ﹤0.01% 3955
2021
Q2 		– Sell
-10,705
Closed -$245K – 4235
2021
Q1 		$245K Buy
10,705
+1,000
+10% +$23.4K ﹤0.01% 3616
2020
Q4 		$212K Buy
+9,705
New +$160K ﹤0.01% 3475
2020
Q1 		– Sell
-22,146
Closed -$354K – 3240
2019
Q4 		$354K Sell
22,146
-445
-2% -$6.58K ﹤0.01% 2646
2019
Q3 		$310K Sell
22,591
-5,533
-20% -$87K ﹤0.01% 2649
2019
Q2 		$518K Buy
28,124
+4,126
+17% +$79.6K ﹤0.01% 2254
2019
Q1 		$493K Buy
23,998
+6,973
+41% +$135K ﹤0.01% 2238
2018
Q4 		$284K Sell
17,025
-6,940
-29% -$120K ﹤0.01% 2510
2018
Q3 		$411K Buy
23,965
+8,265
+53% +$133K ﹤0.01% 2401
2018
Q2 		$226K Buy
+15,700
New +$205K ﹤0.01% 2888

Other funds holding CDXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial's CDXS Position: Q2 2026 in Review

LPL Financial increased its Codexis (CDXS) stake by 2% in Q2 2026, buying an estimated $3.73K and bringing the position to 76,560 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #5808.

LPL Financial first reported a position in CDXS in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2024. 48 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • LPL Financial held 76,560 shares of Codexis worth $173K as of Q2 2026.
  • LPL Financial bought 1,500 Codexis shares in Q2 2026, an estimated $3.73K.
  • Codexis made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5808 holding.
  • LPL Financial first reported a position in Codexis in Q2 2018 and has held it in 25 quarters since.
  • LPL Financial's Codexis position peaked at $1.07M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.