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Mark Sheptoff Financial Planning’s Codexis CDXS Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-500
Closed -$815 – 521
2025
Q4 		$815 Hold
500
– – ﹤0.01% 487
2025
Q3 		$1.22K Hold
500
– – ﹤0.01% 456
2025
Q2 		$1.22K Hold
500
– – ﹤0.01% 485
2025
Q1 		$1.34K Hold
500
– – ﹤0.01% 416
2024
Q4 		$2.38K Hold
500
– – ﹤0.01% 393
2024
Q3 		$1.54K Hold
500
– – ﹤0.01% 398
2024
Q2 		$1.55K Hold
500
– – ﹤0.01% 397
2024
Q1 		$1.75K Hold
500
– – ﹤0.01% 365
2023
Q4 		$1.52K Hold
500
– – ﹤0.01% 362
2023
Q3 		$945 Hold
500
– – ﹤0.01% 354
2023
Q2 		$1.4K Hold
500
– – ﹤0.01% 357
2023
Q1 		$2.07K Hold
500
– – ﹤0.01% 343
2022
Q4 		$2.33K Hold
500
– – ﹤0.01% 346
2022
Q3 		$3K Hold
500
– – ﹤0.01% 311
2022
Q2 		$5K Sell
500
-9,600
-95% -$120K ﹤0.01% 297
2022
Q1 		$208K Sell
10,100
-1,200
-11% -$24.9K 0.1% 105
2021
Q4 		$353K Hold
11,300
– – 0.17% 78
2021
Q3 		$263K Sell
11,300
-700
-6% -$16.6K 0.14% 87
2021
Q2 		$272K Hold
12,000
– – 0.15% 81
2021
Q1 		$275K Sell
12,000
-2,000
-14% -$46.8K 0.16% 81
2020
Q4 		$306K Hold
14,000
– – 0.17% 78
2020
Q3 		$164K Buy
+14,000
New +$174K 0.1% 102
2019
Q3 		– Sell
-14,679
Closed -$271K – 359
2019
Q2 		$271K Buy
14,679
+3,150
+27% +$60.7K 0.19% 82
2019
Q1 		$237K Buy
11,529
+2,050
+22% +$39.8K 0.17% 86
2018
Q4 		$158K Sell
9,479
-400
-4% -$6.9K 0.13% 92
2018
Q3 		$169K Buy
+9,879
New +$160K 0.12% 111

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's CDXS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Codexis (CDXS) in Q1 2026, closing a stake of 500 shares — an estimated $815 sold.

Mark Sheptoff Financial Planning first reported a position in CDXS in Q3 2018 and held it in 26 quarters. The position peaked at $353K in Q4 2021. 135 funds tracked by Wall St. Rank hold CDXS as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Codexis position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Codexis shares in Q1 2026, an estimated $815.
  • Mark Sheptoff Financial Planning first reported a position in Codexis in Q3 2018 and held it in 26 quarters.
  • Mark Sheptoff Financial Planning's Codexis position peaked at $353K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Codexis as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.