NEWAS
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N.E.W. Advisory Services’s Codexis CDXS Stock Holding History

N.E.W. Advisory Services’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 		$735 Hold
325
– – ﹤0.01% 949
2026
Q1 		$530 Hold
325
– – ﹤0.01% 913
2025
Q4 		$530 Hold
325
– – ﹤0.01% 891
2025
Q3 		$793 Hold
325
– – ﹤0.01% 814
2025
Q2 		$793 Hold
325
– – ﹤0.01% 816
2025
Q1 		$874 Buy
+325
New +$1.26K ﹤0.01% 871

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
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

N.E.W. Advisory Services's CDXS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Codexis (CDXS) position steady in Q2 2026 at 325 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #949.

N.E.W. Advisory Services first reported a position in CDXS in Q1 2025 and has held it in 6 quarters since. The position peaked at $874 in Q1 2025. 60 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • N.E.W. Advisory Services held 325 shares of Codexis worth $735 as of Q2 2026.
  • N.E.W. Advisory Services left its Codexis share count unchanged in Q2 2026.
  • Codexis made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #949 holding.
  • N.E.W. Advisory Services first reported a position in Codexis in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Codexis position peaked at $874 in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.