Root Financial Partners’s Codexis CDXS Stock Holding History

Root Financial Partners’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	–	Sell	-73	Closed	-$119	–	894
2026 Q1	$119	Buy	+73	New	+$104	﹤0.01%	3251

Other funds holding CDXS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's CDXS Position: Q2 2026 in Review

Root Financial Partners sold out of Codexis (CDXS) in Q2 2026, closing a stake of 73 shares — an estimated $119 sold.

Root Financial Partners first reported a position in CDXS in Q1 2026 and held it in 1 quarter. The position peaked at $119 in Q1 2026. 148 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

Root Financial Partners reported no remaining Codexis position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 73 Codexis shares in Q2 2026, an estimated $119.
Root Financial Partners first reported a position in Codexis in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Codexis position peaked at $119 in Q1 2026.
148 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.