Root Financial Partners
CDXS icon

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
Q3 		$32 Buy
+23
New +$39 ﹤0.01% 3763
2026
Q2 		– Sell
-73
Closed -$119 – 894
2026
Q1 		$119 Buy
+73
New +$104 ﹤0.01% 3251

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TAM
Telemark Asset Management Boston, Massachusetts $1.39B AUM 81.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Root Financial Partners's CDXS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Codexis (CDXS) in Q3 2026: 23 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #3763 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDXS as recently as Q1 2026.

Root Financial Partners first reported a position in CDXS in Q1 2026 and has held it in 2 quarters since. The position peaked at $119 in Q1 2026. 61 funds tracked by Wall St. Rank hold CDXS as of Q3 2026.

  • Root Financial Partners held 23 shares of Codexis worth $32 as of Q3 2026.
  • Codexis was a new Root Financial Partners position in Q3 2026.
  • Codexis made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3763 holding.
  • Root Financial Partners first reported a position in Codexis in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Codexis position peaked at $119 in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Codexis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.