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Simplicity Wealth’s Codexis CDXS Stock Holding History

Simplicity Wealth’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 		$39.4K Buy
17,438
+4,130
+31% +$10.3K ﹤0.01% 1009
2026
Q1 		$21.7K Buy
+13,308
New +$19K ﹤0.01% 744

Other funds holding CDXS

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Ameriprise
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simplicity Wealth's CDXS Position: Q2 2026 in Review

Simplicity Wealth increased its Codexis (CDXS) stake by 31% in Q2 2026, buying an estimated $10.3K and bringing the position to 17,438 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Simplicity Wealth first reported a position in CDXS in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • Simplicity Wealth held 17,438 shares of Codexis worth $39.4K as of Q2 2026.
  • Simplicity Wealth bought 4,130 Codexis shares in Q2 2026, an estimated $10.3K.
  • Codexis made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1009 holding.
  • Simplicity Wealth first reported a position in Codexis in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.