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Summit Securities Group’s Codexis CDXS Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-2,932
Closed -$7.89K – 1120
2025
Q1 		$7.89K Buy
2,932
+2,379
+430% +$9.22K ﹤0.01% 573
2024
Q4 		$2.64K Buy
+553
New +$2.28K ﹤0.01% 535
2024
Q1 		– Sell
-4,924
Closed -$15K – 519
2023
Q4 		$15K Buy
+4,924
New +$10.6K ﹤0.01% 486
2013
Q3 		– Sell
-600
Closed -$1K – 433
2013
Q2 		$1K Buy
+600
New +$1.35K ﹤0.01% 527

Other funds holding CDXS

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's CDXS Position: Q2 2025 in Review

Summit Securities Group sold out of Codexis (CDXS) in Q2 2025, closing a stake of 2,932 shares — an estimated $7.89K sold.

Summit Securities Group first reported a position in CDXS in Q2 2013 and held it in 4 quarters. The position peaked at $15K in Q4 2023. 120 funds tracked by Wall St. Rank hold CDXS as of Q2 2025.

  • Summit Securities Group reported no remaining Codexis position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,932 Codexis shares in Q2 2025, an estimated $7.89K.
  • Summit Securities Group first reported a position in Codexis in Q2 2013 and held it in 4 quarters.
  • Summit Securities Group's Codexis position peaked at $15K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Codexis as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.