Codexis
CDXS
149 hedge funds and large institutions have $147M invested in Codexis in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
72% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 36
35% more capital invested
Capital invested by funds: $108M → $147M (+$38.1M)
10% more funds holding
Funds holding: 135 → 149 (+14)
1.78% less ownership
Funds ownership: 73.15% → 71.37% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.86M |
| 2 |
Man Group
London,
United Kingdom
|
+$1.41M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.31M |
| 4 |
Two Sigma Investments
New York
|
+$1.13M |
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.84M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$4.76M |
| 3 |
Jane Street
New York
|
-$1.99M |
| 4 |
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
-$1.59M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.38M |
CDXS Hedge Fund Activity: Q2 2026 in Review
149 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q2 2026, worth a combined $147M — up 35% from $108M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CDXS positions and 12 closed out — a net gain of 15 holders — while 62 added to existing stakes and 36 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.86M. The largest seller was UBS Group, cutting an estimated $4.84M.
- 149 institutional investors held Codexis (CDXS) as of Q2 2026, up from 135 in Q1 2026.
- Funds reported $147M of Codexis stock for Q2 2026, up 35% quarter-over-quarter.
- 27 funds opened new Codexis positions in Q2 2026 and 12 closed out, a net change of +15 holders.
- The largest Codexis buyer in Q2 2026 was Millennium Management, an estimated $3.86M added.
- The largest Codexis seller in Q2 2026 was UBS Group, an estimated $4.84M sold.
Based on aggregated 13F filings for Q2 2026.