Codexis
CDXS
131 hedge funds and large institutions have $161M invested in Codexis in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 11 closing their positions.
295% more call options, than puts
Call options by funds: $174K | Put options by funds: $44K
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
9% more funds holding
Funds holding: 120 → 131 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $174M → $161M (-$12.8M)
12.88% less ownership
Funds ownership: 85.97% → 73.08% (-13%)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$10.8M |
| 2 |
EFMC
Empire Financial Management Company
New York
|
+$3.19M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.69M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.47M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Casdin Capital
New York
|
-$17.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$11M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$4.11M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.74M |
| 5 |
Renaissance Technologies
New York
|
-$1.21M |
CDXS Hedge Fund Activity: Q3 2025 in Review
131 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q3 2025, worth a combined $161M — down 7.4% from $174M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CDXS positions and 11 closed out — a net gain of 12 holders — while 34 added to existing stakes and 43 trimmed.
The largest buyer was Millennium Management, adding an estimated $10.8M. The largest seller was Casdin Capital, exiting entirely with an estimated $17.6M sold.
- 131 institutional investors held Codexis (CDXS) as of Q3 2025, up from 120 in Q2 2025.
- Funds reported $161M of Codexis stock for Q3 2025, down 7.4% quarter-over-quarter.
- 23 funds opened new Codexis positions in Q3 2025 and 11 closed out, a net change of +12 holders.
- The largest Codexis buyer in Q3 2025 was Millennium Management, an estimated $10.8M added.
- The largest Codexis seller in Q3 2025 was Casdin Capital, an estimated $17.6M sold.
Based on aggregated 13F filings for Q3 2025.