Codexis
CDXS
126 hedge funds and large institutions have $175M invested in Codexis in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 21 closing their positions.
138% more call options, than puts
Call options by funds: $38K | Put options by funds: $16K
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
0.44% less ownership
Funds ownership: 79.13% → 78.68% (-0.44%)
7% less funds holding
Funds holding: 135 → 126 (-9)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
43% less capital invested
Capital invested by funds: $307M → $175M (-$132M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Pier Capital
Stamford,
Connecticut
|
+$6.47M |
| 2 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$2.56M |
| 3 |
Renaissance Technologies
New York
|
+$2.52M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.22M |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$2.38M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$2.19M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$1.77M |
| 4 |
FAM
Fred Alger Management
New York
|
-$1.43M |
| 5 |
Two Sigma Advisers
New York
|
-$1.18M |
CDXS Hedge Fund Activity: Q1 2025 in Review
126 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q1 2025, worth a combined $175M — down 43% from $307M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CDXS and 14 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 50 added.
The largest buyer was Pier Capital, opening a new position worth an estimated $6.47M. The largest seller was Kent Lake PR, exiting entirely with an estimated $2.38M sold.
- 126 institutional investors held Codexis (CDXS) as of Q1 2025, down from 135 in Q4 2024.
- Funds reported $175M of Codexis stock for Q1 2025, down 43% quarter-over-quarter.
- 14 funds opened new Codexis positions in Q1 2025 and 21 closed out, a net change of -7 holders.
- The largest Codexis buyer in Q1 2025 was Pier Capital, an estimated $6.47M added.
- The largest Codexis seller in Q1 2025 was Kent Lake PR, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2025.