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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
34
Reduced
43
Closed
11
Calls
$174K
Puts
$44K
Net Calls
+$130K
Net Calls Change
+$110K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$10.8M
2
EFMC
Empire Financial Management Company
New York
+$3.19M
3
N
Nuveen
North Carolina
+$1.69M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.47M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
CC
Casdin Capital
New York
-$17.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$4.11M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$1.74M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
OM
1
Opaleye Management
Massachusetts
$31.2M +$532K +195,000 +2%
BlackRock
2
BlackRock
New York
$17.4M +$21.8K +8,010 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.4M +$220K +80,602 +2%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$9.98M -$297K -108,888 -3%
Millennium Management
5
Millennium Management
New York
$9.92M +$10.8M +3,950,557 +3,376%
NCM
6
Nantahala Capital Management
Connecticut
$9.83M – – –
TAM
7
Telemark Asset Management
Massachusetts
$9.76M – – –
Ameriprise
8
Ameriprise
Minnesota
$6.77M +$608K +222,840 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.86M +$39.6K +14,535 +0.7%
PC
10
Pier Capital
Connecticut
$4.61M -$65.2K -23,928 -1%
State Street
11
State Street
Massachusetts
$3.76M -$198K -72,584 -4%
EFMC
12
Empire Financial Management Company
New York
$3.57M +$3.19M +1,168,537 +396%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$2.84M -$36.2K -13,285 -1%
N
14
Nuveen
North Carolina
$2.25M +$1.69M +619,270 +206%
Franklin Resources
15
Franklin Resources
California
$1.85M +$842K +308,632 +69%
Goldman Sachs
16
Goldman Sachs
New York
$1.77M +$751K +275,485 +61%
Northern Trust
17
Northern Trust
Illinois
$1.57M -$37.9K -13,884 -2%
PGCM
18
Prescott Group Capital Management
Oklahoma
$1.55M -$177K -65,046 -9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.47M +$85.8K +31,481 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.43M -$11M -4,025,990 -87%
PAG
21
Private Advisor Group
New Jersey
$1.37M +$105K +38,500 +7%
PRTG
22
Post Resch Tallon Group
New York
$1.37M +$253K +92,634 +20%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$1.31M +$1.47M +537,833 New
UBS Group
24
UBS Group
Switzerland
$1.27M +$950K +348,232 +200%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$1.21M +$1.35M +496,791 New
1
2 3 4 5

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.