Codexis
CDXS
125 hedge funds and large institutions have $107M invested in Codexis in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 21 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 33
0.4% less ownership
Funds ownership: 73.08% → 72.68% (-0.4%)
5% less funds holding
Funds holding: 131 → 125 (-6)
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
34% less capital invested
Capital invested by funds: $161M → $107M (-$54M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$7.9M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$3.94M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.08M |
| 4 |
D.E. Shaw & Co
New York
|
+$927K |
| 5 |
Lazard Asset Management
New York
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OM
Opaleye Management
Boston,
Massachusetts
|
-$12.2M |
| 2 |
PC
Pier Capital
Stamford,
Connecticut
|
-$4.61M |
| 3 |
EFMC
Empire Financial Management Company
New York
|
-$3.57M |
| 4 |
Millennium Management
New York
|
-$1.9M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$1.26M |
CDXS Hedge Fund Activity: Q4 2025 in Review
125 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Codexis (CDXS) for Q4 2025, worth a combined $107M — down 34% from $161M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CDXS and 16 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 51 added.
The largest buyer was Aberdeen Group, adding an estimated $7.9M. The largest seller was Opaleye Management, cutting an estimated $12.2M.
- 125 institutional investors held Codexis (CDXS) as of Q4 2025, down from 131 in Q3 2025.
- Funds reported $107M of Codexis stock for Q4 2025, down 34% quarter-over-quarter.
- 16 funds opened new Codexis positions in Q4 2025 and 21 closed out, a net change of -5 holders.
- The largest Codexis buyer in Q4 2025 was Aberdeen Group, an estimated $7.9M added.
- The largest Codexis seller in Q4 2025 was Opaleye Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2025.