Codexis Inc (CDXS) 13F Filing Data & Analysis (Q2 2026)

CDXS ranks #3689 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CDXS is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

150 institutions disclose a position in CDXS, but none treat it as a major bet — even Opaleye Management Inc., its most concentrated holder, allocates just 1.4% of its own portfolio to it.

Israel Englander has added to its CDXS position for two straight quarters, increasing it by $7.4M to reach $12.5M today.

Jim Simons has trimmed its CDXS position for two straight quarters, cutting it by $1.1M while still holding $93.8K.

CDXS is down 2% today, but institutions show net buying of $2.9M this quarter — a divergence between today's price move and the underlying institutional flow.

CDXS reported a net loss of $30.7M over the trailing twelve months.

• Not yet profitable — net loss of $30.7M over the trailing twelve months
• Revenue grew 35.9% year over year
• Net income improved year over year, from -$65.0M to -$30.7M
• Operating cash flow was negative, using $19.4M in cash
• Current ratio of 3.82x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.93x equity — within a conventional range