Codexis, Inc.
Codexis, Inc. (CDXS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CDXS · as of Sep 30, 2025
Ownership Breakdown
133
Institutional Holders
▲ 15 vs Q2
$160.99M
Total Inst. Value
▼ $12.79M vs Q2
90.90M
Shares Outstanding
freeFloat 80.29%
65.98M
13F Shares Held
▼ 5.24M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CDXS largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
OPALEYE MANAGEMENT INC. industrial organic chemicals | 12.79M | 14.98% | 14.98% | $31.22B | Nov 14, 2025 | ▲ 195.0K |
BLACKROCK, INC. industrial organic chemicals | 7.14M | 8.37% | 8.37% | $17.43B | Nov 12, 2025 | ▲ 8.0K |
VANGUARD GROUP INC industrial organic chemicals | 4.67M | 5.47% | 5.47% | $11.39B | Nov 7, 2025 | ▲ 80.6K |
ABRDN PLC industrial organic chemicals | 4.09M | 4.79% | 4.79% | $9.98B | Nov 7, 2025 | ▼ 108.9K |
MILLENNIUM MANAGEMENT LLC industrial organic chemicals | 4.07M | 4.76% | 4.76% | $9.92B | Nov 14, 2025 | ▲ 3.95M |
NANTAHALA CAPITAL MANAGEMENT, LLC industrial organic chemicals | 4.03M | 4.72% | 4.72% | $9.83B | Nov 14, 2025 | — held |
TELEMARK ASSET MANAGEMENT, LLC industrial organic chemicals | 4.00M | 4.68% | 4.68% | $9.76B | Nov 10, 2025 | — held |
AMERIPRISE FINANCIAL INC industrial organic chemicals | 2.77M | 3.25% | 3.25% | $6.77B | Nov 14, 2025 | ▲ 222.8K |
GEODE CAPITAL MANAGEMENT, LLC industrial organic chemicals | 1.99M | 2.33% | 2.33% | $4.86B | Nov 12, 2025 | ▲ 14.5K |
PIER CAPITAL, LLC industrial organic chemicals | 1.89M | 2.21% | 2.21% | $4.61B | Nov 13, 2025 | ▼ 23.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+8.58M shares6
New Positions
first time holders17
Decreased
−5.92M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.66M
+8.58M / −5.92M
Net new holders
+12
6 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CDXS insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
5
Sell transactions
0.60
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Lutz Stefan Chief Scientific Officer | Feb 23, 2026 | Award | 316,100 | $1.07 | $338.2K | 316.1K | Form 4 ↗ |
Lutz Stefan Chief Scientific Officer | Feb 24, 2026 | Sale | 5,862 | $1.13 | $6.6K | 130.4K | Form 4 ↗ |
MOORE ALISON President and CEO | Feb 23, 2026 | Award | 993,000 | $1.07 | $1.06M | 993.0K | Form 4 ↗ |
Erbez Georgia See Remarks | Feb 23, 2026 | Award | 316,100 | $1.07 | $338.2K | 316.1K | Form 4 ↗ |
Lutz Stefan Chief Scientific Officer | Feb 6, 2026 | Sale | 2,492 | $1.31 | $3.3K | 136.3K | Form 4 ↗ |
Erbez Georgia See Remarks | Feb 6, 2026 | Sale | 3,826 | $1.31 | $5.0K | 66.8K | Form 4 ↗ |
MOORE ALISON President and CEO | Feb 6, 2026 | Sale | 3,826 | $1.31 | $5.0K | 250.5K | Form 4 ↗ |
Lutz Stefan CSO | Jan 7, 2026 | Sale | 4,685 | $1.70 | $7.9K | 138.8K | Form 4 ↗ |
Opaleye Management Inc. 10 percent owner | Nov 26, 2025 | Sale | 148,318 | $1.74 | $258.3K | 10.30M | Form 4 ↗ |
Opaleye Management Inc. 10 percent owner | Nov 7, 2025 | Sale | 296,682 | $1.70 | $503.4K | 12.25M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Codexis, Inc. (CDXS) is primarily owned by institutional investors, who hold approximately 72.6% of total shares outstanding. Company insiders own approximately 19.71%, while retail and public investors account for the remaining 7.70%.
The largest institutional shareholder of Codexis, Inc. is OPALEYE MANAGEMENT INC., holding approximately 12.79 million shares — equal to 14.98% of outstanding shares — as of September 30, 2025.
A total of 133 institutional investors currently hold CDXS stock, with a combined institutional value of approximately $160,985,201 as of the most recent 13F filing period.
Frequently asked questions
CDXS ownershipCodexis, Inc. (CDXS) is primarily owned by institutional investors, who hold approximately 72.6% of shares. The largest shareholder is OPALEYE MANAGEMENT INC. with a 14.98% stake. Company insiders hold 19.71%. Data sourced from SEC Form 13F as of September 30, 2025.