Institutional Ownership Codexis, Inc. (CDXS)
This table provides information about the institutional ownership of Codexis, Inc. (CDXS). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 72.5 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
342
shares
|
$564
0.0% of portfolio
|
Q2 2025
Added 219.63%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
325
shares
|
$536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
322
shares
|
$531
0.0% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
269
shares
|
$443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
205
shares
|
$338
0.0% of portfolio
|
Q2 2025
Added 192.86%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
138
shares
|
$227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
77
shares
|
$127
0.0% of portfolio
|
Q3 2025
Reduced 91.95%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
23
shares
|
$37
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 72.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3
shares
|
$4
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$3
0.0% of portfolio
|
Q3 2023
Reduced 99.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|