Codexis, Inc.: which funds bought and sold

Institutions that bought and sold Codexis shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 88 institutions that filed 13F reports for both quarters added to or opened positions in Codexis, and 47 cut or closed them. Together they added a net 3.3M shares, +5.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.6M shares (+45.9%); index fund managers were net buyers of 1.1M shares (+6.3%). 26 opened a new position and 12 sold out entirely.

Bought, Q2 2026 88 institutions, 26 of them new holders Sold, Q2 2026 47 institutions, 12 of them sold out

Net change, all compared +3.3M shares (+5.0%)

Net change, active managers +6.6M shares (+45.9%), 17 bought, 9 sold

Buyers versus sellers

institutions compared, 159

88 bought 24 47 sold

Active managers and hedge funds 17 bought · 9 sold · +6.6M

Index fund managers 7 bought · 3 sold · +1.1M

Other institutions 64 bought · 35 sold · −4.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+3.1M +75.7%	7.2M	$16.4M
Assenagon Asset Management S.A.	+1.8M +240.3%	2.6M	$5.8M
Millennium Management LLC Hedge fund	+1.6M +38.8%	5.5M	$12.5M
Man Group PLC Hedge fund	+566K New position	566K	$1.3M
Two Sigma Investments, LP Hedge fund	+455K +187.9%	697K	$1.6M
Vanguard Portfolio Management LLC Index funds	+428K +48.7%	1.3M	$3M
Ameriprise Financial Inc	+409K +12.0%	3.8M	$8.6M
D. E. Shaw & Co., Inc. Hedge fund	+362K +37.0%	1.3M	$3M
Geode Capital Management, LLC Index funds	+277K +14.7%	2.2M	$4.9M
Blackrock, Inc. Index funds	+256K +3.6%	7.3M	$16.5M
Russell Investments Group, Ltd.	+250K +426.8%	308K	$696,292
Jacobs Levy Equity Management, Inc Active manager	+242K +22.3%	1.3M	$3M
AQR Capital Management LLC Hedge fund	+237K +38.9%	845K	$1.9M
Acadian Asset Management LLC Active manager	+235K +189.5%	358K	$804,000
Algert Global LLC Hedge fund	+233K +118.2%	431K	$973,857
Morgan Stanley	+176K +37.3%	649K	$1.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+148K New position	148K	$334,595
Marshall Wace, LLP Hedge fund	+117K New position	117K	$264,726
State Street Corp Index funds	+90K +5.4%	1.8M	$4M
Xtx Topco Ltd	+73K +43.6%	241K	$543,817

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+3.1M +75.7%	7.2M	$16.4M
Millennium Management LLC Hedge fund	+1.6M +38.8%	5.5M	$12.5M
Man Group PLC Hedge fund	+566K New position	566K	$1.3M
Two Sigma Investments, LP Hedge fund	+455K +187.9%	697K	$1.6M
D. E. Shaw & Co., Inc. Hedge fund	+362K +37.0%	1.3M	$3M
Jacobs Levy Equity Management, Inc Active manager	+242K +22.3%	1.3M	$3M
AQR Capital Management LLC Hedge fund	+237K +38.9%	845K	$1.9M
Acadian Asset Management LLC Active manager	+235K +189.5%	358K	$804,000
Algert Global LLC Hedge fund	+233K +118.2%	431K	$973,857
Arrowstreet Capital, Limited Partnership Hedge fund	+148K New position	148K	$334,595

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	−1.9M −89.0%	240K	$542,190
Aberdeen Group PLC	−1.9M −22.0%	6.8M	$15.3M
Timothy G. Youngquist 2020 Irrevocable Trust	−978K Sold out	0	—
Private Advisor Group, LLC	−847K Sold out	0	—
Jane Street Group, LLC	−799K −86.9%	121K	$273,042
Goldman Sachs Group Inc	−390K −47.3%	435K	$982,929
Diametric Capital, LP	−359K Sold out	0	—
Stonepine Capital Management, LLC	−308K −73.8%	110K	$247,836
Lazard Asset Management LLC Active manager	−282K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−180K −33.5%	358K	$808,910
Renaissance Technologies LLC Hedge fund	−157K −79.1%	42K	$93,790
Citadel Advisors LLC Hedge fund	−96K −33.4%	192K	$432,971
Los Angeles Capital Management LLC Active manager	−86K −64.0%	48K	$108,763
Gsa Capital Partners LLP	−75K −64.2%	42K	$94,000
Prelude Capital Management, LLC	−55K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−54K −84.1%	10K	$23,009
Vanguard Capital Management LLC Index funds	−51K −1.4%	3.6M	$8.2M
Invesco Ltd.	−19K −10.3%	162K	$366,732
Fny Investment Advisers, LLC	−15K −75.0%	5,000	$11,000
Potomac Capital Management, Inc.	−14K −5.2%	260K	$587,600

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lazard Asset Management LLC Active manager	−282K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−180K −33.5%	358K	$808,910
Renaissance Technologies LLC Hedge fund	−157K −79.1%	42K	$93,790
Citadel Advisors LLC Hedge fund	−96K −33.4%	192K	$432,971
Los Angeles Capital Management LLC Active manager	−86K −64.0%	48K	$108,763
Quadrature Capital Ltd Hedge fund	−54K −84.1%	10K	$23,009
Victory Capital Management Inc Active manager	−10K Sold out	0	—
Franklin Resources Inc Active manager	−9,570 −1.4%	679K	$1.5M
Intech Investment Management LLC Active manager	−2,793 −11.5%	21K	$48,486

New positions

largest by value

Institution	Shares	Value June 30, 2026
Man Group PLCHedge fund	566K	$1.3M
Arrowstreet Capital, Limited PartnershipHedge fund	148K	$334,595
Marshall Wace, LLPHedge fund	117K	$264,726
Numerai Gp LLC	60K	$136,072
Panagora Asset Management IncActive manager	58K	$131,532
Metlife Investment Management, LLC	52K	$117,545
Virtu Financial LLC	47K	$105,000
Ieq Capital, LLC	46K	$104,559
Dynamic Technology Lab Private Ltd	33K	$74,000
American Century Companies IncActive manager	31K	$68,932

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Timothy G. Youngquist 2020 Irrevocable Trust	978K	$1.6M
Private Advisor Group, LLC	847K	$1.4M
Diametric Capital, LP	359K	$585,606
Lazard Asset Management LLCActive manager	282K	$460,279
Prelude Capital Management, LLC	55K	$89,128
Stonex Group Inc.	14K	$22,976
Fiduciary Trust Co	14K	$22,201
Pallas Capital Advisors LLC	10K	$16,830
Victory Capital Management IncActive manager	10K	$16,432
Mai Capital Management	232	$379

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 148
Ten largest holders: 71.1%
Index fund managers: 25.5%
Active managers and hedge funds: 29.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	17	9	6	2	+6.6M	+45.9%
Index fund managers	7	3	0	0	+1.1M	+6.3%
Other institutions	64	35	20	10	−4.3M	−12.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Codexis.

Only managers that filed a holdings report for both quarters are compared (159 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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