Codexis
Builds enzyme platforms for RNA manufacturing and pharma biocatalysis.
$1.61
After-hours close+0.03 (+1.90%)
At close$1.58(−4.82%)
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Breakdown13F · Form 4
Institutions 61.79%66.47M sharesInsiders 1.96%2.11M sharesOther 36.25%38.98M shares
Shares outstanding 107.56M · Float 73.44M · 68.3% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Institutions13F, as of Mar 31, 2026
135 holders · 66.47M shares · 33 new positions · 81 increased · 32 reduced · 23 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Abrdn PLC | 8.68M | 8.07% | +713.9K | Apr 29, 2026 |
| BlackRock, Inc. | 7.03M | 6.53% | −367.0K | May 13, 2026 |
| Opaleye Management Inc. | 6.79M | 6.31% | −4.7K | May 15, 2026 |
| Nantahala Capital Management, LLC | 4.12M | 3.83% | +133.4K | May 15, 2026 |
| Millennium Management LLC | 4.00M | 3.72% | +862.9K | May 15, 2026 |
| Telemark Asset Management, LLC | 3.85M | 3.58% | 0 | May 12, 2026 |
| Vanguard Capital Management LLC | 3.67M | 3.41% | +3.67Mnew | May 15, 2026 |
| Ameriprise Financial Inc | 3.40M | 3.16% | −393.1K | Jul 17, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Aberdeen Group plc | 8.82% | 7.97M | 13G | Jan 15, 2026 ↗ |
| Opaleye Management Inc. | 7.47% | 6.79M | 13G | May 5, 2026 ↗ |
| Telemark Asset Management, LLC | 7.30% | 7.85M | 13G | Jul 29, 2026 ↗ |
| BlackRock, Inc. | 7.20% | 5.98M | 13G | Apr 24, 2025 ↗ |
| Integrated Core Strategies (US) LLC | 5.20% | 4.73M | 13G | Apr 14, 2026 ↗ |
| Lytton Laurence W | 5.00% | 4.53M | 13G | Mar 11, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Opaleye Management Inc. | 10 percent owner | 6.79M | 6.31% | Dec 15, 2025 |
| Stephen George Dilly | director | 727.1K | 0.68% | Nov 12, 2025 |
| Alison Moore | director, officer: President and CEO | 250.5K | 0.23% | Feb 9, 2026 |
| H. Stewart Parker | director | 143.6K | 0.13% | Jun 12, 2025 |
| Dennis P. Wolf | director | 139.0K | 0.13% | Nov 25, 2025 |
| Rahul Singhvi | director | 137.1K | 0.13% | Jun 12, 2025 |
| Stefan Lutz | officer: Chief Scientific Officer | 130.4K | 0.12% | Feb 25, 2026 |
| Esther Martinborough | director | 129.0K | 0.12% | Jun 12, 2025 |
| Cynthia Collins | director | 112.2K | 0.10% | Jun 12, 2025 |
| David V. Smith | director | 105.7K | 0.10% | Jun 12, 2025 |
10 ten-percent owners hold 33.20M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 27 people have not refiled in the last 18 months (8.06M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 11, 2026 | Raymond de Vredirector | Sale | 2,605 | $2.37 | 84,811 |
| Feb 24, 2026 | Stefan Lutzofficer: Chief Scientific Officer | Sale | 5,862 | $1.13 | 130,421 |
| Feb 6, 2026 | Alison Mooredirector, officer: President and CEO | Sale | 3,826 | $1.31 | 250,506 |
| Feb 6, 2026 | Georgia Erbezofficer: See Remarks | Sale | 3,826 | $1.31 | 66,810 |
| Feb 6, 2026 | Stefan Lutzofficer: Chief Scientific Officer | Sale | 2,492 | $1.31 | 136,283 |
| Jan 7, 2026 | Stefan Lutzofficer: CSO | Sale | 4,685 | $1.70 | 138,775 |
| Nov 7, 2025 | Opaleye Management Inc.10 percent owner | Sale · 3 lots | 603,364 | $1.70 | 240,000 |
| Nov 26, 2025 | Opaleye Management Inc.10 percent owner | Sale · 3 lots | 301,636 | $1.74 | 191,012 |
| Dec 1, 2025 | Opaleye Management Inc.10 percent owner | Sale · 2 lots | 253,533 | $1.67 | 179,989 |
| Nov 28, 2025 | Opaleye Management Inc.10 percent owner | Sale · 2 lots | 107,490 | $1.75 | 188,522 |
CongressHouse and Senate disclosures
Not reported.
