CODEXIS, INC.
Total Trades
62
Buys
21
Sells
27
Largest Trade
N/A
Insiders
13
Institutional Funds
95
Inst. Value
$1M+
Activist Filings
26
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Lutz Stefan | Chief Scientific O… | SELL | $1K–$15K | 6K | $1.13 | Feb 26, 2026 |
| Lutz Stefan | Chief Scientific O… | SELL | $1K–$15K | 2K | $1.31 | Feb 9, 2026 |
| Erbez Georgia | See Remarks | SELL | $1K–$15K | 4K | $1.31 | Feb 9, 2026 |
| MOORE ALISON | President and CEO | SELL | $1K–$15K | 4K | $1.31 | Feb 9, 2026 |
| Lutz Stefan | CSO | SELL | $1K–$15K | 5K | $1.70 | Jan 8, 2026 |
| Opaleye Management Inc. | 10% Owner | SELL | $500K+ | 514K | $1.71 | Dec 1, 2025 |
| WOLF DENNIS P | Director | SELL | $1K–$15K | 9K | $1.56 | Nov 25, 2025 |
| Opaleye Management Inc. | 10% Owner | SELL | $1M+ | 1.1M | $1.94 | Nov 14, 2025 |
| De Vre Raymond | Director | SELL | $1K–$15K | 1K | $1.74 | Nov 13, 2025 |
| Opaleye Management Inc. | 10% Owner | SELL | $1M+ | 1.1M | $1.76 | Nov 12, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $15K–$50K | 10K | $2.82 | Jul 31, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 100K | $2.82 | Jul 22, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 100K | $2.39 | Jul 1, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $500K+ | 250K | $2.24 | Jun 16, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $1M+ | 2.3M | $2.36 | May 28, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 45K | $2.31 | May 2, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $50K–$100K | 25K | $2.24 | Apr 29, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 140K | $2.13 | Apr 17, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 100K | $1.98 | Apr 9, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 115K | $2.36 | Apr 3, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 93K | $2.54 | Mar 24, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 85K | $2.54 | Mar 14, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 65K | $4.35 | Feb 1, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 45K | $4.69 | Jan 2, 2025 |
| Opaleye Management Inc. | 10% Owner | BUY | $50K–$100K | 25K | $2.91 | Oct 28, 2024 |
| Opaleye Management Inc. | 10% Owner | BUY | $100K–$500K | 85K | $2.93 | Sep 26, 2024 |
| Opaleye Management Inc. | 10% Owner | BUY | $1M+ | 1.1M | $3.01 | Sep 23, 2024 |
| Dorgan Byron L | Director | SELL | $15K–$50K | 20K | $2.11 | Nov 17, 2023 |
| Ryali Sriram | CFO | BUY | $15K–$50K | 12K | $1.70 | Sep 12, 2023 |
| Norrett Kevin | COO | BUY | $15K–$50K | 9K | $1.72 | Sep 12, 2023 |
| Fitzgerald Margaret Nell | See Remarks | BUY | $15K–$50K | 12K | $1.70 | Sep 12, 2023 |
| DILLY STEPHEN GEORGE | See Remarks | BUY | $100K–$500K | 58K | $1.73 | Sep 12, 2023 |
| NICOLS JOHN J | Director | EXERCISE | $100K–$500K | 71K | $1.97 | Apr 19, 2023 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 71K | $4.19 | Apr 19, 2023 |
| NICOLS JOHN J | Director | EXERCISE | $100K–$500K | 71K | $1.97 | Mar 17, 2023 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 71K | $4.10 | Mar 17, 2023 |
| Norrett Kevin | COO | SELL | $50K–$100K | 17K | $4.58 | Mar 10, 2023 |
| Norrett Kevin | COO | GRANT | N/A | 83K | — | Mar 10, 2023 |
| DILLY STEPHEN GEORGE | See Remarks | SELL | $100K–$500K | 55K | $4.58 | Mar 10, 2023 |
| DILLY STEPHEN GEORGE | See Remarks | GRANT | N/A | 289K | — | Mar 10, 2023 |
| Fitzgerald Margaret Nell | See remarks | GRANT | N/A | 77K | — | Mar 10, 2023 |
| Fitzgerald Margaret Nell | See remarks | SELL | $50K–$100K | 16K | $4.58 | Mar 10, 2023 |
| NICOLS JOHN J | Director | EXERCISE | $50K–$100K | 36K | $1.97 | Feb 27, 2023 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 75K | $5.11 | Feb 27, 2023 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 75K | $6.50 | Jan 25, 2023 |
| NICOLS JOHN J | Director | EXERCISE | $50K–$100K | 36K | $1.97 | Jan 25, 2023 |
| NICOLS JOHN J | Director | EXERCISE | $50K–$100K | 36K | $1.97 | Dec 13, 2022 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 75K | $5.67 | Dec 13, 2022 |
| NICOLS JOHN J | Director | SELL | $100K–$500K | 76K | $6.59 | Nov 17, 2022 |
| NICOLS JOHN J | Director | EXERCISE | $50K–$100K | 36K | $1.97 | Nov 17, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 95 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Aberdeen Group plc | 8.0M | $1M+ | SH |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34K | $1M+ | SH |
| Nantahala Capital Management, LLC | 4.0M | $1M+ | SH |
| Telemark Asset Management, LLC | 3.8M | $1M+ | SH |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2.6M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $1M+ | SH |
| STATE STREET CORP | 1.6M | $1M+ | SH |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1M | $1M+ | SH |
| UBS Group AG | 806K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 737K | $1M+ | SH |
| Assenagon Asset Management S.A. | 567K | $500K+ | SH |
| TUDOR INVESTMENT CORP ET AL | 538K | $500K+ | SH |
| PERKINS CAPITAL MANAGEMENT INC | 530K | $500K+ | SH |
| Post Resch Tallon Group Inc. | 512K | $500K+ | SH |
| LAZARD ASSET MANAGEMENT LLC | 429K | $500K+ | SH |
| FEDERATED HERMES, INC. | 348K | $500K+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 331K | $500K+ | SH |
| Potomac Capital Management, Inc. | 300K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 298K | $100K–$500K | SH |
| BlackRock, Inc. | 291K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jan 23, 2026
7.5%
6.8M shares
SC 13G/A · Jan 15, 2026
8.8%
8.0M shares
SC 13G/A · Dec 5, 2025
9.9%
9.0M shares
SC 13G/A · Nov 14, 2025
0.0%
0 shares
SC 13G/A · Nov 7, 2025
4.5%
4.1M shares
SC 13G/A · Nov 5, 2025
0.6%
584K shares
SC 13G/A · Aug 14, 2025
8.7%
7.2M shares
SC 13G · Jul 30, 2025
5.1%
4.2M shares
SC 13G/A · Apr 24, 2025
7.2%
6.0M shares
Nantahala Capital Management, LLC
SC 13G/A · Nov 14, 2024
4.3%
3.0M shares
SC 13G · Sep 26, 2024
9.9%
8.1M shares
SC 13G/A · Sep 18, 2024
10.6%
7.5M shares
SC 13G · Jul 12, 2024
5.0%
3.5M shares
Nantahala Capital Management, LLC
SC 13G/A · Feb 14, 2024
6.6%
4.6M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.9%
4.1M shares
SC 13G/A · Jan 24, 2024
10.3%
7.2M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 8, 2024
4.9%
3.4M shares
SC 13G/A · Aug 8, 2023
10.4%
6.9M shares
Nantahala Capital Management, LLC
SC 13G/A · Feb 14, 2023
6.8%
4.5M shares
SC 13G/A · Feb 14, 2023
0.0%
0 shares
SC 13G/A · Feb 10, 2023
6.0%
3.9M shares
SC 13G/A · Jan 24, 2023
9.4%
6.2M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 18, 2023
9.5%
6.2M shares
Nantahala Capital Management, LLC
SC 13G/A · Feb 10, 2022
5.3%
3.5M shares
Baillie Gifford & Co (Scottish partnership)
SC 13G/A · Jan 12, 2022
11.1%
7.2M shares
SC 13G/A · Jan 10, 2022
5.0%
3.2M shares