13FPulse
CD

CDXS CODEXIS INC

2026Q2 · CUSIP 192005106 · Sector: Materials

Normal

Fund flows are within the usual range

Funds that own it
145
Institutions that reported holding it to the SEC
Net increase in holders
+11
Last quarter 134 → now 145
How unusual is that
Above average
Stronger buying than 71% of US stocks
What the filings say, in one paragraph

145 funds held CDXS at the end of 2026Q2, up 11 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $78M(YoY +35.9%), return on equity is -93.2%. CDXS has had 4 buying rushes in its history, and the price moved -19.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=42 2013Q4: holders=37 2014Q1: holders=36 2014Q2: holders=35 2014Q3: holders=34 2014Q4: holders=37 2015Q1: holders=42 2015Q2: holders=54 2015Q3: holders=49 2015Q4: holders=50 2016Q1: holders=52 2016Q2: holders=56 2016Q3: holders=60 2016Q4: holders=61 2017Q1: holders=58 2017Q2: holders=58 2017Q3: holders=64 2017Q4: holders=74 2018Q1: holders=80 2018Q2: holders=103 2018Q3: holders=112 2018Q4: holders=119 2019Q1: holders=122 2019Q2: holders=122 2019Q3: holders=119 2019Q4: holders=124 2020Q1: holders=120 2020Q2: holders=127 2020Q3: holders=128 2020Q4: holders=150 2021Q1: holders=151 2021Q2: holders=144 2021Q3: holders=156 2021Q4: holders=176 2022Q1: holders=161 2022Q2: holders=168 2022Q3: holders=173 2022Q4: holders=166 2023Q1: holders=147 2023Q2: holders=126 2023Q3: holders=122 2023Q4: holders=119 2024Q1: holders=124 2024Q2: holders=118 2024Q3: holders=116 2024Q4: holders=135 2025Q1: holders=126 2025Q2: holders=120 2025Q3: holders=132 2025Q4: holders=126 2026Q1: holders=134 2026Q2: holders=145 -23 -11.5 +0 +11.5 +23 30108185 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2022Q2 Top 20% -18.8% -35.8%
2021Q3 Top 20% -48.8% -71.8%
2018Q2 Top 10% +7.6% +49.3%
2015Q2 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
85
Change in large funds
+10
Total value they hold
$146M
Funds buying for the first time
27
Funds that sold out entirely
16
Price change that quarter
-42.0%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.32
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+35.9%
Net margin
-39.6%
ROE
-93.2%
Debt ratio
72.5%
FCF (TTM)
-$12M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.03 2021-12-31: EPS -0.15 2022-03-31: EPS -0.13 2022-06-30: EPS -0.04 2022-09-30: EPS -0.15 2022-12-31: EPS -0.19 2023-03-31: EPS -0.34 2023-06-30: EPS -0.17 2023-09-30: EPS -0.50 2023-12-31: EPS -0.11 2024-03-31: EPS -0.16 2024-06-30: EPS -0.32 2024-09-30: EPS -0.29 2024-12-31: EPS -0.12 2025-03-31: EPS -0.25 2025-06-30: EPS -0.16 2025-09-30: EPS -0.22 2025-12-31: EPS 0.13 2026-03-31: EPS -0.10 2026-06-30: EPS -0.13 0M 19M 39M $M -0.55 -0.20 0.14 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-20M-454K20M 20162017201820192020202120222023202420252026
Latest quarter $-13M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.