Follow-The-Filings

Security

Codexis Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

7 owners 1 exit max 0.0% (Vanguard Group Inc.)

owners 7
max % 0.0%
tracked value $18M
qoq A 4 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,941,542 $8M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 3,998,130 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 979,847 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 608,601 $992 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 287,595 $469 hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 198,733 $324 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 39,804 $65 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 63,089 $103 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $70.14M $59.34M $70.39M
Gross profit * $57.33M $43.06M $61.05M
Gross margin * 81.7% 72.6% 86.7%
Net income -$76.24M -$65.28M -$43.97M
Net margin * -108.7% -110.0% -62.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $93.47M $98.77M $96.82M
Total non-current assets * $43.1M $50.24M $50.98M
Total assets $136.56M $149.01M $147.8M
Total current liabilities $35.83M $23.65M $25.32M
Total non-current liabilities * $14.12M $58.44M $71.95M
Total equity $86.62M $66.93M $50.53M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$52.64M -$49.41M -$19.38M
Cash from investing -$4.86M -$56.98M $23.5M
Cash from financing $8.17M $60.52M $27.93M
Net change in cash -$49.33M -$45.87M $32.05M

ownership over time

filing count by report period · click a bar for that quarter’s holders