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Health Care · Industrial Organic Chemicals

CDXS CODEXIS, INC. SEC Filings & Insider Trading Activity 2026

company
CIK 1200375120 filings
Russell 2000
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CDXS at a glance

CODEXIS, INC. (CDXS, SEC CIK 1200375) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as June 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), CODEXIS, INC. (CDXS) reported revenue of $70.4 million (up 18.6% from FY2024) and a net loss of $44.0 million. Diluted EPS was -$0.50.
  • As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding CODEXIS, INC. (CDXS) shares worth $69.1 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by De Vre Raymond on June 11, 2026 of 2,605 shares at $2.37 per share.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$70.4M
+18.6% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
26 funds
$69.1M · −1 vs prior quarter
Latest 8-K
Aug 11, 2026
Item 2.02

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Revenue $14.9M, down 3% YoY, with product revenue $13.2M, up 79%, offset by R&D revenue $1.7M, down 79%
  • Product gross margin 73% vs 72% YoY, driven by sales mix toward more profitable products
  • Best performer: clinical-stage and process-development enzyme sales up $4.1M; commercial-pharma enzyme sales up $1.7M
  • Cash and equivalents $27.2M vs $50.8M at December 31, 2025; short-term investments $27.7M vs $27.4M
  • Near-term outlook: facility retrofit construction expected in second half of 2026; capital may be needed if plans or assumptions change

Risk Factors

  • No newly added risk factor identified; filing carries forward existing risks without quarter-specific additions
  • Continued losses: $20.7 million net loss for six months ended June 30, 2026, with accumulated deficit of $627.5 million
  • Regulatory classification: FDA could reject FDCA exemption, requiring cGMP compliance and potentially stopping product distribution
  • Manufacturing dependence: three locations produce substantially all enzymes, including CMOs in Austria and Italy
  • Customer concentration: customers contributing at least 10% represented 60% of six-month 2026 revenue, versus 43% in 2025

AI summary of the CDXS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 11, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Item 2.02 references Exhibit 99.1 for Codexis’s fiscal-year 2026 results
  • Earnings details require review of Exhibit 99.1; the provided text contains only filing-status language

Item EX-99.1: Item EX-99.1

  • Q2 revenue $14.9M versus $15.3M, while product revenue rose to $13.2M from $7.4M
  • Product gross margin improved to 73% from 72%, reflecting stronger mix toward newer, higher-margin products
Filed Jul 27, 2026Full analysis →

Item 8.01: Other Events

  • $25.0M gross equity offering: 16,666,667 shares at $1.50 per share
  • $23.1M net proceeds strengthen liquidity for corporate and operating needs
Filed Jul 23, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Preliminary results cover the three months ended June 30, 2026
  • Revenue and cash, cash equivalents, and short-term investments are subject to finalization

AI summaries of CDXS 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
De Vre RaymondAJun 17, 2026-
Collins CynthiaAJun 17, 2026-
Singhvi RahulAJun 17, 2026-
Martinborough EstherAJun 17, 2026-
DILLY STEPHEN GEORGEAJun 17, 2026-
Smith David VAJun 17, 2026-
PARKER H STEWARTAJun 17, 2026-
Richards ChristosAJun 17, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue-$59.3M$70.4M
Operating Income--$58.5M-$41.7M
Net Income-$76.2M-$65.3M-$44.0M
Op. Margin--98.6%-59.3%
Net Margin--110.0%-62.5%
Balance Sheet
Total Assets$136.6M$149.0M$147.8M
Equity-$66.9M$50.5M
ROE--97.5%-87.0%
Per Share
EPS$-1.12$-0.89$-0.50
Cash Flow
Operating CF--$49.4M-$19.4M
CapEx$4.4M$4.3M$4.5M

Source: XBRL data in CODEXIS, INC. (CDXS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate CDXS share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
CDXS shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202626$69.1M
Q1 202627$44.1M
Q4 202523$43.0M
Q3 202524$61.5M
Q2 202525$60.4M
Q1 202519$45.9M
Q4 202415$71.8M
Q3 202413$22.7M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
None this quarter.
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 172 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

CDXS filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
10-QAug 11, 2026Analysis
8-KAug 11, 2026Analysis-
SC 13GJul 29, 2026-
8-KJul 27, 2026Analysis-
8-KJul 23, 2026Analysis-
8-KJun 22, 2026Analysis-
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 18, 2026--
4Jun 11, 2026--
10-QMay 7, 2026Analysis
8-KMay 7, 2026Analysis
8-KApr 14, 2026Analysis-
SC 13GApr 14, 2026-
8-KMar 11, 2026Analysis-
10-KMar 11, 2026-
SC 13GMar 11, 2026-
4Feb 25, 2026--
4Feb 25, 2026--
4Feb 25, 2026--

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CDXS SEC filings: frequently asked questions

Which institutions hold CDXS stock?

As of June 30, 2026, the largest CODEXIS, INC. (CDXS) holders among the 13F filers tracked by SignalX were BlackRock ($16.5 million), Millennium Management ($12.5 million), Ameriprise Financial ($8.6 million), Vanguard Capital Management LLC ($8.2 million), State Street Corp ($4.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was CDXS's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), CODEXIS, INC. (CDXS) reported revenue of $70.4 million (up 18.6% from FY2024) and a net loss of $44.0 million. Diluted EPS was -$0.50. The figures come from the XBRL data in the 10-K.

What did CDXS report in its latest 8-K?

CODEXIS, INC. (CDXS) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 references Exhibit 99.1 for Codexis’s fiscal-year 2026 results.

What are the latest CDXS SEC filings?

CODEXIS, INC. (CDXS) filed its latest 10-K annual report on March 11, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on June 18, 2026.

What is CDXS's SEC CIK number?

CODEXIS, INC. (CDXS)'s SEC Central Index Key (CIK) is 1200375. EDGAR lists every CDXS filing under that number.

Ask anything about CDXS

The research agent reads CDXS's filings, financials, insider trades and 13F holders, then answers with sources.

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