Codexis Company Insiders

CDXS Stock  USD 1.61  0.34  26.77%   
Codexis' insiders are aggressively selling. The analysis of insiders' sentiment of trading Codexis stock suggests that virtually all insiders are panicking at this time. Codexis employs about 188 people. The company is managed by 19 executives with a total tenure of roughly 14 years, averaging almost 0.0 years of service per executive, having 9.89 employees per reported executive.
John Nicols  CEO
CEO and President and Director
Insider Sentiment
Mostly Selling
 
Selling
 
Buying

Latest Trades

2026-02-24Stefan LutzDisposed 5862 @ 1.13View
2026-02-06Stefan LutzDisposed 2492 @ 1.31View
2026-01-07Stefan LutzDisposed 4685 @ 1.7View
2025-10-13Georgia ErbezDisposed 6239 @ 2.5View
Following insider trading sentiment in Codexis can help investors add context around confidence, timing, and operating risk while the public narrative is still evolving. The signal is still regulated and disclosed under securities law, which is why the public filing record matters more than rumor or interpretation alone.
Codexis has a market cap of 154.45 M, operating margin of 35.89%, ROE of -74.88%. Use Trending Equities to explore allocation context. This includes a position in Codexis within the portfolio mix. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in median.
For information on how to trade Codexis Stock refer to our How to Trade Codexis Stock guide.

Codexis Management Team Effectiveness

The company has return on total asset (ROA) of -16.14 % meaning that the return on assets was negative, reflecting a $16.14 loss per $100. This sits far below comparable companies. Similarly, it shows a return on stockholder's equity (ROE) of -74.88 %, suggesting that it is drawing down equity without generating offsetting profit.
As of now, Common Stock Shares Outstanding is anticipated to decline to approximately 46 M. In addition to that, Net Loss is anticipated to decline to approximately -40.6 M

Stock Ownership Analysis

About 73.0% of the company shares are held by institutions such as insurance companies. The book value of Codexis was currently reported as 0.56. The company recorded a loss per share of 0.73. Codexis had not issued any dividends in recent years.
Reviewing share-based compensation in Codexis helps investors understand how management balances employee incentives against dilution risk. Shares outstanding are near 90.3 M. That is why investors should compare compensation intensity with revenue growth, margin progress, and free-cash-flow generation.

Codexis Quarterly Liabilities And Stockholders Equity

147.8 Million
Reviewing insider ownership in Codexis helps investors understand how much of the equity base is controlled by people involved in running the business. Insiders currently hold about 2.60% of outstanding shares. Investors usually want to know whether that level supports alignment without creating excessive control risk. View all of Codexis' insider trades

Stock Institutional Investors

Institutional ownership matters in Codexis because pension funds, mutual funds, banks, and advisers can materially influence liquidity, governance, and price discovery. Used correctly, institutional data helps investors understand who may be setting the marginal price and how resilient that holder base could be under stress.
Shares
Franklin Resources Inc2025-09-30
756.2 K
Renaissance Technologies Corp2025-12-31
737.5 K
The Goldman Sachs Group Inc2025-09-30
724.3 K
Northern Trust Corp2025-09-30
645.3 K
Fmr Inc2025-12-31
641.9 K
Prescott Group Capital Management Llc2025-09-30
635.5 K
D. E. Shaw & Co Lp2025-12-31
628.3 K
Assenagon Asset Management Sa2025-12-31
566.5 K
Private Advisor Group, Llc2025-09-30
561.4 K
Aberdeen Group Plc2025-12-31
M
Blackrock Inc2025-09-30
7.1 M
A large institutional presence can look reassuring, but sophisticated ownership alone should not be mistaken for proof that a position is mispriced or low risk. Ownership data should therefore support due diligence rather than replace it.

Insider Trading Activities

Insider trading disclosures for Codexis offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 154.45 Million. Used properly, these records are better for context than for blind buy-or-sell signals.
 
Stefan Lutz over two weeks ago
Disposition of 5862 shares by Stefan Lutz of Codexis at 1.1329 subject to Rule 16b-3
 
Georgia Erbez over two weeks ago
Acquisition by Georgia Erbez of 316100 shares of Codexis at 1.07 subject to Rule 16b-3
 
Alison Moore over a month ago
Disposition of 3826 shares by Alison Moore of Codexis at 1.3071 subject to Rule 16b-3
 
Georgia Erbez over three months ago
Acquisition by Georgia Erbez of 26875 shares of Codexis subject to Rule 16b-3
 
Opaleye Management Inc. over three months ago
Disposition of 8533 shares by Opaleye Management Inc. of Codexis at 1.6675 subject to Rule 16b-3
 
Opaleye Management Inc. over three months ago
Disposition of 105000 shares by Opaleye Management Inc. of Codexis at 1.75 subject to Rule 16b-3
 
Opaleye Management Inc. over three months ago
Disposition of 5000 shares by Opaleye Management Inc. of Codexis at 1.7413 subject to Rule 16b-3
 
Wolf Dennis P over three months ago
Disposition of 8952 shares by Wolf Dennis P of Codexis at 1.5626 subject to Rule 16b-3
 
Alison Moore over three months ago
Acquisition by Alison Moore of 500000 shares of Codexis at 1.63 subject to Rule 16b-3
 
Alison Moore over three months ago
Acquisition by Alison Moore of 85000 shares of Codexis subject to Rule 16b-3
 
Opaleye Management Inc. over three months ago
Disposition of 27459 shares by Opaleye Management Inc. of Codexis at 1.9372 subject to Rule 16b-3
 
Opaleye Management Inc. over three months ago
Acquisition by Opaleye Management Inc. of 25000 shares of Codexis at 2.9088 subject to Rule 16b-3

Outstanding Bonds

Reviewing Codexis bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
The majority of Codexis' outstanding shares are owned by institutional holders. Institutional investors such as pension funds, mutual funds, and asset managers typically hold large positions as part of their investment mandates, managing money on behalf of clients or beneficiaries. As a result, they are subject to reporting requirements and oversight rules - such as 13F filings and position disclosure thresholds - that do not apply to individual retail investors. Codexis has approximately 73% of its outstanding shares held by institutional investors, 3% by insiders, and 24% in public hands.
 
Shares in Circulation  
 First Issued
2007-03-31
 Previous Quarter
90.3 M
 Current Value
90.9 M
 Average Shares Outstanding
47 M
 Quarterly Volatility
21.9 M
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Codexis Stock Holders Distribution

Institutional ownership analysis for Codexis matters because banks, hedge funds, pension plans, and other professional investors can influence price and liquidity more forcefully than smaller holders. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.

Codexis Market Cap and Value

Codexis Workforce Comparison

Codexis maintains a second standing in number of employees relative to competitors. The total workforce of Health Care industry is currently estimated at about 1,288. Codexis retains roughly 188 in number of employees claiming about 15% of equities under Health Care sector.

Codexis Profit Margins

The company has Profit Margin (PM) of -62.0 %, which suggests pricing discipline or cost control requires further improvement. This sits far below comparable companies. Similarly, it shows Operating Margin (OM) of 36.0 %, which implies that the business converts $36.0 of every $100 in sales to operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.60.8673
Way Down
Pretty Stable

Codexis Insider Trading History

Insider trading disclosures for Codexis offer a structured way to watch how people closest to the business are behaving while expectations change across the market. Current market capitalization is about 154.45 Million. Used properly, these records are better for context than for blind buy-or-sell signals.

Codexis Notable Stakeholders

Stakeholders matter for Codexis because not every influential participant is a shareholder acting with the same objective or time horizon. This becomes more informative when investors want to understand not just ownership, but influence, incentives, and strategic pressure points.
Stephen MBBSCEO PresidentProfile
John NicolsCEO and President and DirectorProfile
Carrie McKimDirector RelationsProfile
Sriram MBAChief OfficerProfile
Georgia ErbezChief OfficerProfile
MBA TaylorVP CFOProfile
Asli ArasVP DevelProfile
Britton JiminezSenior MarketingProfile
Britton JimenezSenior MarketingProfile
Margaret JDGeneral OfficerProfile
John SchiffhauerSenior PropertyProfile
Rob WilsonVP EnzymesProfile
Senator MBAConsultantProfile
MS MBAChief OfficerProfile
Karen FrechouArmijoSenior ResourcesProfile
Karl SchoeneSr OperationsProfile
Robert MBAQuality DevelopmentProfile
Alison MooreChief OfficerProfile
Stefan LutzSenior ResearchProfile

Management Information & Data Sources

Codexis is a micro-cap company in Life Sciences Tools & Services, Pharmaceuticals, Biotechnology & Life Sciences, Health Care. Executive review focuses on insiders, senior management, and employee signals. Insider activity can provide context on alignment between management and outside holders. CEO is Stephen MBBS with 188 employees and 19 reported executives.

Unless otherwise specified, data for Codexis is compiled from periodic company reporting and market reference feeds and standardized for comparability. Updates may occur throughout the day. Insider and management fields are mapped from published filings and company disclosures.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Workforce Efficiency and Productivity

Investors reviewing Codexis can use workforce efficiency as another lens on execution, especially when comparing similar businesses in the same industry. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.

Codexis Manpower Efficiency

Return on Codexis Manpower

Revenue Per Employee374.4K
Revenue Per Executive3.7M
Net Loss Per Employee233.9K
Net Loss Per Executive2.3M
Working Capital Per Employee399.6K
Working Capital Per Executive4M

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