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SC 13G/A ·Filed Oct 30, 2026

CDXS

CODEXIS, INC.
NEUTRAL
Impact 2/10
Horizonweeks Processed2d 7h ago SEC0001716774-26-000027
Passive stake amendment
Actionable Insight • Neutral

Monitor the next 13G/A or 13D filing for any change in Aberdeen's stake direction or conversion to activist intent. The current filing provides no new directional signal.

DirectionNeutral
Confidencemedium
Horizonweeks

Price Chart

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Executive Summary

Aberdeen Group plc filed an amended Schedule 13G reporting a 9.86% passive stake in Codexis, Inc. as of September 30, 2026, representing 10,797,702 shares. This is a routine update from a passive institutional investor; no change in stake direction is stated in the filing.

Key Financial Metrics

Stake
9.86%
Investor
Aberdeen Group plc
Investor Type
mutual fund

Key Facts

  • Aberdeen Group plc reported beneficial ownership of 10,797,702 shares of Codexis common stock.
  • The stake represents 9.86% of the outstanding shares as of September 30, 2026.
  • The filing is an amendment to a prior Schedule 13G, filed under Rule 13d-1(b) as a passive investor.
  • The filing does not state whether the stake increased, decreased, or remained unchanged from the prior filing.

Financial Impact

No financial impact stated; passive stake disclosure only.

Risk Factors

  • The filing does not disclose the change in stake size from the prior filing, limiting insight into Aberdeen's recent trading activity.
  • As a passive filer, Aberdeen disclaims any intent to influence control, but future amendments could signal a shift in strategy.

Market Snapshot

Exchange
Nasdaq
Sector
Industrial Organic Chemicals
Analyst Consensus
79% bullish (14 analysts)

Investment Themes

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001716774-26-000027
Document: 0001716774-26-000027-index.html0001716774-26-000027
Document: 0001716774-26-000027.txt0001716774-26-000027
9 reports for CDXS
Performance horizon
100% Hit rate @ T+60 4 of 4 directional calls Went positive at some point 5 of 5 best @ T+60▲ +154.90%Feb 28, 2026
Filters
Rows
Reports for CDXS, sortable and filterable
TypeNow
Oct 30, 2026
2d ago
SC 13G/A
NEUTRAL ★ 2/10
$1.19awaiting T+60awaiting T+60$1.19 (−0.36%)
Oct 20, 2026
12d ago
Institutional Cluster
BEARISH ★ 4/10
$1.29awaiting T+60awaiting T+60$1.19 (+7.75%)
Oct 13, 2026
19d ago
144
NEUTRAL ★ 2/10
$1.29awaiting T+60awaiting T+60$1.19 (−7.75%)
Oct 13, 2026
19d ago
144
NEUTRAL ★ 2/10
$1.29awaiting T+60awaiting T+60$1.19 (−7.75%)
Jul 27, 2026
13w ago
8-K
BEARISH ★ 6/10
$1.50 $1.29▲ +14.00%▲ +18.35%$1.19 (+20.67%)
Jul 24, 2026
14w ago
424B5
BEARISH ★ 6/10
$1.55 $1.32▲ +14.84%▲ +18.54%$1.19 (+23.23%)
Jul 23, 2026
14w ago
Press Release
BEARISH ★ 6/10
$1.48 $1.32▲ +10.81%▲ +14.54%$1.19 (+19.59%)
Apr 14, 2026
28w ago
8-K
NEUTRAL ★ 3/10
$2.46 $2.43▼ −1.22%▼ −9.36%$1.19 (−51.63%)
Feb 28, 2026
35w ago
Institutional Cluster
BULLISH ★ 7/10
$1.02 $2.60▲ +154.90%▲ +145.58%$1.19 (+16.67%)
Showing 9 of 9

US Market Status

Market Closed · Opens Tue (13h 56m)

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Report published Oct 30, 2026