Codexis, Inc. (NASDAQ:CDXS) Q1 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Codexis Report 2026 Q1 Earnings Call. [Operator Instructions]. As a reminder, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Opaleye Management James A. Silverman | 6,785,000 | $11,059,550 | -1% | 1.46% |
| 2. | Nantahala Capital Management Wilmot B. Harkey And Daniel Mack | 4,123,613 | $6,721,489 | +4% | 0.25% |
| 3. | Millennium Management Israel Englander | 3,998,130 | $6,516,952 | +28% | 0% |
| 4. | D E Shaw D. E. Shaw | 979,847 | $1,597,151 | +56% | 0% |
| 5. | AQR Capital Management Cliff Asness | 608,601 | $992,021 | +842% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.84 | 780 | $2,211.30 | 12,545,000 | 2025-08-04 | Filing | |
| $2.68 | 84,220 | $225,709.60 | 12,544,220 | 2025-07-31 | Filing | |
| $2.80 | 1,578 | $4,410.51 | 12,460,000 | 2025-07-30 | Filing | |
| $2.82 | 8,422 | $23,750.04 | 12,458,422 | 2025-07-29 | Filing | |
| $2.82 | 100,000 | $282,000.00 | 12,450,000 | 2025-07-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.13 | 5,862 | $6,641.06 | 130,421 | 2026-02-24 | Filing | |
| $1.31 | 2,492 | $3,257.29 | 136,283 | 2026-02-06 | Filing | |
| $1.31 | 3,826 | $5,000.96 | 66,810 | 2026-02-06 | Filing | |
| $1.31 | 3,826 | $5,000.96 | 250,506 | 2026-02-06 | Filing | |
| $1.70 | 4,685 | $7,949.51 | 138,775 | 2026-01-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,680,368 | $14,149,000 | 0.02% | |
| 2. | 7,028,773 | $11,456,900 | 0% | |
| 3. | 3,846,411 | $6,269,650 | 0.58% | |
| 4. | 3,668,507 | $5,979,666 | 0% | |
| 5. | 3,400,496 | $5,542,809 | 0% |