Welcome to our dedicated page for Codexis SEC filings (Ticker: CDXS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Codexis, Inc. (CDXS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Codexis is listed on The Nasdaq Global Select Market, and its common stock is registered under Section 12(b) of the Securities Exchange Act of 1934, as reflected in its Form 8-K filings. These filings give investors insight into how Codexis reports its financial condition, strategic actions and material events related to its enzymatic solutions for therapeutics manufacturing and its ECO Synthesis® / ECO Synthesis™ platform.
Among the key documents available are Form 10-K annual reports and Form 10-Q quarterly reports, which typically contain detailed discussions of Codexis’s business, risk factors, financial statements and management’s analysis of results. For a company focused on enzyme technologies and oligonucleotide manufacturing, these filings can shed light on revenue contributions from its Pharma Biocatalysis business, investments in research and development for platforms such as CodeEvolver® and ECO Synthesis, and the financial impact of collaborations and licensing arrangements.
Codexis also files Form 8-K current reports to disclose material events. For example, an 8-K dated November 6, 2025 reports quarterly financial results and describes a workforce reduction aligned with an enhanced strategic focus on the ECO Synthesis platform, as well as executive leadership changes. Another 8-K dated August 13, 2025 announces financial results for the quarter ended June 30, 2025. These current reports help investors track significant developments between periodic filings.
On this page, users can also review Form 4 insider transaction reports and other relevant filings, where available, to understand equity awards and trading activity by directors and officers. Stock Titan enhances access to these documents with AI-powered summaries that explain key points from lengthy filings, highlight important sections in 10-K and 10-Q reports, and clarify the implications of 8-K disclosures. Real-time updates from EDGAR ensure that new Codexis filings, including those related to its enzyme-based manufacturing initiatives and organizational changes, are reflected promptly for further review and analysis.
Codexis, Inc. reports its 2025 annual results and strategic focus on enzymatic technologies for therapeutics manufacturing. The company recorded a net loss of $44.0 million in 2025 and had an accumulated deficit of $606.8 million as of December 31, 2025.
Codexis is pivoting around its ECO Synthesis enzymatic RNA interference (RNAi) manufacturing platform and its established small-molecule pharma biocatalysis business. The ECO Synthesis Innovation Lab now produces non‑GMP siRNA for preclinical work, with CDMO partnerships evaluating GMP-scale production and a leased GMP facility targeting Phase 1–2 supply by 2027.
In pharma biocatalysis, Codexis supplies enzymes for 18 approved drugs and 15 clinical‑stage drug candidates, while selectively pursuing only higher‑value new projects. Revenue concentration remains high, with one customer contributing about 51% of 2025 revenue. As of March 5, 2026, there were 90,869,349 common shares outstanding.
Codexis, Inc. reported fourth quarter and full-year 2025 results, highlighting higher revenue, a narrowed annual loss and strengthened liquidity. Fourth quarter revenue was $38.9 million, with full-year revenue of $70.4 million, up from $59.3 million in 2024, driven mainly by research and development revenue growth.
The company posted fourth quarter net income of $9.6 million, while the full-year net loss improved to $44.0 million from $65.3 million in 2024. Codexis ended 2025 with $78.2 million in cash, cash equivalents and short-term investments, which it says provides runway through 2027. It also completed a $37.8 million Technology Transfer Agreement with Merck and emphasized progress for its ECO Synthesis and ligase platforms, including multi-gram and kilogram-scale siRNA production for customers.
Codexis, Inc. beneficial owner Laurence W. Lytton reports beneficial ownership of 4,532,069 shares of Common Stock, representing
The percentage is calculated based on 90,324,383 shares outstanding as of
CODEXIS, INC. Chief Scientific Officer Stefan Lutz reported two transactions involving company securities. On February 24, 2026, he sold 5,862 shares of common stock at $1.1329 per share to satisfy tax and other withholding obligations related to vesting Restricted Stock Units, leaving him with 130,421 common shares, which include 23,299 RSUs. On February 23, 2026, he also received a grant of 316,100 stock options with an exercise price of $0.00, vesting 25% on the first anniversary of the grant date and the remaining shares in equal monthly installments over the following three years, subject to his continued employment.
MOORE ALISON reported acquisition or exercise transactions in this Form 4 filing.
CODEXIS, INC. President and CEO Alison Moore reported receiving a stock option award covering 993,000 shares of the company’s stock. The award was granted as a derivative security with no cash purchase on the grant date.
According to the terms, the option vests over four years: 25% of the shares vest on the first anniversary of the grant date, and 1/48th of the original 993,000 shares vests on each monthly anniversary thereafter. Vesting is conditioned on Dr. Moore’s continued employment through the applicable vesting dates.
Erbez Georgia reported acquisition or exercise transactions in this Form 4 filing.
Codexis, Inc. reported that officer Georgia Erbez was granted a stock option covering 316,100 shares of common stock. The option was awarded at a reported price of $0.00 per share, consistent with an equity compensation grant rather than an open-market purchase.
According to the vesting terms, the option becomes exercisable as to 25% of the shares on the first anniversary of the grant date, then as to 1/48 of the original total on each monthly anniversary thereafter. Vesting is conditioned on Erbez’s continued employment through the applicable vesting dates.
CDXS filed a Form 144 reporting a proposed sale of 5,280 shares of Common Stock tied to an RSU vesting and settlement on
Codexis, Inc. Chief Scientific Officer Stefan Lutz reported a small share sale tied to tax withholding. On February 6, 2026, he sold 2,492 shares of common stock at $1.3071 per share, solely to cover tax or other government withholding obligations from vesting restricted stock units.
After this transaction, Lutz beneficially owned 136,283 shares of Codexis common stock, which includes 35,799 restricted stock units. The filing shows he holds the shares directly.
Codexis, Inc. insider Georgia Erbez, the company’s Chief Financial Officer and Chief Business Officer, reported a sale of common stock tied to equity compensation. On February 6, 2026, Erbez sold 3,826 shares of Codexis common stock at $1.3071 per share, solely to cover tax or other government withholding obligations arising from the vesting of restricted stock units.
Following this transaction, Erbez beneficially owned 66,810 shares of Codexis common stock, which includes 24,374 restricted stock units. The filing indicates the holdings are owned directly rather than through an intermediary entity.
Codexis, Inc. President and CEO Alison Moore, who also serves as a director, reported selling 3,826 shares of Codexis common stock on February 6, 2026 at a price of $1.3071 per share. The filing explains that these shares were sold solely to cover tax or other government withholding obligations related to the vesting of restricted stock units.
After this transaction, Moore beneficially owned 250,506 shares of Codexis common stock, which includes 136,249 restricted stock units. The ownership is reported as held directly in her name.