Codexis, Inc. filings document the company's public-company disclosures as a Nasdaq-listed biotechnology issuer focused on enzymatic solutions for therapeutics manufacturing. Recent 8-K reports furnish quarterly and annual operating results, financial-condition updates, business-update exhibits, and material event disclosures tied to organizational streamlining and the ECO Synthesis platform.
Proxy materials describe annual meeting voting, board classes and committee membership, director elections, executive compensation, and other governance matters. The filing record also identifies Codexis common stock, par value $0.0001 per share, trading under CDXS on the Nasdaq Global Select Market.
Codexis, Inc. (CDXS) is the issuer in Amendment No. 5 to a Schedule 13G, which reports 2,590,000 common shares beneficially owned by Opaleye Management Inc., Opaleye, L.P. and James Silverman. These entries refer to the same position, not three separate holdings: the statement says the shares are directly held by Opaleye, L.P. The reported position equals 2.37% of the class, based on 109,505,765 common shares outstanding as of August 6, 2026, as reported by Codexis on August 11, 2026, in its Form 10-Q.
All three reporting persons report shared voting and dispositive power over 2,590,000 shares and zero sole voting and dispositive power. Opaleye Management Inc. serves as investment adviser to Opaleye, L.P., and James Silverman controls the adviser. The statement identifies ownership of 5 percent or less and says the filing should not be construed as an admission that any reporting person is the beneficial owner for Section 13 purposes.
CODEXIS, INC. (CDXS) is the issuer named in an amended beneficial-ownership report by Aberdeen Group plc and abrdn Inc. Each reports beneficial ownership of 10,797,702 shares, or 9.86%, with shared voting and dispositive power over those shares and no sole voting or dispositive power. abrdn Holdings Limited is identified as the intermediate holding company for abrdn Inc.; the shares are held on behalf of underlying clients.
Codexis, Inc. officer Georgia Erbez, whose stated roles are chief financial officer and chief business officer, sold 6,335 shares of common stock at $1.3606 per share on October 12, 2026. The shares were sold solely to satisfy tax or other government withholding obligations in connection with vesting of restricted stock units. Her reported post-transaction holdings were 60,475 shares, including 7,707 restricted stock units; no Rule 10b5-1 plan is reported.
Codexis, Inc. (CDXS) President and CEO Alison Moore sold 6,335 shares of common stock on October 12, 2026, at $1.3606 per share. The shares were sold solely to satisfy tax or other government withholding obligations connected with vesting restricted stock units. After the sale, her reported holdings were 244,171 shares, including 119,582 restricted stock units; no Rule 10b5-1 plan is reported.
CODEXIS, INC. (CDXS) officer Georgia Erbez reported a proposed sale of 6,335 common shares through Morgan Stanley Smith Barney. The notice lists an aggregate market value of $8,619.40 and an approximate sale date of October 12, 2026. The 6,335 shares are also listed as acquired through RSU vesting and settlement from the issuer for services rendered on October 12, 2026.
Codexis, Inc. (CDXS) officer Alison Moore filed a notice of proposed sale of 6,335 common shares, with an aggregate market value of $8,619.40. The notice names Morgan Stanley Smith Barney Operations Department as broker and October 12, 2026 as the approximate sale date on Nasdaq. It identifies the shares as acquired from the issuer through RSU vesting and settlement for services rendered on October 12, 2026. Georgia Erbez signed as attorney-in-fact for Alison Moore.
Laurence W. Lytton reports beneficial ownership of 5,592,972 shares of Codexis, Inc. common stock, representing 5.2% of the class. The percentage is based on 107,561,409 shares outstanding following an issuance described in a July 24, 2026 prospectus. The filing notes that as of June 30, 2026, his beneficial ownership was below 5%, but subsequent purchases increased his holdings above the 5% threshold.
Lytton reports sole voting and dispositive power over the large majority of these shares, with a smaller portion subject to shared voting and dispositive power.
Codexis, Inc. reported for the quarter ended June 30, 2026 that it remains a single-reportable-segment enzyme engineering company focused on therapeutics manufacturing, including its ECO Synthesis and pharma biocatalysis businesses. Total revenues were $14.9 million for the quarter and $30.2 million for the first half of 2026, with first-half revenues up 32% from 2025, driven mainly by higher enzyme product sales for commercial and clinical-stage manufacturing.
The company generated a first-half net loss of $20.7 million, improving from a $34.0 million loss a year earlier as operating expenses declined across research and development and selling, general and administrative functions. Product gross margin reached 73% for both the quarter and year-to-date, reflecting a shift toward more profitable products.
Liquidity consisted of $27.2 million in cash and cash equivalents and $27.7 million in short-term investments at June 30, 2026, plus working capital of $48.4 million. Codexis carried $40.9 million of Innovatus term debt and subsequently strengthened its balance sheet through a July 2026 underwritten equity offering, raising approximately $23.1 million in net proceeds.
Codexis, Inc. reported second quarter 2026 results and provided a business update. Total revenue for the quarter ended June 30, 2026 was $14.9 million, consisting of $13.2 million of product revenue and $1.7 million of research and development revenue. For the same period, the company recorded a net loss of $12.0 million, or $0.13 per basic and diluted share, compared with a net loss of $13.3 million a year earlier. For the first six months of 2026, revenue was $30.2 million and net loss was $20.7 million, both improved versus the prior-year period.
As of June 30, 2026, Codexis reported $27.2 million in cash and cash equivalents and $27.7 million in short-term investments, with total assets of $120.1 million and stockholders’ equity of $33.0 million. Management highlighted progress industrializing its ECO Synthesis® Manufacturing Platform for RNA therapeutics and noted a recently completed equity capital raise generating approximately $25 million in net proceeds, which strengthened the balance sheet. The company reiterated its full-year 2026 financial guidance and outlined multiple anticipated technical, regulatory and partnership milestones.
Codexis, Inc. is reported to have a significant ownership position held by Telemark Asset Management, LLC, Telemark Fund, LP and Colin S. McNay, who jointly report beneficial ownership of 7,846,411 shares of Codexis common stock. This represents 7.3% of the outstanding common shares, with all such shares subject to shared voting and shared dispositive power and no sole voting or dispositive power reported.
The ownership percentage is calculated based on 107,561,409 shares of Codexis common stock outstanding, as referenced in a final prospectus supplement dated July 24, 2026. The reporting entities are organized in Delaware, and Mr. McNay is a United States citizen. A joint filing agreement among the reporting persons is referenced as an exhibit.