Cliff Asness's CDXS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 84,069 shares of Codexis, Inc. (CDXS) worth $205,129, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in CDXS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 278,995 shares. Largest reduction occurred in Q4 2023, reducing 524,899 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Codexis (CDXS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Codexis (CDXS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +62,212 | New Buy | 62,212 | $14.40 |
| Q3 2018 | +26,899 | Add 43.24% | 89,111 | $17.15 |
| Q4 2018 | -34,656 | Reduce 38.89% | 54,455 | $16.69 |
| Q1 2019 | +49,754 | Add 91.37% | 104,209 | $20.53 |
| Q2 2019 | -9,433 | Reduce 9.05% | 94,776 | $18.43 |
| Q3 2019 | -68,455 | Reduce 72.23% | 26,321 | $13.72 |
| Q4 2019 | -26,321 | Sold Out | 0 | $0.00 |
| Q3 2020 | +15,675 | New Buy | 15,675 | $11.74 |
| Q4 2020 | -15,675 | Sold Out | 0 | $0.00 |
| Q4 2021 | +23,274 | New Buy | 23,274 | $31.28 |
| Q1 2022 | +44,839 | Add 192.66% | 68,113 | $20.61 |
| Q2 2022 | -45,948 | Reduce 67.46% | 22,165 | $10.47 |
| Q3 2022 | +124,133 | Add 560.04% | 146,298 | $6.06 |
| Q4 2022 | +74,723 | Add 51.08% | 221,021 | $4.66 |
| Q1 2023 | +266,244 | Add 120.46% | 487,265 | $4.14 |
| Q2 2023 | +278,995 | Add 57.26% | 766,260 | $2.80 |
| Q3 2023 | -52,392 | Reduce 6.84% | 713,868 | $1.89 |
| Q4 2023 | -524,899 | Reduce 73.53% | 188,969 | $3.05 |
| Q1 2024 | -58,902 | Reduce 31.17% | 130,067 | $3.49 |
| Q2 2024 | +107,205 | Add 82.42% | 237,272 | $3.10 |
| Q3 2024 | +77,188 | Add 32.53% | 314,460 | $3.08 |
| Q4 2024 | -210,829 | Reduce 67.04% | 103,631 | $4.77 |
| Q1 2025 | -25,599 | Reduce 24.70% | 78,032 | $2.69 |
| Q2 2025 | +6,524 | Add 8.36% | 84,556 | $2.44 |
| Q3 2025 | -487 | Reduce 0.58% | 84,069 | $2.44 |
Cliff Asness's Codexis Investment FAQs
Cliff Asness first purchased Codexis, Inc. (CDXS) in Q2 2018, acquiring 62,212 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Codexis, Inc. (CDXS) for 25 quarters since Q2 2018.
Cliff Asness's largest addition to Codexis, Inc. (CDXS) was in Q2 2023, adding 766,260 shares worth $2.15 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 84,069 shares of Codexis, Inc. (CDXS), valued at approximately $205,129.
As of the Q3 2025 filing, Codexis, Inc. (CDXS) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Codexis, Inc. (CDXS) was 766,260 shares, as reported at the end of Q2 2023.