rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Codexis, Inc.

CDXS · Nasdaq

MaterialsChemicalsNot moving yetSynthetic Biology / TechBio

CDXS stood above a rising 150-day average in 12 of the last 52 weekly readings, and has been out of that trend for the last 13 weeks. It is 35.0% below that average now. Chemicals: 26% of its 85 stocks in an uptrend (−1 points in four weeks); Materials: 18% (−5 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 13
Industry in uptrend
26% -1 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$7.7M
Officials’ trades on record
1
Institutions holding
142 (+16)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 12 of 52 weeks.

22 Apr – 21 Oct
18%37%56%Apr 26Jun 26Jul 26Sep 26Oct 26

Chemicals: A minority of its stocks are in an uptrend and the share has held steady. Materials: Few of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$6.3M$0$5.1MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Lamar Smith House: U.S. House ClerkTX21bought$1k–$15k6 Apr 2018filed 8 May 2018

Insiders

Buy orders, 12 months0
Sale orders, 12 months23
Buyers · sellers0 · 6
WhoDidSharesTraded
Alison MoorePresident and CEOsold6,335at $1.3612 Oct 2026filed 14 Oct 2026
Georgia ErbezOfficersold6,335at $1.3612 Oct 2026filed 14 Oct 2026
Vre Raymond DeDirectorsold2,605at $2.3711 Jun 2026filed 11 Jun 2026
Stefan LutzChief Scientific Officersold5,862at $1.1324 Feb 2026filed 25 Feb 2026
Alison MoorePresident and CEOsold3,826at $1.316 Feb 2026filed 9 Feb 2026
Georgia ErbezOfficersold3,826at $1.316 Feb 2026filed 9 Feb 2026
Stefan LutzChief Scientific Officersold2,492at $1.316 Feb 2026filed 9 Feb 2026
Stefan LutzCSOsold4,685at $1.707 Jan 2026filed 8 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders142+16 on the quarter
New · exited27 · 13
Reported value$145.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20267,284,352$16.5M+255,579+3.6%
Opaleye Management Inc.unchanged · filed 14 Aug 20266,785,000$15.3M00.0%
Aberdeen Group plcreduced · filed 31 Jul 20266,769,954$15.3M-1,910,414−22.0%
MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 20265,549,139$12.5M+1,551,009+38.8%
Telemark Asset Management, LLCunchanged · filed 10 Aug 20263,846,411$8.7M00.0%
AMERIPRISE FINANCIAL INCadded · filed 14 Aug 20263,809,440$8.6M+408,944+12.0%
Nantahala Capital Management, LLCreduced · filed 14 Aug 20263,623,613$8.2M-500,000−12.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20263,617,109$8.2M-51,398−1.4%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20262,162,393$4.9M+277,040+14.7%
STATE STREET CORPadded · filed 7 Aug 20261,756,814$4.0M+89,860+5.4%
31 Mar 2023 – 30 Jun 2026
102122141Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Alison Moore Company insiderPresident and CEO · last 12 Oct 20260 · 3
Georgia Erbez Company insiderOfficer · last 12 Oct 20260 · 3
Christos Richards Company insiderDirector · last 17 Jun 20260 · 0
Cynthia Collins Company insiderDirector · last 17 Jun 20260 · 0
David Smith V Company insiderDirector · last 17 Jun 20260 · 1
Esther Martinborough Company insiderDirector · last 17 Jun 20260 · 0
H. Stewart Parker Company insiderDirector · last 17 Jun 20260 · 0
Rahul Singhvi Company insiderDirector · last 17 Jun 20260 · 0
Raymond De Vre Company insiderDirector · last 17 Jun 20260 · 2
Stephen George Dilly Company insiderDirector · last 17 Jun 20261 · 2
Stefan Lutz Company insiderChief Scientific Officer · last 24 Feb 20260 · 3
Opaleye Management Inc. Company insider10% owner · last 1 Dec 202542 · 13

Same industry

FF FutureFuelLeading+18%
IOSP InnospecLeading+17%
SCL StepanLeading+12%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202586.7%
Operating profit marginFY 2025 · to 31 Dec 2025-59.3%
Free cash flow marginFY 2025 · to 31 Dec 2025-33.9%
Return on capital employedFY 2025 · to 31 Dec 2025-34.1%
Debt to equityFY 2025 · to 31 Dec 20250.79×
Research spendFY 2025 · to 31 Dec 202574.3%
Share count trendFY 2025 · to 5 Mar 20260.4%
Cash and equivalentsFY 2025 · to 31 Dec 2025$50.8M
Free cash flowFY 2025 · to 31 Dec 2025−$23.8M

Analyst forecasts

No analyst forecasts yet.