Cerity Partners’s Coda Octopus Group CODA Stock Holding History

Cerity Partners’s Portfolio CODA Stock Details CODA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277K	Buy	24,500 +4,500	+23%	+$55.1K	﹤0.01%	2668
2025 Q4	$186K	Buy	+20,000	New	+$181K	﹤0.01%	2651

Other funds holding CODA

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's CODA Position: Q1 2026 in Review

Cerity Partners increased its Coda Octopus Group (CODA) stake by 23% in Q1 2026, buying an estimated $55.1K and bringing the position to 24,500 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Cerity Partners first reported a position in CODA in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

Cerity Partners held 24,500 shares of Coda Octopus Group worth $277K as of Q1 2026.
Cerity Partners bought 4,500 Coda Octopus Group shares in Q1 2026, an estimated $55.1K.
Coda Octopus Group made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2668 holding.
Cerity Partners first reported a position in Coda Octopus Group in Q4 2025 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.