Cerity Partners
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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
Q2 		$239K Hold
24,500
– – ﹤0.01% 2949
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

EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cerity Partners's CODA Position: Q2 2026 in Review

Cerity Partners held its Coda Octopus Group (CODA) position steady in Q2 2026 at 24,500 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Cerity Partners first reported a position in CODA in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 63 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Cerity Partners held 24,500 shares of Coda Octopus Group worth $239K as of Q2 2026.
  • Cerity Partners left its Coda Octopus Group share count unchanged in Q2 2026.
  • Coda Octopus Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2949 holding.
  • Cerity Partners first reported a position in Coda Octopus Group in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's Coda Octopus Group position peaked at $277K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.