Essex Investment Management’s Coda Octopus Group CODA Stock Holding History

Essex Investment Management’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	$3.15M	Buy	322,278 +132,638	+70%	+$1.53M	0.41%	95
2026 Q1	$2.14M	Buy	189,640 +166,341	+714%	+$2.04M	0.34%	108
2025 Q4	$217K	Buy	23,299 +8,865	+61%	+$80.1K	0.03%	198
2025 Q3	$116K	Hold	14,434	–	–	0.02%	220
2025 Q2	$118K	Sell	14,434 -169	-1%	-$1.16K	0.02%	219
2025 Q1	$91.1K	Hold	14,603	–	–	0.02%	223
2024 Q4	$114K	Buy	+14,603	New	+$124K	0.02%	217
2020 Q1	–	Sell	-7,207	Closed	-$60K	–	401
2019 Q4	$60K	Sell	7,207 -202,378	-97%	-$1.55M	0.01%	402
2019 Q3	$1.72M	Buy	209,585 +163,678	+357%	+$1.78M	0.25%	128
2019 Q2	$599K	Buy	+45,907	New	+$603K	0.08%	285

Other funds holding CODA

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 Malvern, Pennsylvania $4.68T AUM

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return

Essex Investment Management's CODA Position: Q2 2026 in Review

Essex Investment Management increased its Coda Octopus Group (CODA) stake by 70% in Q2 2026, buying an estimated $1.53M and bringing the position to 322,278 shares worth $3.15M. The position accounts for 0.41% of the portfolio, ranked #95.

Essex Investment Management first reported a position in CODA in Q2 2019 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Essex Investment Management held 322,278 shares of Coda Octopus Group worth $3.15M as of Q2 2026.
Essex Investment Management bought 132,638 Coda Octopus Group shares in Q2 2026, an estimated $1.53M.
Coda Octopus Group made up 0.41% of Essex Investment Management's portfolio in Q2 2026, its #95 holding.
Essex Investment Management first reported a position in Coda Octopus Group in Q2 2019 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.