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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Essex Investment Management's CODA Position: Q1 2026 in Review

Essex Investment Management increased its Coda Octopus Group (CODA) stake by 714% in Q1 2026, buying an estimated $2.04M and bringing the position to 189,640 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #108.

Essex Investment Management first reported a position in CODA in Q2 2019 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

Essex Investment Management held 189,640 shares of Coda Octopus Group worth $2.14M as of Q1 2026.
Essex Investment Management bought 166,341 Coda Octopus Group shares in Q1 2026, an estimated $2.04M.
Coda Octopus Group made up 0.34% of Essex Investment Management's portfolio in Q1 2026, its #108 holding.
Essex Investment Management first reported a position in Coda Octopus Group in Q2 2019 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.