Marshall Wace’s Coda Octopus Group CODA Stock Holding History

Marshall Wace’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	$2.57M	Buy	263,186 +8,997	+4%	+$104K	﹤0.01%	1715
2026 Q1	$2.87M	Buy	254,189 +95,957	+61%	+$1.17M	﹤0.01%	1591
2025 Q4	$1.47M	Buy	158,232 +70,146	+80%	+$634K	﹤0.01%	1739
2025 Q3	$707K	Buy	88,086 +75,340	+591%	+$595K	﹤0.01%	2095
2025 Q2	$104K	Buy	+12,746	New	+$87.6K	﹤0.01%	2536
2020 Q4	–	Sell	-38,274	Closed	-$212K	–	1918
2020 Q3	$212K	Sell	38,274 -45,735	-54%	-$265K	﹤0.01%	1447
2020 Q2	$433K	Hold	84,009	–	–	﹤0.01%	1239
2020 Q1	$471K	Sell	84,009 -39,605	-32%	-$263K	﹤0.01%	992
2019 Q4	$1.03M	Buy	123,614 +80,107	+184%	+$612K	0.01%	972
2019 Q3	$357K	Buy	+43,507	New	+$472K	﹤0.01%	1168

Other funds holding CODA

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 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

Marshall Wace's CODA Position: Q2 2026 in Review

Marshall Wace increased its Coda Octopus Group (CODA) stake by 3.5% in Q2 2026, buying an estimated $104K and bringing the position to 263,186 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Marshall Wace first reported a position in CODA in Q3 2019 and has held it in 10 quarters since. The position peaked at $2.87M in Q1 2026. 62 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Marshall Wace held 263,186 shares of Coda Octopus Group worth $2.57M as of Q2 2026.
Marshall Wace bought 8,997 Coda Octopus Group shares in Q2 2026, an estimated $104K.
Coda Octopus Group made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1715 holding.
Marshall Wace first reported a position in Coda Octopus Group in Q3 2019 and has held it in 10 quarters since.
Marshall Wace's Coda Octopus Group position peaked at $2.87M in Q1 2026.
62 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.