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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Marshall Wace's CODA Position: Q1 2026 in Review

Marshall Wace increased its Coda Octopus Group (CODA) stake by 61% in Q1 2026, buying an estimated $1.17M and bringing the position to 254,189 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Marshall Wace first reported a position in CODA in Q3 2019 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

Marshall Wace held 254,189 shares of Coda Octopus Group worth $2.87M as of Q1 2026.
Marshall Wace bought 95,957 Coda Octopus Group shares in Q1 2026, an estimated $1.17M.
Coda Octopus Group made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1591 holding.
Marshall Wace first reported a position in Coda Octopus Group in Q3 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 Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.