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Navellier & Associates’s Coda Octopus Group CODA Stock Holding History

Navellier & Associates’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 		$643K Buy
65,811
+19,361
+42% +$224K 0.05% 218
2026
Q1 		$525K Buy
+46,450
New +$568K 0.05% 209

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

Navellier & Associates's CODA Position: Q2 2026 in Review

Navellier & Associates increased its Coda Octopus Group (CODA) stake by 42% in Q2 2026, buying an estimated $224K and bringing the position to 65,811 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #218.

Navellier & Associates first reported a position in CODA in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Navellier & Associates held 65,811 shares of Coda Octopus Group worth $643K as of Q2 2026.
  • Navellier & Associates bought 19,361 Coda Octopus Group shares in Q2 2026, an estimated $224K.
  • Coda Octopus Group made up 0.05% of Navellier & Associates's portfolio in Q2 2026, its #218 holding.
  • Navellier & Associates first reported a position in Coda Octopus Group in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.