NewEdge Advisors
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NewEdge Advisors’s Coda Octopus Group CODA Stock Holding History

NewEdge Advisors’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 		$111K Buy
11,389
+11,040
+3,163% +$128K ﹤0.01% 2920
2026
Q1 		$3.94K Sell
349
-493
-59% -$6.03K ﹤0.01% 3654
2025
Q4 		$7.83K Buy
842
+52
+7% +$470 ﹤0.01% 3538
2025
Q3 		$6.34K Sell
790
-266
-25% -$2.1K ﹤0.01% 3463
2025
Q2 		$8.64K Buy
1,056
+28
+3% +$192 ﹤0.01% 3253
2025
Q1 		$6.41K Buy
+1,028
New +$7.78K ﹤0.01% 3230

Other funds holding CODA

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Meros Investment Management
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
Archon Capital Management
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Round Rock Advisors
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return
Legato Capital Management
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

NewEdge Advisors's CODA Position: Q2 2026 in Review

NewEdge Advisors increased its Coda Octopus Group (CODA) stake by 3,163% in Q2 2026, buying an estimated $128K and bringing the position to 11,389 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

NewEdge Advisors first reported a position in CODA in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • NewEdge Advisors held 11,389 shares of Coda Octopus Group worth $111K as of Q2 2026.
  • NewEdge Advisors bought 11,040 Coda Octopus Group shares in Q2 2026, an estimated $128K.
  • Coda Octopus Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2920 holding.
  • NewEdge Advisors first reported a position in Coda Octopus Group in Q1 2025 and has held it in 6 quarters since.
  • 62 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.