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CODA icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
SEI Investments
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's CODA Position: Q1 2026 in Review

NewEdge Advisors reduced its Coda Octopus Group (CODA) stake by 59% in Q1 2026, selling an estimated $6.03K and leaving 349 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

NewEdge Advisors first reported a position in CODA in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.64K in Q2 2025. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

  • NewEdge Advisors held 349 shares of Coda Octopus Group worth $3.94K as of Q1 2026.
  • NewEdge Advisors sold 493 Coda Octopus Group shares in Q1 2026, an estimated $6.03K.
  • Coda Octopus Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3654 holding.
  • NewEdge Advisors first reported a position in Coda Octopus Group in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's Coda Octopus Group position peaked at $8.64K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.