Osaic Holdings
CODA icon

Osaic Holdings’s Coda Octopus Group CODA Stock Holding History

Osaic Holdings’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 		$203K Sell
20,731
-11,070
-35% -$128K ﹤0.01% 4424
2026
Q1 		$359K Sell
31,801
-51,034
-62% -$625K ﹤0.01% 3657
2025
Q4 		$770K Sell
82,835
-15,466
-16% -$140K ﹤0.01% 2938
2025
Q3 		$796K Buy
98,301
+18,867
+24% +$149K ﹤0.01% 3009
2025
Q2 		$650K Buy
79,434
+12,433
+19% +$85.4K ﹤0.01% 2888
2025
Q1 		$418K Buy
67,001
+6,800
+11% +$51.4K ﹤0.01% 3032
2024
Q4 		$471K Buy
60,201
+34,997
+139% +$298K ﹤0.01% 2859
2024
Q3 		$183K Buy
25,204
+10,500
+71% +$73.2K ﹤0.01% 3724
2024
Q2 		$88.6K Buy
14,704
+3,999
+37% +$25.8K ﹤0.01% 4239
2024
Q1 		$61.8K Buy
10,705
+10,500
+5,122% +$61.2K ﹤0.01% 4588
2023
Q4 		$1.23K Hold
205
– – ﹤0.01% 6680
2023
Q3 		$1.27K Buy
205
+201
+5,025% +$1.55K ﹤0.01% 6762
2023
Q2 		$34 Hold
4
– – ﹤0.01% 7346
2023
Q1 		$30 Hold
4
– – ﹤0.01% 7405
2022
Q4 		$0 Hold
4
– – ﹤0.01% 7212
2022
Q3 		$0 Hold
4
– – ﹤0.01% 7288
2022
Q2 		$0 Hold
4
– – ﹤0.01% 7375
2022
Q1 		$55K Buy
4
+3
+300% +$20 ﹤0.01% 5024
2021
Q4 		$0 Buy
+1
New +$8 ﹤0.01% 7406
2020
Q4 		– Sell
-211
Closed -$1K – 6417
2020
Q3 		$1K Hold
211
– – ﹤0.01% 5980
2020
Q2 		$1K Sell
211
-10
-5% -$53 ﹤0.01% 5910
2020
Q1 		$1K Buy
+221
New +$1.47K ﹤0.01% 5814

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

Osaic Holdings's CODA Position: Q2 2026 in Review

Osaic Holdings reduced its Coda Octopus Group (CODA) stake by 35% in Q2 2026, selling an estimated $128K and leaving 20,731 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #4424.

Osaic Holdings first reported a position in CODA in Q1 2020 and has held it in 22 quarters since. The position peaked at $796K in Q3 2025. 62 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Osaic Holdings held 20,731 shares of Coda Octopus Group worth $203K as of Q2 2026.
  • Osaic Holdings sold 11,070 Coda Octopus Group shares in Q2 2026, an estimated $128K.
  • Coda Octopus Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4424 holding.
  • Osaic Holdings first reported a position in Coda Octopus Group in Q1 2020 and has held it in 22 quarters since.
  • Osaic Holdings's Coda Octopus Group position peaked at $796K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.