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Perritt Capital Management’s Coda Octopus Group CODA Stock Holding History

Perritt Capital Management’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
2025
Q4 		$625K Buy
67,250
+5,000
+8% +$45.2K 1.05% 36
2025
Q3 		$500K Sell
62,250
-1,400
-2% -$11.1K 0.24% 86
2025
Q2 		$521K Sell
63,650
-10,500
-14% -$72.2K 0.27% 81
2025
Q1 		$463K Sell
74,150
-7,000
-9% -$53K 0.26% 83
2024
Q4 		$635K Sell
81,150
-750
-0.9% -$6.38K 0.33% 66
2024
Q3 		$594K Hold
81,900
– – 0.31% 74
2024
Q2 		$493K Sell
81,900
-66
-0.1% -$426 0.27% 88
2024
Q1 		$473K Sell
81,966
-7,362
-8% -$42.9K 0.26% 94
2023
Q4 		$538K Sell
89,328
-4,000
-4% -$24.9K 0.3% 76
2023
Q3 		$579K Buy
93,328
+300
+0.3% +$2.32K 0.33% 76
2023
Q2 		$764K Sell
93,028
-3,429
-4% -$29.8K 0.42% 53
2023
Q1 		$706K Hold
96,457
– – 0.39% 60
2022
Q4 		$662K Buy
96,457
+1,933
+2% +$12.2K 0.38% 68
2022
Q3 		$510K Sell
94,524
-6,549
-6% -$32.9K 0.32% 80
2022
Q2 		$505K Sell
101,073
-8,200
-8% -$44.8K 0.31% 90
2022
Q1 		$718K Sell
109,273
-6,327
-5% -$41.8K 0.39% 69
2021
Q4 		$925K Hold
115,600
– – 0.48% 54
2021
Q3 		$1.04M Buy
115,600
+400
+0.3% +$3.56K 0.57% 36
2021
Q2 		$996K Hold
115,200
– – 0.52% 44
2021
Q1 		$1.02M Buy
115,200
+1,500
+1% +$11.2K 0.56% 42
2020
Q4 		$715K Buy
113,700
+17,800
+19% +$105K 0.44% 58
2020
Q3 		$530K Buy
95,900
+25,900
+37% +$150K 0.39% 77
2020
Q2 		$361K Buy
70,000
+46,474
+198% +$245K 0.27% 109
2020
Q1 		$132K Buy
23,526
+11,210
+91% +$74.5K 0.11% 171
2019
Q4 		$103K Buy
+12,316
New +$94.1K 0.05% 203

Other funds holding CODA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Perritt Capital Management's CODA Position: Q4 2025 in Review

Perritt Capital Management increased its Coda Octopus Group (CODA) stake by 8% in Q4 2025, buying an estimated $45.2K and bringing the position to 67,250 shares worth $625K. The position accounts for 1.05% of the portfolio, ranked #36.

Perritt Capital Management first reported a position in CODA in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.04M in Q3 2021. 45 funds tracked by Wall St. Rank hold CODA as of Q4 2025.

  • Perritt Capital Management held 67,250 shares of Coda Octopus Group worth $625K as of Q4 2025.
  • Perritt Capital Management bought 5,000 Coda Octopus Group shares in Q4 2025, an estimated $45.2K.
  • Coda Octopus Group made up 1.05% of Perritt Capital Management's portfolio in Q4 2025, its #36 holding.
  • Perritt Capital Management first reported a position in Coda Octopus Group in Q4 2019 and has held it in 25 quarters since.
  • Perritt Capital Management's Coda Octopus Group position peaked at $1.04M in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Coda Octopus Group as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.