Stifel Financial’s Coda Octopus Group CODA Stock Holding History

Stifel Financial’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	$339K	Sell	30,000 -28,000	-48%	-$343K	﹤0.01%	3101
2025 Q4	$539K	Hold	58,000	–	–	﹤0.01%	2816
2025 Q3	$465K	Hold	58,000	–	–	﹤0.01%	2861
2025 Q2	$474K	Hold	58,000	–	–	﹤0.01%	2807
2025 Q1	$362K	Buy	+58,000	New	+$439K	﹤0.01%	2881
2022 Q4	–	Sell	-10,000	Closed	-$54K	–	3302
2022 Q3	$54K	Sell	10,000 -900	-8%	-$4.52K	﹤0.01%	3180
2022 Q2	$55K	Sell	10,900 -300	-3%	-$1.64K	﹤0.01%	3217
2022 Q1	$74K	Sell	11,200 -3,149	-22%	-$20.8K	﹤0.01%	3278
2021 Q4	$115K	Buy	+14,349	New	+$118K	﹤0.01%	3251

Other funds holding CODA

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial's CODA Position: Q1 2026 in Review

Stifel Financial reduced its Coda Octopus Group (CODA) stake by 48% in Q1 2026, selling an estimated $343K and leaving 30,000 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3101.

Stifel Financial first reported a position in CODA in Q4 2021 and has held it in 9 quarters since. The position peaked at $539K in Q4 2025. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

Stifel Financial held 30,000 shares of Coda Octopus Group worth $339K as of Q1 2026.
Stifel Financial sold 28,000 Coda Octopus Group shares in Q1 2026, an estimated $343K.
Coda Octopus Group made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3101 holding.
Stifel Financial first reported a position in Coda Octopus Group in Q4 2021 and has held it in 9 quarters since.
Stifel Financial's Coda Octopus Group position peaked at $539K in Q4 2025.
65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.