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 Q2	$293K	Hold	30,000	–	–	﹤0.01%	3299
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

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stifel Financial's CODA Position: Q2 2026 in Review

Stifel Financial held its Coda Octopus Group (CODA) position steady in Q2 2026 at 30,000 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Stifel Financial first reported a position in CODA in Q4 2021 and has held it in 10 quarters since. The position peaked at $539K in Q4 2025. 62 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

Stifel Financial held 30,000 shares of Coda Octopus Group worth $293K as of Q2 2026.
Stifel Financial left its Coda Octopus Group share count unchanged in Q2 2026.
Coda Octopus Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3299 holding.
Stifel Financial first reported a position in Coda Octopus Group in Q4 2021 and has held it in 10 quarters since.
Stifel Financial's Coda Octopus Group position peaked at $539K in Q4 2025.
62 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.