WA
CODA icon

Waverly Advisors’s Coda Octopus Group CODA Stock Holding History

Waverly 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 		– Sell
-10,000
Closed -$93K – 1631
2025
Q4 		$93K Hold
10,000
– – ﹤0.01% 1431
2025
Q3 		$80.3K Buy
+10,000
New +$79K ﹤0.01% 1260

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

Waverly Advisors's CODA Position: Q1 2026 in Review

Waverly Advisors sold out of Coda Octopus Group (CODA) in Q1 2026, closing a stake of 10,000 shares — an estimated $93K sold.

Waverly Advisors first reported a position in CODA in Q3 2025 and held it in 2 quarters. The position peaked at $93K in Q4 2025. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

  • Waverly Advisors reported no remaining Coda Octopus Group position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 10,000 Coda Octopus Group shares in Q1 2026, an estimated $93K.
  • Waverly Advisors first reported a position in Coda Octopus Group in Q3 2025 and held it in 2 quarters.
  • Waverly Advisors's Coda Octopus Group position peaked at $93K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.