Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coda Octopus Group Inc (CODA)

63 + Investors. Track Smart Money conviction in CODA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — CODA

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
63 hedge funds hold CODA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +70% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+70% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

35 buying27 selling
Last quarter: 35 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 32 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 49% new

32% conviction (2yr+) 19% medium 49% new
Of the 63 current holders: 20 (32%) held >2 years, 12 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

9 → 5 → 11 → 32 → 14 new funds/Q
New funds entering each quarter: 5 → 11 → 32 → 14. A growing number of institutions are discovering CODA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 54% newcomers

40% veterans 6% 1-2yr 54% new
Entry-cohort mix of 63 holders: 25 (40%) are 2+ year veterans, 4 entered 1–2 years ago, and 34 (54%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
15 of 63 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CODA

In 2026 Q2, 35 hedge funds were net buyers of CODA (14 opened a new position, 21 added to an existing one), while 27 reduced or exited (13 trimmed, 14 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 63.

Hedge Fund Ownership: CODA

How many hedge funds hold CODA — quarterly history vs. share price
Quarterly hedge fund ownership of CODA vs. share price

Market Analysis: CODA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CODA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CODA
63 + Investors

Track Smart Money conviction in CODA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 63 -
13F Shares 3M 3M 4.76%
Total Value $26M $29M -9.0%
New Positions 14 32 -18
Increased Positions 21 15 +6
Closed Positions 14 13 +1
Reduced Positions 13 8 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CODA

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Institutional Holders (2026 Q2)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CODA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CODA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meros Investment Management, LP 0.79% 254,310 $2.5M
2 Archon Capital Management LLC 0.56% 140,000 $1.4M
3 Essex Investment Management Co LLC 0.41% 322,278 $3.1M
4 Grandeur Peak Global Advisors, LLC 0.16% 68,683 $671K
5 Connective Capital Management, LLC 0.15% 22,478 $220K
6 Round Rock Advisors LLC 0.15% 117,366 $1.1M
7 4wealth Advisors, INC. 0.09% 12,434 $119K
8 Legato Capital Management LLC 0.09% 108,091 $1.1M
9 Navellier & Associates Inc 0.05% 65,811 $643K
10 Integrated Quantitative Investments LLC 0.04% 23,070 $225K
11 North Star Investment Management Corp. 0.03% 50,000 $488K
12 Corsair Capital Management, L.P. 0.02% 19,438 $190K
13 RBF Capital, LLC 0.02% 50,000 $488K
14 Occudo Quantitative Strategies LP 0.02% 32,709 $320K
15 Rothschild Wealth LLC 0.01% 17,050 $167K
16 Prelude Capital Management, LLC 0.01% 12,313 $120K
17 Wealthquest Corp 0.01% 12,753 $125K
18 Hillsdale Investment Management Inc. 0.00% 19,570 $191K
19 Susquehanna Fundamental Investments, LLC 0.00% 17,653 $172K
20 Game Plan Financial Advisors, LLC 0.00% 650 $6K
21 Marshall Wace, LLP 0.00% 263,186 $2.6M
22 Renaissance Technologies LLC 0.00% 102,928 $1.0M
23 Trexquant Investment LP 0.00% 19,802 $193K
24 Mcguire Capital Advisors Inc 0.00% 158 $2K
25 Schonfeld Strategic Advisors LLC 0.00% 17,539 $171K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Coda Octopus Group Inc (CODA)

What does the Smart Money Trend signal show for CODA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CODA?

Slight buying edge — 56% buying: Last quarter: 35 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CODA holders?

Smaller funds dominant — 19% AUM from top-100: 15 of 63 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CODA?

Mixed — 32% long-term, 49% new: Of the 63 current holders: 20 (32%) held >2 years, 12 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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