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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
2Q ▲
Buyers last Q
69%

Smart Money Signals — CODA

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CODA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

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 — +97% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+97% 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.
🟢

More buyers than sellers — 69% buying

47 buying21 selling
Last quarter: 47 funds were net buyers (32 opened a brand new position + 15 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new CODA position: 9 → 5 → 11 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 48% new

■ 35% conviction (2yr+) ■ 17% medium ■ 48% new
Of the 63 current holders: 22 (35%) held >2 years, 11 held 1–2 years, and 30 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.
💰

Value +77% but shares only +55% — price-driven

Value
+77%
Shares
+55%
Last quarter: the total dollar value of institutional holdings rose +77%, but actual share count only changed +55%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

5 → 9 → 5 → 11 → 32 new funds/Q
New funds entering each quarter: 9 → 5 → 11 → 32. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 43% veterans vs 49% newcomers

■ 43% veterans ■ 8% 1-2yr ■ 49% new
Entry-cohort mix of 63 holders: 27 (43%) are 2+ year veterans, 5 entered 1–2 years ago, and 31 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
14 of 63 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 Q1, 47 hedge funds were net buyers of CODA (32 opened a new position, 15 added to an existing one), while 21 reduced or exited (8 trimmed, 13 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in CODA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Coda Octopus Group Inc (CODA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CODA has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
CODA
nan%
XLI
+11.9%

CODA outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CODA
nan%
XLI
+5.5%

Since the filing became public, CODA outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 63 44 43.18%
13F Shares 3M 2M 55.07%
Total Value $29M $16M 77.35%
New Positions 32 11 +21
Increased Positions 15 13 +2
Closed Positions 13 3 +10
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CODA

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Archon Capital Management LLC 0.89% 140,000 $1.6M
2 Essex Investment Management Co LLC 0.34% 189,640 $2.1M
3 Connective Capital Management, LLC 0.21% 22,478 $254K
4 Round Rock Advisors LLC 0.20% 117,366 $1.3M
5 Grandeur Peak Global Advisors, LLC 0.17% 62,519 $706K
6 Meros Investment Management, LP 0.12% 24,310 $275K
7 Informed Momentum Co LLC 0.10% 73,722 $833K
8 Legato Capital Management LLC 0.06% 58,212 $658K
9 Navellier & Associates Inc 0.05% 46,450 $525K
10 North Star Investment Management Corp. 0.03% 50,000 $565K
11 RBF Capital, LLC 0.03% 50,000 $565K
12 Corsair Capital Management, L.P. 0.02% 14,438 $163K
13 Rothschild Wealth LLC 0.02% 17,050 $193K
14 Prelude Capital Management, LLC 0.01% 12,813 $145K
15 Occudo Quantitative Strategies LP 0.01% 17,539 $198K
16 Wealthquest Corp 0.01% 14,603 $136K
17 Susquehanna Fundamental Investments, LLC 0.01% 17,482 $198K
18 Hillsdale Investment Management Inc. 0.01% 23,570 $266K
19 Trexquant Investment LP 0.00% 36,446 $412K
20 Ritholtz Wealth Management 0.00% 14,765 $167K
21 Marshall Wace, LLP 0.00% 254,189 $2.9M
22 XTX Topco Ltd 0.00% 14,269 $161K
23 Sei Investments Co 0.00% 147,486 $1.7M
24 Schonfeld Strategic Advisors LLC 0.00% 14,644 $165K
25 Mcguire Capital Advisors Inc 0.00% 158 $2K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CODA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CODA?

More buyers than sellers — 69% buying: Last quarter: 47 funds were net buyers (32 opened a brand new position + 15 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CODA holders?

Strong quality — 21% AUM from major funds: 14 of 63 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CODA?

Mixed — 35% long-term, 48% new: Of the 63 current holders: 22 (35%) held >2 years, 11 held 1–2 years, and 30 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.

Is it too late to buy Coda Octopus Group Inc (CODA) following the 2026 Q1 hedge fund 13F filings?

As of today, CODA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CODA has gained nan% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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