Among active 13F managers last quarter, 10 opened and 11 added, while 3 reduced; the largest holder to move was Essex Investment Management Co LLC (+70%). Over the last 180 days, 1 insider sold and none bought, a net -$28K in open-market trades.
The legs disagree, or only one of them leans.
58 tracked 13F filers disclose a position in CODA as of the latest SEC 13F filings, a combined $26.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Essex Investment Management Co LLC | 322K | $3.1M | ▲+70% Added · +133K sh | Q2 2026 | |
| 2 | Marshall Wace, LLP | 254K | $2.9M | ▲+61% Added · +96K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 220K | $2.2M | ▼−16% Reduced · −43K sh | Q2 2026 | |
| 4 | Sei Investments Co | 147K | $1.7M | ▲+229% Added · +103K sh | Q1 2026 | |
| 5 | Archon Capital Management LLC | 140K | $1.4M | —Held | Q2 2026 | |
| 6 | Round Rock Advisors LLC | 117K | $1.1M | —Held | Q2 2026 | |
| 7 | Legato Capital Management LLC | 108K | $1.1M | ▲+86% Added · +50K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 105K | $1.2M | ▲+695% Added · +91K sh | Q1 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 100K | $1.1M | ▲New +100K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 99K | $1.1M | ▲+24% Added · +19K sh | Q1 2026 | |
| 11 | Grandeur Peak Global Advisors, LLC | 69K | $671K | ▲+9.8% Added · +6K sh | Q2 2026 | |
| 12 | Navellier & Associates Inc | 66K | $643K | ▲+42% Added · +19K sh | Q2 2026 | |
| 13 | BlackRock, Inc. | 63K | $614K | ▲+9.4% Added · +5K sh | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 60K | $590K | ▼−4.3% Reduced · −3K sh | Q2 2026 | |
| 15 | Federated Hermes, Inc. | 43K | $489K | —Held | Q1 2026 | |
| 16 | Susquehanna International Group, LLP | 34K | $384K | ▲New +34K sh | Q1 2026 | |
| 17 | Morgan Stanley | 34K | $379K | ▲+9.2% Added · +3K sh | Q1 2026 | |
| 18 | Occudo Quantitative Strategies LP | 33K | $320K | ▲+86% Added · +15K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 32K | $359K | ▼−62% Reduced · −51K sh | Q1 2026 | |
| 20 | Millennium Management LLC | 31K | $350K | ▲New +31K sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 30K | $339K | ▼−48% Reduced · −28K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 28K | $276K | ▲+20% Added · +5K sh | Q2 2026 | |
| 23 | Northern Trust Corp | 27K | $305K | ▲+13% Added · +3K sh | Q1 2026 | |
| 24 | Two Sigma Investments, LP | 25K | $278K | ▲New +25K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | 25K | $277K | ▲+23% Added · +5K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in CODA and 11 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 19, 2026 | Jardine Gayle Michelle | Interim CFO | Sell (S) | 2K | $28K |
| Mar 11, 2026 | Emerson John Steven | 10% Owner | Sell (S) 4 lots, same day | 86K | $1.3M |
| Oct 2, 2025 | Sondergaard Niels | 10% Owner | Sell (S) | 150K | $1.2M |
| Sep 23, 2025 | Sondergaard Niels | 10% Owner | Sell (S) | 7K | $57K |
| Sep 22, 2025 | Sondergaard Niels | 10% Owner | Sell (S) | 17K | $139K |
| Sep 19, 2025 | Sondergaard Niels | 10% Owner | Sell (S) | 32K | $266K |
| Jan 24, 2025 | Sondergaard Niels | 10% Owner | Buy (P) | 10K | $0 |
| Oct 6, 2023 | Sondergaard Niels | 10% Owner | Buy (P) | 17K | $99K |
| Oct 6, 2023 | Gayle Annmarie | Chairman, CEO, Director, 10% Owner | Buy (P) | 17K | $99K |
| Sep 28, 2023 | Runnels G Tyler | Director, 10% Owner | Sell (S) | 105K | $633K |
| Sep 28, 2023 | Gayle Annmarie | Chairman, CEO, Director, 10% Owner | Buy (P) | 17K | $100K |
| Sep 28, 2023 | Sondergaard Niels | 10% Owner | Buy (P) | 17K | $100K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 8 | – |
Insiders Form 4 open-market | 0 | 1 | -$28K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for CODA
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CODA/capital-change-brief"
Use Arkolith's capital_change_brief for CODA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CODA. Filings are public domain, sourced to SEC EDGAR.