49 tracked 13F filers disclose a position in CODA as of the latest SEC 13F filings, a combined $22.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.0M | 264K | →First observed position No prior filed position | Q1 2026 | |
| 2 | MARSHALL WACE, LLP | $2.9M | 254K | ▲+61% Added · +96K sh | Q1 2026 | |
| 3 | SEI INVESTMENTS CO | $1.7M | 147K | ▲+229% Added · +103K sh | Q1 2026 | |
| 4 | Archon Capital Management LLC | $1.6M | 140K | ▼−6.7% Reduced · −10K sh | Q1 2026 | |
| 5 | Round Rock Advisors LLC | $1.3M | 117K | ▲+135% Added · +67K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $1.2M | 105K | ▲+695% Added · +91K sh | Q1 2026 | |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 100K | ▲New +100K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $1.1M | 99K | ▲+24% Added · +19K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $713K | 63K | ▲+7.0% Added · +4K sh | Q1 2026 | |
| 10 | Grandeur Peak Global Advisors, LLC | $706K | 63K | ▲New +63K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $649K | 57K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 12 | FEDERATED HERMES, INC. | $489K | 43K | —Held | Q1 2026 | |
| 13 | Trexquant Investment LP | $412K | 36K | ▲+221% Added · +25K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $384K | 34K | ▲New +34K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $379K | 34K | ▲+9.2% Added · +3K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $359K | 32K | ▼−62% Reduced · −51K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $350K | 31K | ▲New +31K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $339K | 30K | ▼−48% Reduced · −28K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $305K | 27K | ▲+13% Added · +3K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $278K | 25K | ▲New +25K sh | Q1 2026 | |
| 21 | Cerity Partners LLC | $277K | 25K | ▲+23% Added · +5K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $267K | 24K | ▼−30% Reduced · −10K sh | Q1 2026 | |
| 23 | Hillsdale Investment Management Inc. | $266K | 24K | ▲New +24K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $266K | 24K | →First observed position No prior filed position | Q1 2026 | |
| 25 | RENAISSANCE TECHNOLOGIES LLC | $241K | 21K | ▲New +21K 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, 12 funds opened a new position in CODA and 6 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $5.9B |
| MICROSOFT CORPMSFT | 19 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $1.8B |
| ELI LILLY & COLLY | 19 funds | $1.2B |
| NVIDIA CORPNVDA | 18 funds | $7.7B |
| AMAZON.COM INCAMZN | 18 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.4B |
| TESLA INCTSLA | 18 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 18 funds | $1.2B |
| WALMART INCWMT | 18 funds | $1.2B |
| VISA INC-CLASS A SHARESV | 18 funds | $1.2B |
Ranked by how many of CODA's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 79K | $1.2M |
| Mar 11, 2026 | Emerson John Steven | 10% Owner | Sell (S) | 1K | $14K |
| Mar 11, 2026 | Emerson John Steven | 10% Owner | Sell (S) | 3K | $43K |
| Mar 11, 2026 | Emerson John Steven | 10% Owner | Sell (S) | 3K | $43K |
| 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 | Gayle Annmarie | Chairman, CEO, Director, 10% Owner | Buy (P) | 17K | $99K |
| Oct 6, 2023 | Sondergaard Niels | 10% Owner | Buy (P) | 17K | $99K |
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 + end-of-day price history + the live filing stream, joined for CODA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.