ESSEX INVESTMENT MANAGEMENT CO LLC
Position in CODA — Coda Octopus Group, Inc.
CIK 201772
BOSTON, MA
Position in CODA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,148,656
+$1,005,724 QoQ
Shares Held
322,278
+69.9% QoQ
Ownership
2.86%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in CODA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ESSEX INVESTMENT MANAGEMENT CO LLC holds $32,593,948 across 7 Aerospace & Defense names. CODA ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRS |
Leonardo DRS, Inc.
|
250,215 | $10,676,674 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
153,576 | $7,657,299 | |
| 3 | PKE |
Park Aerospace Corp
|
143,663 | $5,482,180 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
25,431 | $4,950,144 | |
| 5 | CODA |
Coda Octopus Group, Inc.
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|
322,278 | $3,148,656 | |
| 6 | GE |
General Electric Co
|
950 | $355,043 | |
| 7 | OPXS |
Optex Systems Holdings Inc
|
23,090 | $323,952 |
All Filings in CODA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,148,656 | 322,278 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,142,932 | 189,640 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $216,680 | 23,299 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $115,832 | 14,434 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $118,070 | 14,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $91,122 | 14,603 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $114,341 | 14,603 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||