Smart Money · Holder IQ
66.5 / 100
Above median holder quality (percentile 85 this quarter).
CODA
Coda Octopus Group IncNASDAQ
$8.62-0.35%
Close Nov 13, 2026
Reading stored signals…
Industrials • Aerospace & Defense
Factor tilt: Micro-Cap Value
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 20-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- 7.8%
- Consistency of fitted trend · R²
- 0.928
- Recent / whole-window slope
- 0.92×
- CODA
- Whole-window fit
- Recent 12-quarter fit
Quarterly chart values · 21 observations
· 100 indexed · 3.4 per share
· 100.1 indexed · 3.4 per share
· 104.9 indexed · 3.6 per share
· 101.4 indexed · 3.5 per share
· 104.7 indexed · 3.6 per share
· 105.7 indexed · 3.6 per share
· 114 indexed · 3.9 per share
· 117.5 indexed · 4 per share
· 120.7 indexed · 4.1 per share
· 116.9 indexed · 4 per share
· 120.9 indexed · 4.1 per share
· 123.2 indexed · 4.2 per share
· 127.6 indexed · 4.4 per share
· 119.4 indexed · 4.1 per share
· 119.4 indexed · 4.1 per share
· 126.8 indexed · 4.3 per share
· 130.6 indexed · 4.5 per share
· 132.8 indexed · 4.6 per share
· 138.4 indexed · 4.7 per share
· 141.8 indexed · 4.9 per share
· 145.5 indexed · 5 per share
Basis: tangible common book. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Method, filing sources and publication receipt
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (22 in this window): 0001493152-21-022612; 0001493152-22-004191; 0001493152-22-006927. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:ea7edb935f05a3914ad5a058cf2437d1a22ced6ae52b564b351eb31600cfec1b
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
- Market cap
- $97.58Mas of Nov 12, 2026
- 1 month
- -13.1%
- 3 months
- -17.7%
- 1 year
- +1.1%
- 52-week range
- $7.99$16.76
More market facts
- Dividend
- No payments on record
- Short interest
- 3.4% of float214.9K shares · settled Oct 30, 2026 · +6.7% since Oct 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jul 31, 2026
- Revenue
- $28.6M
- Net income
- $5.04M
- Free cash flow
- $5.96M
- Book value
- $62.73M
- Total debt
- $385.38K
- P/E
- 19.3×
- Price / sales
- 3.4×
- Price / book
- 1.6×
- FCF yield
- +6.1%
- Net margin
- +17.6%
Trailing twelve-month statements · as of Nov 13, 2026 · multiples on the Nov 12, 2026 market cap
End-of-day close from stored market data, not a live quote.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jul 2026filed Sep 14, 2026 | $7.7M | +9.2% | 65.4% | $1.5M | $1.4M |
| Apr 2026filed Jun 15, 2026 | $6.9M | -1.6% | 66.3% | $1.8M | $1.7M |
| Jan 2026filed Mar 17, 2026 | $6.7M | +28.8% | 65.1% | $1.0M | $930.7K |
| Oct 2025filed Jan 29, 2026 | $7.3M | +43.8% | 67.6% | $1.4M | $1.0M |
| Jul 2025filed Sep 15, 2025 | $7.1M | +29.0% | 68.3% | $1.4M | $1.3M |
| Apr 2025filed Jun 16, 2025 | $7.0M | +31.8% | 64.1% | $1.1M | $908.8K |
| Jan 2025filed Mar 17, 2025 | $5.2M | +16.8% | 65.8% | $662.0K | $913.0K |
| Oct 2024filed Jan 29, 2025 | $5.1M | +41.9% | 65.3% | $287.6K | $326.2K |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $3.4M
- Reported total debt
- $385.4K
- Current assets
- $54.6M
- Current liabilities
- $5.4M
Vendor filing date:
As of
- Reported cash
- $2.0M
- Reported total debt
- $384.6K
- Current assets
- $52.9M
- Current liabilities
- $5.2M
Vendor filing date:
As of
- Reported cash
- $30.4M
- Reported total debt
- $402.3K
- Current assets
- $51.2M
- Current liabilities
- $4.7M
Vendor filing date:
As of
- Reported cash
- $28.7M
- Reported total debt
- $394.9K
- Current assets
- $50.0M
- Current liabilities
- $5.6M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Oct 2025filed Jan 29, 2026 | $26.6M | +30.7% | 66.5% | $4.5M | $4.1M |
| Oct 2024filed Jan 29, 2025 | $20.3M | +5.0% | 69.8% | $3.6M | $3.6M |
| Oct 2023filed Jan 29, 2024 | $19.4M | -12.9% | 67.3% | $2.7M | $3.1M |
| Oct 2022filed Jan 30, 2023 | $22.2M | +4.2% | 68.3% | $5.0M | $4.3M |
| Oct 2021filed Feb 14, 2022 | $21.3M | +6.4% | 69.2% | $3.8M | $4.9M |
| Oct 2020filed Jan 28, 2021 | $20.0M | -20.0% | 63.5% | $2.8M | $3.3M |
Annual cash generation
Does profit turn into cash? Compare CODA’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $4.1M
- Operating cash flow
- $7.2M
- Capital spending
- $1.2M
- Free cash flow
- $6.0M
Fiscal year ending
- Net income
- $3.6M
- Operating cash flow
- $2.5M
- Capital spending
- $591.6K
- Free cash flow
- $1.9M
Fiscal year ending
- Net income
- $3.1M
- Operating cash flow
- $2.4M
- Capital spending
- $2.1M
- Free cash flow
- $259.5K
Earlier cash-flow years
Fiscal year ending
- Net income
- $4.3M
- Operating cash flow
- $6.7M
- Capital spending
- $556.6K
- Free cash flow
- $6.2M
Fiscal year ending
- Net income
- $4.9M
- Operating cash flow
- $3.3M
- Capital spending
- $964.2K
- Free cash flow
- $2.3M
Fiscal year ending
- Net income
- $3.3M
- Operating cash flow
- $4.4M
- Capital spending
- $998.3K
- Free cash flow
- $3.4M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did CODA’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- $0.0
- Total financing cash flow
- $0.0
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$15.6K
- Total financing cash flow
- -$15.6K
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$18.0K
- Net borrowing / repayment
- $0.0
- Total financing cash flow
- -$18.0K
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$28.3K
- Net borrowing / repayment
- -$63.6K
- Total financing cash flow
- -$91.9K
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$509.5K
- Total financing cash flow
- $139.3K
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- -$486.5K
- Total financing cash flow
- $162.4K
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 137 observations
Settlement Oct 30, 2026
214,938 shares short
+13,519 shares (+6.7%) vs Oct 15, 2026
3.4% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
201,419 shares short
-23,032 shares (-10.3%) vs Sep 30, 2026
3.2% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
224,451 shares short
-9,293 shares (-4%) vs Sep 15, 2026
3.9% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
233,744 shares short
+52,963 shares (+29.3%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
180,781 shares short
-16,408 shares (-8.3%) vs Aug 14, 2026
3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
197,189 shares short
-18,893 shares (-8.7%) vs Jul 31, 2026
3.3% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
216,082 shares short
+11,797 shares (+5.8%) vs Jul 15, 2026
3.6% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
204,285 shares short
-28,198 shares (-12.1%) vs Jun 30, 2026
3.4% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
232,483 shares short
+36,934 shares (+18.9%) vs Jun 15, 2026
3.9% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
195,549 shares short
+62,264 shares (+46.7%) vs May 29, 2026
3.3% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
133,285 shares short
-24,492 shares (-15.5%) vs May 15, 2026
2.2% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
157,777 shares short
-26,290 shares (-14.3%) vs Apr 30, 2026
2.6% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
184,067 shares short
-17,611 shares (-8.7%) vs Apr 15, 2026
3.1% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
201,678 shares short
+46,726 shares (+30.2%) vs Mar 31, 2026
3.4% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
154,952 shares short
-51,871 shares (-25.1%) vs Mar 13, 2026
2.6% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
206,823 shares short
+134,253 shares (+185%) vs Feb 27, 2026
3.4% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
72,570 shares short
-2,790 shares (-3.7%) vs Feb 13, 2026
1.2% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
75,360 shares short
+15,037 shares (+24.9%) vs Jan 30, 2026
1.3% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
60,323 shares short
-38,375 shares (-38.9%) vs Jan 15, 2026
1% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
98,698 shares short
+39,061 shares (+65.5%) vs Dec 31, 2025
1.6% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
59,637 shares short
+1,749 shares (+3%) vs Dec 15, 2025
1% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
57,888 shares short
-14,563 shares (-20.1%) vs Nov 28, 2025
1% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
72,451 shares short
+23,941 shares (+49.4%) vs Nov 14, 2025
1.2% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
48,510 shares short
-36,104 shares (-42.7%) vs Oct 31, 2025
0.8% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
84,614 shares short
+15,742 shares (+22.9%) vs Oct 15, 2025
1.4% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
68,872 shares short
-6,377 shares (-8.5%) vs Sep 30, 2025
1.1% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
75,249 shares short
-26,149 shares (-25.8%) vs Sep 15, 2025
1.3% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
101,398 shares short
+12,078 shares (+13.5%) vs Aug 29, 2025
1.7% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
89,320 shares short
+8,199 shares (+10.1%) vs Aug 15, 2025
1.5% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
81,121 shares short
+3,176 shares (+4.1%) vs Jul 31, 2025
1.4% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
77,945 shares short
-3,167 shares (-3.9%) vs Jul 15, 2025
1.3% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
81,112 shares short
-6,245 shares (-7.1%) vs Jun 30, 2025
1.4% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
87,357 shares short
+8,754 shares (+11.1%) vs Jun 13, 2025
1.5% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
78,603 shares short
+171 shares (+0.2%) vs May 30, 2025
1.3% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
78,432 shares short
-4,077 shares (-4.9%) vs May 15, 2025
1.3% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
82,509 shares short
+1,572 shares (+1.9%) vs Apr 30, 2025
1.4% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
80,937 shares short
-13,098 shares (-13.9%) vs Apr 15, 2025
1.3% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
94,035 shares short
+4,361 shares (+4.9%) vs Mar 31, 2025
1.6% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
89,674 shares short
-114 shares (-0.1%) vs Mar 14, 2025
1.5% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
89,788 shares short
+946 shares (+1.1%) vs Feb 28, 2025
1.5% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
88,842 shares short
+3,350 shares (+3.9%) vs Feb 14, 2025
1.5% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
85,492 shares short
-9,199 shares (-9.7%) vs Jan 31, 2025
1.4% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
94,691 shares short
-72 shares (-0.1%) vs Jan 15, 2025
1.6% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
94,763 shares short
-2,973 shares (-3%) vs Dec 31, 2024
1.6% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
97,736 shares short
-8,584 shares (-8.1%) vs Dec 13, 2024
1.6% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
106,320 shares short
-2,840 shares (-2.6%) vs Nov 29, 2024
1.8% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
109,160 shares short
+9,978 shares (+10.1%) vs Nov 15, 2024
1.8% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
99,182 shares short
-5,001 shares (-4.8%) vs Oct 31, 2024
1.7% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
104,183 shares short
-1,856 shares (-1.8%) vs Oct 15, 2024
1.7% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
106,039 shares short
+2,282 shares (+2.2%) vs Sep 30, 2024
1.8% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
103,757 shares short
-7,442 shares (-6.7%) vs Sep 13, 2024
1.7% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
111,199 shares short
+6,242 shares (+5.9%) vs Aug 30, 2024
1.9% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
104,957 shares short
-2,038 shares (-1.9%) vs Aug 15, 2024
1.7% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
106,995 shares short
-5,841 shares (-5.2%) vs Jul 31, 2024
1.8% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
112,836 shares short
-3,442 shares (-3%) vs Jul 15, 2024
1.9% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
116,278 shares short
-3,878 shares (-3.2%) vs Jun 28, 2024
1.9% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
120,156 shares short
-4,831 shares (-3.9%) vs Jun 14, 2024
2% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
124,987 shares short
-2,461 shares (-1.9%) vs May 31, 2024
2.1% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
127,448 shares short
+74 shares (+0.1%) vs May 15, 2024
2.1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
127,374 shares short
-4,183 shares (-3.2%) vs Apr 30, 2024
2.1% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
131,557 shares short
-403 shares (-0.3%) vs Apr 15, 2024
2.2% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
131,960 shares short
+529 shares (+0.4%) vs Mar 28, 2024
2.2% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
131,431 shares short
-1,803 shares (-1.4%) vs Mar 15, 2024
2.2% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
133,234 shares short
-230 shares (-0.2%) vs Feb 29, 2024
2.2% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
133,464 shares short
+4,326 shares (+3.3%) vs Feb 15, 2024
2.2% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
129,138 shares short
-16,079 shares (-11.1%) vs Jan 31, 2024
2.1% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
145,217 shares short
+16,071 shares (+12.4%) vs Jan 12, 2024
2.4% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
129,146 shares short
-2,892 shares (-2.2%) vs Dec 29, 2023
2.1% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
132,038 shares short
-13,485 shares (-9.3%) vs Dec 15, 2023
2.2% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
145,523 shares short
-7,704 shares (-5%) vs Nov 30, 2023
2.4% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
153,227 shares short
+12,537 shares (+8.9%) vs Nov 15, 2023
2.6% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
140,690 shares short
-16,917 shares (-10.7%) vs Oct 31, 2023
2.3% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
157,607 shares short
+1,477 shares (+0.9%) vs Oct 13, 2023
2.6% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
156,130 shares short
-9,198 shares (-5.6%) vs Sep 29, 2023
2.6% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
165,328 shares short
-13,732 shares (-7.7%) vs Sep 15, 2023
2.8% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
179,060 shares short
-6,466 shares (-3.5%) vs Aug 31, 2023
3% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
185,526 shares short
-4,268 shares (-2.2%) vs Aug 15, 2023
3.1% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
189,794 shares short
+1,493 shares (+0.8%) vs Jul 31, 2023
3.2% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
188,301 shares short
-6,863 shares (-3.5%) vs Jul 14, 2023
3.1% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
195,164 shares short
+2,564 shares (+1.3%) vs Jun 30, 2023
3.2% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
192,600 shares short
+11,512 shares (+6.4%) vs Jun 15, 2023
3.2% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
181,088 shares short
-3,075 shares (-1.7%) vs May 31, 2023
3% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
184,163 shares short
-6,959 shares (-3.6%) vs May 15, 2023
3.1% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
191,122 shares short
+3,236 shares (+1.7%) vs Apr 28, 2023
3.2% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
187,886 shares short
-7,475 shares (-3.8%) vs Apr 14, 2023
3.1% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
195,361 shares short
+6,033 shares (+3.2%) vs Mar 31, 2023
3.3% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
189,328 shares short
+3,175 shares (+1.7%) vs Mar 15, 2023
3.2% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
186,153 shares short
+7,662 shares (+4.3%) vs Feb 28, 2023
3.1% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
178,491 shares short
+5,070 shares (+2.9%) vs Feb 15, 2023
3% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
173,421 shares short
-1,476 shares (-0.8%) vs Jan 31, 2023
2.9% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
174,897 shares short
-12,316 shares (-6.6%) vs Jan 13, 2023
2.9% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
187,213 shares short
+1,605 shares (+0.9%) vs Dec 30, 2022
3.1% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
185,608 shares short
-3,926 shares (-2.1%) vs Dec 15, 2022
3.1% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
189,534 shares short
+264 shares (+0.1%) vs Nov 30, 2022
3.2% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
189,270 shares short
-3,639 shares (-1.9%) vs Nov 15, 2022
3.2% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
192,909 shares short
-501 shares (-0.3%) vs Oct 31, 2022
3.2% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
193,410 shares short
-6,529 shares (-3.3%) vs Oct 14, 2022
3.2% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
199,939 shares short
-771 shares (-0.4%) vs Sep 30, 2022
3.3% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
200,710 shares short
+1,888 shares (+0.9%) vs Sep 15, 2022
3.3% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
198,822 shares short
-1,541 shares (-0.8%) vs Aug 31, 2022
3.3% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
200,363 shares short
-4,408 shares (-2.2%) vs Aug 15, 2022
3.3% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
204,771 shares short
-1,789 shares (-0.9%) vs Jul 29, 2022
3.4% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
206,560 shares short
-3,288 shares (-1.6%) vs Jul 15, 2022
3.4% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
209,848 shares short
-2,196 shares (-1%) vs Jun 30, 2022
3.5% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
212,044 shares short
+1,662 shares (+0.8%) vs Jun 15, 2022
3.5% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
210,382 shares short
+1,787 shares (+0.9%) vs May 31, 2022
3.5% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
208,595 shares short
-8,676 shares (-4%) vs May 13, 2022
3.5% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
217,271 shares short
+4,458 shares (+2.1%) vs Apr 29, 2022
3.6% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
212,813 shares short
-8,811 shares (-4%) vs Mar 31, 2022
3.5% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
221,624 shares short
-3,358 shares (-1.5%) vs Mar 15, 2022
3.7% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
224,982 shares short
+5,011 shares (+2.3%) vs Feb 28, 2022
3.7% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
219,971 shares short
-4,490 shares (-2%) vs Feb 15, 2022
3.7% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
224,461 shares short
+5,720 shares (+2.6%) vs Jan 31, 2022
3.7% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
218,741 shares short
-1,390 shares (-0.6%) vs Jan 14, 2022
3.6% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
220,131 shares short
-1,826 shares (-0.8%) vs Dec 31, 2021
3.7% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
221,957 shares short
-4,728 shares (-2.1%) vs Dec 15, 2021
3.7% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
226,685 shares short
+2,793 shares (+1.2%) vs Nov 30, 2021
3.8% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
223,892 shares short
-3,592 shares (-1.6%) vs Nov 15, 2021
3.7% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
227,484 shares short
+9,849 shares (+4.5%) vs Oct 29, 2021
3.8% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
217,635 shares short
-1,025 shares (-0.5%) vs Oct 15, 2021
3.6% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
218,660 shares short
-1,974 shares (-0.9%) vs Sep 30, 2021
3.6% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
220,634 shares short
-3,375 shares (-1.5%) vs Sep 15, 2021
3.7% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
224,009 shares short
-6,038 shares (-2.6%) vs Aug 31, 2021
3.7% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
230,047 shares short
-9,856 shares (-4.1%) vs Aug 13, 2021
3.8% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
239,903 shares short
-5,883 shares (-2.4%) vs Jul 30, 2021
4% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
245,786 shares short
-3,560 shares (-1.4%) vs Jul 15, 2021
4.1% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
249,346 shares short
-13,551 shares (-5.2%) vs Jun 30, 2021
4.2% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
262,897 shares short
-1,858 shares (-0.7%) vs Jun 15, 2021
4.4% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
264,755 shares short
+5,963 shares (+2.3%) vs May 14, 2021
4.4% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
258,792 shares short
+9,361 shares (+3.8%) vs Apr 30, 2021
4.3% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
249,431 shares short
-12,673 shares (-4.8%) vs Apr 15, 2021
4.2% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
262,104 shares short
+2,525 shares (+1%) vs Mar 31, 2021
4.4% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
259,579 shares short
-24,277 shares (-8.6%) vs Mar 15, 2021
4.3% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
283,856 shares short
+4,373 shares (+1.6%) vs Feb 26, 2021
4.7% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
279,483 shares short
-69,556 shares (-19.9%) vs Jan 29, 2021
4.7% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
349,039 shares short
+1,237 shares (+0.4%) vs Jan 15, 2021
5.8% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
347,802 shares short
5.8% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 14, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 2 splits
| Ex-date | Event | Recorded detail |
|---|---|---|
| Jan 11, 2017 | Reverse split | 1 for 14Each 14 pre-split shares become 1 post-split share. |
| Aug 11, 2004 | Reverse split | 1 for 300Each 300 pre-split shares become 1 post-split share. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
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Smart money context
Holder IQ: MEDIUM
14 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: distributing (heavy)
Unlock crowding heatmapUnlock filer discoveryRed flags
Red flags: 4
Largest 13-F holders · Q2 2026
63 filers reported a long position in CODA for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
62.5%
of the 2.9M shares 13-F filers reported
Moves vs Q1 2026
7 added1 trimmed
2 unchanged
Net shares held
+39%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Essex Investment Management Co LLC | $3.1M · 322.3K shares | 322.3K | +69.9% |
| 2 | Marshall Wace, LLP | $2.6M · 263.2K shares | 263.2K | +3.5% |
| 3 | Meros Investment Management, LP | $2.5M · 254.3K shares | 254.3K | +946.1% |
| 4 | Vanguard Capital Management LLC | $2.2M · 220.3K shares | 220.3K | -16.5% |
| 5 | Acadian Asset Management LLC | $1.4M · 146.8K shares | 146.8K | +27% |
| 6 | Archon Capital Management LLC | $1.4M · 140K shares | 140K | Unchanged |
| 7 | Round Rock Advisors LLC | $1.1M · 117.4K shares | 117.4K | Unchanged |
| 8 | Legato Capital Management LLC | $1.1M · 108.1K shares | 108.1K | +85.7% |
| 9 | Dimensional Fund Advisors LP | $1.1M · 108.1K shares | 108.1K | +9.3% |
| 10 | Renaissance Technologies LLC | $1M · 102.9K shares | 102.9K | +382.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of CODA file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 28, 2026 | CIK 211678413G · passive · amended | 6.05% |
| Apr 7, 2026 | Honig Jonathan13G · passive · amended | 4.51%under 5% |
Moves the factor model did not explain
How much of CODA’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -0.79%
- Style leanings
- -6.21%
- Unexplained residual
- -5.80%
- Stock move
- -12.80%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T15:44:51.254Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +0.10% | -1.05% | -2.02% | +3.18% | |
| -1.11% | +0.36% | -0.66% | -0.80% | |
| -3.67% | +0.43% | +0.55% | -4.65% | |
| +2.33% | +0.49% | +0.33% | +1.51% | |
| -5.79% | -1.09% | -1.21% | -3.48% | |
| +0.44% | -0.46% | +1.92% | -1.02% | |
| +2.29% | +0.50% | -0.46% | +2.24% | |
| +1.07% | +0.68% | -0.91% | +1.29% | |
| +0.11% | +0.37% | -0.37% | +0.11% | |
| +0.95% | -0.46% | -0.05% | +1.46% | |
| -5.49% | -1.77% | -1.87% | -1.84% | |
| -0.72% | -0.24% | +0.07% | -0.56% | |
| +3.34% | +0.35% | -0.30% | +3.29% | |
| -3.12% | +1.75% | -1.29% | -3.58% | |
| -10.57% | -3.95% | -0.18% | -6.44% | |
| +3.73% | +0.71% | +1.46% | +1.56% | |
| +5.88% | +2.42% | +1.64% | +1.82% | |
| +1.59% | -0.29% | -0.72% | +2.60% | |
| -2.68% | +1.19% | +0.78% | -4.65% | |
| -0.92% | -0.45% | -2.89% | +2.43% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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