rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Coda Octopus Group, Inc.

CODA · Nasdaq

IndustrialsAerospace & DefenseNot moving yet

CODA stood above a rising 150-day average in 33 of the last 52 weekly readings, and has been out of that trend for the last 19 weeks. It is 9.3% below that average now. Aerospace & Defense: 11% of its 57 stocks in an uptrend (−3 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 19
Industry in uptrend
11% -4 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$2.6M
Officials’ trades on record
0
Institutions holding
62 (+1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 33 of 52 weeks.

17 Apr – 16 Oct
12%31%50%Apr 26Jun 26Jul 26Sep 26Oct 26

Aerospace & Defense: Few of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$2.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months2
Buyers · sellers0 · 2
WhoDidSharesTraded
Gayle Michelle JardineInterim CFOsold2,256at $12.5919 Mar 2026filed 10 Apr 2026
John Steven Emerson10% ownersold79,254at $14.9911 Mar 2026filed 20 Apr 2026
John Steven Emerson10% ownersold1,000at $14.4511 Mar 2026filed 20 Apr 2026
John Steven Emerson10% ownersold3,000at $14.4511 Mar 2026filed 20 Apr 2026
John Steven Emerson10% ownersold3,000at $14.4511 Mar 2026filed 20 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders62+1 on the quarter
New · exited14 · 13
Reported value$26.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
ESSEX INVESTMENT MANAGEMENT CO LLCadded · filed 6 Aug 2026322,278$3.1M+132,638+69.9%
MARSHALL WACE, LLPadded · filed 13 Aug 2026263,186$2.6M+8,997+3.5%
Meros Investment Management, LPadded · filed 14 Aug 2026254,310$2.5M+230,000+946.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026220,272$2.2M-43,467−16.5%
Archon Capital Management LLCunchanged · filed 14 Aug 2026140,000$1.4M00.0%
Round Rock Advisors LLCunchanged · filed 12 Aug 2026117,366$1.1M00.0%
Legato Capital Management LLCadded · filed 6 Aug 2026108,091$1.1M+49,879+85.7%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026108,083$1.1M+9,229+9.3%
RENAISSANCE TECHNOLOGIES LLCadded · filed 13 Aug 2026102,928$1.0M+81,600+382.6%
Grandeur Peak Global Advisors, LLCadded · filed 14 Aug 202668,683$671K+6,164+9.9%
31 Mar 2023 – 30 Jun 2026
214160Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Michael J. Hamilton Company insiderDirector · last 28 May 20260 · 2
Gayle Michelle Jardine Company insiderInterim CFO · last 19 Mar 20260 · 1
John Steven Emerson Company insider10% owner · last 11 Mar 20265 · 6
Niels Sondergaard Company insider10% owner · last 2 Oct 20253 · 6
Annmarie Gayle Company insiderChairman, CEO · last 6 Oct 20232 · 0
G. Tyler Runnels Company insiderDirector, 10% owner · last 28 Sep 20230 · 6
Blair Graeme Cunningham Company insiderPresident of Technology · last 1 Jun 20230 · 5
Michael Midgley Company insiderCFO · last 18 Jun 20210 · 3
Bryan Ezralow Company insiderOther · last 20 Jul 20200 · 6
Mary Losty Company insiderDirector · last 9 Apr 20201 · 3
Vlissingen Fh Fentener Drs. Van Company insiderOther · last 17 Jun 20195 · 10
Hills Bv Sandy Company insider10% owner · last 14 Jun 20190 · 10

Same industry

EMBJ EmbraerLeading+9%
DCO DucommunLeading+6%
LMT Lockheed MartinAbove a falling average+1%
RTX RtxAbove a falling average+0%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Oct 202566.5%
Operating profit marginFY 2025 · to 31 Oct 202517.1%
Free cash flow marginFY 2025 · to 31 Oct 202522.7%
Return on capital employedFY 2025 · to 31 Oct 20257.7%
Cash conversionFY 2025 · to 31 Oct 2025175%
Research spendFY 2025 · to 31 Oct 20259.2%
Share count trendFY 2025 · to 25 Jan 20260.0%
Cash and equivalentsFY 2025 · to 31 Oct 2025$28.7M
Free cash flowFY 2025 · to 31 Oct 2025$6.0M

Analyst forecasts

No analyst forecasts yet.