Coda Octopus Group, Inc.
CODA- Exchange
- Nasdaq
- Industry
- Search, Detection, Navigation, Guidance, Aeronautical Sys
- SEC CIK
- 0001334325
No open-market purchases or sales by Coda Octopus Group, Inc. insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $27.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 62
- −4 vs. Q1 2026
- Shares held
- 2.85M
- +128.4K (+4.7%) vs. Q1 2026
- Total value
- $27.9M
- −$2.89M (−9.4%) vs. Q1 2026
- New holders
- 10
- 23 more added
- Sold out
- 14
- 13 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CODA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $27.9M |
| Q1 2026 | 66 | $30.8M |
| Q4 2025 | 45 | $17.4M |
| Q3 2025 | 36 | $11.8M |
| Q2 2025 | 37 | $12.0M |
| Q1 2025 | 33 | $9.79M |
| Q4 2024 | 30 | $12.9M |
| Q3 2024 | 29 | $15.0M |
| Q2 2024 | 28 | $12.7M |
| Q1 2024 | 28 | $12.5M |
| Q4 2023 | 28 | $13.5M |
| Q3 2023 | 25 | $14.2M |
| Q2 2023 | 25 | $18.4M |
| Q1 2023 | 25 | $14.7M |
| Q4 2022 | 28 | $13.6M |
| Q3 2022 | 27 | $10.4M |
| Q2 2022 | 26 | $9.64M |
| Q1 2022 | 25 | $12.6M |
| Q4 2021 | 26 | $15.0M |
| Q3 2021 | 24 | $17.0M |
| Q2 2021 | 25 | $16.6M |
| Q1 2021 | 23 | $17.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 322,278 | $3.15M | 0.41% | +132,638+69.9% | Added |
| Marshall Wace, LLP | 263,186 | $2.57M | 0.00% | +8,997+3.5% | Added |
| Meros Investment Management, LP | 254,310 | $2.48M | 0.79% | +230,000+946.1% | Added |
| Vanguard Capital Management LLC | 220,272 | $2.15M | 0.00% | −43,467−16.5% | Reduced |
| Acadian Asset Management LLC | 146,788 | $1.43M | 0.00% | +31,252+27.0% | Added |
| Archon Capital Management LLC | 140,000 | $1.37M | 0.56% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 117,366 | $1.15M | 0.15% | 00.0% | Unchanged |
| Legato Capital Management LLC | 108,091 | $1.06M | 0.09% | +49,879+85.7% | Added |
| Dimensional Fund Advisors LP | 108,083 | $1.06M | 0.00% | +9,229+9.3% | Added |
| Renaissance Technologies LLC | 102,928 | $1.01M | 0.00% | +81,600+382.6% | Added |
| Grandeur Peak Global Advisors, LLC | 68,683 | $671.0K | 0.16% | +6,164+9.9% | Added |
| Navellier & Associates Inc | 65,811 | $643.0K | 0.05% | +19,361+41.7% | Added |
| Arrowstreet Capital, Limited Partnership | 64,363 | $628.8K | 0.00% | −35,197−35.4% | Reduced |
| BlackRock, Inc. | 62,824 | $613.8K | 0.00% | +5,392+9.4% | Added |
| Geode Capital Management, LLC | 60,331 | $589.6K | 0.00% | −2,711−4.3% | Reduced |
| Victory Capital Management Inc | 50,422 | $492.6K | 0.00% | +50,422 | New |
| RBF Capital, LLC | 50,000 | $488.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50,000 | $488.5K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 49,201 | $480.7K | 0.00% | −98,285−66.6% | Reduced |
| Two Sigma Investments, LP | 41,415 | $404.6K | 0.00% | +16,816+68.4% | Added |
| Morgan Stanley | 35,037 | $342.3K | 0.00% | +1,532+4.6% | Added |
| Occudo Quantitative Strategies LP | 32,709 | $319.6K | 0.02% | +15,170+86.5% | Added |
| Stifel Financial Corp | 30,000 | $293.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 28,284 | $276.3K | 0.00% | +4,744+20.2% | Added |
| Jane Street Group, LLC | 25,272 | $246.9K | 0.00% | −79,334−75.8% | Reduced |
| Goldman Sachs Group Inc | 24,676 | $241.1K | 0.00% | +24,676 | New |
| Cerity Partners LLC | 24,500 | $239.4K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 23,653 | $231.1K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 23,070 | $225.4K | 0.04% | +23,070 | New |
| Connective Capital Management, LLC | 22,478 | $219.6K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,731 | $202.5K | 0.00% | −11,070−34.8% | Reduced |
| Trexquant Investment LP | 19,802 | $193.5K | 0.00% | −16,644−45.7% | Reduced |
| Hillsdale Investment Management Inc. | 19,570 | $191.2K | 0.00% | −4,000−17.0% | Reduced |
| Corsair Capital Management, L.P. | 19,438 | $189.9K | 0.02% | +5,000+34.6% | Added |
| Susquehanna Fundamental Investments, LLC | 17,653 | $172.5K | 0.00% | +171+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 17,539 | $171.4K | 0.00% | +2,895+19.8% | Added |
| Sentinus, LLC | 17,050 | $166.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,401 | $160.2K | 0.00% | +118+0.7% | Added |
| Wealthquest Corp | 12,753 | $124.6K | 0.01% | −1,850−12.7% | Reduced |
| Prelude Capital Management, LLC | 12,313 | $120.3K | 0.01% | −500−3.9% | Reduced |
| 4WEALTH Advisors, Inc. | 12,434 | $118.7K | 0.09% | +12,434 | New |
| Commonwealth Equity Services, LLC | 12,000 | $117.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,020 | $117.0K | 0.00% | −9,794−44.9% | Reduced |
| GWM Advisors LLC | 11,389 | $111.3K | 0.00% | +11,040+3,163.3% | Added |
| UBS Group AG | 7,772 | $75.9K | 0.00% | −9,588−55.2% | Reduced |
| Vanguard Global Advisers, LLC | 1,450 | $14.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,100 | $10.7K | 0.00% | −500−31.3% | Reduced |
| Tower Research Capital LLC (TRC) | 737 | $7.20K | 0.00% | +173+30.7% | Added |
| Creative Financial Designs Inc | 727 | $7.10K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 729 | $6.96K | 0.00% | +725+18,125.0% | Added |
| Game Plan Financial Advisors, LLC | 650 | $6.35K | 0.00% | +650 | New |
| SBI Securities Co., Ltd. | 646 | $6.31K | 0.00% | +590+1,053.6% | Added |
| Leonteq Securities AG | 598 | $5.84K | 0.00% | +598 | New |
| Whittier Trust Co | 389 | $3.76K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 238 | $2.00K | 0.00% | +169+244.9% | Added |
| McGuire Capital Advisors Inc | 158 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 54 | $528 | 0.00% | +54 | New |
| Comprehensive Financial Planning, Inc. | 23 | $225 | 0.00% | +23 | New |
| Acumen Wealth Advisors, LLC | 20 | $196 | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 13 | $127 | 0.00% | +13 | New |
| FMR LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −73,722−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −43,314−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −34,353−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −33,965−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −30,997−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −26,957−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,575−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −14,765−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |