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, Q4 2021
Institutional positions in Coda Octopus Group, Inc. as of Dec 31, 2021. 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
- 26
- +2 vs. Q3 2021
- Shares held
- 1.87M
- −30.9K (−1.6%) vs. Q3 2021
- Total value
- $15.0M
- −$2.07M (−12.2%) vs. Q3 2021
- New holders
- 3
- 6 more added
- Sold out
- 1
- 8 more reduced
Compare with Q3 2021: 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 | 65 | $30.6M |
| Q4 2025 | 45 | $17.0M |
| Q3 2025 | 36 | $11.8M |
| Q2 2025 | 37 | $11.9M |
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 544,003 | $4.35M | 0.06% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 263,752 | $2.11M | 1.69% | +1,636+0.6% | Added |
| Vanguard Group Inc | 233,311 | $1.87M | 0.00% | −202−0.1% | Reduced |
| Rice Hall James & Associates, LLC | 227,226 | $1.82M | 0.06% | −27,765−10.9% | Reduced |
| Perritt Capital Management Inc | 115,600 | $925.0K | 0.48% | 00.0% | Unchanged |
| BlackRock Inc. | 102,337 | $819.0K | 0.00% | +2,092+2.1% | Added |
| Federated Hermes, Inc. | 84,532 | $676.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 69,000 | $552.0K | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 53,026 | $424.0K | 0.00% | −1,433−2.6% | Reduced |
| Ancora Advisors, LLC | 38,443 | $308.0K | 0.01% | −6,210−13.9% | Reduced |
| Geode Capital Management, LLC | 36,813 | $294.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,000 | $216.0K | 0.00% | +2,000+8.0% | Added |
| Goldman Sachs Group Inc | 16,558 | $132.0K | 0.00% | −10.0% | Reduced |
| Koss-Olinger Consulting, LLC | 16,319 | $131.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,349 | $115.0K | 0.00% | +14,349 | New |
| State Street Corp | 11,435 | $91.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,000 | $80.0K | 0.00% | −3,000−23.1% | Reduced |
| JPMorgan Chase & Co | 2,726 | $22.0K | 0.00% | −13,581−83.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,380 | $19.0K | 0.00% | +600+33.7% | Added |
| UBS Group AG | 1,929 | $15.0K | 0.00% | +1,054+120.5% | Added |
| Morgan Stanley | 587 | $5.00K | 0.00% | +53+9.9% | Added |
| BNP Paribas Arbitrage, SA | 208 | $1.66K | 0.00% | −158−43.2% | Reduced |
| Wells Fargo & Company | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8 | $0 | 0.00% | +8 | New |
| Advisor Group Holdings, Inc. | 1 | $0 | 0.00% | +1 | New |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −358−100.0% | Sold out |