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, Q1 2022
Institutional positions in Coda Octopus Group, Inc. as of Mar 31, 2022. 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
- 25
- −1 vs. Q4 2021
- Shares held
- 1.91M
- +41.1K (+2.2%) vs. Q4 2021
- Total value
- $12.6M
- −$2.41M (−16.1%) vs. Q4 2021
- New holders
- 2
- 6 more added
- Sold out
- 3
- 11 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4 | $0 | 0.00% | −2,722−99.9% | Reduced |
| Wells Fargo & Company | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $0 | 0.00% | +1 | New |
| BNP Paribas Arbitrage, SA | 208 | $1.37K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 358 | $2.35K | 0.00% | +358 | New |
| Morgan Stanley | 584 | $4.00K | 0.00% | −3−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,543 | $10.0K | 0.00% | −837−35.2% | Reduced |
| UBS Group AG | 2,161 | $14.0K | 0.00% | +232+12.0% | Added |
| Stifel Financial Corp | 11,200 | $74.0K | 0.00% | −3,149−21.9% | Reduced |
| State Street Corp | 12,403 | $81.0K | 0.00% | +968+8.5% | Added |
| Commonwealth Equity Services, LLC | 16,500 | $108.0K | 0.00% | −10,500−38.9% | Reduced |
| Goldman Sachs Group Inc | 16,476 | $108.0K | 0.00% | −82−0.5% | Reduced |
| Geode Capital Management, LLC | 36,813 | $241.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 38,443 | $253.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 52,960 | $348.0K | 0.00% | −66−0.1% | Reduced |
| RBF Capital, LLC | 65,000 | $427.0K | 0.03% | −4,000−5.8% | Reduced |
| Federated Hermes, Inc. | 84,532 | $555.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 102,301 | $672.0K | 0.00% | −360.0% | Reduced |
| Perritt Capital Management Inc | 109,273 | $718.0K | 0.39% | −6,327−5.5% | Reduced |
| Vanguard Group Inc | 232,343 | $1.53M | 0.00% | −968−0.4% | Reduced |
| Rice Hall James & Associates, LLC | 234,515 | $1.54M | 0.06% | +7,289+3.2% | Added |
| Touchstone Capital, Inc. | 280,036 | $1.84M | 1.59% | +16,284+6.2% | Added |
| Tocqueville Asset Management L.P. | 615,000 | $4.04M | 0.06% | +70,997+13.1% | Added |
| Advisor Group Holdings, Inc. | 4 | – | – | +3+300.0% | Added |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −16,319−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −8−100.0% | Sold out |