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 2022
Institutional positions in Coda Octopus Group, Inc. as of Dec 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
- 28
- +1 vs. Q3 2022
- Shares held
- 1.98M
- +42.3K (+2.2%) vs. Q3 2022
- Total value
- $13.6M
- +$3.12M (+29.9%) vs. Q3 2022
- New holders
- 4
- 9 more added
- Sold out
- 3
- 6 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 615,000 | $4.22M | 0.08% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 343,687 | $2.36M | 2.75% | +65,859+23.7% | Added |
| Rice Hall James & Associates, LLC | 237,805 | $1.63M | 0.09% | −4,893−2.0% | Reduced |
| Vanguard Group Inc | 232,341 | $1.59M | 0.00% | +980.0% | Added |
| BlackRock Inc. | 103,721 | $711.5K | 0.00% | −753−0.7% | Reduced |
| Perritt Capital Management Inc | 96,457 | $661.7K | 0.38% | +1,933+2.0% | Added |
| RBF Capital, LLC | 65,000 | $446.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 63,855 | $438.0K | 0.00% | −20,677−24.5% | Reduced |
| Dimensional Fund Advisors LP | 62,544 | $429.0K | 0.00% | +2,317+3.8% | Added |
| Geode Capital Management, LLC | 40,810 | $279.0K | 0.00% | +712+1.8% | Added |
| Ancora Advisors, LLC | 38,443 | $264.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 19,858 | $136.0K | 0.00% | +8,297+71.8% | Added |
| Commonwealth Equity Services, LLC | 16,500 | $113.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,928 | $96.0K | 0.00% | +13,928 | New |
| State Street Corp | 13,003 | $89.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,000 | $27.4K | 0.00% | +4,000 | New |
| Wells Fargo & Company | 2,820 | $19.3K | 0.00% | +2,781+7,130.8% | Added |
| Byrne Asset Management LLC | 1,780 | $12.2K | 0.01% | −4,380−71.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,698 | $12.0K | 0.00% | −845−33.2% | Reduced |
| Morgan Stanley | 1,427 | $9.79K | 0.00% | +1,351+1,777.6% | Added |
| UBS Group AG | 1,177 | $8.07K | 0.00% | −1,976−62.7% | Reduced |
| FMR LLC | 1,000 | $6.86K | 0.00% | +1,000 | New |
| BNP Paribas Arbitrage, SA | 208 | $1.43K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 76 | $1.00K | 0.00% | +60+375.0% | Added |
| Bank of America Corp | 10 | $68 | 0.00% | +10 | New |
| Credit Suisse AG | 2 | $14 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |