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 2023
Institutional positions in Coda Octopus Group, Inc. as of Mar 31, 2023. 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
- −3 vs. Q4 2022
- Shares held
- 2.01M
- +37.7K (+1.9%) vs. Q4 2022
- Total value
- $14.7M
- +$1.17M (+8.6%) vs. Q4 2022
- New holders
- 2
- 6 more added
- Sold out
- 5
- 7 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4 | $30 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 41 | $300 | 0.00% | −2,779−98.5% | Reduced |
| BNP Paribas Arbitrage, SA | 208 | $1.52K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 340 | $2.49K | 0.00% | −1,087−76.2% | Reduced |
| UBS Group AG | 1,312 | $9.60K | 0.00% | +135+11.5% | Added |
| Byrne Asset Management LLC | 1,400 | $10.0K | 0.01% | −380−21.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,876 | $21.0K | 0.00% | +1,178+69.4% | Added |
| Belpointe Asset Management LLC | 4,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,790 | $79.0K | 0.00% | +10,790 | New |
| Renaissance Technologies LLC | 12,806 | $94.0K | 0.00% | −1,122−8.1% | Reduced |
| State Street Corp | 13,003 | $94.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,500 | $120.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,477 | $155.7K | 0.00% | +21,477 | New |
| Millennium Management LLC | 31,402 | $228.0K | 0.00% | +11,544+58.1% | Added |
| Geode Capital Management, LLC | 40,810 | $295.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 60,531 | $438.9K | 0.00% | −3,324−5.2% | Reduced |
| RBF Capital, LLC | 65,000 | $475.8K | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 66,850 | $484.7K | 0.00% | +4,306+6.9% | Added |
| Perritt Capital Management Inc | 96,457 | $706.1K | 0.39% | 00.0% | Unchanged |
| BlackRock Inc. | 103,470 | $757.4K | 0.00% | −251−0.2% | Reduced |
| Rice Hall James & Associates, LLC | 245,668 | $1.80M | 0.10% | +7,863+3.3% | Added |
| Vanguard Group Inc | 272,380 | $1.99M | 0.00% | +40,039+17.2% | Added |
| Touchstone Capital, Inc. | 332,481 | $2.43M | 2.69% | −11,206−3.3% | Reduced |
| Tocqueville Asset Management L.P. | 615,000 | $4.50M | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −38,443−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |