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 2023
Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 2.24M
- +229.5K (+11.4%) vs. Q1 2023
- Total value
- $18.4M
- +$3.69M (+25.1%) vs. Q1 2023
- New holders
- 5
- 6 more added
- Sold out
- 5
- 5 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 588,897 | $4.83M | 0.09% | −26,103−4.2% | Reduced |
| Touchstone Capital, Inc. | 493,045 | $4.05M | 4.29% | +160,564+48.3% | Added |
| Vanguard Group Inc | 272,380 | $2.24M | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 255,008 | $2.09M | 0.12% | +9,340+3.8% | Added |
| EAM Investors, LLC | 123,262 | $1.01M | 0.19% | +123,262 | New |
| BlackRock Inc. | 104,856 | $860.9K | 0.00% | +1,386+1.3% | Added |
| Perritt Capital Management Inc | 93,028 | $763.8K | 0.42% | −3,429−3.6% | Reduced |
| Dimensional Fund Advisors LP | 66,850 | $548.8K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 65,000 | $533.6K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 57,105 | $468.8K | 0.00% | −3,426−5.7% | Reduced |
| Geode Capital Management, LLC | 54,433 | $446.9K | 0.00% | +13,623+33.4% | Added |
| Commonwealth Equity Services, LLC | 16,500 | $135.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15,665 | $128.6K | 0.00% | +15,665 | New |
| State Street Corp | 13,003 | $106.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,790 | $88.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,040 | $74.0K | 0.00% | +9,040 | New |
| Acadian Asset Management LLC | 2,099 | $17.0K | 0.00% | +2,099 | New |
| UBS Group AG | 1,868 | $15.3K | 0.00% | +556+42.4% | Added |
| Tower Research Capital LLC (TRC) | 1,185 | $9.73K | 0.00% | −1,691−58.8% | Reduced |
| BNP Paribas Arbitrage, SA | 208 | $1.71K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 76 | $624 | 0.00% | −264−77.6% | Reduced |
| Wells Fargo & Company | 43 | $353 | 0.00% | +2+4.9% | Added |
| Advisor Group Holdings, Inc. | 4 | $34 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $33 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $8 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −31,402−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,477−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,806−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |