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 2023
Institutional positions in Coda Octopus Group, Inc. as of Dec 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
- 28
- +3 vs. Q3 2023
- Shares held
- 2.25M
- −39.3K (−1.7%) vs. Q3 2023
- Total value
- $13.5M
- −$653.4K (−4.6%) vs. Q3 2023
- New holders
- 6
- 6 more added
- Sold out
- 3
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Touchstone Capital, Inc. | 595,384 | $3.58M | 3.40% | −16,176−2.6% | Reduced |
| Tocqueville Asset Management L.P. | 588,897 | $3.55M | 0.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 301,883 | $1.82M | 0.00% | +13,517+4.7% | Added |
| Rice Hall James & Associates, LLC | 235,225 | $1.42M | 0.08% | −15,803−6.3% | Reduced |
| Perritt Capital Management Inc | 89,328 | $537.8K | 0.30% | −4,000−4.3% | Reduced |
| Dimensional Fund Advisors LP | 65,103 | $390.6K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 64,580 | $388.8K | 0.02% | −420−0.6% | Reduced |
| BlackRock Inc. | 58,909 | $354.6K | 0.00% | −178−0.3% | Reduced |
| Geode Capital Management, LLC | 53,862 | $323.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50,904 | $305.4K | 0.00% | −6,201−10.9% | Reduced |
| Northern Trust Corp | 27,600 | $166.2K | 0.00% | +16,810+155.8% | Added |
| Susquehanna International Group, LLP | 26,613 | $159.7K | 0.00% | +26,613 | New |
| Commonwealth Equity Services, LLC | 17,500 | $105.0K | 0.00% | −1,000−5.4% | Reduced |
| Royal Bank of Canada | 17,133 | $103.0K | 0.00% | +4,234+32.8% | Added |
| State Street Corp | 13,003 | $78.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,739 | $76.4K | 0.00% | +12,739 | New |
| Buckingham Capital Management, Inc. | 10,000 | $60.2K | 0.01% | +10,000 | New |
| Victory Capital Management Inc | 9,656 | $57.9K | 0.00% | +9,656 | New |
| Byrne Asset Management LLC | 4,100 | $24.6K | 0.02% | +4,100 | New |
| Tower Research Capital LLC (TRC) | 2,355 | $14.2K | 0.00% | +375+18.9% | Added |
| BNP Paribas Arbitrage, SA | 208 | $1.25K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 205 | $1.23K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 76 | $458 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 52 | $312 | 0.00% | +48+1,200.0% | Added |
| Wells Fargo & Company | 46 | $277 | 0.00% | +2+4.5% | Added |
| Bank of America Corp | 6 | $36 | 0.00% | +6 | New |
| St Germain D J Co Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −52,925−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −26,947−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |