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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 2024

Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 2024. 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
0 vs. Q1 2024
Shares held
2.11M
−57.8K (−2.7%) vs. Q1 2024
Total value
$12.7M
+$178.9K (+1.4%) vs. Q1 2024
New holders
2
8 more added
Sold out
2
7 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 28 institutions
Q1 2021: 23 institutionsQ2 2021: 25 institutionsQ3 2021: 24 institutionsQ4 2021: 26 institutionsQ1 2022: 25 institutionsQ2 2022: 26 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 25 institutionsQ2 2023: 25 institutionsQ3 2023: 25 institutionsQ4 2023: 28 institutionsQ1 2024: 28 institutionsQ2 2024: 28 institutionsQ3 2024: 29 institutionsQ4 2024: 30 institutionsQ1 2025: 33 institutionsQ2 2025: 37 institutionsQ3 2025: 36 institutionsQ4 2025: 45 institutionsQ1 2026: 65 institutionsQ2 2026: 62 institutions
Value heldQ2 2024: $12.7M
Q1 2021: $17.4MQ2 2021: $16.6MQ3 2021: $17.0MQ4 2021: $15.0MQ1 2022: $12.6MQ2 2022: $9.64MQ3 2022: $10.4MQ4 2022: $13.6MQ1 2023: $14.7MQ2 2023: $18.4MQ3 2023: $14.2MQ4 2023: $13.5MQ1 2024: $12.5MQ2 2024: $12.7MQ3 2024: $15.0MQ4 2024: $12.9MQ1 2025: $9.79MQ2 2025: $11.9MQ3 2025: $11.8MQ4 2025: $17.0MQ1 2026: $30.6MQ2 2026: $27.9M
Institutions holding CODA and their total value by quarter
QuarterHoldersValue
Q2 202662$27.9M
Q1 202665$30.6M
Q4 202545$17.0M
Q3 202536$11.8M
Q2 202537$11.9M
Q1 202533$9.79M
Q4 202430$12.9M
Q3 202429$15.0M
Q2 202428$12.7M
Q1 202428$12.5M
Q4 202328$13.5M
Q3 202325$14.2M
Q2 202325$18.4M
Q1 202325$14.7M
Q4 202228$13.6M
Q3 202227$10.4M
Q2 202226$9.64M
Q1 202225$12.6M
Q4 202126$15.0M
Q3 202124$17.0M
Q2 202125$16.6M
Q1 202123$17.4M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2024.

Institutions holding CODA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Touchstone Capital, Inc.513,928$3.10M4.86%−29,139−5.4%Reduced
Tocqueville Asset Management L.P.493,795$2.98M0.05%−70,102−12.4%Reduced
Vanguard Group Inc299,795$1.81M0.00%00.0%Unchanged
Rice Hall James & Associates, LLC244,490$1.47M0.09%+8,948+3.8%Added
Perritt Capital Management Inc81,900$493.4K0.27%−66−0.1%Reduced
Susquehanna International Group, LLP62,413$376.0K0.00%+16,989+37.4%Added
RBF Capital, LLC60,000$361.5K0.02%00.0%Unchanged
Dimensional Fund Advisors LP57,815$348.3K0.00%−7,288−11.2%Reduced
Geode Capital Management, LLC57,433$346.1K0.00%+2,835+5.2%Added
BlackRock Inc.54,045$325.6K0.00%−452−0.8%Reduced
Federated Hermes, Inc.49,221$296.6K0.00%00.0%Unchanged
Northern Trust Corp25,945$156.3K0.00%+693+2.7%Added
Citadel Advisors LLC22,231$133.9K0.00%−920−4.0%Reduced
Advisor Group Holdings, Inc.14,704$88.6K0.00%+3,999+37.4%Added
State Street Corp13,003$78.3K0.00%00.0%Unchanged
Royal Bank of Canada11,800$71.0K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC11,100$67.0K0.00%00.0%Unchanged
Virtu Financial LLC10,997$66.0K0.00%+10,997New
Buckingham Capital Management, Inc.10,000$60.3K0.01%00.0%Unchanged
UBS Group AG5,615$33.8K0.00%+5,614+561,400.0%Added
Creative Financial Designs Inc4,379$26.4K0.00%+864+24.6%Added
Tower Research Capital LLC (TRC)1,773$10.7K0.00%−772−30.3%Reduced
BNP Paribas Arbitrage, SA208$1.25K0.00%00.0%Unchanged
Morgan Stanley76$4580.00%00.0%Unchanged
Bank of America Corp50$3010.00%+49+4,900.0%Added
JPMorgan Chase & Co18$1080.00%00.0%Unchanged
Innealta Capital, LLC18$1080.00%+18New
St Germain D J Co Inc1$60.00%00.0%Unchanged
Byrne Asset Management LLC0$00.00%–Sold out
Wells Fargo & Company0$00.00%−47−100.0%Sold out