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, Q3 2024
Institutional positions in Coda Octopus Group, Inc. as of Sep 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
- 29
- +2 vs. Q2 2024
- Shares held
- 2.06M
- +10.7K (+0.5%) vs. Q2 2024
- Total value
- $15.0M
- +$2.60M (+21.0%) vs. Q2 2024
- New holders
- 4
- 7 more added
- Sold out
- 2
- 7 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 442,964 | $3.21M | 0.05% | −50,831−10.3% | Reduced |
| Touchstone Capital, Inc. | 436,942 | $3.17M | 4.82% | −76,986−15.0% | Reduced |
| Rice Hall James & Associates, LLC | 307,388 | $2.23M | 0.12% | +62,898+25.7% | Added |
| Vanguard Group Inc | 299,795 | $2.17M | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 81,900 | $593.8K | 0.31% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,675 | $454.4K | 0.00% | +262+0.4% | Added |
| RBF Capital, LLC | 60,000 | $435.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 57,819 | $419.2K | 0.00% | +40.0% | Added |
| Geode Capital Management, LLC | 57,370 | $416.0K | 0.00% | −63−0.1% | Reduced |
| BlackRock, Inc. | 54,610 | $395.9K | 0.00% | +54,610 | New |
| Federated Hermes, Inc. | 49,221 | $356.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,720 | $193.7K | 0.00% | +4,489+20.2% | Added |
| Northern Trust Corp | 25,391 | $184.1K | 0.00% | −554−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 25,204 | $182.7K | 0.00% | +10,500+71.4% | Added |
| Wealthquest Corp | 14,603 | $107.8K | 0.01% | +14,603 | New |
| Commonwealth Equity Services, LLC | 13,100 | $95.0K | 0.00% | +2,000+18.0% | Added |
| State Street Corp | 13,003 | $94.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,800 | $86.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 10,014 | $72.6K | 0.00% | +10,014 | New |
| Buckingham Capital Management, Inc. | 10,000 | $72.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $13.4K | 0.00% | −2,527−57.7% | Reduced |
| Tower Research Capital LLC (TRC) | 641 | $4.65K | 0.00% | −1,132−63.8% | Reduced |
| BNP Paribas Arbitrage, SA | 208 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 139 | $1.01K | 0.00% | +89+178.0% | Added |
| Morgan Stanley | 76 | $551 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 18 | $131 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1 | $7 | 0.00% | −5,614−100.0% | Reduced |
| St Germain D J Co Inc | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $7 | 0.00% | +1 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |