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 |
|---|---|---|---|---|---|
| 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 |
| JPMorgan Chase & Co | 18 | $131 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 76 | $551 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 139 | $1.01K | 0.00% | +89+178.0% | Added |
| BNP Paribas Arbitrage, SA | 208 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 641 | $4.65K | 0.00% | −1,132−63.8% | Reduced |
| Creative Financial Designs Inc | 1,852 | $13.4K | 0.00% | −2,527−57.7% | Reduced |
| Buckingham Capital Management, Inc. | 10,000 | $72.5K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 10,014 | $72.6K | 0.00% | +10,014 | New |
| Royal Bank of Canada | 11,800 | $86.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 13,003 | $94.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,100 | $95.0K | 0.00% | +2,000+18.0% | Added |
| Wealthquest Corp | 14,603 | $107.8K | 0.01% | +14,603 | New |
| Advisor Group Holdings, Inc. | 25,204 | $182.7K | 0.00% | +10,500+71.4% | Added |
| Northern Trust Corp | 25,391 | $184.1K | 0.00% | −554−2.1% | Reduced |
| Citadel Advisors LLC | 26,720 | $193.7K | 0.00% | +4,489+20.2% | Added |
| Federated Hermes, Inc. | 49,221 | $356.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 54,610 | $395.9K | 0.00% | +54,610 | New |
| Geode Capital Management, LLC | 57,370 | $416.0K | 0.00% | −63−0.1% | Reduced |
| Dimensional Fund Advisors LP | 57,819 | $419.2K | 0.00% | +40.0% | Added |
| RBF Capital, LLC | 60,000 | $435.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,675 | $454.4K | 0.00% | +262+0.4% | Added |
| Perritt Capital Management Inc | 81,900 | $593.8K | 0.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 299,795 | $2.17M | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 307,388 | $2.23M | 0.12% | +62,898+25.7% | Added |
| Touchstone Capital, Inc. | 436,942 | $3.17M | 4.82% | −76,986−15.0% | Reduced |
| Tocqueville Asset Management L.P. | 442,964 | $3.21M | 0.05% | −50,831−10.3% | Reduced |
| 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 |