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 2024
Institutional positions in Coda Octopus Group, Inc. as of Dec 31, 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
- 30
- +2 vs. Q3 2024
- Shares held
- 1.65M
- +18.9K (+1.2%) vs. Q3 2024
- Total value
- $12.9M
- +$1.09M (+9.2%) vs. Q3 2024
- New holders
- 4
- 10 more added
- Sold out
- 2
- 10 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 398,046 | $3.12M | 0.05% | −44,918−10.1% | Reduced |
| Rice Hall James & Associates, LLC | 298,264 | $2.34M | 0.13% | −9,124−3.0% | Reduced |
| Vanguard Group Inc | 297,827 | $2.33M | 0.00% | −1,968−0.7% | Reduced |
| Perritt Capital Management Inc | 81,150 | $635.4K | 0.33% | −750−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 60,201 | $471.4K | 0.00% | +34,997+138.9% | Added |
| Dimensional Fund Advisors LP | 59,999 | $469.8K | 0.00% | +2,180+3.8% | Added |
| Geode Capital Management, LLC | 59,424 | $465.4K | 0.00% | +2,054+3.6% | Added |
| RBF Capital, LLC | 56,089 | $439.2K | 0.02% | −3,911−6.5% | Reduced |
| BlackRock, Inc. | 54,434 | $426.2K | 0.00% | −176−0.3% | Reduced |
| Citadel Advisors LLC | 50,804 | $397.8K | 0.00% | +24,084+90.1% | Added |
| Federated Hermes, Inc. | 43,314 | $339.1K | 0.00% | −5,907−12.0% | Reduced |
| Northern Trust Corp | 38,833 | $304.1K | 0.00% | +13,442+52.9% | Added |
| State Street Corp | 31,903 | $249.8K | 0.00% | +18,900+145.4% | Added |
| Susquehanna International Group, LLP | 24,676 | $193.2K | 0.00% | −37,999−60.6% | Reduced |
| Renaissance Technologies LLC | 23,751 | $186.0K | 0.00% | +13,737+137.2% | Added |
| Wealthquest Corp | 14,603 | $114.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 14,603 | $114.3K | 0.02% | +14,603 | New |
| Royal Bank of Canada | 11,875 | $93.0K | 0.00% | +75+0.6% | Added |
| Buckingham Capital Management, Inc. | 10,000 | $78.3K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 6,187 | $48.4K | 0.00% | +6,186+618,600.0% | Added |
| Acadian Asset Management LLC | 5,909 | $46.0K | 0.00% | +5,909 | New |
| Morgan Stanley | 1,876 | $14.7K | 0.00% | +1,800+2,368.4% | Added |
| Creative Financial Designs Inc | 1,374 | $10.8K | 0.00% | −478−25.8% | Reduced |
| BNP Paribas Arbitrage, SA | 208 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 47 | $368 | 0.00% | −92−66.2% | Reduced |
| JPMorgan Chase & Co | 18 | $141 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $78 | 0.00% | +10 | New |
| Union Bancaire Privee, UBP SA | 2 | $14 | 0.00% | +2 | New |
| St Germain D J Co Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Touchstone Capital, Inc. | – | – | – | – | Not filed |