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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2 | $14 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 10 | $78 | 0.00% | +10 | New |
| JPMorgan Chase & Co | 18 | $141 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 47 | $368 | 0.00% | −92−66.2% | Reduced |
| BNP Paribas Arbitrage, SA | 208 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,374 | $10.8K | 0.00% | −478−25.8% | Reduced |
| Morgan Stanley | 1,876 | $14.7K | 0.00% | +1,800+2,368.4% | Added |
| Acadian Asset Management LLC | 5,909 | $46.0K | 0.00% | +5,909 | New |
| UBS Group AG | 6,187 | $48.4K | 0.00% | +6,186+618,600.0% | Added |
| Buckingham Capital Management, Inc. | 10,000 | $78.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,875 | $93.0K | 0.00% | +75+0.6% | 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 |
| Renaissance Technologies LLC | 23,751 | $186.0K | 0.00% | +13,737+137.2% | Added |
| Susquehanna International Group, LLP | 24,676 | $193.2K | 0.00% | −37,999−60.6% | Reduced |
| State Street Corp | 31,903 | $249.8K | 0.00% | +18,900+145.4% | Added |
| Northern Trust Corp | 38,833 | $304.1K | 0.00% | +13,442+52.9% | Added |
| Federated Hermes, Inc. | 43,314 | $339.1K | 0.00% | −5,907−12.0% | Reduced |
| Citadel Advisors LLC | 50,804 | $397.8K | 0.00% | +24,084+90.1% | Added |
| BlackRock, Inc. | 54,434 | $426.2K | 0.00% | −176−0.3% | Reduced |
| RBF Capital, LLC | 56,089 | $439.2K | 0.02% | −3,911−6.5% | Reduced |
| Geode Capital Management, LLC | 59,424 | $465.4K | 0.00% | +2,054+3.6% | Added |
| Dimensional Fund Advisors LP | 59,999 | $469.8K | 0.00% | +2,180+3.8% | Added |
| Advisor Group Holdings, Inc. | 60,201 | $471.4K | 0.00% | +34,997+138.9% | Added |
| Perritt Capital Management Inc | 81,150 | $635.4K | 0.33% | −750−0.9% | Reduced |
| Vanguard Group Inc | 297,827 | $2.33M | 0.00% | −1,968−0.7% | Reduced |
| Rice Hall James & Associates, LLC | 298,264 | $2.34M | 0.13% | −9,124−3.0% | Reduced |
| Tocqueville Asset Management L.P. | 398,046 | $3.12M | 0.05% | −44,918−10.1% | Reduced |
| 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 |