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, Q1 2025
Institutional positions in Coda Octopus Group, Inc. as of Mar 31, 2025. 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
- 33
- +4 vs. Q4 2024
- Shares held
- 1.57M
- −66.2K (−4.0%) vs. Q4 2024
- Total value
- $9.79M
- −$3.01M (−23.5%) vs. Q4 2024
- New holders
- 5
- 5 more added
- Sold out
- 1
- 12 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 322,964 | $2.02M | 0.03% | −75,082−18.9% | Reduced |
| Vanguard Group Inc | 297,827 | $1.86M | 0.00% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 284,201 | $1.77M | 0.10% | −14,063−4.7% | Reduced |
| Perritt Capital Management Inc | 74,150 | $462.7K | 0.26% | −7,000−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 67,001 | $418.1K | 0.00% | +6,800+11.3% | Added |
| Geode Capital Management, LLC | 66,311 | $413.9K | 0.00% | +6,887+11.6% | Added |
| Dimensional Fund Advisors LP | 59,999 | $374.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 58,000 | $361.9K | 0.00% | +58,000 | New |
| RBF Capital, LLC | 55,258 | $344.8K | 0.02% | −831−1.5% | Reduced |
| BlackRock, Inc. | 53,719 | $335.2K | 0.00% | −715−1.3% | Reduced |
| Federated Hermes, Inc. | 43,314 | $270.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 36,878 | $230.1K | 0.00% | −1,955−5.0% | Reduced |
| State Street Corp | 31,903 | $199.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,969 | $155.8K | 0.00% | −25,835−50.9% | Reduced |
| Susquehanna International Group, LLP | 23,979 | $149.6K | 0.00% | −697−2.8% | Reduced |
| Essex Investment Management Co LLC | 14,603 | $91.1K | 0.02% | 00.0% | Unchanged |
| Wealthquest Corp | 14,603 | $91.1K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,114 | $81.8K | 0.00% | −10,637−44.8% | Reduced |
| Royal Bank of Canada | 11,914 | $75.0K | 0.00% | +39+0.3% | Added |
| Acadian Asset Management LLC | 5,909 | $36.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,088 | $31.7K | 0.00% | −1,099−17.8% | Reduced |
| Creative Financial Designs Inc | 1,374 | $8.57K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,028 | $6.41K | 0.00% | +1,028 | New |
| Tower Research Capital LLC (TRC) | 530 | $3.31K | 0.00% | +530 | New |
| BNP Paribas Arbitrage, SA | 208 | $1.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 186 | $1.16K | 0.00% | +186 | New |
| Morgan Stanley | 76 | $474 | 0.00% | −1,800−95.9% | Reduced |
| Bank of America Corp | 49 | $306 | 0.00% | +2+4.3% | Added |
| SBI Securities Co., Ltd. | 30 | $187 | 0.00% | +20+200.0% | Added |
| Northwestern Mutual Wealth Management Co | 12 | $75 | 0.00% | +12 | New |
| JPMorgan Chase & Co | 4 | $25 | 0.00% | −14−77.8% | Reduced |
| Union Bancaire Privee, UBP SA | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |