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 |
|---|---|---|---|---|---|
| Eastern Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2 | $11 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $25 | 0.00% | −14−77.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $75 | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 30 | $187 | 0.00% | +20+200.0% | Added |
| Bank of America Corp | 49 | $306 | 0.00% | +2+4.3% | Added |
| Morgan Stanley | 76 | $474 | 0.00% | −1,800−95.9% | Reduced |
| South State Corp. | 186 | $1.16K | 0.00% | +186 | New |
| BNP Paribas Arbitrage, SA | 208 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 530 | $3.31K | 0.00% | +530 | New |
| GWM Advisors LLC | 1,028 | $6.41K | 0.00% | +1,028 | New |
| Creative Financial Designs Inc | 1,374 | $8.57K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,088 | $31.7K | 0.00% | −1,099−17.8% | Reduced |
| Acadian Asset Management LLC | 5,909 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,914 | $75.0K | 0.00% | +39+0.3% | Added |
| Renaissance Technologies LLC | 13,114 | $81.8K | 0.00% | −10,637−44.8% | 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 |
| Susquehanna International Group, LLP | 23,979 | $149.6K | 0.00% | −697−2.8% | Reduced |
| Citadel Advisors LLC | 24,969 | $155.8K | 0.00% | −25,835−50.9% | Reduced |
| State Street Corp | 31,903 | $199.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 36,878 | $230.1K | 0.00% | −1,955−5.0% | Reduced |
| Federated Hermes, Inc. | 43,314 | $270.3K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 53,719 | $335.2K | 0.00% | −715−1.3% | Reduced |
| RBF Capital, LLC | 55,258 | $344.8K | 0.02% | −831−1.5% | Reduced |
| Stifel Financial Corp | 58,000 | $361.9K | 0.00% | +58,000 | New |
| Dimensional Fund Advisors LP | 59,999 | $374.4K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 66,311 | $413.9K | 0.00% | +6,887+11.6% | Added |
| Advisor Group Holdings, Inc. | 67,001 | $418.1K | 0.00% | +6,800+11.3% | Added |
| Perritt Capital Management Inc | 74,150 | $462.7K | 0.26% | −7,000−8.6% | Reduced |
| Rice Hall James & Associates, LLC | 284,201 | $1.77M | 0.10% | −14,063−4.7% | Reduced |
| Vanguard Group Inc | 297,827 | $1.86M | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 322,964 | $2.02M | 0.03% | −75,082−18.9% | Reduced |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |