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, Q2 2025
Institutional positions in Coda Octopus Group, Inc. as of Jun 30, 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
- 37
- +4 vs. Q1 2025
- Shares held
- 1.46M
- −112.5K (−7.2%) vs. Q1 2025
- Total value
- $11.9M
- +$2.12M (+21.7%) vs. Q1 2025
- New holders
- 8
- 14 more added
- Sold out
- 4
- 3 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 300,034 | $2.45M | 0.13% | +15,833+5.6% | Added |
| Vanguard Group Inc | 297,827 | $2.44M | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 112,064 | $916.7K | 0.01% | −210,900−65.3% | Reduced |
| Advisor Group Holdings, Inc. | 79,434 | $649.8K | 0.00% | +12,433+18.6% | Added |
| Geode Capital Management, LLC | 67,334 | $550.9K | 0.00% | +1,023+1.5% | Added |
| Perritt Capital Management Inc | 63,650 | $520.7K | 0.27% | −10,500−14.2% | Reduced |
| Dimensional Fund Advisors LP | 59,999 | $490.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 58,000 | $474.4K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 56,732 | $464.1K | 0.00% | +3,013+5.6% | Added |
| RBF Capital, LLC | 55,258 | $452.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,754 | $447.9K | 0.00% | +29,785+119.3% | Added |
| Federated Hermes, Inc. | 43,314 | $354.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 37,112 | $303.6K | 0.00% | +234+0.6% | Added |
| State Street Corp | 31,903 | $261.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,279 | $206.8K | 0.00% | +25,279 | New |
| Royal Bank of Canada | 16,151 | $132.0K | 0.00% | +4,237+35.6% | Added |
| Corsair Capital Management, L.P. | 15,579 | $127.4K | 0.02% | +15,579 | New |
| Wealthquest Corp | 14,603 | $119.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 14,434 | $118.1K | 0.02% | −169−1.2% | Reduced |
| Marshall Wace, LLP | 12,746 | $104.3K | 0.00% | +12,746 | New |
| Goldman Sachs Group Inc | 12,486 | $102.1K | 0.00% | +12,486 | New |
| Commonwealth Equity Services, LLC | 10,000 | $82.0K | 0.00% | +10,000 | New |
| Acadian Asset Management LLC | 5,909 | $48.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,090 | $41.6K | 0.00% | +20.0% | Added |
| Morgan Stanley | 2,203 | $18.0K | 0.00% | +2,127+2,798.7% | Added |
| Creative Financial Designs Inc | 1,374 | $11.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,056 | $8.64K | 0.00% | +28+2.7% | Added |
| Lazard Asset Management LLC | 1,054 | $8.00K | 0.00% | +1,054 | New |
| Tower Research Capital LLC (TRC) | 579 | $4.74K | 0.00% | +49+9.2% | Added |
| Raymond James Financial Inc | 290 | $2.37K | 0.00% | +290 | New |
| SBI Securities Co., Ltd. | 213 | $1.74K | 0.00% | +183+610.0% | Added |
| BNP Paribas Arbitrage, SA | 208 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 56 | $458 | 0.00% | +7+14.3% | Added |
| Union Bancaire Privee, UBP SA | 6 | $39 | 0.00% | +4+200.0% | Added |
| JPMorgan Chase & Co | 4 | $33 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $8 | 0.00% | +1 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |