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 2025
Institutional positions in Coda Octopus Group, Inc. as of Dec 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
- 45
- +9 vs. Q3 2025
- Shares held
- 1.82M
- +350.8K (+23.8%) vs. Q3 2025
- Total value
- $17.0M
- +$5.13M (+43.4%) vs. Q3 2025
- New holders
- 12
- 13 more added
- Sold out
- 3
- 8 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 298,611 | $2.78M | 0.00% | −5,447−1.8% | Reduced |
| Marshall Wace, LLP | 158,232 | $1.47M | 0.00% | +70,146+79.6% | Added |
| Archon Capital Management LLC | 150,000 | $1.40M | 0.79% | +150,000 | New |
| Rice Hall James & Associates, LLC | 121,905 | $1.13M | 0.06% | −147,520−54.8% | Reduced |
| Advisor Group Holdings, Inc. | 82,835 | $770.4K | 0.00% | −15,466−15.7% | Reduced |
| Dimensional Fund Advisors LP | 79,802 | $742.2K | 0.00% | +18,241+29.6% | Added |
| EAM Investors, LLC | 73,722 | $685.6K | 0.08% | +73,722 | New |
| Perritt Capital Management Inc | 67,250 | $625.4K | 1.05% | +5,000+8.0% | Added |
| Sentinus, LLC | 67,250 | $625.4K | 0.06% | +67,250 | New |
| Geode Capital Management, LLC | 58,918 | $548.1K | 0.00% | +341+0.6% | Added |
| Stifel Financial Corp | 58,000 | $539.4K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 56,266 | $523.3K | 0.00% | −850−1.5% | Reduced |
| RBF Capital, LLC | 51,000 | $474.3K | 0.02% | −2,499−4.7% | Reduced |
| Round Rock Advisors, LLC | 50,037 | $465.3K | 0.07% | +50,037 | New |
| Tocqueville Asset Management L.P. | 47,064 | $437.7K | 0.01% | −20,000−29.8% | Reduced |
| SEI Investments Co | 44,894 | $417.5K | 0.00% | +44,894 | New |
| Federated Hermes, Inc. | 43,314 | $402.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 38,015 | $353.5K | 0.00% | +2,707+7.7% | Added |
| State Street Corp | 33,903 | $315.3K | 0.00% | +2,000+6.3% | Added |
| Acadian Asset Management LLC | 32,263 | $299.0K | 0.00% | +5,936+22.5% | Added |
| Morgan Stanley | 30,676 | $285.3K | 0.00% | +28,500+1,309.7% | Added |
| Northern Trust Corp | 23,929 | $222.5K | 0.00% | +4,344+22.2% | Added |
| Essex Investment Management Co LLC | 23,299 | $216.7K | 0.03% | +8,865+61.4% | Added |
| Cerity Partners LLC | 20,000 | $186.0K | 0.00% | +20,000 | New |
| Commonwealth Equity Services, LLC | 15,000 | $139.5K | 0.00% | +5,000+50.0% | Added |
| Wealthquest Corp | 14,603 | $135.8K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 14,438 | $134.3K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,152 | $122.3K | 0.00% | +13,152 | New |
| Trexquant Investment LP | 11,365 | $105.7K | 0.00% | +11,365 | New |
| Quadrature Capital Ltd | 11,218 | $104.3K | 0.00% | +11,218 | New |
| Goldman Sachs Group Inc | 10,637 | $98.9K | 0.00% | −7,149−40.2% | Reduced |
| Warren Averett Asset Management, LLC | 10,000 | $93.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,949 | $46.0K | 0.00% | +202+4.3% | Added |
| Kestra Advisory Services, LLC | 2,314 | $21.5K | 0.00% | +2,314 | New |
| GWM Advisors LLC | 842 | $7.83K | 0.00% | +52+6.6% | Added |
| Tower Research Capital LLC (TRC) | 823 | $7.65K | 0.00% | +823 | New |
| Creative Financial Designs Inc | 727 | $6.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $5.58K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 500 | $4.65K | 0.00% | +500 | New |
| Whittier Trust Co | 389 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6 | $55 | 0.00% | −3,116−99.8% | Reduced |
| Union Bancaire Privee, UBP SA | 6 | $44 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4 | $37 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −43,714−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −10−100.0% | Sold out |