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