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 2026
Institutional positions in Coda Octopus Group, Inc. as of Mar 31, 2026. 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
- 65
- +22 vs. Q4 2025
- Shares held
- 2.71M
- +1.25M (+86.0%) vs. Q4 2025
- Total value
- $30.6M
- +$17.1M (+126.0%) vs. Q4 2025
- New holders
- 32
- 15 more added
- Sold out
- 10
- 10 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Coda Octopus Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 263,739 | $2.98M | 0.00% | +263,739 | New |
| Marshall Wace, LLP | 254,189 | $2.87M | 0.00% | +95,957+60.6% | Added |
| Essex Investment Management Co LLC | 189,640 | $2.14M | 0.34% | +166,341+713.9% | Added |
| SEI Investments Co | 147,486 | $1.67M | 0.00% | +102,592+228.5% | Added |
| Archon Capital Management LLC | 140,000 | $1.58M | 0.89% | −10,000−6.7% | Reduced |
| Round Rock Advisors, LLC | 117,366 | $1.33M | 0.20% | +67,329+134.6% | Added |
| Acadian Asset Management LLC | 115,536 | $1.30M | 0.00% | +83,273+258.1% | Added |
| Jane Street Group, LLC | 104,606 | $1.18M | 0.00% | +91,454+695.4% | Added |
| Arrowstreet Capital, Limited Partnership | 99,560 | $1.13M | 0.00% | +99,560 | New |
| Dimensional Fund Advisors LP | 98,854 | $1.12M | 0.00% | +19,052+23.9% | Added |
| EAM Investors, LLC | 73,722 | $833.1K | 0.10% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 63,042 | $712.6K | 0.00% | +4,124+7.0% | Added |
| Grandeur Peak Global Advisors, LLC | 62,519 | $706.5K | 0.17% | +62,519 | New |
| Legato Capital Management LLC | 58,212 | $657.8K | 0.06% | +58,212 | New |
| BlackRock, Inc. | 57,432 | $649.0K | 0.00% | +1,166+2.1% | Added |
| RBF Capital, LLC | 50,000 | $565.0K | 0.03% | −1,000−2.0% | Reduced |
| North Star Investment Management Corp. | 50,000 | $565.0K | 0.03% | +50,000 | New |
| Navellier & Associates Inc | 46,450 | $524.9K | 0.05% | +46,450 | New |
| Federated Hermes, Inc. | 43,314 | $489.4K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 36,446 | $411.8K | 0.00% | +25,081+220.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,353 | $388.0K | 0.00% | +34,353 | New |
| Susquehanna International Group, LLP | 33,965 | $383.8K | 0.00% | +33,965 | New |
| Morgan Stanley | 33,505 | $378.6K | 0.00% | +2,829+9.2% | Added |
| Advisor Group Holdings, Inc. | 31,801 | $359.4K | 0.00% | −51,034−61.6% | Reduced |
| Millennium Management LLC | 30,997 | $350.3K | 0.00% | +30,997 | New |
| Stifel Financial Corp | 30,000 | $339.0K | 0.00% | −28,000−48.3% | Reduced |
| Northern Trust Corp | 26,957 | $304.6K | 0.00% | +3,028+12.7% | Added |
| Two Sigma Investments, LP | 24,599 | $278.0K | 0.00% | +24,599 | New |
| Cerity Partners LLC | 24,500 | $276.9K | 0.00% | +4,500+22.5% | Added |
| Meros Investment Management, LP | 24,310 | $274.7K | 0.12% | +24,310 | New |
| State Street Corp | 23,653 | $267.3K | 0.00% | −10,250−30.2% | Reduced |
| Hillsdale Investment Management Inc. | 23,570 | $266.3K | 0.01% | +23,570 | New |
| Vanguard Fiduciary Trust Co | 23,540 | $266.0K | 0.00% | +23,540 | New |
| Connective Capital Management, LLC | 22,478 | $254.0K | 0.21% | +22,478 | New |
| HRT Financial LP | 21,814 | $246.0K | 0.00% | +21,814 | New |
| Renaissance Technologies LLC | 21,328 | $241.0K | 0.00% | +21,328 | New |
| Occudo Quantitative Strategies LP | 17,539 | $198.4K | 0.01% | +17,539 | New |
| Susquehanna Fundamental Investments, LLC | 17,482 | $197.5K | 0.01% | +17,482 | New |
| UBS Group AG | 17,360 | $196.2K | 0.00% | +12,411+250.8% | Added |
| Sentinus, LLC | 17,050 | $192.7K | 0.02% | −50,200−74.6% | Reduced |
| Squarepoint Ops LLC | 16,575 | $187.3K | 0.00% | +16,575 | New |
| Citadel Advisors LLC | 16,283 | $184.0K | 0.00% | −21,732−57.2% | Reduced |
| Omers Administration Corp | 15,300 | $172.9K | 0.00% | +15,300 | New |
| Ritholtz Wealth Management | 14,765 | $166.8K | 0.00% | +14,765 | New |
| Schonfeld Strategic Advisors LLC | 14,644 | $165.5K | 0.00% | +14,644 | New |
| Corsair Capital Management, L.P. | 14,438 | $163.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,269 | $161.2K | 0.00% | +14,269 | New |
| Prelude Capital Management, LLC | 12,813 | $144.8K | 0.01% | +12,813 | New |
| Commonwealth Equity Services, LLC | 12,000 | $135.6K | 0.00% | −3,000−20.0% | Reduced |
| Allworth Financial LP | 1,600 | $18.1K | 0.00% | +1,000+166.7% | Added |
| Vanguard Global Advisers, LLC | 1,450 | $16.4K | 0.00% | +1,450 | New |
| Creative Financial Designs Inc | 727 | $8.21K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 564 | $6.37K | 0.00% | −259−31.5% | Reduced |
| Whittier Trust Co | 389 | $4.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 349 | $3.94K | 0.00% | −493−58.6% | Reduced |
| McGuire Capital Advisors Inc | 158 | $1.78K | 0.00% | +158 | New |
| Royal Bank of Canada | 69 | $1.00K | 0.00% | +69 | New |
| SBI Securities Co., Ltd. | 56 | $633 | 0.00% | +56 | New |
| Root Financial Partners, LLC | 50 | $565 | 0.00% | +50 | New |
| Steward Partners Investment Advisory, LLC | 15 | $170 | 0.00% | +15 | New |
| JPMorgan Chase & Co | 4 | $44 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3 | $34 | 0.00% | +3 | New |
| St Germain D J Co Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $11 | 0.00% | +1 | New |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −121,905−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −47,064−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −14,603−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,218−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |